SugarCRM Project Management Enhancements

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

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SugarCRM Project Management Enhancements

  1. 1. SugarCRM Project Management Enhancements
  2. 2. SugarCRM Project Management Enhancements Team Assignment on New Resources
  3. 3. SugarCRM Project Management Enhancements Team Assignment on New Resources View Project Calendar from a Resource view
  4. 4. SugarCRM Project Management Enhancements Team Assignment on New Resources View Project Calendar from a Resource view View Project Calendar form a Project View
  5. 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
  6. 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
  7. 7. NEW RESOURCE ASSIGNMENT Adding a resource to a Project will automatically give them access to child records.
  8. 8. RESOURCE VIEW View projects that the resource is assigned to in a calendar.
  9. 9. PROJECT CALENDAR View all resources on the project and when they are scheduled.
  10. 10. DURATION ASSIGNMENTS Assign resource based on date ranges.
  11. 11. REPEATING ASSIGNMENTS Schedule resources at repeating intervals.
  12. 12. HAVE QUESTIONS? Contact Us sales@atcoresystems.com

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