GoldMine Project Manager: What You Need to Know

by Roxana Rangu on October 23, 2019

4 minute read

In this webinar, we discussed the many reasons why you should be using the GoldMine Project Manager and how to easily manage all your project activities in one place.

Thank you to everyone who participated in this webinar! Below is the video recording of the meeting, general notes as well as the questions & answers.

Still have more questions about GoldMine? Feel free to reach out to our team here.

Agenda

  • Recap of Last User Group Webinar
  • GoldMine News Roundup
  • GoldMine Resources & Training
  • Feature Topic – GoldMine Project Manager
  • GoldMine Q&A Session

Last User Group Meeting

May 2019: Best Practices for GoldMine CRM User Adoption

News Roundup

GoldMine Premium Edition 2019.1

  • Compatibility
    • Microsoft Windows Server 2019
    • Microsoft SQL Server 2019
    • Microsoft Office 2019 (32 bit; does not include App Store versions)
  • Upgrade of Redemption library
    • The Redemption library was updated to version 5.20
  • Upgrade of Add-in Express
    • Add-in Express was updated to version 9.3.4641
  • GoldMine Web Import Script Generator now utilizes secure HTTPS connection
  • Ability to create service tickets from GoldMine Web 
  • Release Notes

Expired Maintenance Options

Customers expired 1-36 months:

  • No changes to the existing maintenance policy (standard reinstatement rules apply)

New Upgrade Policy for Premium Edition Customers expired over 3 years:

  • Customer buys “Get Current” upgrade  and gets most recent serial number
  • Pricing is: 
    • 35% discount for 3 years ($451.75)
    • 25% discount for 4 and more ($521.25)

GoldMine Resources

GoldMine Resources by W-Systems

GoldMine Project Manager: What You Need to Know

GoldMine User Group Q&A

Can everyone see the Projects or can you make some of them private for executives?

Projects can be made secure so that only certain groups of users have access to it. The Project Manager uses the same group security that is incorporated in the rest of GoldMine so you can choose if a certain project can be viewed by a particular user or a specific group.

What kind of reports are available from the GoldMine Project Manager?

For more traditional reporting, you can access the Reports Center and create and customize Project reports for your specific needs. If you want more real-time reporting, you can access the Projects tab in GoldMine and see all the projects you in the system and group them by Company, Stage. Start or End Date or any other criteria you need. You can also export your reports into Excel or Word with all the project information your GoldMine system.

Get instant updates
in your inbox

Sign up and be the first to know when we publish a new article on our blog. Read our privacy policy.
Trustpilot