| Project Timesheet and Expense Management for Microsoft Dynamics CRM |
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Correct management of Projects and the recording of Timesheets is an integral part of your business. Projects & Timesheets Management Integration/Extension Module (“Projects”) to be flexible, comprehensive in its capabilities, and completely integrated with Microsoft Dynamics CRM.
Extend MSCRM from just sales into a service delivery management solution with this native MSCRM addon solution.
As with all Microsoft CRM extension modules, the Projects Module delivers rapid "time to value". It is an enterprise-wide timekeeping system designed to leverage the power of Microsoft Dynamics CRM.
Main Features
The process of recording time is quick and simple: Users create Timesheets, and the time recorded for that day so far is displayed. The Timesheet can then be saved as a draft and then submitted subsequently for approval.
Projects are fully customizable to allow you to establish a Time Framework with multiple levels, and users are presented with only the information they require to complete their timekeeping tasks.
Once Timesheets have been approved, the Projects, Sub-Projects, and Tasks to which they belong to are updated with the relevant times. Approved Timesheets are then available for reporting. A single Project can have a master Project record, with as many Sub-Projects as required, while each Sub-Project can have as many Tasks as necessary.
In keeping with native CRM activities tracking, Tasks can be created on their own without the need for a Sub-Project or Project. This enables the tracking and recording of smaller, one-off jobs
Improve the Way You Do Business
Projects & Timesheets Management is designed for business. It allows you to manage an unlimited number of projects, each with an individual structure and management style.
Moreover, it offers a high level of flexibility when managing users, each of whom may have different access rights to different projects.
Projects & Timesheets Management application module frees you from the tedious task of updating archaic systems. Automatic updates provide real-time information on every resource in every project - thereby eliminating surprise project over-runs. This enables your Clients to be professionally informed of ‘actual’ versus ‘budgeted’ - well in advance of deadlines.
The Projects & Timesheets Management module redefines project management by seamlessly integrating data from Microsoft Dynamics CRM V4.0 and making it available to everyone who touches the projects - from the initial proposal stage all the way through to final billing. The Projects & Timesheets module gives you the ability to manage virtually any type of project or process, from customer activation through to service delivery and ongoing customer support.
 Projects Timesheets and Expenses Management extends traditional CRM functionality to include solution delivery with project, sub project, activity, timesheet and expense management into Microsoft Dynamics CRM.
A fully integrated CRM addon module that enhances Microsoft Dynamics CRM to deliver a full project management solution to your Microsoft Dynamics CRM deployment with the following feature.
Project Management
Timesheet Management Expense management Project budget, actual and variance management for tasks and expenses. Automated escalation when project defined budget and time limits are reached Timesheet approval Expense approval  |