1. Overview of Projector 4.1 (712) 432-1015, access code 378-895-783
Steve Chong 21 Aug, 2008

2. Agenda What to expect Major new features Minor enhancements
Receipt management on expense reports
MS Project integration
Report scheduling and distribution
Minor enhancements
Revenue holdback management
Accounting reports
Enhanced salesforce.com interface
Configuration changes
Additional resources

3. What to Expect
Projector will be unavailable on Saturday August 23 between 10 AM and 2 PM ET
Users will not need to do anything special after the release as Projector will just update itself as necessary
Some configuration changes may be necessary after the release to take advantage of new features
Customized consulting, training, and roll-out services will be available for organizations with more significant needs
Copies of this presentation will be ed out to attendees

4. Receipt Management
Receipts can be uploaded at the individual line item level or at the expense report level
Users can zoom and pan to make receipt images as legible as possible
Notes can be added to further annotate receipts or explain missing receipts
Receipts can be viewed and managed during the approval workflow and from the invoice browser

5. MS Project Integration
Allows users to upload MSP files into Projector as detailed task plans
Actual and remaining hours, percent complete data, and baselines can be downloaded from Projector into MSP
Resources, allocations, dependencies, work, and start and end dates will be preserved during uploads and downloads
Attributes that cannot be preserved will be displayed to the user

6. Report Scheduling and Distribution
Reports can be scheduled to run on a periodic basis; once run, the report will be available in the user’s report output section
Reports can be sent to a defined distribution list after it has finished running and recipients will receive and with a link to the report
Recipients on a distribution list will have permissions to view the entire report, regardless of how their permissions are configured in Projector
Mechanism can be used to run and access reports via web services requests

7. Revenue Holdbacks and Schedules
Allows users to hold back a percentage or amount of system revenue on fixed price engagements until the holdback is earned
Revenue will be recognized to the contract amount less holdback until the holdback is earned
Reports will allocate system revenue to the contract amount less holdback and model earning the holdback on the revenue earn by date
Holdback amounts and percentages are new KPIs on the project dashboard and can be included in various reports
Revenue schedules will allow users to “profile” revenue projections and drive revenue recognition
Revenue schedules may often be used for retainer agreements or other engagements where revenue will be earned on a defined schedule instead of by percent complete

8. Accounting Reports
Provide summary and detailed information about transactions by account and balances by account
Can provide traceability down to the individual time card and/or cost card transaction level
Can be scheduled like other analytical reports and/or accessed via web services
Accounting Analysis Report
Accounting Balances Report

9. Enhanced Salesforce.com Interface
Automated interface that runs each night to update data changed in salesforce.com to model pipeline
Governed by a set of configurable mappings and rules that describe what data is imported and how data will look in Projector
Addition of % likelihood allows grouping and factoring of projections in analytical reports
Requires salesforce.com Professional Edition or higher
Will require some configuration services from Projector PSA
salesforce.com certified solution:
Projector
Salesforce.com
Clients
Accounts
Engagements
Mappings/ Rules
Opportunities
Projects
Products
Estimates

10. Configuration Changes: Receipt Management
Organizations can allow receipts to be uploaded at the expense report level and/or the item level
Maximum receipt file size will be set to 1 MB on upgrade, but can be reset as needed
Receipts can be locked at various points in the approval workflow
Receipts storage fees are counted as part of document storage and incur a charge of $50/GB/month

11. Configuration Changes: Project Stages
Organizations can now prevent users from overriding the project stage settings of whether a project is open for time and costs or transfers
Additional workflow controls now exist that determine what project stages PMs can set projects to
PMs can be given additional permissions to transfer time and costs among projects they manage

12. Configuration Changes: Billing Cycles
Billing cycles can be used to group engagements together when creating invoices
Billing cycles define end dates for the process of invoice creation

13. Configuration Changes: Accounting Periods
Accounting periods can now be opened for time and/or costs on an individual company basis
Organizations that are divided up into multiple companies can now close periods at different times
Companies associated with resources and engagements must be open for a resource to log time to a project

14. Configuration Changes: Resource Time Self-approval
Resources can be allowed to approve their own time or not; useful for contractors who are playing PM roles, but for whom someone else needs to approve time
Will be set to checked (allowed) on upgrade as that reflects current behavior

15. Configuration Changes: Allow AR Period Override
Allows users to specify what accounting period AR transactions will be placed in from within the invoice

16. Additional Resources
Projector 4.1 Release Notes: (
On-line Help: (Help menu from Smart Client or from Employee Portal)
Support:
Telephone Support: (617)
Training and Consulting Services: Yvonne Fantaci, VP Services (617) x 567
Projector User’s Group: (
PS Village: (