Installations Archives | Page 2 of 5

Visualize progress of your timelines

Not ready to automate Project creation? No problem use the ‘New Project Wizard’ to create Projects anytime Filter Kanban processes by Department Link Projects to any Salesforce record or create them standalone Leverage existing templates or start from new

Skills Based Resourcing

INSTALLATION & FIELD SERVICE Find the right person, with the right skills, and availability at the right time, with our multi level skills based resourcing engine.

End to End Skills Based Resource Management

Track and manage your resources effectively during every part of your process

Map out the skillbase

Track hard skills, soft skills, proficiency and more against your team

Populate your templates with placeholders

For the resources you will need on your project week to week

See the resource load across your organization

From before you can manage the availability of your team with skills based resourcing

onvert placeholders to named resources 2

Convert placeholders to named resources

Filter on hard skills, soft skills and view availability

Block out time for non project work such as support

And capture when your team has PTO, or is on site with a customer

Get a 360 view of your Team

From before you can manage the availability of your team with skills based resourcing

Time Tracking

INSTALLATION & FIELD SERVICE User friendly time tracking, designed to let your users enter time in multiple ways so that they enter their time easily and you get accurate data to report on.

Capability category: Installations