Manage and track customers, projects, tasks and work hours
- Manage all your projects from one centralized location.
- Manage budgets, health, hour and cost assignment.
- Create and track tasks and issues.
- Track the time your employees spend working on projects.
- Track project status and actual hours/cost vs. budget and identify problems straight away.
- The system is completely based on regular SharePoint lists, so you can easily extend and adapt it to your own needs, without any development costs!
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This business process is available for download as a self-installing, self-configuring site template for both Windows SharePoint Services 3.0 and SharePoint Foundation 4.0/5.0.
The template itself is free to use, but it is based on our commercial products listed under the Products tab below. Trial versions of the products are installed automatically by the template.
You'll be happy to know that once purchased, the products can be used to improve all sites, based on our templates or the ones you create yourself.
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Overview
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Images
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Products
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Versions
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Purchase
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The system is comprised of the following modules:
- Dashboard - one-glance overview of all the projects, tasks and issues, with color-coded indicators.
- Customers - enter and manage customer details. Because the information is kept in a regular SharePoint list, you can extend it to better suit your needs at any time, without even taking the system offline!
- Projects - enter and manage projects, including assigned employees, hour reporting, budget control and status. The list is color-coded, so you can notice problem at a glance!
- Tasks - subdivide your projects into tasks and track each task separately. Know instantly which task is within budget and which is problematic. Tasks are added directly from within the project, so you never lose context!
- Work Hours - allow your employees to report the work hours spent on each project. You can extend the list with your own columns, such as manager approval or overtime reporting.
- Reports - view reports of the entered information. You can view the total of workhours submitted by any employee, as well as see a color indicator of the project current status vs the budgeted hours.
You can enhance the system even further by adding alerts (using Smart Alert Pro) and print-out (using Smart Print Pro).
Upon site creation you need to add your users to the site groups. Once the site groups are populated, you can start using the process. Feel free to modify the site in any way you deem fit, adding or removing columns, adding or modifying list views or changing the homepage layout. The installed products will function fully for 30 days, after which you need to purchase licenses to continue using the site.
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The following products are used in this site template. Trial versions of the products will be installed automatically when you download and install the site template. If you already own licenses for one or more of the products or have installed them before, the products will be updated to the latest version if necessary.
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Business Processes |
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User Interface |
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Smart List Pro
Instantly turn your SharePoint lists into full-fledged applications using tab and column permissions, Wizard mode, custom input validation, view permissions and much more
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Smart Action Pro
Save on development time by automating advanced business solutions using just your browser
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Project Management |
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Business Processes |
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User Interface |
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Associated Tasks Field
Turn any document or event into a full-fledged project! Assign related tasks, items and documents and manage their lifecycles, and all that from within the parent item itself. No more clicking through pages to view workflow task status, see it all at once and make your business decisions on the spot.
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Collaboration |
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Business Processes |
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Connected Field
Create cascading master-detail relationships between lookup columns in SharePoint lists and document libraries. Filter city column values by country, it is as easy as it should be!
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Collaboration |
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Business Processes |
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Smart Chart Pro
Visualize your SharePoint list data using 30+ chart types with fully configurable layout
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Smart Filter Pro
Create your own customizable filtering panel with multiple types of filters and filter any connected list or web part
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Smart ID Pro
Create custom document/item IDs according to your own business rules, based on functions and column values and subject to conditions. Don’t settle for what SharePoint can do, make SharePoint do what you need!
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Business Processes |
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Collaboration |
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Color Field
Bundle of Color Choice and Indicator fields, adding color-coding, custom icons, KPIs, progress bars and dynamic countdowns to any SharePoint item and view
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Collaboration |
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Business Processes |
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User Property Field
Streamline SharePoint form data entering by automatically filling out your name, phone number or any other property already in the system
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Every server running Windows SharePoint Services Web Application requires a license, regardless whether or not it is accessed by users. Free licenses for application servers will be provided upon request.
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License Type
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Description
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Price
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Buy
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Website License
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Single website license
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999 US$
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Buy Now
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Server License with Annual Support
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Front-end server license with a technical support plan
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3359 US$
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Buy Now
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Server License
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Front-end server license
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2769 US$
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Buy Now
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Developer License
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At least one full-priced server license is required
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559 US$
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Buy Now
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Annual Support Renewal
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Technical support plan for a year
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699 US$
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Buy Now
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Use the Buy Now links above for direct purchase using credit card or PayPal. To issue a formal quote and for payment through a Purchase Order (PO), please contact Sales
License Types
- Website License - entitles you to the right of using the products only within the SharePoint site of the solution. Using the products in any other sites of your SharePoint farm, new or existing, is not possible or permitted
- Server License with Annual Support - entitles you to the right of installing the product on one
front-end server, including the right to contact us on non-bug related issues
within the period of one year. You can use the components on any site of your SharePoint farm in any configuration. The support includes help with installation, integration
or customizations. Bug fixes are included with any license free of charge.
- Server License - entitles you to the right of installing the product on one
front-end server. Front-end server is one responding to user requests (web server).
You can use the components on any site of your SharePoint farm in any configuration. This license is not time-limited, but you are not entitled to new versions, except
for explicit bug fixes.
- Developer License - entitles you to the right of installing the product on
one front-end server in non-production environment. You can use this license for
your test/integration/pre-production farms. Note that you must order at least one
full server license to have the right to order a developer license.
- Annual Support Renewal - extends the annual support to another year. You
must order the original product with annual support to be eligible for this renewal.
Please contact us for additional licensing plans, including
volume discounts.
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Note: all templates require US English language pack to be installed on the
server.
Our templates can be installed on basic WSS 3.0 or
SharePoint Foundation 4.0/5.0 farm.
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