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Project  time sheets & invoicing  in sugar crm
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Project time sheets & invoicing in sugar crm






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Project time sheets & invoicing in sugar crm Presentation Transcript

  • 1.  
  • 2. Project Creation: 1. Login to the Sugar CRM, using login ID and password. Home page of Sugar CRM is displayed.
  • 3. 2. In extra menus list, Click on Projects
  • 4. 3. List of projects that are already created are displayed. Click on Create Project option in the Actions menu list to create a Project.
  • 5. 4. New Project form to create a new project.
  • 6. 5. Enter the Name of the project and Description. Select the Start date, End date, Status, Priority, Assigned to fields and click on Save
  • 7. 6. Project created gets Saved and displays sub-panels related to Project like Project Tasks, Time sheets, Activities, History, Contacts, Accounts, Opportunities, Cases and Bugs.
  • 8. Project Tasks Creation: 7 . In Project sub panel -> Project Tasks -> Click on Create button to create a task for the project.
  • 9. 8. New Project task form appears on the screen.
  • 10. 9. Enter the fields that are required like Task name, Start date, End Date, Priority, Assigned to, Estimated effort in Hours a nd Save.
  • 11. 10. Create required number of tasks that are related to the project.
  • 12. Creation of Accounts: 1. In Main menu bar, Click on Accounts. List of accounts that are existing are displayed on the screen.
  • 13. 2. Click on Create Account in Actions Menu list.
  • 14. 3. New form appears to create an Account.
  • 15. 4. Enter required fields like Name, Office Phone, Billing Address, Shipping Address, Email address, Description.
  • 16. 5. Enter More information if required and Save the account.
  • 17. 6. Account gets saved and sub panels like contacts, invoices, History, Opportunities, Projects etc., related to the account are displayed on the screen.
  • 18. Creation of Contacts: 1. In main menu bar, Click on Contacts. List of existing contacts appear on the screen.
  • 19. 2. In Actions sub menu list, Click on Create Contact option to create a new Contact.
  • 20. 3. New contact form to create a contact.
  • 21. 4 . Enter all required fields like Contact name, Title, Department, Account name, Primary address, Email Address and Description .
  • 22. 5. Enter more information if required and Save this contact.
  • 23. 6 . Created contact gets saved and sub panels like Projects, Leads, Activities, Opportunities etc., related to the Contact are displayed on the screen.
  • 24. Updating Project Related Time Sheet 1. In main menu bar, Click on Time Sheets. Time sheet for a Week in Fill Matrix form Appears on the screen.
  • 25. 2. Enter the hours worked related to Project tasks and Save. How many hours worked on a task for a week are Calculated and displayed In Total column.
  • 26. Invoice Creation: 1. In main menu list, click on Invoicing Option. Invoicing screen appears with the list of invoices that are already generated.
  • 27. 2. Click on Create Invoice in Actions menu list to create a new invoice.
  • 28. 3. Enter Internal ID, Invoice number. Select the Invoice type, Status, Currency, Billing Account and Contact , Enter Account Hour Rate, Tax Rate and Invoice Footer text.
  • 29. 4. In Invoicing -> Time sheets Search Form , Select the Start date, End Date, Time sheet status, Employees , Search for Projects and Project Tasks Time sheets option and Click on Search for Time Sheets.
  • 30. 5. To Invoice Case Time Sheets also, Select the option Search for cases Time Sheets and click on Search for time sheets button.
  • 31. 6. List of Projects and Project Task Time Sheets, Cases Time sheets are displayed according to the Search Preferences.
  • 32. 7. Select the Tasks for which invoicing to be done and click on Add selected items button
  • 33. 8. Time Sheet Line items are displayed for tasks selected. Enter the description, Account Hour Rate and Click on Add to Time Sheets and Save Time Sheet Line items .
  • 34. 9. Invoice gets saved and Gross, Net and Total Effort Values are calculated and displayed in the invoice.
  • 35. 10. Click on Print as PDF option at the top of the saved invoice.
  • 36. 11. A report is generated for the Invoice of the selected Project Tasks.
  • 37.