AutotaskInside™ for Microsoft Outlook®

Autotask Update A10 introduces AutotaskInside™ for Outlook®, a new extension in the Autotask family of products. Integration of Autotask and Outlook data occurs within the Contacts, Calendar and Mail data modules in Outlook. Autotask users access integration functionality through a number of changes in the Outlook user interface, including the menus, toolbars and Folder List folders.

With AutotaskInside™ for Outlook®, all of your Autotask contacts are dynamically available inside Outlook, providing a central location for contact information. AutotaskInside™ for Outlook® provides the ability to update Outlook contact information - even offline - and update Autotask contacts once connected again.

AutotaskInside™ for Outlook® provides the ability to share your Autotask to-do's with your Outlook Calendar. While offline, users can create Outlook appointments and share them as Autotask to-dos once connected again.

With AutotaskInside™ for Outlook®, it is possible to:

• Add, edit or open Autotask contacts from within Outlook
• E-mail Autotask contacts without leaving Outlook
• Add, edit or open selected Autotask to-dos from within Outlook
• Add Service Desk tickets from within Outlook
• Add project, task, ticket or contact notes from Outlook e-mails
• Open contact e-mails from within Autotask
• Much more!

Installed as an Outlook Add-In, AutotaskInside™ for Outlook® seamlessly couples Outlook and key Autotask features without requiring Microsoft Exchange Server or third-party synchronization software.

The AutotaskInside™ for Outlook extension is available to Autotask customers free for 30 days. For additional pricing and availability information, please contact your Autotask sales representative.

Autotask Quote Management

With Autotask Update A10 it is possible to create line item quotes, further enhancing CRM workflow. Users can create quotes for products, project and ticket costs, expenses and labor. Autotask quotes support discounting at both the line item and quote level, providing CRM users tremendous flexibility in competitive pricing. Quote items can be created from labor, products, expenses or project or ticket costs, simplifying the quoting effort. Once the quote is finalized and executed, sales orders can be automatically generated and products can be designated as installed products for an account.

To promote collaboration throughout the sales process, the Autotask Quote Management provides the ability to publish quotes as eQuotes. eQuotes are an online version of a quote that can be viewed over the Internet, giving users the ability to interact with customers in real-time. Changes to quotes, and subsequently eQuotes, can be published to customers immediately and interactively. Quotes and eQuotes can be assigned expiration dates individually.

With Autotask Quote Management, it is possible to:

• Create quotes, quote line items and eQuotes
• Apply quote or quote item-level discounts
• Create quote line items from the master product list
• Create quotes with subscription-based pricing
• Import products from Microsoft Excel into the product library
• Generate vendor forecast reports with unit and dollar quantities
• Generate sales orders, organized by product vendors

Autotask Quote Management is available as an Autotask extension, please contact your Autotask sales representative for pricing and availability information.

Autotask Resource Management

To aid organizations in finding the right resources for an activity, Autotask Update A10 introduces new tools for resource management, skills tracking and sourcing. With Autotask Resource Management, users can further define resources with skill levels, certifications, training and education, as well as travel availability. Using these new resource profiles, Autotask simplifies the task of locating resources with desired skill sets and other qualifications. A new resource search engine allows users to quickly identify the right resource for a project, task or ticket. In addition to a matching skills profile, the resource search engine can identify resources that have hours available in a range of dates.

With Autotask Resource Management, it will be possible to:

• Track resource skills, education, certifications and training
• Track resource travel availability
• Search resources by skills, education, certifications, training, travel availability and schedule availability
• Replace existing resources based on resource profile
• Save resource searches for reuse

Autotask Resource Management provides advanced functionality, including the ability to save a resource search, replace a resource based on their profile and search for resources ad-hoc. Autotask Resource Management is included in the core product and is available to Projects and Service Desk users, as well as Administrators.

