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:
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- 2
- Enter name, color, order and press Save:
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- 3
- To edit or delete value, use Actions menu:
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Projects types
When entering new project, select type:
- 1
- To enter new project type, select Setup > Modules picklists > Projects types. Click New value:
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- 2
- Enter name, color, order and press Save.
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- 3
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To edit or delete type, use Actions menu:
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- 4
- You can filter projects in projects list according to their types:
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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:
