Version Rollup 4.5 1.Sales Forecast via Project, Timesheet and
Central 2.Gantt Chart and Activity Planning 3.Timesheet with
Outlook integration on Office 365 4.Automated License File Upload
5.Invoices Preview 6.Expense Claim 7.Batch invoicing with
Expenses
Slide 4
Version Rollup 5 1.Installment and Invoice scheme per Project
2.Actual hours per Project Activity 3.Surcharges on hourly rates
4.Batch Invoicing as PDF and send as Email CRM Activity 5.Gantt
Chart extended with Utilization % and Hour Type 6.Gantt Chart can
be linked with Sales Forecast and Calculation Sheet 7.Change User
in Timesheet 8.Vacation Registration and Balance
Slide 5
Accounts Contacts Project and Contract management Time and
Expenses Project Activity Planning Project Activity Planning
Project Sales Forecast Project Sales Forecast Project Calculation
Microsoft Outlook Microsoft Dynamics NAV/GP/AX Invoices HRM
Opportunities Leads Campaigns Products Expense Claim Price List
Project Resource Planning Project Resource Planning Concept
Assistance PSA R5
Slide 6
Accounts Contacts Project and Contract management Time and
Expenses Project Activity Planning Project Activity Planning
Project Sales Forecast Project Sales Forecast Project Calculation
Microsoft Outlook Microsoft Dynamics NAV/GP/AX Invoices HRM
Opportunities Leads Campaigns Products Expense Claim Price List
Project Resource Planning Project Resource Planning Concept
Assistance PSA R5 Accounts Contacts Products Price List Project and
Contract management Time and Expenses Project Activity Planning
Project Activity Planning Project Sales Forecast Project Sales
Forecast Project Calculation HRM Project Resource Planning Project
Resource Planning
Slide 7
7 different contract types per Project Item Project Expenses
Time Products / Equipment 1.T&M hourly rate 2.T&M day rate
3.Fixed fee 4.Expenses billable 5.Expenses fixed fee 6.Products
7.Recurring
Slide 8
Project Structure Organization Business Unit ProjectGroup
ItemItemCalculation Activity Planning Sales Forecast Resource
Planning ItemGroup ItemItem
Slide 9
Activity Planning (Gantt Chart)
Slide 10
From High Level to Detail Opportunity Opportunity with
probalility and amount. Quote and Project Contract, rate structure
and Team member with WBS. Estimation Calculation by Hour Type and
Employee. Forecast Probalility in number of hours per month.
Planning (Outlook) Detailed per Employee per Day Planning.
Report Package v.1.1 For your convenience we have created
out-of-the-box reports (English) packed in one solution. To
install: just download the report solution and install in CRM 2011.
ModuleReport AccountsOutstanding Invoice status report per Account
InvoicesAccounts Receivable Aging Report All Invoices grouped by
Account ProjectsProject Details (Financial Status) Projects One
Line (Total Financial Status) 3 Project Gauche Reports
Slide 15
Reports Package v1.1 ModuleReport EmployeesGeneral Employee
Status Report HoursHour Report per Employee and/or per Project Hour
Analysis Report ExpensesExpenses Report per Employee Expense Claim
Report Expenses Per Project
Slide 16
Assistance HRM RC1 1.Integrated with Assistance PSA 2.Vacation
and Sickness Registration integrated with your Timesheet 3.Skills
Matches
Program Management ProgramProject X Estimation Contract Amount
PlannedForecast Gantt Chart Activity Planning Invoiced Hours and
Expenses Project YProject Z Per Program: -Totals -Estimated
-Contract -Hours and Expenses -Planning and Forecasted -Invoiced
-Gant Chartt -Intercompany Functionality