Presentation

Project, Timesheet and Expense management CRM addin delivers full 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 features:-

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.

Overview

Projects, Timesheets and Expense Management

If correct management of Projects the recording of Timesheets and associated project expenses is an integral part of your business. Brookstone Technologies has designed the Projects & Timesheets Management Integration/Extension Module (“Projects”) to be flexible, comprehensive in its capabilities, and completely integrated with Microsoft Dynamics CRM. Available for Microsoft Dynamics CRM 4 (MSCRM 4) and Microsoft Dynamics CRM 3 (MSCRM 3).

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. 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.

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.

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.

Main Features of Projects and Timesheets Management

The Project and Timesheets Management module provides complete time and costing control of projects and employees’ timesheets

Support for multiple Project levels including Projects, Sub-Projects and Tasks

Unique workflow capabilities including automatic notification if Projects or Tasks reach a pre-defined level of Hours or Cost

Fully integrated with Microsoft Dynamics CRM

Fully customisable

Complete overtime recording and accrual

Assignment of individual time entries to Projects, Sub-Projects, and Tasks

Views display time recorded by Approver, Status, Worker, Client, Project, Department

Empowers staff with a single, mobile point of information entry and access, workflow, and collaboration

Intuitive to use, with the same look & feel as Microsoft CRM

Customizable reports utilizing Microsoft Reporting Services

Achieve maximum value from your investment in Microsoft Dynamics CRM. Extend and enhance Microsoft Dynamics CRM with a powerful, completely customizable suite of web-based tools to effectively integrate the processes that make your business profitable, managing people, time, costs, and customers with a secure, scalable, affordable, and user-friendly solution.