ManagePro Smart MProLite. Feature PlanPlus Basic

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1 Feature PlanPlus Basic Task Management Create and track tasks in a task list, using the A,B,C,1,2,3 prioritize system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for a recipient of a delegated Task. PlanPlus Business Edition Knowing what Tasks are most important will increase your productivity. Spend less time sorting through long lists of TO- DOs or paper checklists and more time accomplishing important objectives. PlanPlus Online makes it easy to keep track of all your Tasks and prioritize them using the A,B,C,1,2,3 system. The Quick Prioritize Wizard provides a useful interface for drag & drop Task Management based on day and importance. Delegated Tasks are delivered via to the recipient and all updates are tracked in your PlanPlus Online account. No account is required for a recipient of a delegated Task. ManagePro Smart MProLite Quickly organize your tasks all in one place, by objective, by priority & by date to build focus and minimize mistakes. View tasks in either the calendar or in an outline form and instantly see who's responsible for completing the task, when the task is due, priority, status, or any of our 30 additional criteria to create custom views that match up to your needs. Provides drag and drop of Outlook into ManagePro, plus full synchronization with the Outlook task and calendar. Easily create new tasks attached to goals or topics, assign to self or others, and view other staff members task lists for easier planning and tracking. View tasks in the calendar or list view. Track the progress on each task via regular updates and alerts for improved follow-through. The Outlook Add-in allows users to synchronize with Outlook s tasks and calendar, so your tasks and appointments remain up-todate. Track the progress on each task via regular updates and alerts for improved follow-through. Project Management Every Project Task contains the following features: Task summary / details, time sheet (actual hours worked), estimate of completion, status, priority, group, and type. The Task history tracks all changes, including date and author. We all manage projects, some big and some small. With PlanPlus Online you can manage customer projects, company projects, new hire plans, event plans, travel plans, service projects, and many more project types. Utilize existing projects and their tasks to build a project template for future use. Planning around time, budgets, resource allocation and calculations such as earned value is all handled very smoothly and pushes out to others to gather upto-date feedback. ManagePro also adds a complete set of performance, strategic alignment and portfolio planning business At its core, MProLite is outcome, not calendar, based in its approach to helping you plan and manage projects successfully. Our project management tool helps you construct an effective plan to reach any outcome or objective and measure your

2 Projects are displayed in a list view with project owner displayed. All project details, including who else is assigned is found by drilling down into project details. Each task related to the project is given equal weight in the progress update percentage field. For example, if you have ten tasks associated with a project, each task is worth 10% of the overall project completion, so marking a task done automatically sets your project to 10% complete. Ensure success without forgetting a step. PlanPlus Online allows you to assign a start and end date, prioritize, drag & drop, and delegate for an easy-to-use project management solution. Project Templates Your Team will be up and running in minutes Delegate Project Tasks like never before (internal & external) External View of Project Status Time Tracking for Tasks See the Progress of your Projects from anywhere tools. Build your projects from the ground up, or reverse engineer them based upon your goals and objectives. ManagePro helps PM s efficiently manage projects and all the related coordination, collaboration and information tracking. ManagePro starts simply, but includes more than 200 user defined date, number, text and calculated fields to enable you to define project goals and objectives, scope requirements, and report results to stakeholders. ManagePro integrates with MS Outlook and imports existing projects you may have in either Excel or MS Project. Gantt charts, resource allocation, capacity planning, and calculated fields keep your projects on track and within budget. progress along the way. Color coded scorecards, gantt charts and dashboard provide improved planning, tracking and measuring. Handy red indicator show when a project due date has slipped MProLite project management software is a 3 step emphasis on visibility and follow-through: 1. Planning, investigating and building a project - action plan sequence to reach objectives 2. Working the plan in a head's up manner that balances resources and priority every day 3. Tracking/documenting/measu ring results to link project management to your everyday business process with handy red indicators (see chart) when a project due date has slipped. Gantt Chart ManagePro is a Gantt Chart and project management tool that combines comprehensive functionality with ease of use, and adds a complete set of performance, strategic alignment and portfolio planning business tools when you need them... in The Gantt view displays the timelines between the Start and Due date of each goal. At a glance you can then tell if a project has slipped its Due Date or is finishing ahead of schedule. Buttons at the top allow you to show when Progress Notes have

