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TimeLinx Editions for Infor CRM (Salesogix)

TimeLinx is available in four Editions for Sage SalesLogix.  Editions provide businesses of varying sizes with choices based on functional need.  Start with Sage Project Management for SalesLogix by TimeLinx, or scale up to more features and power in the Corporate, Premier, and Enterprise Editions as your requirements dictate.  TimeLinx can even be configured in a unique "mix-and-match" custom version if needed for your particular requirements. TimeLinx can also be customized with special routines, formulas, screens and logic as needed.

Sage Project Management by TimeLinx

Project Management by TimeLinx is ideal for cost-conscious small and medium-sized Professional Service businesses.

With Sage Project Management, your business can experience all the advantages that come with running your critical project and customer-centric operations as an integrated business management solution.

Sage Project Management provides your company with project management, time tracking, and scheduling at a low cost of entry, ensuring rapid ROI.  It scales easily to the Corporate, Premier and Enterprise Editions to meet the needs of your growing business.

Corporate Edition

The Corporate Edition is ideal for mid- to large Professional Service businesses, and is our most popular Edition.  

With TimeLinx Corporate Edition your business can experience a comprehensive and flexible project management solution that includes the advantages that come with running your critical project and customer-centric operations as an integrated business management solution. The Corporate Edition includes all the features of Sage Project Management Edition, plus:

  • Advanced project, billing, and resource utilization features designed for larger projects.
  • Easy scaling to the Premier and Enterprise Editions.
  • Increased efficiency and capability through improved project management, time tracking, scheduling and more.
  • Advanced financial support with Project Contracts, change-order support, Milestone and Milestone billings, Retainer and pre-paid liability support, TimeLinx Accounting Platform (TAP) integration options and much more.

 

Premier Edition

The Premier Edition is ideal for organizations that manage mult-location projects with multiple work sites, very complex rates and cost structures, job skills with qualification levels and more.  It binds all of your critical departments and functions including sales, project management, expenses, services, resources, and CRM into one system. It includes all of the features of Corporate Edition, plus:

  • Advanced project, billing, and resource utilization features designed for sophisticated and large-scale projects.
  • Mobile platform option for remote project teams or staff that work with smartphones and tablets
  • Increased efficiency and capability through complex project management, time tracking, and scheduling.
  • Support for multi-user TimeLinx Licenses to support large operations where a Timekeeper License is needed, but cannot be cost-justified in large quantities.

Enterprise Edition

Enterprise Edition includes all of the features of Premier Edition, plus: 

  • Advanced support for multi-currency operations at the Account, Project, Expense, Region, and Employee/Contractor levels
  • Region and Country configuration options
  • Time zone support during time entry to calculate work across time zones
  • Complex staff-costing including bonuses, overtimes, and reimbursement parameters
 

Edition Comparison Matrix

Description

Project Management Express from Sage

TimeLinx v8 Corporate Edition

TimeLinx v8 Premier Edition

TimeLinx v8 Enterprise Edition
    Default upgrade from TimeLinx v7    

System: Windows 7 Support

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System: SQL 2008 Support

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System: SalesLogix Synchronization Support

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System: Sage SalesLogix 7.5.3 LAN Compatible

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System: Sage SalesLogix 7.5.3 Web Client Compatible

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System: Sage SalesLogix 7.5.4 LAN/Web Compatible

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Account: Projects

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Account: Retainers

 

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Account: Project Tasks (read-only)

 

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Project: Tasks

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Project: Resources

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Project: Expenses

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Project: Attachments

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Project: Contacts

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Project: Contracts

 

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Project: Products

 

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Project: Issues

 

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Project: Payments

 

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Project: Milestones

 

 

 

 

Project: Advanced Milestones

 

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Project: Basic Financials

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Project: Advanced Financials

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Project: Linked Tasks

 

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Project: Parent-Child and Project Linking

 

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Project: Parent/Child Rollup

 

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Project: MS Project Export Tasks

 

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Resource and Task Management

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Integrated SLX Calendar/Activities

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Integrated SLX Tickets

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Integrated Outlook Synchronzation (SLX)

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WebCalendar Integration Option

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WebSheet Integration Option

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Settings: Location-specific Minimum/Travel Logic

 

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Settings: Opportunity Auto-Create Project

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Settings: TimeLinx Accounting Platform (TAP) Option

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Settings: Consultant Level Pricing

   

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Settings: Overtime Pricing

   

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Billing Modes: Account, Project, Fixed, Task, Consultant

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Billing Mode: Retainer

 

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Mobile Device Integration

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Toolbar: TimeLinx Punch Clock

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TimeLinx Revenue Optimization Engine™ - Basic

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TimeLinx Revenue Optimization Engine™ - Advanced

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Service Query Analysis and Export

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Service Query: Approvals Filter

 

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Service Query: Billing Modes Filter

 

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Service Query: Project Manager Filters

 

