Dynamics Community Forum Thread Details

3rd party PA estimating tool

Is there a 3rd party PA estimating tool for GP that anyone can recommend?

We are a professional services firm.

Good morning, Joe.

I have done quite a bit of work with Project Accounting, and I have not heard of any canned estimate tools specifically for Project Accounting. However, I have integrated two custom estimation tools to project accounting, automatically generating all contracts, projects, budget lines, and even the Budget IV Items level based on an accepted estimate. Let me know if you'd like to discuss this in the future.

Also, there are a lot of free standing canned estimation tools out there that could be linked to PA in this way. If you are using Microsoft Dynamics CRM, check out Experlogix. It's an advanced configuration tool, but I think it may be slanted towards services AND product. If you don't sell product with your services, it may not be the right fit.

Good luck!

Ron Draganowski
Manager, Technology Services
RSM McGladrey, Inc.

Minneapolis/Saint Paul, Minnesota
ron.draganowski@mcgladrey.com

http://mcgladrey.com/Technology-Services/ERP-and-CRM

Find me on LinkedIn: http://www.linkedin.com/in/rondraganowski

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