Sage Project Portal powered by SharePoint

As an out-of-the-box solution, Sage Project Portal delivers immediate benefits to many customers.

• Built on Microsoft SharePoint solution
• Delivers immediate benefits to your organisation
• Rapid consultancy means software can be enhanced in bite-sized pieces

Project Portal is built on Microsoft SharePoint so you can easily move your information in and out of the Office suite.

• User gain secure access to Office documents through managed portal
• Automatically update Microsoft Excel spreadsheets through Sage Project Portal with one click of mouse
• Create and automatically update complex spreadsheets from Sage Project Portal

Manage business critical information in a centralised environment rather than a series of Excel spreadsheets, allowing multi-user access & secure control..

• Keep track of who changed what with documents and information version control
• Store all important information centrally in secure location
• Improve customer management by sharing customer information with users

• Enable your sales team to remotely enter pipeline and customer information in an easy to use interface

• Central view of who your customers are and their contact details
• Share customer information with staff who need to know, improving customer management

• Manage holidays in a consistent auditable manner
• Track approvals as staff request holidays
• Maintain and log entitle and taken days

• Collate sickness information in a central location
• Analyse information for trends and required changes to policies

• Have an auditable repository of Health and Safety documents with version control
• Automatically alert all staff to Health and Safety Document changes
• Get an electronic receipt to prove they have been informed of the changes

• Ensure all staff have easy access to your HR documents
• Maintain an audit trial of these documents and their changes

• Create a catalogue of available training courses
• Allow users to subscribe to courses
• Distribute materials and surveys electronically

• Allow mobile staff to help keep the asset register up to date by entering the equipment they have in their possession

• Store your documents in a managed searchable location
• Tracking and analysis of core business documents
• Store extra information (meta-tags) which describe the content of the documents, making information easier to find
• Ensure the security of your documents
• Only allow authorised users to modify documents

• Documents and lists of information can be version controlled
• Keep a track of who changed what
• Roll back to a previous version with the click of a mouse

• Quickly create a central location to manage and collaborate on a project
• Store all project specific documentation in a central secure location
• Create task list assigned to users
• Manage the project from a central dashboard