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Service Query: Submitted Timesheets Filter

 

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Service Query: Templates

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Service Query: Work Approvals

 

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Master Tasks List

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Task: Sub-Tasks

   

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Task: Issues

 

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Task: User Cost/Billing Override

 

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Task: Billing Comments

   

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Task: Design Comments

   

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Task: Completion Comments

   

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Task Usage filters, customizable column totals, export

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Advanced Project-specific Security

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SalesLogix Tickets Integration

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Auto Calculate Task Budgets

 

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Job Cost Functions

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Graphical Task scheduler with drag-n-drop scheduling into a calendar grid

v8.3

v8.3

v8.3

v8.3

Graphical Timeline within the Project for all scheduled Resources from the SLX Calendar

v8.3

v8.3

v8.3

v8.3

Copy User Setup, Edition upgrades via License Key

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Assign Tasks to multiple Resources at once, including multi-select to Assign multiple Tasks to multiple Resources at the same time

 

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Tasks: Filter Tasks by Resource assigned, Filter unassigned Tasks

 

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Enhanced Project Financials including Budgets, Actuals, Margin %, Retainer balance, Expenses, Contracts, and more (Standard version in Express)

 

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Expense "Bill To Client" confirmation dialogs prevents accidental billing or omission of billing

 

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Wizard-based Contracts screens with enhanced linkages to Tasks, Milestones, and Products

 

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Wizard-based Milestone system; enhanced Milestone auto-billing system and more

 

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Wizard-based Retainer system allows deposits and withdrawals, expiration date, Contract link, Retainer-specific pricing, Retainer invoicing (with TAP), payment tracking, user-defined auto-numbering and more

 

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Project linking across multiple Accounts with or without Parent Project

 

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Microsoft Project Export

 

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Service Query options for filtering such as Billing Modes and Approvals, Margin %, and more

 

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Track Vendor information to reconcile with sub-contractor invoices

 

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Service Settings for Overtime Rates and Costs for Evening, Saturday, Sunday, and Holiday rates

 

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Advanced security settings at the System, Project, and User level

 

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Project and finance fields such as "Estimated % Complete" and Margin % fields for Project Manager usage

 

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Enhanced financial information for Parent/Child Projects

 

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Enhanced security permissions at the Project level to allow recording time  without specifically adding a User to a Project

 

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Project Tasks read-only Account tab for visibility by non-TimeLinx users

 

 

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Timesheet "Recent" tab allows adding time based on user-defined time periods for repetitive work entry over many weeks or longer

 

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Enhanced Products and Assets support and functionality

 

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On-the-fly Resource utilization analysis

 

v8.3

v8.3

v8.3

WebProject (SLX 7.5.4) Client

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TimeLinx Mobile for Sage SalesLogix Mobile

O

O

O

O

TimeLinx Accounting Platform (TAP) Option

 

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WebSheet v2 Expense Module Option

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Timesheet/Time Entry: “Service Task Category” time-specific work categorization

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Hourly and Daily rate billing

   

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Ability to manage Rates and Costs based on job roles and skill sets on a per-project basis

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Automated, intelligent Per Diem calculations set at the Project level

   

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Project Sites capabilities allowing multiple work locations to be added to a Project, Tasks assigned to specific Sites, and work performed at specific Sites

   

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Microsoft SharePoint integration including auto-create of Account, Opportunity and Project SharePoint Sites

   

O

O

Multi-Opportunity tracking per Project to allow for new Opportunities to be linked to a Project based on Project change orders

   

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Configurable Expense entry logic units, quantities, mileage, more.

   

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Expense linkages to Tasks, Tickets, and Sites

   

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Bi-directional Microsoft Project synchronization

 

 

v8.2

v8.2
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Revenue calculations based on day of week, hours in day, time zones, much more       tl_files/tim2011/layout/matrix-checkmark.png
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QuoteLinx/QuoteWerks integration option. Advanced bi-directional QuoteWerks quoting for services, with creation of quote revisions and Sales Orders.  Requires QuoteWerks (available separately).

 

O

O

O

WebSheet User Option

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WebCalendar System Option

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Multi-User Contractor License option

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TimeLinx Accounting Platform (TAP) Option

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Alias system for lookup of Accounts known by alternate names

 

 

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Asset Logistics Manager

 

 

O

O

TimeLinx Reporter Option

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tl_files/tim2011/layout/matrix-checkmark.png = Included;    

Blank = Not Available

O =  Optional Feature

Current as of October 1, 2011.

We reserve the right in our sole and absolute discretion to make changes from time to time and without notice as to what features are included in our various Editions. Any description of the features of an Edition should not be considered a representation or obligation with respect to what features will be included or removed in future Editions. We are constantly making adjustments and improvements to our products and these adjustments cannot be fully documented within our marketing materials or this web site.

 

Office: 269-445-3001 

Headquartered in Southwest Michigan, we serve clients across the US and Canada.

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