FAQs about TimeLinx PSA for Infor CRM

Q. Is TimeLinx PSA a separate program that must be integrated with Infor CRM (Saleslogix)?

A. No, TimeLinx PSA LAN and WebProject clients operate totally within their respective Infor CRM (Saleslogix) clients as the functionality of TimeLinx is built using the Saleslogix / Infor CRM development tools. TimeLinx uses the same database as the core CRM system.

Q. Are there any additional hardware, software, or memory considerations that we need to plan for?

A. No.  Since TimeLinx PSA is installed and runs completely inside of your existing or new Infor CRM (Saleslogix) system, there are no additional requirements at all.  There is no additional servers or memory to purchase, and there is no additional client software to install on workstations.  If you are using any of the TimeLinx PSA web modules such as WebSheet, WebCalendar, or Mobile, then we will create additional websites on your current IIS installation.

Q. Are the tables that store data for TimeLinx PSA separate from the data tables that store information for my core Infor CRM (Saleslogix) system.

A. No. TimeLinx PSA is built entirely within the existing Infor CRM (Saleslogix) database structure and is created using the provided Architect program. There is no synchronization or passing of any data from one system to another as the TimeLinx PSA system is truly part of the SQL database that is Infor CRM (Saleslogix). In fact, other than the unique prefix that we put on all of our table names, there is no difference between our data tables and either the factory ones or custom ones that you can add yourself.  Therefore, all reporting or integrations are easily done within the one system.

Q. Can we customize TimeLinx PSA to our specific needs?

A. Yes. From version 6.x on, TimeLinx PSA screens and data tables can generally be customized to your specific requirements using the same development tools provided to all Infor CRM (Saleslogix) customers. However, as over  16,000 hours have been put into the development of TimeLinx, PSA we advise working with us prior to any customizations being performed. In addition, there are some areas and functions of TimeLinx PSA that are proprietary and cannot be modified without our involvement and/or additional development tools.

Q. How will the installation of TimeLinx PSA affect customizations we have made to our system already?

A. Almost every bit of TimeLinx PSA is totally new functionality with new tables, screens, and logic that will have absolutely no impact on your existing modifications, database, or data. There are some areas, such as our Tickets, Contracts, and Opportunity integration that will be impacted and will require some merging of our code with yours. However, these are minor code changes and can be performed quite easily by either you, your Infor Business Partner or ourselves.

Q. How does TimeLinx PSA user licensing work?

A. TimeLinx PSA has Project Manager, Timekeeper, Module, and System licenses, and combinations of those. TimeLinx PSA requires each user who will have a TimeLinx PSA user identity to be assigned to one of the license types. In other words, if a person needs to view or modify any TimeLinx PSA data, they will need a license. In addition, any user whose time will be tracked in TimeLinx PSA is required to have a license, even if someone else will be entering their time for them. Any user who will have work or appointments scheduled for them, and when those appointments are related to TimeLinx PSA Projects will require a license. Lastly, any user who will be creating Infor CRM (Saleslogix) Tickets and entering time into them that will be linked to a TimeLinx PSA Project will require a license. An exception is that salespeople or other staff that only need to view summary project and task data from an account level can do so without any TimeLinx PSA license.

Q. What is the difference between the TimeLinx PSA Project Manager license and the Timekeeper license?

A. The Timekeeper license doesn’t allow an Infor CRM (Saleslogix) TimeLinx PSA user to access the Project Detail or any of the related tabs, or the Service Query or any other TimeLinx functions.  The Timekeeper user can only enter time and expenses, and manage Tasks, from the TimeLinx PSA toolbar. They can also add time to Infor CRM Tickets linked to TimeLinx PSA  Projects, and view Task information by Project on the Account, Project, Tasks tab.

Q. What Infor CRM (Saleslogix) Licenses are needed for my users to operate TimeLinx PSA?

A. TimeLinx PSA supports both Infor CRM (Saleslogix) Named and Concurrent licenses. The TimeLinx PSA license is always a “Named” license but can be listed either as a Named or Concurrent Infor CRM (Saleslogix) user.

Q. Does TimeLinx PSA support the “remote synchronization” technology of Infor CRM (Saleslogix)?

A. Absolutely. In fact, TimeLinx PSA was designed around that system expressly for the purpose of providing project managers and timekeepers in the field with access to their project data without the need to be connected to the internet. TimeLinx PSA can be fully operated on a remote, disconnected laptop with full TimeLinx PSA functionality. All entered data is bi-directionally synchronized with the host database as soon as an internet connection is detected and the user permits synchronization.

Q. What are the web modules all about?

A. There are three web-based tools from TimeLinx Software:

  1. The TimeLinx PSA WebProject for the web and Amazon Cloud is a full Project Management browser-based client that is an extension of the Infor CRM (Saleslogix) web client. It is the essentially the same product as our LAN product yet built on the Infor CRM (Saleslogix) web platform for either on-premise or Cloud deployments.
  2. The TimeLinx PSA WebSheet module resides on your server and reads and writes data to the Infor CRM (Saleslogix) database in real time, either LAN, web on-premise or Amazon Cloud. It provides the ability for users to enter time and expenses over the web from anywhere in the world, without any need to learn the Infor CRM (Saleslogix) client. Both Named and Concurrent Infor CRM (Saleslogix) user license types are supported.
  3. The TimeLinx PSA WebCalendar module resides on your server and reads and writes Calendar/Activity data to the database in real time. It is an optimized view of the Infor CRM (Saleslogix) calendar adding capabilities to view availability and schedule users to project work using a graphical interface. Availability and schedule be performed selected by skill set, location, Teams, and Departments.  Users and project managers can view work they are scheduled for, and schedule for others with appropriate permissions. The WebCalendar is both a standalone product as well as part of the TimeLinx PSA LAN and WebProject clients.

All TimeLinx PSA modules access Infor CRM (Saleslogix) data in real-time through ADO and OLE-DB connectors and therefore do not require any synchronization.

Q. We’re interested in integrating TimeLinx PSA with our accounting system. How does licensing work?

A. The TimeLinx Accounting Platform (“TAP”) is a two-piece system consisting of a core TAP module, plus an individual connector for each specific accounting system. The TAP module is licensed on a system-wide basis based on the total number of licensed TimeLinx users of all types your system.