At its core, an ERP solution helps employees to do their jobs more efficiently by consolidating the use of disparate systems, removing isolated spreadsheets and breaking down barriers between departments or business units. 

How Effective Skills Tracking Can Improve Resource Management for Professional Services Organizations

Effective resource management is a priority for all professional services executives looking to optimize profit margins, improve billable utilization, retain top talent, increase client satisfaction and beyond. At the most basic level, resource management is simply the concept of assigning the right resource, to the right project, at the right time. But to describe it in this manner is to oversimplify the process, and does not address a critical piece of the resource management puzzle—skills tracking.

There could be scenario where sales rep field needs to be updated to multiple transactions like Estimate, Sales Order, and Invoice etc.,  When user tries to perform mass update for the sales rep field of transactions, Sales Rep field may be found missing. This is caused by enabling the Team Selling Feature. To disable this feature:

There are two instances why an Estimate shows as processed even when there are no Transactions:

• When an opportunity has multiple Estimates and when one Estimated is processed then all the other Estimates related to that Opportunity are also set with same status