Advanced planning functionalities
August 23, 2010
In the context of a development and sales partnership, SIEVERS-SNC, Osnabrück and itara GmbH, Würzburg have announced the integration of their project management solutions.
The solution packages Sievers Projektmanagement and itara CRM-Project will be placed on the market as the integrated standard product "CRM-Project, the 4th module for professional project management in Microsoft CRM".
As a result of the integration, the following functionalities for project and resource planning will be available as of September 17.
Advanced Planning Functionalites CRM-Project 5.1
- Project generation via fast entry screen
- Project planning
- Fast entry screen for milestones, subprojects and work packages
- Planning per drag & drop by mouse click
- Consideration of interdependencies
- Automatic management of due dates
- Resource planning
- Graphical planning board
- Dynamic display of workloads on resource allocation
- Workload mountain chart with separate records for employees and departments
- Consideration of work hour schemes (full time, part time, etc.)
- Management of work hours, including sick leave, parental leave, etc.
- Approval and management of vacation leave, remaining leave and annual closing
- Individual efficiency calculation for realistic resource planning
- Skill management on resource allocation
- Entry of assigned projects and work packages in the respective personal Outlook calendar
- Optional automatic assignment of authorizations on resource allocation
- Further reports for resource planning
- Microsoft Project Export available with all columns now
Of course, the new functionalities are again fully integrated; no second databank, no additional client, offline capability, compatible with mobile clients such as CWR, etc.
As of September 17, the update is also available to our existing clients with a service contract.
We would like to invite our partners for a personal presentation of the new functionalities at the Microsoft Partnerkonferenz in Darmstadt.