3 short it help you stay on top of tasks, and in-touch with your people with the information you need at your finger tips... every day. been added to goals as well as what percent complete each goal is set to. The Gantt chart display easily moves from displaying project and task assignments and Resource Allocation at the group level, to viewing them by each individual. Being able to filter the display is a further enhancement - as an example you may which to only view those projects that are priority 1 and have a high risk setting. The view moves to work with you as your business questions and needs change. Map View. ManagePro s Map View is designed to provide a graphical representation of organizational goals, objectives, tasks and projects, in support of management planning and organizing.

4 RA-Capacity Planning. ManagePro also provides a convenient overview of projects, required hours and assigned resources from a capacity planning standpoint. Using a Gantt chart display, view projects and tasks and the relative resourcing by person or by group for a complete view of scope of work. From a Project level, you want to be able to view all current projects and know if they are resource appropriately. How many hours will be required, what level of priority, what kind of dependencies, how many hours have been applied to date and what % is it completed. ManagePro provides all it in one screen. Imagine having all that at your finger tips today. 2. From a Personnel level, you want to know who's working on what, what's their level of commitment, who's available now and at any designated time in the future for starters. You guessed it, ManagePro provides that in a single screen as well.. Issue Tracking With over 200 user defined date, number, text and calculated fields, managers can easily define, track and measure issues and objectives. Color coded scorecards and With over 200 user defined date, number, text and calculated fields, managers can easily define, track and measure issues and objectives.

5 analytic dashboards provide instant visibility on issue tracking performance. Color coded scorecards and analytic dashboards provide instant visibility on issue tracking performance. Sales Forecasting Sales forecast win probabilities can be manually set by the sales reps or they can be driven by rules associated with the sales stage. Additionally, a manager can set up a quota for each sales rep and compare performance versus quotas. With over 200 user defined date, number, text and calculated fields, managers can easily define, track and measure issues and objectives. Color coded scorecards and analytic dashboards provide instant visibility on issue tracking performance With over 200 user defined date, number, text and calculated fields, managers can easily define, track and measure issues and objectives. Color coded scorecards and analytic dashboards provide instant visibility on issue tracking performance Outlook Integration PlanPlus Online Sync Utility Compatible with Microsoft Outlook 2007, 2003 Keep Contacts, Tasks and Appointments consistent and "in-sync" between Microsoft PlanPlus Online Sync Utility Compatible with Microsoft Outlook 2007, 2003 Outlook Contact information is considered to be your private data and is flagged as private upon Very Outlook Friendly. Drag and drop Outlook into ManagePro, plus full synchronization with the Outlook task and calendar. Also works with the Outlook Addin, allowing users to sync tasks Synchronize with Outlook s task list and calendar via the Outlook Add-in. The Outlook Add-in allows users to sync tasks and appointments with MproLite, all without ever leaving MProLite

6 Custom Dashboards Outlook and PlanPlus Online even as new information is added and edited from within either application. being brought into PlanPlus Online. In order to share those Contacts with other users in the account, the Contact records will have to be de-selected as private. A "private" Contact attribute will appear next to the private Contact's name in the Contact edit window. PlanPlus Project Dashboard: Customizable, Real-Time Dashboards provide instant access to real-time analysis that is needed to make the best decisions. Dashboards provide critical metrics with animated Flash Charts to identify trends and act immediately on them. and appointments with ManagePro without ever leaving Outlook. Would you like to know which projects exceed their budget and by what total amount? You've got it in a couple of clicks. What if you want to sort that by priority? Yes, you've got that too. Well what if you wanted to sort it by product type? Not a problem. In fact you can apply as many sorts, summary and analytics on the data as you have pick-list field Performance Management Pre-configured, one-click Customized Dashboards provide decision-making information to each sales role, from sales representatives to executives. The real-time dashboard is an executive's or manager's "Main Page" to display critical metrics the instant they log-in. Sales representatives utilize the sales opportunity chart to identify their most valuable opportunities. Sales managers utilize the pipeline ManagePro is a robust Performance Management software that enables you to manage performance at the: 1. Business (including Strategic Plan and BI) level, at the 2. Project level (screenshot below), and at the 3. Individual, human resource level... all within one application. MproLite provides a Scorecard/dashboard display of goals and projects being tracked with metrics.

