Correct management of Projects and the recording of Timesheets is an integral part of your business. To this end, Brookstone Technologies has designed the Projects & Timesheets Management Integration/Extension Module (“Projects”) to be flexible, comprehensive in its capabilities, and completely integrated with Microsoft Dynamics CRM.

As with all Microsoft CRM extension modules, the Projects Module delivers rapid "time to value".  It is an enterprise-wide timekeeping system designed to leverage the power of Microsoft Dynamics CRM.  Projects are fully customizable to allow you to establish a Time Framework with multiple levels, and users are presented with only the information they require to complete their timekeeping tasks.

The process of recording time is quick and simple:  Users create Timesheets, and the time recorded for that day so far is displayed. The Timesheet can then be saved as a draft and then submitted subsequently for approval. 

Once Timesheets have been approved, the Projects, Sub-Projects, and Tasks to which they belong to are updated with the relevant times. Approved Timesheets are then available for reporting. A single Project can have a master Project record, with as many Sub-Projects as required, while each Sub-Project can have as many Tasks as necessary.

In keeping with native CRM activities tracking, Tasks can be created on their own without the need for a Sub-Project or Project. This enables the tracking and recording of smaller, one-off jobs. 

Main Features of Projects and Timesheets Management

• The Project and Timesheets Management module provides complete time and costing control of projects and employees’ timesheets

• Support for multiple Project levels including Sub-Projects and Tasks

• Unique workflow capabilities including automatic notification if Projects or Tasks reach a pre-defined level of Hours or Cost

• Designed as a Custom Entity for Microsoft Dynamics CRM

• Fully customizable

• Complete overtime recording and accrual

• Assignment of individual time entries to Projects, Sub-Projects, and Tasks

• Views display time recorded by Approver, Status, Worker, Client, Project, Department

• Empowers staff with a single, mobile point of information entry and access, workflow, and collaboration

• Intuitive to use, with the same look & feel as Microsoft CRM:

•      Rewards are swift

•      Time-to-value is short

• Customizable reports utilizing Microsoft Reporting Services

Achieve maximum value from your investment in Microsoft Dynamics CRM . . . Extend and enhance Microsoft Dynamics CRM with a powerful, completely customizable suite of web-based tools to effectively integrate the processes that make your business profitable . . . managing people, time, costs, and customers with a secure, scalable, affordable, and user-friendly solution.

Projects & Timesheets Management is designed for business. It allows you to manage an unlimited number of projects, each with an individual structure and management style. Moreover, it offers a high level of flexibility when managing users, each of whom may have different access rights to different projects.

Utilizing the Brookstone Technologies Projects & Timesheets Management application module frees you from the tedious task of updating archaic systems. Automatic updates provide real-time information on every resource in every project - thereby eliminating surprise project over-runs. This enables your Clients to be professionally informed of ‘actuals’ versus ‘budgeted’ - well in advance of deadlines.

The Projects & Timesheets Management module redefines project management by seamlessly integrating data from Microsoft Dynamics CRM and making it available to everyone who touches the projects - from the initial proposal stage all the way through to final billing. The Projects & Timesheets module gives you the ability to manage virtually any type of project or process, from customer activation through to service delivery and ongoing customer support.