Tenrox 2015 R1 Customer Webinar

Transcription

1 Run smoothly. Change quickly. Achieve more. Cloud-based enterprise work management software Tenrox 2015 R1 Customer Webinar Tenrox Product Management 20 th July, 2015

2 Tenrox 2015 R1 What s New 2

3 Today s Speakers Kevin Sequeira General Manager & Director of Product Management Eric Demers Senior Solution Consultant 3 3

4 Housekeeping To submit a question: Raise Hand Type in your question here Click Send 4

5 TENROX 2015 R1

6 Guiding Principles 6

7 Highlights of the Release GA Release : July 15 th 2015 New Modules o Project Status Reporting (PSR) o Product Central Enhancements o Upland Analytics o Financial Planner o Project Team Enhancements o Auto Save Timesheet Notes o New Grid Control o Infrastructure and Architecture Updated Integrations 7

8 Quick Links Press Release o Release Webpage o Release Notes o what-s-new-in-this-tenrox-2015-r1-version 8

9 FEATURE OVERVIEW

10 Project Status Reporting (PSR) Module Highlights o Allows Project & Portfolio managers to easily track time-phased status of their projects. o Ability to Configure Key Performance Indicators (KPIs). o Period Locking & Archiving Capabilities o Track late updates of those who report to you (Group / Portfolio) o Trending Reports on the Project Status Availability o Project Collaboration License - PSR, TPP & Online Planner *. o Customers that have TPP will get this for free. o If you do not have TPP please contact your CSM. 10

11 Project Status Reporting (PSR) Module 11

12 Product Central Module Highlights o Define Time Phased Product billing rules. o Facilitates Quick Invoice and Rev Rec and reduces Revenue Leakage. o If Enabled, Product Billing Feature becomes Read-Only. o Reporting on consumed & remaining quantity and amount for each rule. Availability o Customers that have Billing Module will get this for free. o If you do not have the Billing Module, please contact your CSM. 12

13 Product Central Page 13

14 Upland Analytics Enhancements Addition of a brand new visualization layer allows people to create impressive looking reports. New Views: o Charge Entry o Product Entry o Product Entry Rules o Expense Entry Basic o Expense Entry Extended o Expense Report Summary o Project Status Report 14

15 Upland Analytics Enhancements 15

16 Financial Planner & Project Team Financial Planner o Enhanced View Options: o Billable Time row and Billable POC (Percentage of completion) row have been added to the Time Section o Forecast Revenue using Billable POC or Total POC on a project Project Team o Forecast Rate Engine o Current Support for Hourly Rates Only. o Calculations show up in FP only Roll over to CWP in Next Phase. 16

17 Financial Planner 17

18 Project Team Changes 18

19 Timesheet Notes Auto-Saved 19

20 New Grid Control Improved controls and a cleaner User Interface for the grids. o Modified column terminology design o Links on pages being altered to button o Search controls moved to right-hand side of page o Modified context menu o Enhanced sorting o Modified column selection design o Enhanced date selection options for date based searches 20

21 Infrastructure & Architecture SSO available for Tenrox Mobile for ios, Windows Phone and Android devices. Currency Exchange API has updated list of supported currencies based on ISO4217. Updated Exchange Rate Engine. 21

22 Updated Partner Integrations Accounting Systems: SAGE ERP Microsoft Dynamics GP 2015 Customer Relationship Management (CRM): Microsoft CRM Online 2015 Project Management: Microsoft Project

23 Q &A 23

24 Enterprise Work Management Run smoothly. Change quickly. Achieve more. 24