7 chart to identify clogs and increase pipeline velocity. Executives utilize the sales status and stages to predict future revenue. Scorecards ManagePro delivers a complete scorecards dashboard that ties a Balanced Scorecard approach to: Strategic Planning and Business Score cards Portfolio & Analytics Scorecards Dashboard Project and Performance Management Dashboards Scorecard software helps you create focus and accountability. It brings a discipline to planning and tracking that helps everyone deliver better results, whether focused on strategic goals or core projects. Calendar Sharing Calendar sharing is allowed, permissions must be set up to allow others to view your calendar. Calendar sharing is an essential element for productivity in a group or team. Understanding who is available, when resources are available, and when external contacts need to be invited to appointments can be accomplished with PlanPlus Online. The user drop down menu allows you to view individual, team or business group calendars, with instant access to the projects they are working on, their task/todo list, latest progress updates as well as how they have prioritized and organized today. View by Day, Week or Month. MproLite - The user drop down menu allows you to view individual, team or business group calendars, with instant access to the projects they are working on, their task/todo list, latest progress updates as well as how they have prioritized and organized today. View by Day, Week or Month.

8 Goal Planning To achieve success personally or professionally, you must have Goals. PlanPlus Online allows you to track your Goals and their Intermediate Steps. Keeping your eyes on your Goals will create the energy, focus, and determination required to achieve them. To achieve success personally or professionally you need to have goals. PlanPlus Online allows you to track your Goals and Intermediate steps. Keeping your eye on you Goal will create the energy, focus, and determination required to achieve them. ManagePro provides a goal planning system that extends to managing the supporting work flow of projects, tasks, action plans and results, helping you generate: Improved Organization and Focus Improved Coordination around visible Priorities Goal Planner software that provides Improved Feedback loops and Status Updates More effective and less time consuming meetings Digital dashboard, with Balanced Scorecard and management alerts to support achieving goals Effective integration with Outlook, allowing you to drag and drop correspondence directly into ManagePro as progress updates and to dos. MProLite delivers the ability to collaboratively manage goals via a browser based version of ManagePro. These powerful management tools are harnessed into the simplicity of three views: 1. A Scorecard/dashboard display of goals and projects being tracked with metrics. 2. An Outline or work plan display of goals/projects, action plans and tasks, each with attached progress updates, document management, todos and event tracking. 3. A Today's Plan view encompassing a Calendar view and To-do and Event lists reflecting "What needs to happen today"? Mobile Phone Access Accessible from any smartphone with a Web browser, such as an iphone, BlackBerry, Palm, Accessible from any smartphone with a Web browser, such as an iphone, BlackBerry, Palm, Windows Mobile, and other Not accessible by Smartphone. Accessible from any smartphone with a Web browser, such as an iphone, BlackBerry, Palm, Windows Mobile, and other

9 Strategic Alignment Windows Mobile, and other devices. devices. Our strategic management software provides you with drilldown and coordination capabilities all the way to the individual worker's daily prioritization of tasks and time. With ManagePro you can turn strategic planning into a strategic management process complete with strategy maps, prioritized personal to-do lists, and tools to flexibly manage projects while tracking results and outcomes with your team. devices. Manage and execute your strategic plan in MproLite. Enter the strategic plan, and use scorecard metrics to measure performance.