• Product Categories - Autotask products define the various items that an organization sells to its customers. Beginning with Autotask Update A10, users can organize products by category. Product categories support hierarchical grouping, providing the ability for granular classification. Product categories can be used to further segment opportunity pipelines.
• Invoice Item Rollups - The Autotask Invoice Wizard for A10 provides the ability to aggregate invoice line items in several ways, including by project, ticket or task, allocation code or resource. This grouping of allocation codes allows for more flexible invoicing.
• Installed Product Subscriptions - Autotask Update A10 includes support for installed product subscriptions. With subscriptions, users can model installed products with periodic renewal and invoicing. Autotask provides the ability to renew, invoice or cancel installed product subscriptions in bulk.
• Tax Groups - Similar to popular financial applications, Autotask Update A10 provides the ability to define and assign taxes in groups, called tax groups. With tax groups, users can pre-define different tax types and rates and apply them collectively. Tax group support is included for quotes and invoices.
• Sales Quotas - Autotask Update A10 introduces the ability to assign quotas to sales resources and track performance against quotas over a user-specified date range. Quota performance information is defined in Admin/Setup and displayed on the CRM Dashboard.
• Expense Report Reports - Autotask Update A10 introduces expense report and expense report item reporting, providing the ability to print and export expense-related information. A new set of reports provides the ability to report by account, date, expense category, resource and many others.
• Improved CRM and Service Desk Search - Organizations that monitor Service Desk ticket performance now have new search options with A10, including the ability to quickly search for tickets that have exceeded their due date, exceeded their estimated hours or have been re-opened. These new search options provide the ability to quickly identify tickets that may be violating service level agreements. In addition, CRM users can search for accounts and contacts by the last date of activity.
• QuickBooks® Payroll Integration - With A10, AutotaskConnect for QuickBooks® provides the ability to electronically transfer payroll information. With AutotaskConnect™ for QuickBooks®, Autotask resources and payroll time categories are mapped to QuickBooks® employees and payroll items.

CRM

• CRM > Workflow
• NEW! Sales Quotas: Autotask Update A10 introduces the ability to assign quotas to sales resources and track performance against quotas. Quota performance information is defined in Admin/Setup and displayed on the CRM Dashboard.

• CRM > Accounts
• Search - Now Provides Additional Search Criteria: With Autotask Update A10 it is possible to search for accounts based on the last activity date.
• Installed Products - Now Support Subscriptions : Autotask Update A10 includes support for installed product subscriptions. With subscriptions, users can model installed products with periodic renewal and invoicing. Autotask provides the ability to renew, invoice or cancel installed product subscriptions in bulk.

• CRM > Opportunities
• NEW! Quote Management: With Autotask Update A10 it is possible to create line item quotes, further enhancing CRM workflow. Users can create quotes for products, project costs, expenses and labor. Autotask quotes support discounting at both the line item and quote level, providing CRM users tremendous flexibility in competitive pricing. Quote items can be created from scratch or from product or project cost libraries, simplifying the quoting effort. Once the quote is finalized and executed, sales orders can be automatically generated and products can be designated as installed products for an account.
• Gross Profit and Opportunity Cost: Autotask Update A10 introduces the ability to track gross profit and opportunity costs, giving users the ability to measure profitability performance. Optionally, opportunity amounts and costs can be automatically calculated for opportunites that have an associated quote.

• CRM > Related Reports
• NEW! Sales Quota Performance Report: The new Sales Quota Performance report displays resource sales performance against specified quotas over a user-specified date range. The Sales Quota Performance report can be found in CRM > Related Reports.
• NEW! Vendor Forecast Report: This new report provides details regarding the opportunity pipeline for selected products by product category, giving resellers and distributors an estimate of the products that will be sold in a given date range. The Vendor Forecast report can be found in CRM > Related Reports.
• Opportunity Forecast Detail by Territory Report - Now Supports Resource, Territory and Region Aggregates: Autotask Update A10 includes new criteria for several CRM reports, including the Opportunity Forecast Detail by Territory report. These additional criteria enable further analysis of opportunity and revenue pipelines.
• Closed Opportunities Detail Report - Now Supports Resource, Territory and Region Aggregates: Autotask Update A10 includes new criteria for several CRM reports, including the Closed Opportunities Detail report. These additional criteria enable further analysis of opportunity and revenue pipelines.
• Implemented Opportunities Detail Report - Now Supports Resource, Territory and Region Aggregates: Autotask Update A10 includes new criteria for several CRM reports, including the Implemented Opportunities Detail report. These additional criteria enable further analysis of opportunity and revenue pipelines.
• Closed Opportunity Summary Report - Removed: The newly introduced Closed Opportunities Detail report replaces the Closed Opportunity Summary report, rendering the older report obsolete. This report is no longer available.

