Run smoothly. Change quickly. Achieve more.

Cloud-based enterprise work management software

Tenrox 2015 R2
Customer Webinar

Tenrox Product Management

January 2016

Tenrox 2015 R2 Whats New

Todays Speakers

Kevin Sequeira
General Manager & Director of Product Management

Eric Demers
Senior Solution Consultant

Housekeeping
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TENROX 2015 R2

Guiding Principles

Highlights of the Release

o GA Release : Dec 17th 2015

o New Features
Impersonation (Beta)

o Enhancements and Improvements

Tenrox APIs
Timesheet Module
Mobile Application
Financial Planner
Resource Management Module
Architectural Changes

o Updated Integrations
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Quick Links
o Press Release
o http://tenrox.com/press-releases/tenrox-by-upland-cloudprofessional-services-automation-announces-new-release/

o Release Webpage
o http://tenrox.com/2015-r2/

o Release Notes
o http://upland.screenstepslive.com/s/TenroxEducation/m/51692/l/
473793-feature-release-notes-for-tenrox-2015-r2-version

FEATURE OVERVIEW

New! Impersonation (Beta)

Highlights
o Ability to assume the identity of another user and
navigate through the tool as that person

o Benefits include:
Better views of use-cases and configured access rights
Improved ability to troubleshoot problems and better support the
end-user base

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Impersonation (Beta)

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Tenrox APIs
Highlights
o Allows customers to input and extract data from Tenrox to better
automate processes that currently require manual intervention
o Users can effortlessly interact with the Tenrox user interface,
through newly published REST APIs
o Enables the development of seamless integrations to 3rd party
systems by connecting endpoints for data exchange. Powered by

the Upland Integration Manager by Dell Boomi (coming soon)

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Timesheet Module Improvements

Empowers the Project Workforce by enhancing the User
Experience and helping users make the right decisions with
reliable information
o Changes include:
Simplified administration of timesheet templates: rule inheritance model
Added granularity: assigning template management at a Location Level
Deduct multiple leave time tasks from the same leave bank
Timesheet Disclaimer (electronic signature)
Easier to manage compliance

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Timesheet Module Improvements

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Timesheet Module Improvements

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New Mobile Enhancements

Improving the User Experience on Tenrox Mobile
o Cleaner view of expenses

o Easily and quickly upload expense receipts

o View PDF attachments directly in the app
o Ability to assign tasks via the mobile app

o Quick View of receipts, facilitating the approval process

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Mobile app

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Financial Planner
o Improved performance
o Improved error trapping and notification for end-users

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Resource Management Module

o More effective reporting: Planned Non-Working hours

available in the legend
o View hours that are marked as non-working hours on

an individuals calendar

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Architectural Changes
o Introduction of a globalized
stylesheet
o Upgrade of our .NET Entity
Framework to the latest version

o Workflow Viewer from Silverlight

to HTML5
o Ability to view workflow statuses

in non-IE browsers

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Updated Partner Integrations

o Accounting Systems:
QuickBooks Online 2016
QuickBooks Desktop 2016

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Q&A

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Enterprise Work Management

Run smoothly. Change quickly. Achieve more.

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