Projects

List of paragraphs:

• Projects list
• Creating new project
• Billing type
• Project review
• Creating related entries
• Timesheets
• Milestones
• Gantt view
• Pipeline
• Editing or deleting
• Invoice project
• Project budget
• Table options

The Projects module is dedicated to project management. In this module, you can create a project, assign stages and tasks to it. You can monitor the progress of the project in the Gantt chart. Record project revenues and expenses, contracts, assign objects and incidents.

Projects list

To see ongoing projects list, select module Projects. 

To find specific project, use Search or filters.

Creating new project

1. To create a new project, go to the projects list and click New record.

2. Fill the information fields, like project name, specify the contact to whom the project is related to, assign the project members, start and due dates and save.

Billing type

When creating a project, mark billing type. There are three options:

• Fixed rate – enter fixed amount.
• Project hours – enter hourly rate, the system will automatically multiply project hourly rate with task hours.
• Task hours – system will multiply task hourly rate with task hours.
• Tasks fixed rate - enter fixed amount of task estimated hours.

Project review

To review project, press on a project name or the project ID number.

On the upper menu, select what information you would like to see:

Project can be related to:

• Task
• Object
• Order
• Ticket
• Invoice
• Contract
• Document
• Email

• You can choose to see the time spent on the project.
• You can create stages for the project and monitor how many tasks there are in each stage:
• You can attach files to the project, mark notes and see e-mails related to the project. letters.
• You can analyze the project's Gantt diagram.

Creating related entries

1. To create a related entry, first select the project overview and pick what type of record you want to add, e.g. a new task. Go o Tasks and select New Task.

2. Fill in the task information and save.

3. The new task will be displayed in the project overview tab and also in the Tasks module.

Timesheets

1. Use timesheets to measure time spent on the project. 

2. Select Timesheet and enter details:

3. The time entered in timesheets will be as well shown in task card.

Milestones

Create milestones for the project:

1. Select the Milestones tab - New record.

2. Fill in the information fields and save.

3. Group the project tasks into milestones. If you need to make changes and move task to the other milestone, press on the task and easily drag it to the other stage.

Gantt view

System has option to analyze each project in Gantt view: 

The diagram shows the schedule of the project itself, its stages and each task. You can choose which time period you want to see in the graph - hours, days, weeks, months or years.

Moreover, you can choose to see all projects Gantt view - select Show Gantt.

You will see all project's Gantt diagram:

Kanban

In Project module you can use Kanban preview:

Select switch to Kanban to preview your projects grouped by statuses:

Editing or deleting

To edit or delete project, use Actions:

When reviewing project, choose Actions, here you will also have options to edit or delete the record: 

With the Actions button you can pin the project:

The project will be pinned on the left side menu bar.

The Action buttons allows to:

• Edit project;
• Copy project  - create a copy of your project;
• Change status;
• Export data;
• Preview as a customer;
• Delete project.

Invoice project

1. System provides an option to invoice project:

2. Select how should the invoice items be presented in the invoice, mark the billable tasks and click Invoice Project.

Project budget

In Project preview you can find Project budget. This section allows you to track planned and actual costs. Include the planned and actual costs by clicking Projects - selecting View project - Project budget - selecting New entry:

Fill the information fields about expenses and save entry to the budget tab.

Table options

You can adjust table columns visibility in the module. This option allows you to choose what you want to see and arrange the order of the columns in a list. To enable this feature, choose Projects - Table Options:

Select this icon by dragging the columns and changing their order. Select the desired columns to display in the list and click Submit: