eCloudsPSA

Highlights

• #1. Start a new Project from the SF Opportunity:    ♦ Select the “New Project” button anytime.    ♦ Choose Template from your PSA library.    ♦ Pick the Milestones you want to include.    ♦ Click “Create Project” for Completion.
• #2. Manage your Projects using GANTT Chart:    ♦ Drag & drop to revise Milestone timeline.    ♦ Day, Week or Monthly view. Export to PDF.    ♦ Connect Tasks to activate time dependency.    ♦ Create new Tasks or change Task Owner.
• #3. HR Solution for Employees and Contractors:    ♦ Manage HR data like salary, hourly pay etc.    ♦ Track which Projects individual is assigned to.    ♦ Track vacation time, time off, sickness etc.    ♦ Measure net billable hours, education & more.
• #4. Assign Team Members to specific Projects:    ♦ Set up unlimited company Roles once.    ♦ Assign hourly rates ($/€) to specific Roles    ♦ Add individuals for a specific time to Projects    ♦ Individuals notified they are Project Member.
• #5. Use our Industry leading Time Entry Screens:    ♦ 1-click easy-to-use creation of new time entry.    ♦ Choose between Daily or Weekly time entries    ♦ Time entries can be edited prior to submission.    ♦ Mark "Favorite" Projects for easy TE access.
• #6. Sleek Time Entry approval Process included:    ♦ User "Submits" time entry records weekly.    ♦ Manager is notified that TE records are ready.    ♦ Manager can "Approve All" or "Reject" records.    ♦ If "Rejected" TE record goes back to User.
• #7. Individual Project & Portfolio Management:    ♦ Financial data centralized- individual Project P&L.    ♦ Unlimited Dashboard real-time Reporting.    ♦ Effective Resource Allocation per Project.    ♦ Unique "Weekly" Project update to Customers.
• #8. Affordable PSA Solution - Salesforce Native:    ♦ Easy to Implement - only Native Objects.    ♦ Use Customer Community for External Users.    ♦ Works with all Salesforce Licenses, incl. Platform.    ♦ Discount when exceeding 50 Users Licenses.
• #9. Advanced Billing - Accounting Integration:    ♦ Integrated with Accounting Seed out of the box.    ♦ Also Integrated with QuickBooks online.    ♦ Flexible 2-Week or Monthly Billing Events.    ♦ Easy to setup Recurring Billing through AS or QB.