Contracts

• Contracts > Invoices
• Invoice Wizard - Now Provides Invoice Item Aggregates: The Autotask Invoice Wizard for A10 provides the ability to aggregate invoice line items in several ways, including by project, ticket or task, allocation code or resource. This grouping of allocation codes allows for more flexible invoicing..

• Contracts > Related Reports
• NEW! Profit and Loss Detail by Contract Report: This new report provides profit and loss details by contract. The report groups contracts by account, and includes totals by account and contract. The Profit and Loss Detail by Contract report can be found in Contracts > Related Reports.

Projects

• Projects > Schedule
• NEW! Project Task Find Resource Wizard: With Autotask Update A10, resource management functions are available in several areas, including project tasks. From the project task window, primary and secondary resources can be selected using the resource search engine. Selecting a resource or resources from the search engine automatically adds selected resources to the task with the appropriate assignments.
• Project Schedule Timeline View: The Project Schedule Timeline View now displays tasks in colors based on the task % complete, rather than resouce load.

• Projects > Team
• NEW! Project Team Find Resource Wizard: With Autotask Update A10, resource management functions are available in several areas, including the Project Team page. From the Project Team page, resources can be selected using the resource search engine. Selecting a resource or resources from the search engine automatically adds selected resources to the project team.

• Projects > Costs
• Project Costs Set Billable: To expedite the billing of project costs, it is now possible to set all project costs billable at one time. From the Project Costs page, users can set all costs to billable without editing each cost.

• Projects > Notes
• Project Journal Now Named Notes: For consistency purposes, all references to "Project Journal" have been changed to "Project Notes". This change improves the use of consistent terminology throughout Autotask.

• Projects > Related Reports
• Project Financials Report - Now Supports Resource Cost History: With Autotask Update A10, the Project Financials report supports resource cost histories, improving the accuracy of resource cost calculations. Previously, each resource was given a single payroll cost. With the addition of resource cost histories, Autotask can now track the changes to resource costs over time.

Service Desk

• Service Desk > Workflow
• NEW! Re-Open Ticket Workflow: The act of re-opening Service Desk tickets becomes a structured, monitored event with Autotask Update A10. Organizations that rely on Service Desk metrics can track the reasons for re-opened tickets, as well as the performance metrics surrounding those events. Service Desk users can also search for tickets that have been re-opened a specified number of times.
• Service Desk - Now Provides Improved Navigation: To improve consistency and usability, the Service Desk navigation menu has been reorganized. The "Search" folder has been renamed "Tickets" and several queue-level folders are now displayed, each containing tickets in different stages.
• Now Provides Consistent Ticket Window: With A10 the "Edit Ticket" and "New Ticket" windows are identical, improving consistency with ticket creation and maintenance..

• Service Desk > Search
• Now Provides Additional Search Criteria: Organizations that monitor Service Desk ticket performance now have new search options with A10, including the ability to quickly search for tickets that have exceeded their due date, exceeded their estimated hours or have been re-opened. These new search options provide the ability to quickly identify tickets that may be violating service level agreements.

• Service Desk > Tickets
• NEW! Service Desk Ticket Find Resource Wizard: With Autotask Update A10, resource management functions are nowavailable in several areas, including Service Desk tickets. From the ticket window, a resource can be selected using the resource search engine. Selecting a resource from the search engine automatically adds the selected resource to the ticket.
• Now Include Installed Product Serial Number and Reference Number Fields: Autotask Update A10 brings improved usability to the Service Desk ticket window. The Installed Product Name field in place today has been augmented by the addition of Installed Product Serial Number and Reference Number fields. These additions expedite the retrieval of ticket information for organizations that track installed products.

Timesheets

• Timesheets > Workflow
• Timesheets - Now Provides Improved Navigation: To improve consistency and usability, the Timesheets navigation menu has been reorganized. Timesheets and Expense Reports folders have been renamed for consistency and usability.

