How do I create Projects manually?
How do I quickly create a Project record?
How do I import Projects from external source?
How do I export Project records to a spread sheet?
How do I manage records in Projects Module?
How do I gain insight on fields available in Projects Module?
How do I associate Projects with other records?
What is a Project?
Project is a planned work that involves specific goals, start date and target end date, budgets, progress etc. Comments will help you to collaborate among users. You can also track the issues identified and fixed by associating projects with Tickets module.
Creating Projects Manually
You can enter Project details manually from Projects Module. This might come handy if you will have to enter Project details individually.
Steps to create Project records manually
- In Projects tab, click on Add Project button
- In the Create Project view, fill in the project details
- Click Save
Quick Create
You can enter basic details of Project record through Quick create. This might be helpful if you are running out of time.
Steps to create Project records through Quick create
- Click (+) Icon on top right corner
- Click Project
- In the Create Project view, fill in the project details
- Click Save
Importing Projects from Existing files
simply CRM supports importing Projects from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your team to import thousands of records instantly. Learn more
Exporting Projects to External Source
If you ever want your data in the form of a spreadsheet, you can export your Projects records right away.
Steps to export your data
- 1. Click Projects tab
- 2. Click Actions button > Export
- 3. In the Export Records page, you will find the following options
| Export selected records | Click on the radio button to export the records selected in List view |
| Export data in current page | Click on the radio button to export all the records that are on the current list view page |
| Export all data | Click on the radio button to export all records in Projects Module |
- 4. Click Export Projects button.
Managing Projects
| # | List of operations you can perform on records in Projects Home page |
|---|---|
| 1 | Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria. |
| 2 | Click on Actions button and perform actions on desired records like: Edit and Delete |
| 3 | Click Settings button > Edit Fields to configure fields and customize the layout of fields through Layout Editor |
| 4 | Click Settings button > Edit Workflows to view / create new Workflows on Projects |
| 5 | Click Settings button > Edit Picklist values to modify picklist values through Picklist Editor |
| 6 | Search desired records |
| # | List of operations you can perform on records in detail view of Project record |
|---|---|
| 1 | Click Edit button to modify existing content. |
| 2 | Click More > Delete to delete the existing Project record |
| 3 | Click More > Duplicate to clone existing Project record |
| 4 | Click More > Add Project Task to start creating a Project Task |
| 5 | Click More > Add Note to start creating a new document |
| 6 | Click More > View History to see the list of operations done on Project record |
Fields Information
Information of fields in the Projects module.
| Project Name | Provide name of the project. This field is mandatory. |
| Start Date | Specify the project start date |
| Target End Date | Provide tentative project end date |
| Actual End Date | Provide actual end date after the project is completed |
| Status | Provide the status of the project |
| Progress | Provide the progress on project advancement |
| Target Budget | Provide anticipated revenues for the project |
Associating Projects with Other Records
This will display all-round view of relations of Projects module with other modules and maintains log of complete history.
You can keep track of following details in Projects Module
| Comments | To view all the comments exchanged across different users |
| Updates | Displays history of actions performed on Project record like Project Tasks, Project Milestones, Tickets etc |
| Project Tasks | View existing Project Tasks or create new Project Task and associate with Project record |
| Project Milestones | View existing Project Milestones or create new Project Milestones and associate with Project record |
| Documents | Notes added to Project record will be displayed as Documents. |
| Trouble Tickets | To view cases(Trouble Tickets) associated with Project record |
| Charts | To view graphical representation on how Project is advancing |
| Events and To Do | To view activities scheduled to accomplish a Project |
Note
The Charts in the Projects module are displayed basing upon the Progress field in Project Tasks module.