Roadmap Assistance PSA for CRM And Now Everything Comes Together…

Roadmap PSA RC HRM RC1 Report Package v1.1 PSA UR4.5 PSA UR5 PSA UR6 HRM RC2 December 2011February Q March

Version Rollup Sales Forecast via Project, Timesheet and Central 2.Gantt Chart and Activity Planning 3.Timesheet with Outlook integration on Office Automated License File Upload 5.Invoices Preview 6.Expense Claim 7.Batch invoicing with Expenses

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 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

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 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

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

Project Structure Organization Business Unit ProjectGroup ItemItemCalculation Activity Planning Sales Forecast Resource Planning ItemGroup ItemItem

Activity Planning (Gantt Chart)

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.

360° Forecasting Sales Forecasting Project Manager Consultant Resource Manager

Add Sales Forecast

Utilization Dasboard by Employee

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 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

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

Assistance HRM RC1 1.Integrated with Assistance PSA 2.Vacation and Sickness Registration integrated with your Timesheet 3.Skills Matches

Version Rollup 6 -Program Management -Purchase Orders -WIP Module -Recurring Products -Confidential Project Security Level

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