Ventoo Case Management delivers its own role center with cues, charts, and work lists, plus six reports for evaluation and billing preview.
Role center
The role center (profile Case Management) summarizes the daily work. Navigation is grouped: Participants → Dossiers → Planning → Offerings → Billing → Reports → Administration, each with creation actions.
Cues
|
Cue |
Content |
|---|---|
|
Open / My Open Cases |
Counted visibility-aware. |
|
Activities |
Filtered by party. |
|
Tasks |
Unassigned, overdue, due today, this week (by party). |
|
Hours This/Last Month |
Recorded hours. |
|
Cases at Start Step |
For planners. |
|
Approved Amount (T&M) / Remaining Amount (non-T&M) |
For billing users. |
|
Draft / Invoiced This/Last Month |
Billing view (bound to the billing permission). |
Charts and parts
-
Hours Overview – hours overview with three views and period navigation.
-
Pipeline – case pipeline per process (funnel/column/doughnut), with a toggle for the final step.
-
My Schedule – activity list with period navigation and drill-down.
-
My Tasks – own tasks with highlighting of overdue entries and assignment actions.
-
My Week – weekly overview.
-
Headline – data-driven greeting with filtered drill-downs.
The visibility of billing cues and charts follows the billing permission.
Reports
Six reports are delivered (output as Excel layout):
|
Report |
Content |
Typical filters |
|---|---|---|
|
Case Overview |
Cases with status, customer, scope, key parties, and total amount. |
Date, customer, scope, status, process, consultant |
|
Activity Report |
Activities with planned/actual/billed durations and amounts. |
Date, case, consultant, item, status |
|
Consultant Utilisation |
Actual vs. planned hours per consultant and period. |
Period, consultant |
|
Revenue Report |
Revenue per scope/customer with chart columns. |
Date, scope schema, customer |
|
Task Report |
Open/overdue tasks per assignee. |
Assignee, due date, priority |
|
Billing Batch |
Runs the batch billing or serves as a billing preview. |
Filter panel per case/customer |
Launch via the role center, the report search, or – for Billing Batch – via the Run Billing Batch action on the setup page.