A common challenge with managing projects in SuiteCRM is trying to figure out if people have too much or not enough work assigned to them. Well Timeo just came out with a solution that makes this easy to see with their new Capacity Manager add-on. By adding a new Plan Board view you can now easily see the availability of employees along with an overview of all planned or unplanned work.
Highlevel Overview
Having trouble keeping an overview of how much work everybody has been assigned? This add-on keeps track of the exact amount of workable hours / days of your employees in any given period and provides a high level overview of people and there workload. This means clarity for management, the sales department and above all; your teams.
Helicopter View
From a high level, see the workload of every employee along with all planned and unplanned project tasks.
Configurable Options
Change the utilization rate of each employee as needed, included/exclude projects, statuses, and more.
Vacation Time
Track vacation time and even illness time in order to better manage your projects.
To learn more about this solution go to Capacity Manager or search for "capacity".
-
Round Robin Assignment
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.
-
RT PandaDoc
Use PandaDoc templates in SuiteCRM to easily send documents for signature.
-
Custom Filter
The Custom Filter add-on for SuiteCRM allows you to filter and search for desired records from the total list of records, plus save and display the Custom Filter search separately in the module. Create complex filters to find specific records to assign to different sales reps and much more.
- Show more addons