CRM-Project Rollup 12 Available
December 18, 2013
In the context of regular updates CRM-Project Rollup 12 is available now.
Screen Gallery Highlights
The following New Features have been added:
Seperately track costs for personnel, materials and travel expenses
- Costs for personnel, materials and travel seperately calculated and listed
- Material Usage and Resource Usage costs are represented as "Material costs"
- Costs accruing from personal related time recording are "Personnel costs"
- Depending on the system settings: travel expenses are listed separately and included into project costs or not
- Manage, monitor or compare different cost types
Costs and revenue are available for each activity
- Costs and revenue for each activity
- Current running costs are always accurate and available at all times
- Easy and comprehensive evaluation with dashboards, reports and views
Performance and architectural optimization
- Project calculation has been fully optimized and automated
- Seamless support through individual calculation trigger
HTML5 Employee Cockpit can be customized
- Elements and views can be individually rearranged or removed
- New elements (iFrames) can be added
- Columns can be added, removed or rearranged
- No programming knowledge for the adjustments necessary
Tax functionality for invoicing is available
- Invoices and taxes for different countries and products
- Taxes can be added for each product, based on the shipping addresses (from/to)
- The tax rate for each product is calculated automatically
- Taxes can be determined automatically or entered manually
- Tax rates are taken into account during the invoicing process
- Individualized invoices
Customizable ready-to-print invoice report
- The invoice report is fully configured and includes all relevant addresses, products, taxes and discounts
- Customized logo, footer, and other individual information can be added
- No programming skills for the adjustments necessary
- Create multiple invoices with one click
Project history available
- The most important project values and their development at a glance
- Project KPIs can be monitored and stored by individual periods of time
- Values and graphs can be customized according to your requirements
- Baseline plans are possible
- Project history charts always available directly in the project form
- The settings are made via standard Microsoft CRM processes
Report "Employee Activity Overview"
- Book time for all relevant record types: projects, tickets, accounts, opportunities (etc.)
- Available online and on-premise
Fully automated Revenue Forecast
- Expected revenue, based on planned activities or project assignments
- Scheduled, but not completed activities, are listed separately
- As soon as the payments are made, revenue is marked as invoiced
Additional Language
- CRM-Project available in Mandarin Chinese
Resource planning by business unit
- Assign projects or work packages to a business unit
- Resource availability of each business unit is transparent
- Activate or disable different business units, for planning purposes
The rollup can be imported in a few minutes as an update. It is then immediately available for all users.
Existing customers can download the update in the Customer portal.
A trial version is available for prospective customers.