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Tenrox 2015 R1Customer Webinar

Tenrox Product Management20th July, 2015

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Tenrox 2015 R1 – What’s New

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Today’s Speakers

Kevin SequeiraGeneral Manager & Director of Product Management

Eric DemersSenior Solution Consultant

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Housekeeping

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TENROX 2015 R1

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Guiding Principles

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Highlights of the Release• GA Release : July 15th 2015

• New Moduleso Project Status Reporting (PSR)

o Product Central

• Enhancementso Upland Analytics

o Financial Planner

o Project Team Enhancements

o Auto Save Timesheet Notes

o New Grid Control

o Infrastructure and Architecture

• Updated Integrations

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Quick Links• Press Release

o http://www.tenrox.com/press-release/2015-07-15-customer-driven-innovation-highlighted-in-latest-version-of-uplands-professional-services-automation-application

• Release Webpageo http://www.tenrox.com/en/solutions/Tenrox2015-R1.htm

• Release Noteso http://upland.screenstepslive.com/s/TenroxEducation/m/40422/l/

385371-what-s-new-in-this-tenrox-2015-r1-version

FEATURE OVERVIEW

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Project Status Reporting (PSR) Module

• Highlightso Allows Project & Portfolio managers to easily track time-phased

status’ of their projects.

o Ability to Configure Key Performance Indicators (KPIs).

o Period Locking & Archiving Capabilities

o Track late updates of those who report to you (Group / Portfolio)

o Trending Reports on the Project Status

• Availabilityo Project Collaboration License - PSR, TPP & Online Planner *.

o Customers that have TPP will get this for free.

o If you do not have TPP please contact your CSM.

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Project Status Reporting (PSR) Module

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Product Central Module

• Highlightso Define Time Phased Product billing rules.

o Facilitates Quick Invoice and Rev Rec and reduces Revenue Leakage.

o If Enabled, Product Billing Feature becomes Read-Only.

o Reporting on consumed & remaining quantity and amount for each rule.

• Availabilityo Customers that have Billing Module will get this for free.

o If you do not have the Billing Module, please contact your CSM.

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Product Central Page

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Upland Analytics Enhancements

• Addition of a brand new visualization layer allows people to create impressive looking reports.

• New Views:o Charge Entry

o Product Entry

o Product Entry Rules

o Expense Entry Basic

o Expense Entry Extended

o Expense Report Summary

o Project Status Report

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Upland Analytics Enhancements

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Financial Planner & Project Team• Financial Planner

o Enhanced View Options:o Billable Time row and Billable POC (Percentage of completion)

row have been added to the Time Sectiono Forecast Revenue using Billable POC or Total POC on a project

• Project Teamo Forecast Rate Engineo Current Support for Hourly Rates Only.o Calculations show up in FP only – Roll over to CWP in Next

Phase.

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Financial Planner

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Project Team Changes

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Timesheet Notes Auto-Saved

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New Grid Control

• Improved controls and a cleaner User Interface for the grids.o Modified column terminology design

o Links on pages being altered to button

o Search controls moved to right-hand side of page

o Modified context menu

o Enhanced sorting

o Modified column selection design

o Enhanced date selection options for date based searches

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Infrastructure & Architecture

• SSO available for Tenrox Mobile for iOS, Windows Phone and

Android devices.

• Currency Exchange API has updated list of supported

currencies based on ISO4217.

• Updated Exchange Rate Engine.

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Updated Partner Integrations

• Accounting Systems:• SAGE ERP 300 2014

• Microsoft Dynamics GP 2015

• Customer Relationship Management (CRM):• Microsoft CRM Online 2015

• Project Management:• Microsoft Project 2013

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Q &A

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Enterprise Work ManagementRun smoothly. Change quickly. Achieve more.