Projects module settings

List of paragraphs:

Project status

When entering new project, select status:

1
To enter new project status, select Setup > Modules picklists > Project status. Click New value:

2
Enter name, color, order and press Save:


3
To edit or delete value, use Actions menu:

Projects types

When entering new project, select type:

1
To enter new project type, select Setup > Modules picklists > Projects types. Click New value:

2
Enter name, color, order and press Save.


3
To edit or delete type, use Actions menu:

4
You can filter projects in projects list according to their types:

Roles of project members

A new feature has been introduced in the Hanna CRM system - from now on you can assign roles to project members. First, describe the roles by selecting System Settings > Module Options > Project member roles. As you continue to create a project and assign members, you will be able to assign a role to each member:

In the project review form you will see the role of each member:

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