Keep your hands inside the car at all times. The following is a tour of the Standard edition of Copper. Click here to view the Corporate edition tour, or you can review the online user's guide here.

Introduction Video

Getting started with Copper is easy. After your installation is completed, you log in and create accounts for your staff and external users. You add your client records, and then create or import your projects and tasks.

From there your team members log in and can quickly review and contribute to project information. Copper is your organization's central hub of information. Lets take a look at Copper's flexible yet intuitive feature set.

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Springboard

The Springboard is your personal to-do, showing you relevant tasks and issues. It acts as the main task update view, allowing your team to review a running commentary of task activity and contribute to allocated tasks (facilitating automated timesheets).

You can review tasks from a selected period (e.g. next week) or show tasks that are owed to you by others. Administrators can switch to another user's springboard view.

You can flag a task as an issue which displays it for all team members, or flag a task comment as out of scope which flags it for attention when creating invoices. Setting a task to 100% removes it from your springboard.

Need to spring into action?
The Springboard allows you to quickly view and act on your outstanding tasks, urgent issues, and recent updates ensuring task commentaries and timesheets are up to date.

Client Management

The clients view allows you to review your client’s entire project portfolio, and more effectively manage relationships with internal client contacts.

You can click on any client to review their contact details, project portfolio, related files, and invoices.

Need to get freaky with clients?
Great for account managers, project managers, salespeople, or anyone who needs to manage client relationships.

Project Management

The Projects view is at the heart of Copper, allowing you to review and drill-down to relevant project information.

You can manage tasks and timelines via our unique drag/drop timeline, quickly allocate resources, edit budget and specification information, review team member task commentaries, share related files and contacts, and create PDF invoices and quotes.

Creating new projects is easy. Create a project from scratch, copy an existing project such as a previously successful project or template you've created, or import an MS Project XML file.

Copper manages user access automatically, whilst emailing relevant users whenever something relevant occurs. Users can also synchronize projects with iCal, print a customizable summary, or email an entire task or project team with one click.

Looking for a flexible yet elegant project management solution? At the heart of Copper beats the Projects view, providing your power-users with full visibility of project information, and allowing them to work faster and more efficiently than ever.

Calendar

The Calendar view provides a Monthly and Weekly view of projects and task milestones. You can also create calendar events such as meetings and public holidays that are not project related but may impact on a project.

Administrators can view another users calendar to review and manage resource allocations.

Need a simple group calendar? The Copper calendar view provides a personalized group calendar to keep milestones in view.

File Management

Copper's powerful file management system treats files as project-assets, allowing you to quickly find related files, whilst ensuring that files are only viewable by those with appropriate access.

With Copper you can share project and general files without the need for a separate file server. Copper manages check-in and check- out functions, keeps track of new versions, and a logs all file activity.

Need an easily manage project-centric files? Copper offers a fully functional files function that does away with separate files servers and passwords. Real security, real convenience, built in.

Contact Management

Contact management in Copper is easy, with contacts being linked to clients and projects. This allows you to quickly find related contacts, and review any related activity.

When a user creates a task comment, they can nominate a related client contact which in turn provides your team with a running commentary of work undertaken, sign-offs etc.

Need your sales and project staff on the same page? Copper not only tracks your tasks and projects, but also aids with sign off tracking, sales calls, general meetings, and general phone calls.

Reporting

The Reports view provides a number of reports to help you assess overall portfolio health, and undertake general housekeeping tasks.

A General overview shows a monthly snap shot of activity, project specific reports show project activity by month, and user specific reports show user activity.

The timesheets function automatically generates timesheets for your staff for a selected period, based on their task update activity.

Need statistical data on your portfolio? The Reports view provides a quick portfolio health-check, as well as the ability to drill-down to project, user, and timesheet level for infinite control.

Administration

The Administration view allows you to manage user and group permissions, and set system options such as currency, time zone, language, project counter, and email notifications.

In addition, you can synchronize your LDAP server, edit any label within the product, and download backup data.

Need to control who sees what? Copper's permissions system allows you the greatest flexibility, allowing you infinite control over users and groups, without compromising simplicity.

Need more info?

Please visit our FAQ's page for general information, or if you require more specific information on features please review the
Online User Guide.

If you'd like to test drive Copper or sign up for a free 14-day account, head over to the Demo page.

If you have any specific questions that aren't answered by the above, contact us.