Presentation is loading. Please wait.

Presentation is loading. Please wait.

Roadmap 2.3 - Assistance PSA for CRM 2011. And Now Everything Comes Together…

Similar presentations


Presentation on theme: "Roadmap 2.3 - Assistance PSA for CRM 2011. And Now Everything Comes Together…"— Presentation transcript:

1 Roadmap 2.3 - Assistance PSA for CRM 2011. And Now Everything Comes Together…

2 Roadmap PSA RC3 2011 HRM RC1 Report Package v1.1 PSA UR4.5 PSA UR5 PSA UR6 HRM RC2 December 2011February 24 - 2012 Q2 2012 March 30 - 2012

3 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

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

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

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

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

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

9 Activity Planning (Gantt Chart)

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.

11 360° Forecasting Sales Forecasting Project Manager Consultant Resource Manager

12 Add Sales Forecast

13 Utilization Dasboard by Employee

14 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

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

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

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

18 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


Download ppt "Roadmap 2.3 - Assistance PSA for CRM 2011. And Now Everything Comes Together…"

Similar presentations


Ads by Google