Collaboration: Project Management

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Sugar’s Project Management delivers a full project management solution combined with the sales management, marketing automation and customer support used by employees to manage customer-centric activities. These new capabilities allow users to deploy projects across all customer-facing tasks, including campaigns, opportunities, accounts, and customer cases. Since Project Management is integrated with Sugar’s customer information, users no longer need to be concerned with redundant or inaccurate information, lost customer data, poor information sharing, or lack of user adoption

Impact

• Build and manage projects across teams
• Create projects from pre-defined templates
• Monitor activity and dependencies with Gantt Charts
• Manages upcoming tasks, open items, percentage completion, open cases, etc.

Planning Grids

Allows users view can build a project quickly, and manage from a top-line perspective.

Project Templates

Create projects from pre-defined templates. This minimizes the time to create repeated and most frequently executed projects.

Gantt Charts

Presents a time-phased bar chart that lists tasks or activities along with a time length bar which represents the duration of the activity.

Project Dashboards

Provides a visual representation of key project metrics such as upcoming tasks, open items, percentage completion and open cases. Project managers and users see different views of the dashboard depending on their role.