Project Management

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Manage your projects in Sage CRM

Project Manager for Sage CRM takes the concepts of Project Management and gives you a highly effective project management tool.Completely integrated, it takes all the depth of functionality from Sage CRM and leverages it to give you a fantastic business solution.

Project Summary

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Using project manager for Sage CRM you can track all details of a project such as:

  • Project name
  • Start date
  • Estimated end date
  • Days billable versus days unbilled.
  • Completed Tasks %
  • Resource assigned to the project
Project Tasks

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Manage multiple tasks for a project:

  • Task Name
  • Status
  • Assigned User
  • Allocated days
  • Billed days
  • Unbilled
  • Remaining
  • Priority

 

Milestone Checks


crm_project_milestones_0Keep track of milestones to ensure project delays are avoided
The Project Manager for Sage CRM gives you a visual representation of how tasks are progressing and highlight tasks that might miss their due dates.

You can also track high priortity tasks – and set reminders or escalation rules to ensure milestones don’t get missed.

 

Project Timesheets


crm_project_timesheetsKeep track of timesheets against a project.
Timesheets are the method you use to draw down time against tasks and projects.

Your staff can update and complete timesheets via the web thus minimising delays on projects.

 

Gantt Reporting


crm_project_management_ganttThis is a visual representation of where your project is in relation to tasks and dates.

Key Benefits:

  • Increased collaboration across by company

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  • Stay on schedule

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  • Manage risk, forecasting and budgets

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  • Save Time

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  • Track tasks, jobs, phases and all documentation

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