The key to a successful project is good and clear planning.
Every project manager needs a complete overview of all sections of the project so that he can plan efficiently and react quickly. The CX Scheduler Project Module does everything that leads to successful project planning.
The CX Scheduler is specifically integrated into Microsoft NAV and Microsoft Dynamics 365 Business Central. Your previous ERP system therefore remains unchanged and your employees can work in a familiar software environment; project planning can begin right away.
Some functions of the CX project planner at a glance
– Simple operation for optimal project processes
The use of the CX Planner is specially designed for quick and intuitive handling. Almost all tasks can be carried out via drag & drop and the direct assignment of projects, tasks and scheduling takes place within the view on the individually adapted interface. In the CX Project Scheduler, all capacities used can be displayed either horizontally or vertically with just one click, so that task assignments can be selected or moved according to capacity utilization and the planning times can be quickly adjusted. This structured view makes planning easier and increases the workflow in the long term. Of course, a capacity overload is immediately color-coded in the project module so that the respective planning person can react quickly.
– Project view with associated tasks:
direct import from the GAEB interface into the project module
direct resource assignment of a task
The direct integration in Microsoft [Office] 365 and thus in Outlook makes the CX Scheduler an innovation in the field of service planning. All resources, tasks and appointments can be mapped or entered automatically in Excel or in the Outlook calendar.
Scheduling and checking the status of tasks have never been so efficient and easy!
– Intelligent Voice Control
Need flexibility at work? – No problem!
With the intelligent Voice Control in every module of our CX Scheduler, you can work comfortably on the go or, of course, in the office. Service orders can be moved or assigned to an employee using Voice Control.
That’s how you work today!