How to use Tenrox PSA Solution @Tenrox #WebToolsWiki

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TENROX

Tenrox is a professional services automation solution (PSA) that lets you manage projects from bidding to billing. This tool is designed to meet the challenges of managing your customers around the world and project resources operating in varied remote locations using different currencies, tax jurisdictions and time zones.

Tenrox PSA features four modules with each meeting a set of work processes while accommodating your existing systems.

The Project Management module lets users plan, track, and execute projects at a detailed level. It provides a simpler alternative to Microsoft Project if desired or integrates directly with Microsoft Project. It lets project managers assign tasks and monitor project health at a more detailed level.

It also provides project work spaces to encourage communication and collaboration with your team and your clients as you deliver the project. This module has additional sub-modules such as Project Planning, Project Workflows and
Process Management.

The Time and Expense module has a configurable project time, leave time, overtime tracking, and expense reporting system that allows you to effectively collect, manage and track timesheets and expense reports based on your requirements. It has the following sub-modules – Leave Time, Review & Approval and Multi-Tax/Multi-Currency.

The Project Financials module helps track the time and expenses you’ve invested to date to deliver your projects. It manages the process of invoicing your clients to ensure you bill them in a timely and accurate manner. It features the following sub-modules- -Cost & Budgeting, Billing & Invoicing and Revenue Recognition.

The Resource Management module helps match the right person to the right project. It allows project managers describe the kind of resources they need for their projects based on skill sets, certifications, physical locations, and required hours. It is also able to match up resource needs with staff availability, and make strategic tradeoffs amongst potentially competing needs. It includes the following sub-modules – Skill Management,
Capacity Planning and Resource Forecasting.

Tenrox offers a free trial.

Do you have any tips for using Tenrox PSA? Please add them to this list. Please vote up or down any tips that are already here. Thank you!

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Do you know any Tenrox PSA alternatives? Please add the names of each tool to this list and help others to find them and try them out. Please vote up or down any alternative so we find the most popular ones. Thank you!

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