Reports

CRM Project Manager supports the standard Sage CRM reporting functionality, allowing users to generate reports for all aspects of Project Manager, including projects, project tasks, and timesheets.

Overview

Standard Sage CRM reporting features are available throughout CRM Project Manager, enabling users to create and customize reports based on project information.

Reports can be generated for:

• Projects

• Project Tasks

• Timesheets

• Project Listings

A sample report is included with Project Manager, demonstrating how to create a Daily Report filtered by Billable entries and Customer. This report can be used as a reference for creating additional custom reports using the standard Sage CRM reporting functionality

Configuration Options

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

By default, Project Manager uses Days. However, users can configure the application to use Hours, allowing greater flexibility in managing projects and recording timesheet entries based on organizational requirements.

This configuration applies to:

• Project Tasks

• Timesheets

• Task Allocation

• Billing calculations

These settings can be modified to suit the preferred project management methodology used within the organization.