Projects

Projects

Overview

Actions

Field Descriptions

Project Resources

Project Holidays

Subpanels/Related Information

Availability
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Overview

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.

Actions

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

To…

Then…

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.

Priority

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

Status

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.

Description

Enter a brief description of the project.

Team

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:  

Description

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

Resources

Project Tasks

Project Holidays

Activities

History  

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1 Comments

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