PSA Suite for Microsoft Dynamics CRM License Matrix

Transcription

1 In the following license matrix you will find the user capabilities divided by license type. This new License structure is applicable from January Overview Capabilities by License Type Time Entry Expense Entry My HR-Record My Resource Planning and Utilization sheet My Gantt Chart My Sales Forecast Full PSA Suite Portal Advanced Opportunity Management Project Management Forecasting and Budgeting Project Planning with the Gantt Chart Resource Planning with Utilization sheet Project Accounting Invoicing Purchase Order Module HRM Functionality Revenue Recognition Module Financials Integration Platform Financials with full accounting For more detailed information please see the matrix below. The functionality indicated with Blue bullets is coming, see Roadmap All prices are per user per month and exclude Sales tax. The PSA Suite requires a Microsoft Dynamics CRM seat. 1

2 Hours PSA Mobile Timesheet Timesheet Grid by hour or by minute Timesheet Calendar with Outlook integration Instant Time Entry on Project by hour or by minute Post to Timecards Hour Analysis Project Manager Approval Administrative Approval PSA Approval App 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 Expenses Expense Claims Expense Claim Approval Resource Sheet per Project for Fees Resource Sheet per Project for Equipment PSA Suite Portal Employee Portal (HR-Record and My Planning and Forecast) Project Manager Portal Resource Manager Portal Finance Manager Portal 2

3 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 My Forecast Forecast of opportunities per month Forecast of project hours or amounts per month Forecast of Costs by project and per month Forecast Cost integrated to Purchase Order Module 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 3

4 Planning My Gantt Chart 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 Project Status Report App 4

5 Project Accounting Rate Structure per Account Rate Structure per Project by Employee and Hour Type Budget and Forecast per Project Item Planning Supports the following contract types per Project Item: T&M hourly rate Gantt Chart planning with drag and drop for Employees T&M day rate Gantt Chart planning with drag and drop for Equipment Fixed fee Predecessors and Successors per activity Fixed fee based on Completion Hours budget Fixed fee per based activity on Installments Single and Products Multiple resource or team assignment Alert indication Products per Recurring activity Color indication Recurring per activity Milestones Equipment Expense Multiple scheduling modes per Activity Expense Fees Update Budget from Gantt Chart Update Forecast from Gantt Chart Budget alerts per Project item and Project Export Planning to PDF or PNG Hour Actuals per Project item and Project Project Expense Management Actuals per Project Item and Project Create Product Project Actuals per Project Item and Project Relate Equipment Project Actuals to Opportunity per Project Item and Project Budget Completion grid calculation with Inline Edit based on on the Budget project and Actuals Forecast Project KPI grid Report with Inline by Budget, Edit on Forecast the project and contract value Project Team Project Status Report App 5

6 Project Accounting Project accounting by Legal Entity and Department Purchase Order Module 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 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 My Utilization 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 My HR-Record 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