Sage CRM Project Manager Is Compatible With Sage CRM 2020

By | November 30, 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Project Manager will help you to store and manage all the projects and their progress. That’s the reason many clients and organizations use Sage CRM Project Manager to manage their projects with details.

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Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Project Manager compatible with the latest Sage CRM 2020. Also added the all date format support. Below are some key features of Greytrix Project Manager,

Project Task/Status :
One feature from the project manager is, it won’t allow users to complete the projects if there is a pending task against the project. It shows a validation message on the project. User can divide their task as per the project duration. Multiple tasks can be created against one project.

Timesheet:
This feature helps users to identify the daily tasks and their time for the projects. Timesheet contains billable and unbillable hours, so the project managers are easily asked the clients for billable hours. Billable days are the basis of the drawdown of allocation of days on tasks. These are the entries which will affect the ‘Estimated and Calculated End Dates’. It will also affect the running ‘Remaining Days’ on each individual task. Unbillable days will not affect these metrics of the project. Also, there is a dedicated ‘Project Timesheet’ tab, where users can see all the timesheet entries for projects. For more simplification, there is two view modes ‘Calendar View’ and ‘List View’.

Milestone Checks:
Milestones allow for an additional level of control on the project for the project manager. Milestones are a means of grouping tasks which are related. After grouping all related tasks into their respective Milestones it will facilitate the project manager to identify the critical path of a given project. It also enables the project manager in the allocation of resources on critical tasks. There is a dedicated tab of ‘Milestone Check’ where user can view project tasks and their associated milestones.

Gantt chart:
There is dedicated one tab against the project is ‘Gantt’. On this screen, it shows all the project status against the scheduled time. Users can adjust the length/duration of an individual task by clicking on it with the mouse and either shorten it or lengthen it by dragging the mouse to the desired length, then click the Update button that appears.

Web Portal:
There is a pre-defined web portal for the users. Only the enabled users can log in to the portal. On the web portal, the user can see the assigned task to the logged-in user in the Task tab. There is also a Timesheet tab in which the user can see their timesheet entries also users can add the timesheet entry from the portal.

This how an Project Manager helps to manage all the projects, tasks and timesheets with the help of predefined modules in it.

Hope this helps!

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.