Field Descriptions

Project Resources

Project Holidays

Subpanels/Related Information

  • Standard
  • Professional
  • Enterprise


Projects are used to track a variety of tasks in order for a project manager to properly organize and complete a given project. Projects are tracked using a project grid. Resources, e.g., contacts and users, can be allocated to the tasks of each project to help ensure your deadlines are met.

Projects are also able to be associated with different accounts, contacts, opportunities, or other modules so that if a project is a direct result of one of these modules, such as the project being performed that was purchased through an opportunity, the relationship will show and alternate details be made available.


Follow the instructions below to perform tasks such as creating, editing, and exporting Projects.



Create a Project:

  1. Access the Project Create form using one of the following:
    • Select Projects > Create Project.
    • Click Create New on any Projects subpanel on a related module's detail view.
    • Select Projects > View Project Templates. Choose the template you wish to use and select Save as Project from the Actions menu. Change the name of the new project and click Save as New Project. You will then be brought to the detail view of the new project.
  2. Complete the Project Create Form. See Field Descriptions for information about each field. Fields that have an asterisk (*) are required; you must enter data in the field to save the record.
  3. Click Save to save the record and view its detail page, or click Cancel .

View Projects List:

  1. Select Projects > View Project List.
  2. The Project List View displays.

Edit a Project:

  1. Select Projects > View Projects.
  2. Choose the Project you wish to edit by clicking on the name of the Project. The Project's Detail View displays. Click Edit.
  3. Update the information in the appropriate fields and click Save.

Manage Records in subpanels:

See Manage related information in subpanels.

Suppress a Project:

Suppress a Project in one of the following ways:
  • Via Detail View:
    1. Navigate to the Project's detail view.
    2. Select Suppress from the Actions menu.
    3. A pop-up message will display asking for confirmation. Click Ok to proceed.
  • Via Mass Delete:
    1. Select Projects > View Projects.
    2. Use the Basic or Advanced Search to find the project records you wish to suppress.
    3. Choose Suppress from the Actions menu.
    4. A pop-up message will display asking for confirmation. Click Ok to proceed.
Note:  If the application times out while suppressing a large number of project records, select the records in smaller batches.

Export a Project:

  1. Navigate to the Projects List View. Click the Selection box of the records you want to export.
  2. Click Export in the Actions menu dropdown and follow the instructions in Exporting Data.

Export to Microsoft Project:

  1. Navigate to a Project's detail view.
  2. Select Export to MS Project from the Actions menu.
  3. Open the downloaded file in Microsoft Project.

Mass Update a Project:

  1. Navigate to the Projects List View.
  2. Use the list view's Basic or Advanced Search to find projects you wish to update.
  3. Select the desired project individually or using the Checkbox Dropdown's options.
  4. Choose Mass Update from the Actions menu.
  5. Scroll to the Mass Update panel and set values for the fields you wish to change.

Note: For the Teams field, use Replace to remove existing team assignments before adding those specified here. Use Add to add the teams specified here to any existing team assignment.

  1. Click Update to save the changes to all of the currently selected project.

Create a Project Template:

  1. Access the Project Template create form in one of the following ways:
    • Select Projects > Create Project Template.
    • Select Projects > View Projects. Choose the project you wish to duplicate. Select Save as Template in the Actions menu of the detail view of the project. Define a new name for the template so that it can be made unique before saving the template and being mixed with the others.
  1. Enter the appropriate information in the fields. Fields marked with an asterisk (*) are required and must be completed to save the record. Click Save.

View Project Templates:

  1. Select Projects > View Project Templates.
  2. The Project Templates List View displays.

View My Project Dashboard:

  1. Select Projects > View My Project Dashboard.
  2. The My Project Dashboard displays.

Field Descriptions

Fields that have an asterisk (*) are required; you must enter data in the field to save the record.

Project Name

Enter a name for the project.

Assigned to

Enter the name of the user who has ownership of the project, which is assigned to you by default.

Project Number

Enter the project number for this project.

Project Manager

Click the Selector to choose the Project Manager from the list of Contacts or Employees.


Select the importance of the project from the dropdown list, such as Low, Medium, or High.


Select a value from the dropdown list such as Draft, In Review, or Published to show the approval status of the project.

Start Date

Click the Calendar icon and select the project start date.

End Date

Click the Calendar icon and select the project end date.

Billing Type

Click the dropdown menu to choose a billing type, e.g., Comprehensive, Retainer, Fixed Fee, Other, or Hourly Rate.