• Timesheets > Related Reports
• NEW! Expense Report Detail Report: Autotask Update A10 introduces expense report reporting, providing the ability to print and export expense-related information. A new set of reports provides the ability to report by account, date, expense category, resource and many others. The Expense Report Detail report can be found in Timesheets > Related Reports.
• NEW! Expense Report Item Detail Report: Autotask Update A10 introduces expense item reporting, providing the ability to print and export expense report item-related information. Providing a different perspective on expense reports, this report provides the ability to report at the expense report item level, rather than the expense report itself. The Expense Report Item Detail report can be found in Timesheets > Related Reports.

Reports

• Reports > Workflow
• NEW! All Reports Support Export to Microsoft Excel : With Autotask Update A10, all reports in the Reports module support export to Microsoft Excel. The Export function can be found in the header for each report.

• Reports > Client Reports
• Client Account Summary Report - Now Supports Resource Cost History: With Autotask Update A10, the Client Account Summary report now supports resource cost histories, improving the accuracy of resource cost calculations. Previously, each resource was given a single payroll cost. With the addition of resource cost histories, Autotask can now track the changes to resource costs over time.

• Reports > Project Reports
• by Allocation Code Detail Report - Now Supports Resource Rate History: With Autotask Update A10, the by Allocation Code Detail report now supports resource cost histories, improving the accuracy of resource cost calculations. Previously, each resource was given a single payroll cost. With the addition of resource cost histories, Autotask can now track the changes to resource costs over time.

• Admin/Setup > Workflow
• Admin/Setup - Now Provides Improved Navigation: To improve consistency and usability, the Admin/Setup navigation menu has been reorganized. Many new folders, including Extensions and Financials have been added to organize applicable functions. Other folders, including CRM, Projects and Resources have been reorganized to better reflect the Autotask functional hierarchy.
• Admin/Setup > Downloads
• Downloads - Now Provides Additional Downloads and Information: The Autotask Downloads page now provides access to additional extensions and downloads, as well as additional information regarding each download.
• Admin/Setup > Extensions
• NEW! AutotaskInside™ for Outlook: Autotask Update A10 introduces integration with Microsoft Outlook.
• AutotaskConnect™ for QuickBooks®: With Autotask Update A10, configuration options have been moved to Admin/Setup > Extensions > AutotaskConnect™ for QuickBooks®. Configuration options for this extension include specifics for electronically transferring payroll information to QuickBooks®.
• Admin/Setup > Locations
• Locations - Now Supports Additional Time Zones: Autotask Update A10 introduces the ability to assign a location to any time zone in the world. All date-related items automatically adjust for time zone depending on the associated resource's primary location.
• Admin/Setup > Products
• Products - Now Provide Additional Attributes: It is now possible to track additional product attributes with Autotask Update A10, including vendor, manufacturer and product category, among others. These additional attributes are used to produce new opportunity reports, including the new Vendor Forecast report. This information is also used to generate sales orders that result from closed opportunities with quotes.
• NEW! Import: With A10 it is possible to import Autotask products, simplifying the process of managing master product and item lists. The new product import intelligently matches existing products with newly imported products and provide users the ability to add or update products accordingly.
• NEW! Product Categories: Autotask Update A10 introduces the ability to classify products by category. Product categories can be used to further define opportunity forecasts.
• Admin/Setup > Resources
• NEW! Reorganized Tabs: To support Autotask Resource Management, the resource window and tabs have been reorganized for clarity. In addition, two new tabs - Skills and Attachments - have been added to the resource window.
• NEW! Skills: The new Resource > Skills tab provide a facility for tracking and maintaining resource skills, education, certifications and training. The new resource attributes can be used to identify resources with specific qualifications for assignment to project teams, tasks and tickets.
• NEW! Resource Manager: Autotask Update A10 introduces the Find Resource Wizard, a search engine used to identify resources that meet specified skills, education, certifications and training and availability criteria. The Resource Manager is available from several areas throughout Autotask, including the Project Team list, task and ticket windows and the Resources list in Admin/Setup. The Resource Manager provides an automated interface for adding qualified resources to projects, tasks and tickets.