Enable Users for Project Manager

After installing CRM Project Manager, the Administrator user is automatically enabled to use the Project Manager module. Additional users can be granted access according to your licensing by enabling them individually through User Administration.

To enable a user:

1. Log in to Sage CRM as an Administrator.

2. Navigate to Administration → Users → Users.

1. Select the required user and click Change.

2. Scroll to the Project Manager Access section.

3. Enable Project Manager Access for the user.

1. Click Save.

Important

You cannot enable more users than your licensed number of Project Manager users.

Configure Project Manager Options

Project Manager can be configured to use either Days or Hours for task allocation, billing, and timesheet management.

To configure Project Manager:

1. Navigate to Projects.

2. Open Administration.

3. Select Greytrix Products Configuration.

4. Configure the required Project Manager settings.

The following options are available:

• PM Billing Time – Configure Project Manager to use Hours or Days.

• Hours per Day – Specify the number of working hours that make up a standard working day.

Once these settings have been configured, CRM Project Manager is ready to use.