PSA Suite for Microsoft Dynamics CRM License Matrix

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1 In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from July Overview Capabilities by License Type * All prices are per user per month and exclude Sales tax. The PSA Suite requires a Microsoft Dynamics CRM seat. Advanced Opportunity Management Project Management Forecasting and Budgeting Time and Expense Entry Advanced Time and Expense Entry Advanced Project Management (WBS) Advanced Forecasting and Budgeting Project Planning with the Gantt Chart Resource Planning with Utilization sheet Project Accounting Invoicing HRM Functionality Financials Integration Platform Revenue Recognition Module Financials with full accounting For more detailed information please see the matrix below. 1

2 Opportunity Hourly Rate Structure by hour type per opportunity Hourly Rate Structure by user/employee per opportunity Budget grid with Inline Edit on the opportunity Forecast grid with Inline Edit on the opportunity Convert opportunity to Core Project Convert opportunity to Advanced Project (with WBS) Forecast Forecast of opportunities per month Forecast of project hours or amounts per month Forecast of Recurring revenue per month Forecast of Instalments per month Forecast Overall per month Budget Budget grid per project for employees Budget grid per project for products Budget grid per project for equipment Budget grid per project for fees Automatically Budget generated from Gantt Chart 2

3 Planning Gantt Chart planning with drag and drop for Employees Gantt Chart planning with drag and drop for Equipment Predecessors and Successors per activity Hours budget per activity Single and Multiple resource or team assignment Alert indication per activity Color indication per activity Milestones Multiple scheduling modes per Activity Update Budget from Gantt Chart Update Forecast from Gantt Chart Export Planning to PDF or PNG Project Management Create Project Relate Project to Opportunity Budget grid with Inline Edit on the project Forecast grid with Inline Edit on the project Project Team Group Calendar Create an Advanced Project with a WBS and WBS Lite 3

4 Project Accounting Rate Structure per Account Rate Structure per Project by Employee and Hour Type Budget and Forecast per Project Item Supports the following contract types per Project Item: T&M hourly rate T&M day rate Fixed fee Fixed fee based on Completion Fixed fee based on Installments Products Products Recurring Recurring Equipment Expense Expense Fees Budget alerts per Project item and Project Hour Actuals per Project item and Project Expense Actuals per Project Item and Project Product Actuals per Project Item and Project Equipment Actuals per Project Item and Project Completion calculation based on Budget and Actuals Project KPI Report by Budget, Forecast and contract value 4

5 Project Accounting Project accounting by Legal Entity and Department Revenue Recognition Module per Project and month Revenue Recognition approval and workflow Work in Progress based on T&M Work in Progress based on completion Journal entries per Project by Legal Entity Hours Timesheet Grid by hour or by minute (no rate calculation) Timesheet Calendar with Outlook integration Instant Time Entry on Project by hour or by minute Hour Analysis Advanced Hour Rate calculation Post to Timecards Project Manager Approval Administrative Approval Resource Sheet per Project for Hours Expenses, Equipment and Fees Expense Grid on Project Expense Grid on Timesheets Advanced Expense Calculation Project Manager Approval Administrative Approval 5

6 Expenses Expense Claims Expense Claim Approval Resource Sheet per Project for Fees Resource Sheet per Project for Equipment Invoicing Generate Invoice per Project Generate Invoice per Program for multiple Projects Batch Invoicing with contract selection Generate Journal entries for AR Aging analysis and Tracking functionality Program Management Program with Multiple Projects Program financial role up functionality (Budget and Actuals) Gantt Chart per Program Resource Planning Utilization Sheet per Project Entity and Department by Legal Utilization Sheet per Business Unit and Team be Employee Drag and drop Resource assignment from Queues Bing Maps integration Overall Gantt Chart by Employee and/or Equipment 6

7 Human Resource Management Employee Core record management Skills and Education per Employee / Candidate Profile Matching Appraisals and Goals management Leave management Sick call in management Compensations Job opportunities Productivity and Hour analysis Financial Management AR Journal entries WIP and Revenue Recognition Journals Journal Transaction (Integration platform) General Ledger Journal entries Budgeting Financial Statements and Transaction detail Chart of Accounts 7

8 Financial Management Accounts Payable Voucher entry Void payment entry Select documents for payment Prepayment application Vendor detail report Aging report 1099 Form Accounts Receivable Invoice Entry Payment application Aging Report Collection management Cash Management Bank account transactions Bank account Reconciliation Clear payments and deposits Bank file import 8

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