Project Management Basis Training

Features Level 100

Agenda day 1

Introduction

Project creation and planning

  • Creating and planning projects with phases, subprojects, milestones, and job packages
  • Structure plans and Gantt functions

Resource Management

  • Management of internal and external staff, equipment, vehicles, rooms etc.;
  • Planning board, availabilities, work load and work schedules

Absence Employees

  • Applications for leave, clearance, remaining days of vacation
  • Personnel department work time models, management of absence (illness, vacation, etc.)

Activity and Time Recording

  • Time recording for staff, activity recording or external service providers
  • Material cost, booking of rooms and equipment

Project creation alternatives

  • Creation and usage of templates, importing/exporting MS Project
  • Structure plans and Gantt functions

Document Management

  • Documents on all project levels, check-in and check-out
  • Versioning and subscriptions
  • Management of any file format including e-mail documents

Multiproject Management

  • Cross-project dependencies
  • Organization-wide Gantt
  • Global availability of resources
  • Company-wide resource utilization

Agenda day 2

Introduction

Reporting and Dashboard

  • Extensive report library for planning, controlling and analysis
  • Dashboard with various micro reports
  • Reports expand and adjusted

Budget and Cost Management

  • Organization of project-related cost such as personnel cost, material cost or travel expenses
  • Comparison of planned and actual values on all levels
  • Proactive information for deviations

Travel Management

  • Planning, organization of trips
  • Travel times and cost
  • Management of receipts and expense calculator

Project Accounting and Billing

  • Preparation Use of orders, services and products
  • Use of activities and allocated services
  • Preparation of orders for invoicing of services
  • Accounting and bill settlement
  • Account for activities & services rendered by customers, staff & external service providers
  • Installments, Time & Material, performance records

ERP- and Office Integration

  • Overview of interfaces to other systems and office products

Mobile apps

  • Using project management functions on-the-go with Windows Mobile cell phones, Blackberry devices or iPhones.

Installation, Configuration and administration

  • Import xRM1 Business Solutions, configuration and administration, basic data administration and settings
  • License management activation- and configuration wizard, security roles

Customizing

  • xRM1 hints for customizing xRM1 Solutions

Practice common processes

  • Summary and practice of participants' common processes

Target Group

  • Sales representatives
  • CRM consultants
  • Project managers
  • General management
  • System administrator

Prerequisites

  • Basic knowledge of Microsoft Dynamics CRM

Duration

2 days

Location

Partner on-site or headquarters Würzburg, Germany


Dyn ST EN