Getting Started With Project Management - Apptivo

1
Getting Started With Project Management
2
Agenda

1. What is Apptivo Project Management?
2. The Four Primary Functions of Apptivo PM
3. Features Key Configuration Settings
4. Attack Plan for a Quick-Setup
5. Walk-Through of Configuring a New Company

3
What is Apptivo?

• Platform of 50 integrated business apps
• Integrated collaboration, email documents
• Mobile website native apps for iOS Android
• REST API for connections to outside tools

4
Technical Details
5
Your Business Revolves Around Projects
Time Expenses
CRM Quoting
Invoicing
Your Project
Help Desk Tickets
6
The Four Primary Functions of Apptivo Projects
Project Data Portfolio Management Tools to
manage multiple projects, such as a template
system, customizable fields, configurable
dashboards lists, and reporting. Task
Management Create activities with dependencies to
have project schedules generated automatically.
All tasks calendar events are easily
categorized, and visible from the unified
agenda. Collaboration Communication There
are several ways to communicate with customers
team members a social news feed, call log, and
area to track relevant notes documents/files.
Even send out email templates, and track
conversations relevant to the project. Time
Tracking Billing Every task contains a work log
to track the actual effort through a built-in
timer. A separate timesheets app is directly
integrated with these work logs to allow approval
of logged time, or a manager can invoice directly
from the project.
7
Unified Collaboration Activity Management
Task Calendar Management
Link Documents From Dropbox Google
IMAP Email Tracking Mail Templates
Unified Agenda
8
Flexible Scheduling via Interactive Gantt Chart
Manage Task Dependencies Scheduling Constraints
Track Multiple Projects Together
Edit Project Schedules With Drag-and-Drop
9
Integrated Task Timer Timesheets
Work Logs On Every Task
Email Approval for Timesheets
Use Timer or Log Bulk Hours
Generate Timesheet From Project Tasks
Built-In Billing Activity Reports
10
Deep field customization search capabilities
Multiple Layouts
Field Sharing Security
Unlimited Attributes
All Fields Searchable
11
Getting Started
12
Minimal Steps to Get Started

1. Create Your Account
2. Customize Your Navigation Connect Email
3. Configure Fields, Layouts, Views
4. Create Project Templates (if needed)
5. Add Users Customers (if needed)

13
(No Transcript)