Project Management
Use Cases Functionality Includes: Projects can be setup with phases, tasks, and task checklists similar to Microsoft Planner Tasks and task lists can be assigned to both internal and external users Includes project dashboard with project calendar, Gantt chart, and many analytical metrics Automatically emailing when tasks are due Projects are auto-linked to a user defined dimension for ease of use from all Sales and Purchasing Transactions Financial Reports for each project Attach Documents at a Project and Task Level Includes the ability to take pictures and auto attach Export Project Details into Excel Includes Open Sales Order, Purchase Orders, Time Journals, and other important information for the project in a unified excel sheet broken out by various tabs. Advanced Timesheet allows for greater flexibility and ease of use Enter time from the task or from your timesheet at a detailed or summary view Resource Planner to view by day, week, or month Create Contractor Time either by a Purchase Invoice, or Timesheet that creates Purchase Invoice Seamless integration with Continia Expense Management to reimbursed expense billing Note: This extension does not enhance the jobs module as it is intended to be a replacement to the jobs module for clients without WIP needs on projects/jobs. Download Links Download from AppSource Access Setup and User Guide The AppSource download includes a 30-day evaluation license automatically installed at no charge. If you would prefer to download a PTE version of this extension, please reach out to support@erpconnectconsulting.com. Video - Product Demo Project Management - Part 1: Project Setup and Overview Project Management - Part 2: Linking Sales and Purchasing Documents Project Management - Toolbox Tuesday Episode 14 Project Management - Toolbox Tuesday Episode 3 Product Screenshots Project Management - Setup Project Management - Dashboard Project Management - View Open Sales Documents Project Management - Excel Export Project Management - Timesheets