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SugarCRM Project Management Enhancements

Date post: 17-Jun-2015
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Description:
In this slide we review multiple enhancements to the SugarCRM project management module.
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SugarCRM Project Management Enhancements
Transcript
Page 1: SugarCRM Project Management Enhancements

SugarCRM Project ManagementEnhancements

Page 2: SugarCRM Project Management Enhancements

Team Assignment on New Resources

SugarCRM Project Management Enhancements

Page 3: SugarCRM Project Management Enhancements

Team Assignment on New Resources

View Project Calendar from a Resource view

SugarCRM Project Management Enhancements

Page 4: 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

Page 5: 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

Page 6: 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

Page 7: SugarCRM Project Management Enhancements

NEW RESOURCE ASSIGNMENT

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

Page 8: SugarCRM Project Management Enhancements

RESOURCE VIEW

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

Page 9: SugarCRM Project Management Enhancements

PROJECT CALENDAR

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

Page 10: SugarCRM Project Management Enhancements

DURATION ASSIGNMENTS

Assign resource based on date ranges.

Page 11: SugarCRM Project Management Enhancements

REPEATING ASSIGNMENTS

Schedule resources at repeating intervals.

Page 12: SugarCRM Project Management Enhancements

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