Project Management

Add a project
Filter projects
Print a project

With the focus on building your business SMP allows you to create "projects" in which one or many of your team can participate. 

With Projects you can: 

• Manage activities and tasks
• Assign  activities and tasks to others
• Keep detailed notes 
• Log products that are involved in the project as well as sale potential and goals
• Add additional influences (contacts) involved in the project
• Add additional customers involved in the project
• Add additional sales people from your organization

Both buttons below, which are located on the tool bar, will allow you to work with projects.

  Projects (Prj)   Work with 1 project at a time 

• Add, Update or modify

  Projects Review (Prjs) Allows you to filter and view all projects 

• Filter projects by many criteria.
  • ie: you can filter all projects with a particular Project Manager, for all won or open projects, for projects pertaining to a particular product level. etc
• View Total $ and Probable $ for the filtered projects
• Clicking the Hyper-link project name takes you to the Project form for additional details or updating 

Add a project:

• Click the Add button from either Projects or Project Management. Projects can not be added from within the customer module. 
• Project Ref-Enter a name for the project 
• Customer - Select the customer from the drop down list
• Account manager - This will automatically fill in
• Project Manager. The Project manager might be the Account Manager or someone else who is involved such as a specialist.
• Decision Date - The date a decision should be made 
• Select Type, Priority and Status

    Activity Tab -

• Enter the Activities and Tasks  necessary  to complete the project. See Activities for more information on entering Activities and Tasks .
• From within the activity assign the task to the appropriate person

    Notes

• Enter an unlimited amount of notes about the project

    Products

• For any of the Product grouping you can reference which products are involved in the project. 
• Note who the competition is for the product. The competition can either be another distributor or another Manufacturer.
• Set the Total Potential $ and the Probable % of the sale you expect to win. The Probable $ is automatically calculated.

Influences (Contacts) 

• Choose all the customer contacts in the "Add new Influence" drop down that have a role in the success or fulfillment of the project. Click "Add"
• If a contact is not listed, Click "Add New Cntct" This will take you to the Customer Module to add any additional contacts
• Describe the role this contact takes in the project
• Any communication information on the contact will automatically fill in the window on the right. Updating information here will update the information in the Customer Module.   

Additional Customers

• Often times another customer may be part of a project. List any additional customers here
• Locate customer in the "Add New Customer"  , Click "Add"
• Describe the role this customer plays in the project

Additional Sales People

• Choose all sales people from your organization that play a role in this project from the Drop down and click "add"
• Describe their Role 

To filter projects:
From the Project Management Screen   

• Select the criteria you wish to filter for. The default is set to "all open Projects" 
• Hit "Run"
• Your results are displayed in the window 

Printing Projects

To print a summary of filtered projects click print. The report will print to Excel where you can manipulate the data  before sending it to your printer