Integrated Project Management in Treesoft Office: Electrical CAD · CRM · ERP

Plan and Manage Projects in Control Systems and Electrical Installation Technology Transparently

Always keep track of ongoing and completed projects. In addition to project participants, all project communication is handled and automatically stored in the project history—from emails and faxes to letters and phone calls. Plan your projects, create electrical CAD schematics or wiring diagrams, track time spent, and assign tasks, follow-ups, and deadlines. Your efficiency will increase because you only need to enter and maintain information such as addresses, materials, or services once.

Addresses

The “Addresses” tab is used to assign a project address and any number of additional contacts to a project. For example, the project address can be the customer or the construction site, and additional contacts can include suppliers, installers, or subcontractors. With just one click, you can open the desired contact from the project overview and, for example, call them directly using the computer telephony (CTI) feature integrated into Treesoft Office.

History

The “History” tab contains the complete history of a project. Here you’ll find all phone calls, conversations, documents, and emails related to the project, regardless of the address or contact under which this information was saved. History entries in TreesoftOffice.org can generally be linked to any number of addresses and projects at the same time, ensuring that a transparent address or project history is always available and visible to every employee.

Dates

When you create appointments for a project or link them to it, you’ll find them under the Appointments tab. In Treesoft Office, appointments generally include all the information you need and are familiar with from other applications. A “Start Date” and “End Date,” including the time, priorities, and a status, are just as standard as the display of appointments in the calendar. You can use the built-in Treesoft Office Notifier to set reminders for your appointments. In Treesoft Office, appointments can be linked to both addresses and projects at the same time. This ensures the highest possible level of transparency.

Tasks

Under the “Tasks” tab, you’ll find all the tasks for a project, and you can also view your completed tasks. Treesoft Office lets you manage all created tasks, as well as their associated subtasks. Just like appointments, these can be assigned to addresses and projects and can be displayed in calendars and lists. You can enter target and actual values in the tasks to get an overview of the required and planned times. You can use the built-in Treesoft Office Notifier to set reminders for your tasks.