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Roadmap 2.3 - Assistance PSA for CRM 2011
And Now Everything Comes Together…
Roadmap
PSA
RC3
2011
Report
Package
v1.1
PSA
UR5
HRM
RC1
PSA
UR4.5
December 2011
February 24 - 2012
HRM
RC2
PSA
UR6
March 30 - 2012
Q2 2012
Version Rollup 4.5
1.
2.
3.
4.
5.
6.
7.
Sales Forecast via Project, Timesheet and Central
Gantt Chart and Activity Planning
Timesheet with Outlook integration on Office 365
Automated License File Upload
Invoices Preview
Expense Claim
Batch invoicing with Expenses
Version Rollup 5
1.
2.
3.
4.
5.
6.
7.
8.
Installment and Invoice scheme per Project
Actual hours per Project Activity
Surcharges on hourly rates
Batch Invoicing as PDF and send as Email CRM Activity
Gantt Chart extended with Utilization % and Hour Type
Gantt Chart can be linked with Sales Forecast and Calculation Sheet
Change User in Timesheet
Vacation Registration and Balance
Concept Assistance PSA R5
Price List
Accounts
Opportunities
Leads
Products
Contacts
HRM
Campaigns
Project and Contract
management
Time and Expenses
Expense Claim
Project
Calculation
Project
Sales Forecast
Project
Activity Planning
Project
Resource Planning
Invoices
Microsoft
Dynamics NAV/GP/AX
Microsoft
Outlook
Concept Assistance PSA R5
Price List
Price
List
Accounts
Accounts
Opportunities
Leads
Products
Products
Contacts
Contacts
HRM
Campaigns
Project and Contract
management
Time and Expenses
Expense Claim
Project
Calculation
Project
Sales Forecast
Project
Activity Planning
Project
Resource Planning
Invoices
Microsoft
Dynamics NAV/GP/AX
Microsoft
Outlook
7 different contract types per Project Item
1. T&M hourly rate
2. T&M day rate
3. Fixed fee
4. Expenses billable
5. Expenses fixed fee
6. Products
7. Recurring
Expenses
Project
Products /
Equipment
Time
Project Structure
Calculation
Activity
Planning
Item
Sales
Forecast
Group Item
Item
Organization
Business
Unit
Resource
Planning
Project
Item
Group Item
Item
Item
Activity Planning (Gantt Chart)
From High Level to Detail
Probalility in
number of hours
per month.
Forecast
Estimation
Calculation by
Hour Type and
Employee.
Detailed per
Employee per
Day Planning.
Planning
(Outlook)
Contract, rate
structure and Team
member with WBS.
Quote and
Project
Opportunity
Opportunity with
probalility and
amount.
360° Forecasting
Project Manager
Sales
Forecasting
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 2011.
Module
Report
Accounts
Outstanding Invoice status report per Account
Invoices
Accounts Receivable Aging Report
All Invoices grouped by Account
Projects
Project Details (Financial Status)
Projects One Line (Total Financial Status)
3 Project Gauche Reports
Reports Package v1.1
Module
Report
Employees
General Employee Status Report
Hours
Hour Report per Employee and/or per Project
Hour Analysis Report
Expenses
Expenses Report per Employee
Expense Claim Report
Expenses Per Project
Assistance HRM RC1
1.
2.
3.
Integrated with Assistance PSA
Vacation and Sickness Registration integrated with your Timesheet
Skills Matches
Version Rollup 6
-
Program Management
Purchase Orders
WIP Module
Recurring Products
Confidential Project Security Level
Program Management
Estimation
Per Program:
-
-
Totals
-
Contract
Amount
Estimated
Contract
Hours and Expenses
Planning and Forecasted
Invoiced
Planned
Gant Chartt
Intercompany Functionality
Program
Project X
Forecast
Project Y
Gantt Chart
Activity Planning
Project Z
Invoiced
Hours and
Expenses