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What is proRM?

Microsoft's Dynamics 365 is recognized as a robust and adaptable cloud business solution that meets diverse organizational needs through its array of specialized applications, which not only function seamlessly together but also offer tailored customization options. Utilizing Project Operations, companies can consolidate their project management, sales, and financial activities into a unified platform, effectively addressing common challenges encountered during project execution, both internally and externally. Explore the numerous benefits and opportunities that Project Operations provides, along with the expert support that a Microsoft Partner can offer during the implementation phase. Our objective is to empower businesses and their teams to enhance productivity and streamline their workflows more effectively. Drawing on our extensive expertise as a Microsoft partner, we strive to cultivate the ideal environment for success. The proRM Fast Start feature integrated within Dynamics 365 facilitates the improvement of your organization's project management capabilities. Project managers will soon find a notable decrease in the time allocated to repetitive tasks, resulting in a more efficient operational process. This transition not only enhances project outcomes but also establishes a solid foundation for future growth and innovation within the organization.

What is Visual Planning?

Visual Planning serves as an effective tool for scheduling and managing resources, boasting an intuitive interface that makes it easy to navigate. Countless organizations leverage Visual Planning to enhance collaboration by seamlessly sharing their schedules and working together more effectively.

Media

Media

Integrations Supported

CRM for SYSPRO
EASY Accounts Payable (SAP)
Epicor Advanced MES
Epicor CRM
GROW with SAP
Google Calendar
Microsoft Dynamics 365
Microsoft Dynamics SL
Microsoft Excel
Microsoft Outlook
Microsoft Word
NetSuite
Oracle Primavera
Quantum Control
QuickBooks Desktop Premier
QuickBooks Enterprise
SAP Business One
SYSPRO ERP
Sage CRM
Salesforce

Integrations Supported

CRM for SYSPRO
EASY Accounts Payable (SAP)
Epicor Advanced MES
Epicor CRM
GROW with SAP
Google Calendar
Microsoft Dynamics 365
Microsoft Dynamics SL
Microsoft Excel
Microsoft Outlook
Microsoft Word
NetSuite
Oracle Primavera
Quantum Control
QuickBooks Desktop Premier
QuickBooks Enterprise
SAP Business One
SYSPRO ERP
Sage CRM
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$18 per month
Free Trial Offered?
Free Version

Pricing Information

$15.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

proMX

Company Location

Germany

Company Website

promx.net

Company Facts

Organization Name

Stilog Inc.

Date Founded

1991

Company Location

United States

Company Website

visual-planning.us/lp/sourceforge/

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Categories and Features

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Payroll Management
Reporting/Analytics
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Gantt Chart

Alerts/Notifications
Capacity Monitoring
Color Coding
Dependency Tracking
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

HR Employee File Management

Access Controls
Centralized Employee Files
Dashboard
Email Notifications
Paper & Digital
Regulatory Compliance
Retention Settings
Search
Sharing Spaces
Signature

Kanban

Collaboration Tools
Dependency Tracking
KPI Monitoring
Milestone Tracking
Multi-Board
Prioritization
Project Planning
Roadmapping
Supports Scrum
Task Management
Time Tracking

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Production Scheduling

"What If" Scenarios
Automated Scheduling
Bottleneck Optimization
Capacity Planning
Constraint Scheduling
Job Scheduling
Material Planning
Priority-Based Scheduling
Quality Control

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Agile Methodologies
Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Kanban Board
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

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