xrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, Würzburg, Germany, all rights reserved. DIN A4, v337

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2 Table of Contents 1 Project Management functions in Microsoft CRM Projects Gantt Resource utilization Team calendar Orders Timesheets Accounts Contacts Goals Support Activities Travel Requests for Leave Work schedule Fast Time Entry Employee Cockpit 5 2 Using project management functions at the individual workplace 5 3 Project management settings in system administration Basic settings for the project management module Competences Product-Service Assignment Areas xrm1 License Assignments xrm1 License Types Absence Administration Project Area Tax Key, Tax Keys and Tax Values 7 The names of companies and products contained in this documentation may be covered by trademarks or similar intellectual property rights. This notice does not grant any licenses under those rights. The example companies, organizations, products, domain names, addresses, logos, people, places, and events depicted in this documentation are fictitious. No association with any real company, organization, product, domain name, address, logo, person, place, or event is intended or should be inferred. All rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any means without the written permission of the publisher. All other rights are reserved, and this notice does not grant any rights other than specifically described above, whether by implication, estoppel, or otherwise. xrm1 Business Solutions, a brand of itara GmbH, Beethovenstrasse 5, Würzburg, Germany, all rights reserved. DIN A4, v337 Tel: +49 (931) ; sales@xrm1.com CRM-Project Rollup 16 and higher 2 / 7

3 The Project Management Module in Microsoft CRM Below is an overview of the areas and functions of the 4th module for project management in Microsoft CRM. 1 Project Management functions in Microsoft CRM The 4th module for project management is in the main menu item immediately below the 3rd module for service management. This menu is used to access the central functions of Project Management, divided into subcategories "General" and "Individual". CRM-Project Rollup 16 and higher 3 / 7

4 1.1 Projects The "Projects" option is used to access the projects in the system. Different project views simplify the organization. This area includes standard Microsoft CRM functions such as "New" and "Export to Excel" (related to the particular projects). Please refer to sections Project Creation and Microsoft Project import and export for more details on project creation and structuring. 1.2 Gantt The "Gantt" menu option is used to access the organization-wide Gantt chart. It provides an overview of the currently running projects within your organization. Please refer to section Project controlling, for more information on the organization-wide Gantt chart. 1.3 Resource utilization Resource utilization provides an overview of all resources and services within the organization for a selected time period. Please refer to section Resource utilization for more details on the functions in resource utilization and the information displayed. 1.4 Team calendar The Team Calendar for integration of the 3rd module (Service) enables detailed service planning over the resources available in the system. Of course, the here planned information are also available in all planning functions of the 4th module. 1.5 Orders The Orders area enables direct access to the orders in the system. 1.6 Timesheets The Timesheets area shows the timesheets created for the projects; please refer to section Billing for more information on timesheets as well as the respective functions available. 1.7 Accounts The Accounts menu option provides direct access to all account records stored in the system. 1.8 Contacts The Contacts area enables direct access to the contact records in the system. 1.9 Goals The Goals area shows all goals stored within your organization; please refer to section All about the project for more information on using goals for project controlling Support The Support menu option is used to access the 4th module s support portal in Microsoft CRM. It gives you direct online access to the internet support portal of CRM-Project. This portal is being updated and enhanced continually to provide you with up-to-date information on all aspects of the 4th module, as well as tips and tricks on project management Activities The Activities area provides you with access to your own CRM activities and the activities of other users Travel This area displays travels which are planned by you or other users or which have already taken place. You also have the possibility to create new travels Requests for Leave The Requests for Leave menu provides access to all leave requests created by you and the option to create new requests for leave Work schedule The individual Work Schedule provides a detailed view of project work, appointments and activities pertaining to the user. Please refer to section Error! Reference source not found. for more information on the work schedule. CRM-Project Rollup 16 and higher 4 / 7

5 1.15 Fast Time Entry The Fast Time Entry function is located on the top menu bar, in many Microsoft CRM views. A fast time entry mask is used for entering work hours. Please refer to section Time and work entry for details on the Fast Time Entry function Employee Cockpit The Employee Cockpit function is located on the top menu bar, in many Microsoft CRM views. This function is used for entering working hours. Please refer to section Time and work entry for details on the Employee Cockpit function. 2 Using project management functions at the individual workplace Selected functions for projects, plannings and work organization can be displayed or hidden, at the individual workplace of every user. The Options" menu item enables you to adjust these settings individually for every user. Selecting workplace "Scheduling" shows the project-related functions in the workplace of the relevant user: Gantt Resource Utilization Service Calendar Travel Requests for leave and Work Schedule CRM-Project Rollup 16 and higher 5 / 7

6 3 Project management settings in system administration In the "Extensions" area of the main settings menu you will find some functions assigned to the Project Management module. 3.1 Basic settings for the project management module Basic settings for the Project Management module are configured within the solution. Please refer to section Licenses and authorization for details on this. 3.2 Competences This function allows efficiency factors to be stored for services that can be run by resources; skills as well as available and planned experiences and corresponding measures for further education. Please refer to section Planning for details on this. 3.3 Product-Service Assignment In the Product-Service Assignment area, available capacities per day can be entered for products and services available within the organization. Please refer to section Error! Reference source not found. for details on this. 3.4 Areas An entity Area represents the geographical locations and their characteristics. Please refer to section Extensions for details on this. 3.5 xrm1 License Assignments xrm1 License Assignments as a viewable list of the current license assignments. Please refer to section Licenses and authorization for details. 3.6 xrm1 License Types xrm1 License Types shows an overview of the existing license types as well as their corresponding validity dates. Please refer to section Licenses and authorization for details. 3.7 Absence Administration Absence Administration deals with employee absences, in regards to sickness and other absences. Public holidays and business closures can also be managed. Please refer to section Resource Utilization for details. CRM-Project Rollup 16 and higher 6 / 7

7 3.8 Project Area Tax Key, Tax Keys and Tax Values Project Area Tax Key, Tax Keys and Tax Values are prepared for the tax configuration. Please find detailed information in section Billing. CRM-Project Rollup 16 and higher 7 / 7