Self Service

The Project Manager Web Portal allows users to access their assigned project tasks and timesheets through a web interface. This enables users to update their work without accessing the internal Sage CRM application.

Note: A Sage CRM Self Service license is required to use the Web Portal feature.

Enable Self Service Access

To enable a user for the Project Manager Web Portal:

1. Navigate to Administration → Users → Find User.

1. Select the required user.

2. Open the Self-Service tab.

3. Click Change.

4. Select the Self-Service checkbox.

5. Modify the login details if required.

6. Click Save.

This enables the selected user to access the Project Manager Web Portal.

Note: Users accessing the Web Portal do not need to be active Sage CRM users. They can be user accounts configured as Resources

Accessing the Web Portal

To launch the Project Manager Web Portal:

• Click Start → Programs → Greytrix Project Manager, or

• Click Start → Programs → Greytrix Business Manager, and then select Greytrix Project Manager Web Portal.

Enter your login credentials and click Login to access the Web Portal.

Managing Tasks

The Tasks tab displays all tasks assigned to the logged-in user.

Users can:

• View assigned tasks.

• Filter tasks by Status.

• Filter tasks by Task Name.

These filters help users quickly locate and manage their assigned project tasks.

Managing Timesheets

The Timesheets tab allows users to view and maintain their project timesheets.

Users can:

• View the current week's timesheets.

• View the current month's timesheets.

• Create new timesheet entries against assigned tasks.

Creating a Timesheet Entry

To create a new timesheet entry:

1. Open the Timesheets tab.

2. Click the required date to open the New Timesheet Entry window.

3. Enter the Project Name or click the Project lookup (magnifying glass) to search for a project.

4. Select the required project.

5. Enter the Task Name or click the Task lookup (magnifying glass) to select a task associated with the project.

6. Verify the entry date.

7. Enter the Billed amount.

8. Click Save to create the timesheet entry.

Note: Before creating a timesheet entry, Project Manager validates that sufficient Allocated Days and Remaining Days are available for the selected task. If the validation fails, the timesheet entry cannot be created.