Questions & Answers from: Project Workforce Analytics: Real Time Visibility into Project and Workforce Performance

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1 Questions & Answers from: Project Workforce Analytics: Real Time Visibility into Project and Workforce Performance Q: Is it customizable per project and/or per user? A: Yes. Dashboards and reports can display information limited to specific projects and/or per user/resource group. For example, a Project Manager view can be configured to display project data and provide drill down to individual user contribution. A User s Task List dashboard may also be configured to inform the project contributor of their assignments along with the expectations and progress. Q: Or do upper level team members set the layout for the rest of the project team? A: Both options are available based on the individual access rights Q: if it is customizable per user, can the settings be made global and customizing disabled per user A: Yes. These options are definable via the security settings. Theresa B. Q: Is there a way to set up thresholds on projects, like costs or time, whereby the relevant people can be notified if the project is at risk? A: Yes. As part of the date based budgeting feature, you have the option to set 5 different levels of thresholds to trigger to be sent to designated recipients when any threshold is exceeded.

2 Tony T. Q: Please speak to the interface with MSP2003 Server A: Tenrox is a Microsoft Gold Certified Partner as well as a Premium MS Solution developer. We integrate with all versions of Microsoft Project. You can Import Microsoft Project plans and templates into Tenrox and work with Tenrox Project Planning/tracking from there. Tenrox project plans can also be exported as Microsoft Project plans and templates. Stacy C. Q: Why is it web based? A: Web based applications are now industry standards since they allow for easy and very fast deployment throughout an organization. Access and maintenance issues are completely eliminated since configuration and updates are performed on the server. Users share their information via a web browser, the data is validated at the point of entry and uploaded to the server where it can be reported on in real time. Tony T. Q: Speak to time submissions and approvals in Tenrox vs. MSP 2003 A: Tenrox time tracking includes configurable timesheet designer technology, time and attendance, overtime and leave management features, as well as compliance with local regulations (such as overtime) and government regulations (such as Sarbanes Oxley). We have certified out of the box integrations with all major payroll and accounting systems. Our configurable work time, overtime, approval policies allow organizations to effectively collect, manage and track time based on their unique requirements. The software application manager planned project work hours, non planned project work hours, and non project related work which improves management by exception, data entry, reporting and productivity analysis. Our Graphical Workflow Engine makes configuration and changes simple and intuitive. Just drag and drop icons to design and change timesheet workflows or any other approval process. Configure routing, assignments, and notifications; no programmer required. No downtime.

3 Stacy C. Q: Does Tenrox have a CRM module? A: No. Our solution is focused on project workforce management; that is what we have lived and breath for the last fourteen years. We currently offer certified connectors to Salesforce.com and Microsoft CRM. Our connectors fully leverage the most widely used CRM applications. Our bi directional approach allows you to initiate projects from your CRM and to update your CRM users with project progress without the need to log on to Tenrox. Q: Sorry, if addressed this already, but can this reside locally, or do you have to host the app? A: Our solution is offered both On Premise as well as On Demand. Note that our On Demand offering is SAS 70 Type II certified. The certification process includes an annual audit and extensive tests we undergo every year. We also guarantee 99.9% up time and a highly developed database backup process for the on demand solution. Q: if it can reside locally, what are the server requirements? does it work with Linux? A: You will require a Windows Server for the server only. Client workstations can be Linux. When installed locally, Web and database server requirements will vary depending on the number of Tenrox modules, your usage pattern, and the number of users accessing the system. We would gladly share this information with you once we better understand your needs. Kevin B. Q: How does your tool interface with MS Project Server A: Please see similar question posed earlier.

4 Shirley E. Q: when will version 10 be available web based? A: Version 10 is available now and is a totally web based application. Tenrox has been a Web based solution since Jacklyn F. Q: Will you be hosting this webinar again? i unfortunately missed this one A: There are immediate plans to host this webinar again but please feel free to review the recording. Rick L. Q: How can external data be included in the dashboard? A: There are several ways external data can be included. Since we leverage industry standard technologies (standard.net dashboards and Web parts, MS Analyzer, MS reporting services, OLAP technology etc) as part of our dashboards, this makes it easy to merge data from different sources and create your own mash ups. Reports and Web pages from external sources can be embedded in dashboard sections or be called up from a simple link on a page. Q: Connectors for Sugar or other open source crms? A: We have not integrated with Sugar CRM. However, integration is a lot easier these days since Tenrox provides standard Web Services interfaces and data views. In most cases, we include integration in our turnkey projects once we understand what you need. We have integrated with hundreds of systems, so integration is a known and well understand process for Tenrox. Jackie D. Q: Can the dashboard scope with projects being managed in different currencies e.g. Euro and GB Pounds? A: Yes. Different currency configuration can be displayed based on user preferences. Tenrox is fully multi currency capable for billing, expense reporting and cost accounting.

5 Dave B. Q: Capabilities to 'export' or save dashboard views or reports to external solutions etc... A: Yes. As a standard export format, we support the ability to export reports and grids using MS Excel. Note that raw data can also be made available to external solutions via our ad hoc reporting module; you can export just about anything from Tenrox in a few minutes on your own using the ad hoc reporting feature. Gail R. Q: Any Earned Value reporting capabilities or reporting A: Yes. Earned Value is supported with Tenrox Project Workforce Management solution. Q: is there a client side to the app so the client can see progress as well A: Yes. A Client login module is provided with access to project status, draft invoices (what we also refer to as pre bills) for approval, etc. Val L. Q: Are you aware of any organization that uses Tenrox for support issue tracking? A: Yes. As a matter of fact Tenrox Support also leverages the native workflow technology to manage customer support issues. It is fully embedded in a private client area from our corporate website where customers can log issues and keep abreast of the progress/escalations of their issues from the user portal and s. Several customers are also using the flexibility of the workflow to track their support issues and have defined a variety of escalation rules based on certain conditions. We put you in touch with a customer who is using this feature once we better understand what you are looking for.

6 Marie D. Q: How does this application fit in with customer support ticketing software? A: Although Tenrox is not intended to be a full ledge ticketing software, the workflow technology provides a great amount of flexibility in it configurations so that it can meet the basic needs for customer support. Essentially, if you are looking for one solution to meet both your project time tracking and issue tracking needs then Tenrox is definitely an excellent option to consider. We can discuss this further with you in a one on one conversation. Scott C. Q: Does your time entry support a daily time card that is filled out for several people by one person such as a supervisor without going to each individual employee. The daily sheet would download back to the individual cards. A: This concept is not available out of the box but can be accommodated via customization. It may have already been done for a few customers. We can discuss this further in a one on one conversation and provide you with a more complete answer.

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