kpi.com
Kpi.com- About us
https://www.kpi.com/about
UK) 44 (0) 207 096 1245. UAE) 971 4 424 3033. US) 1 646 844 33 30. Integrated All-in-One Cloud ERP Software. Project and Resource Management. HR Management & Payroll. Sales and Accounts Receivable. Departments/Cost and Profit Centres. Go to our wiki page and find answers to your questions. Kpicom delivers a comprehensive, integrated, business support infrastructure: Customer Relationship Management, Project Management, HR, Payroll, e-Commerce, Basic Accounting, MIS and Reporting tools. US) 1 646 844 33 30.
kpi.com
Company Background
https://www.kpi.com/about-kpi-com
UK) 44 (0) 207 096 1245. UAE) 971 4 424 3033. US) 1 646 844 33 30. Integrated All-in-One Cloud ERP Software. Project and Resource Management. HR Management & Payroll. Sales and Accounts Receivable. Departments/Cost and Profit Centres. Go to our wiki page and find answers to your questions. Maintain an affordable cloud-based simple ERP and a record keeping solution for SMEs in Emerging Economies, where affordability is an issue. Powered by Finnet Limited. 137 Blackstock Road, London, N4 2JW, United Kingdom.
wiki.kpi.com
Edit Task | Kpi.com
https://wiki.kpi.com/document/task-management/edit-task
44 (0) 207 096 1245. Customer Relationship Management (CRM). There are two ways of editing tasks. First is through the actions dropdown in Task listing. Second is from Task Summary page using Edit subsection. In Task Edit form, you can change the task details like Number, Name, Description, Start/End dates, Status and others. Import tasks from MS-project. Leads, Opportunities and Cases. Synchronize with Google Contacts. How to add Sales Quote. How to convert Sales Quote to Order, Invoice and Project.
wiki.kpi.com
Timesheet | Kpi.com
https://wiki.kpi.com/document/timesheet/timesheet
44 (0) 207 096 1245. Customer Relationship Management (CRM). Reflects the time entries of projects and tasks. Timesheet calendar navigation lets you easily jump to the exact day/time period. The actual and planned time spent feature allows comparing the time limits assigned for the exact project and task. The Actual Time shows the time entries for the particular week and month, whereas the. Ime shows the employee timeslot hours per week and month. Submit the Timesheet for Approval. Status of Time Hours.
wiki.kpi.com
Create Task | Kpi.com
https://wiki.kpi.com/document/task-management/create-task
44 (0) 207 096 1245. Customer Relationship Management (CRM). Is an activity based on a certain project that needs to be completed within a specified period of time. To create tasks, go to the PM. Section and click the Add New. And fill out the form with the task details. Tasks are related to certain projects. The system has 2 default projects: CRM Tasks. And Non-project related hours. Is the default project for CRM activities. All tasks created from the CRM. Section will be saved under this project.
wiki.kpi.com
Recurring task | Kpi.com
https://wiki.kpi.com/document/task-management/recurring-task
44 (0) 207 096 1245. Customer Relationship Management (CRM). A recurring task is a project-related task that can repeat at regular intervals (such as daily, weekly, monthly etc) and always have the same duration and attributes. For example, you might define the daily project progress meeting as a recurring task. To create a recurring task in kpi system c lick on the. On Add task form. It will show different recurrence options:. Import tasks from MS-project. Leads, Opportunities and Cases. Add New Non-Inv...
wiki.kpi.com
Meeting Minutes | Kpi.com
https://wiki.kpi.com/document/my-workspace/meeting_minutes
44 (0) 207 096 1245. Customer Relationship Management (CRM). The Meeting Minutes is available in the Workspace section. It is enabled to customers based on their request. Using the Meeting Minutes, you can record the details of the meetings held in your company. To add a meeting, click on the Add Meeting button on top of the page and fill in the form. You can specify employees who attended the meeting and those who were absent. You can also create several agendas by clicking Add New Agenda link. FIFO met...
wiki.kpi.com
Task Summary | Kpi.com
https://wiki.kpi.com/document/task-management/task-summary
44 (0) 207 096 1245. Customer Relationship Management (CRM). This page shows the overall summary of task details. If you have approved hours, you will be able to compare the actual time spent on a task to the estimated time in the Task Summary. In the Task Summary. You will see each assignee’s actual time spent on the same task. You can get the PDF version of the task summary. You can also see the links and updates of employees regarding the task. The percentage completed will become 100%. Estimated cost...
wiki.kpi.com
Workstreams | Kpi.com
https://wiki.kpi.com/document/task-management/workstreams
44 (0) 207 096 1245. Customer Relationship Management (CRM). Projects milestone. You can use workstreams to group your tasks and divide your projects into phases. For example, tasks related to design, can be included in a workstream called Design Tasks or tasks related to coding can be included in a workstream called Development Stream etc. You may even assign parent and child workstreams for particular workstream within the project. Import tasks from MS-project. Leads, Opportunities and Cases. How to si...
wiki.kpi.com
Predecessor and Successors | Kpi.com
https://wiki.kpi.com/document/task-management/predecessor-and-successors
44 (0) 207 096 1245. Customer Relationship Management (CRM). Tasks maybe related to each other,. Which is called task dependency. If one task ends, the other task may start immediately. If there is a task that should start before the current task, then you can add. If there is some other task that should start after your current task, then add. Must have been added before and should exist in the Task. List of current project. Import tasks from MS-project. Leads, Opportunities and Cases.
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