Project Form

 

Project Info Tab

 

Screen shots for the additional mini-tabs pictured in the middle of the form above:

“Actuals” mini-tab

·    Record Prepaid amounts.

·    View Actual detail from Journals marked as “Billable” (see Journal)

·    Balances are auto-calculated

“Billing” mini-tab

·   Record Invoicing information for Billing Project Actuals

·   Record Payment information and specific “Billing Notes”

“Description” mini-tab

·   Record “Description” for your Project.

·   “Next Steps” provides forward compatibility with CRM Project form.

·   Set Link to your “Project Plan” document or MSProject file.

 

Administrator’s documentation (click here)

CRM Extensions Project form Features and Benefits

·          Enhanced Project Management for CRM.

·          “Project Stage” and “Project Status” changes are automatically tracked in the “History” log with Date, User Name, and User Notes.

·          “Revenue Date” is supported in addition to “Close Date” to keep your CFO happy.

·          “Partner” is hyperlinked when the partner name exists in the CRM companies or contacts.

·          Quicklaunch buttons support fast access to useful functions:

  • Outlook Phone Dialer
  • Quick Notes to add a “History” log entry
  • Display the Windows Calculator
  • Display the Dashboard for this Project
  • Display the CRM Files Directory for this Project
  • Display the CRM Project Manager with this Project.
  • Display linked “Project Plan” document

·          All droplists are configured with the standard CRM Options Manager

·          Most field labels are configurable so they are easily renamed

·           “CRM Functions” options are set on the CRM Options “Extensions Projects” tab.

·          CRM “Account Manager” information is clearly visible when working with all of your Projects.

·          Use Templates to set standard “Action Plans” (processes) for working this Project.

·          Standard Project Start / Due Dates, Projected hours & Percent Complete.

·          Staffing and “M-Days Remaining” are auto-calculated for you.

·          “Estimated Completion Date” is autocalculated from “Last Status Date” with “M-Days Remaining”. Option to exclude weekends in “Est. Completion Date” calculation.

·          “Actual” Labor and non-Labor auto cumulate from “Billable” Journals that have been recorded to this Project.

·          Record and Track Invoice & Payment info

·          Link to your “Project Plan” document

·          Record any specific Project “Notes” (5th mini-tab in middle of form above).

·          Attach documents, pictures and formatted text notes.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)

 

CRM Functions Tab

Administrator’s documentation (click here)

CRM Extensions Project form - “CRM Functions” tab

Features & Benefits Overview

·          The “CRM Functions” tabs are designed to provide – right on the form – all of the critical CRM type functionality that is relevant when working with an CRM form.

·          Conveniently located on each of the Extensions forms to save time and eliminate clicking around to find the functions you need.  Most features and functions are only one or two clicks away.

·          The layout and features of each of the “CRM Functions” tabs on each of the different Extensions forms are identical to reduce the learning curve, simplify “CRM” type tasks and speed up the usage of the CRM system (convenience and speed!).

·          Each of the fields and functions operate the same, but on the Project form they are for the Project and the linked Contact (on a Journal they would be for the Journal and its linked Contact, etc.).

·          “CRM Functions” options are set on the CRM Options “Extensions Projects” tab.

“CRM Functions” Features Defined

Left Side of Form Above

Right Side of Form Above

 

·          General Contact Information (compatible with Outlook)

·          May link this Opportunity to a different CRM Contact (pick button).

·          Launch the Outlook Phone Dialer for the linked contact (phone button).

·          Display linked CRM Contact and Company (by clicking on the labels).

·          Update linked Contact information in this Opportunity (“Update Info” button).

·          View “CRM Info” fields for each contact

·          Field labels are user configurable

·          “Project Type” supports both single and multi-select

·          “Custom Fields” provide nine additional user configurable fields

·          “Notes” supports user configurable notes

·          Tab names are user configurable

·          Settings for this block of tabs may be set to be the same as your Extensions Contact form, or they may be unique to the Opportunity.

·          “Created By / Date” and “Modified By / Date” values are tracked.

·          Extensions forms are user customizable:

  • Add fields
  • Add tabs
  • Add functions (database links, etc.)

·          View any of the linked Contact phone numbers.

·          Set this Project as the CRM “Active Project”

·          Buttons to launch standard CRM “Actions” for linked Contact

·          “Custom Actions” provide a user configurable list of additional CRM productivity functions (Task for “Next Action”, Copy item, Dial phone, etc.)

·          “External Functions” is a user configurable list of custom links to your environment outside of CRM (launch webpage with URL containing data from form, open any file/folder for sales collateral info, etc.)

·          View / Open all Projects (and Opportunities) that are linked to this Project.

·          Link additional Projects (and Opportunities) to this Project (pick button).

·          Select from a list of standardized Subjects for this Opportunity. Variables are supported for dynamic field substitution in the Subject text.

·          “Insert Text” with templates to standardize notes.  These templates are inserted into the “Notes” field on the first tab. Variables are supported for dynamic field substitution in the template.

·          Specify the “Next Action” and “Next Action Date” for this Project.  Option may be set to automatically update “Next Action” in the linked Contact.

 

Data Views Tab

Administrator’s documentation (click here)

CRM Extensions Project “Data Views” Features and Benefits

·          Quick access to specific CRM information related to this Project (Journals, Tasks, Appointments, etc.).

·          Filter the displayed list by this Project or the linked Contact or the contact’s Company.

·          View the information with Outlook Views that have been created in the corresponding CRM public folder.  Display any field, four levels of sorting and grouping, etc.

·          Select the specific CRM folder (Radio buttons) you would like to view information for
(Ex. Clicking “Calendar” will display all Appointments related to this Project).

·          “Other Folders” provides visibility of related TeamWork WorkFlow items in any of your TeamWork folders or other folders you may have added to your CRM configuration (ex. “Portfolios”, “Inventory”, “Tickets”, etc.).

·          These Views are dynamically user configurable right on this form just as with views in any Outlook folder (click a column title to sort, drag/drop grouping, add fields, etc.).

·          Double click any row in the display to open the specific CRM item.

·          Perform “mass edits” for displayed items by dragging/dropping between displayed groups.

·          “CRM Functions” options are set on the CRM Options “Extensions General” tab.