SugarCRM Project Management Enhancements

Post on 17-Jun-2015

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description

In this slide we review multiple enhancements to the SugarCRM project management module.

transcript

SugarCRM Project ManagementEnhancements

Team Assignment on New Resources

SugarCRM Project Management Enhancements

Team Assignment on New Resources

View Project Calendar from a Resource view

SugarCRM Project Management Enhancements

Team Assignment on New Resources

View Project Calendar from a Resource view

View Project Calendar form a Project View

SugarCRM Project Management Enhancements

Team Assignment on New Resources

View Project Calendar from a Resource view

View Project Calendar form a Project View

Recurring Resource Assignments

SugarCRM Project Management Enhancements

Team Assignment on New Resources

View Project Calendar from a Resource view

View Project Calendar form a Project View

Recurring Resource Assignments

Duration Resource Assignments

SugarCRM Project Management Enhancements

NEW RESOURCE ASSIGNMENT

Adding a resource to a Project will automatically give them access to child records.

RESOURCE VIEW

View projects that the resource is assigned to in a calendar.

PROJECT CALENDAR

View all resources on the project and when they are scheduled.

DURATION ASSIGNMENTS

Assign resource based on date ranges.

REPEATING ASSIGNMENTS

Schedule resources at repeating intervals.

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