Is Template

Check this box if you would like to save this project as a template.


Enter a brief description of the project.


The Team(s) assigned to the project.

Project Resources

Project Resources are a list of users and contacts that can be assigned Project Tasks. On a project where you are the assigned user, you will see a subpanel on the Projects detail view called Resources. This subpanel provides options to Select User, Select Contact, or remove an existing relationship. In addition, any related user or contact resource will have a corresponding icon allowing you to view the user's detail view.

Project Holidays

The Project Holidays subpanel allows you to list any days that a user or contact resource will not be working on a given project. This links with the project tasks to ensure that timing is not affected by a resource taking a holiday. The holidays are marked for specific days for specific project resources. Project Holidays contain three fields:  


A brief description or reason for the holiday.

Holiday Date

The holiday or vacation date for this resource on the project.

Resource Name

The user or contact taking the holiday, selected from a dependent dropdown list.

Holidays created from this subpanel are specific to the project. Holiday records can be suppressed and removed from the project by clicking Remove on the corresponding line on the subpanel.

Subpanels/Related Information


Project Tasks

Project Holidays



For more help, email ProTracker Customer Support:


  • 0

    This study is subject to the previous caveats regarding self-selection when using pre-existing groups, as well as issues related to the operationalization of aggression. Even so, while certain correlations were significant within the steroid-using group, there were no differences reported between steroid users, non-using athletes, and non-using non-athletes. Experimental Studies Several true experimental studies, incorporating random assignment of non-using participants to AAS or placebo treatments, have recently appeared. Although the ability of such studies to generalize to self-initiated and self-maintained steroid use can be limited, they address a number of the problems associated with the cross-sectional, prospective, and quasi-experimental designs reviewed above, They constitute a true test of the AAS/aggression relationship while controlling for biases associated with self-selection and the existence of predisposing characteristics. This may be explained if we consider the possible mode of action of anabolic steroids as outlined by Haupt and Rovere. Injured muscles have been shown to exhibit this catabolic state, and, while the stress to the animal may become systemic, presumably the injured muscle is in a more acute state of catabolism than the uninjured muscle and thus benefits more from the pres- ence of the anabolic steroid. Histologically, we observed an increase in the number of inflammatory cells, with pronounced interstitial edema in the short term, This may actually be detrimental to the healing muscle. In the long term, however, we saw changes most consistent with the rapid healing and res- toration of force-generating capacity. Side effects that are manifested in both sexes include - acne, quick weight gain, clotting disorders, nausea and vomiting, liver damage, raised cholesterol levels, premature heart attacks, premature hair loss, and sleep disorders. How the Human Growth Hormone works? Also, the side effects are not harsh or severe, like those caused by Anabolic Steroids. This makes HGH a lot more attractive to most people, not only because it is convenient and expedient, but, because it lowers the risk of contracting HIV infection through shared needles, The Human Growth Hormone helps reduce body fat and assists in acquiring an ideal body weight, builds muscle, increases stamina and strength, provides vitality, decreases wrinkles and hair loss, improves sleep patterns, maintains healthy cholesterol levels, stabilizes the mood, and instills a sense of well being. Indeed, Dabbs (1996) noted that Relatively few people out of the entire population engage in criminal behavior, regardless of their testosterone levels (p. Such studies highlight the difficulty in generalizing from index cases (such as prisoners or individual pathological cases) to the general population. Also of interest is the fact that the relationship between dominance and endogenous testosterone is not uni-directional. Endogenous testosterone levels not only predict dominant behavior, but are also predicted by it, Winning (the act of dominating) has been associated with an increase in testosterone from pre to post-competition (see Elias, 1981 Gladue, Boehler, McCaul, 1989 Mazur Booth, 1998). Due to the need to limit the number of factors that were being taken into account in this review, adjustment of analytical data for recovery and matrix effects was not attempted. In any case, lineapproachescan Figure 2. Schematic representation of the phase 1 metabolism of nandrolone in the three species where most information on this steroid’s metabolism is available (bovine, porcine and equine), For space purposes and due to the number of potential isomers, it is only possible to depict the major metabolites of nandrolone. For the same reasons it is also not possible to give schematic metabolic pathway representations for all the individual steroids covered in this review, but it is worth noting that the same functional groups liable to metabolism in nandrolone are also liable to metabolism in other androgenic–anabolic steroids.

Please sign in to leave a comment.