Project Management Features and Functions

• Pre-configured project home page and data records


• Quick access to recently created, modified, or viewed project records


• Pre-configured project list views (project record subsets based on user-defined filter variables)


• A workflow engine is available to help implement "best practice" project management activities


• Multiple project data record "layouts" can be defined to handle projects with different processes and data needs


• Project expense budgeting and actual cost tracking (versus budget)


• People (contact data records) and the "roles" they play in the project can be associated with (hyperlinked to) an opportunity data record


• Project to-dos assignment and milestone tracking


• Automatic creation of contract history records whenever key project data fields are changed


• Open and closed (completed) activities can be associated with (hyperlinked to) project records


• Contract data records can be associated with (hyperlinked to) project records


• Free-form note records can be associated with (hyperlinked to) project records


• A project record can be associated with (hyperlinked to) the opportunity data record that spawned the project


• Configurable activity "result" codes capture the result of each project step


• Configurable "Project Stage" data fields are used to track where each project stands


• Project time tracking


• Project billing and invoicing


• A variety of predesigned project management reports are available for immediate use


• Predesigned project-related analytics (charts and graphs) are available for display on dashboards and reports


• Integration with MS-Project


• Integration with third-party project management system