Linking Purchase orders to Projects
In this guide we will cover: -How to Link Purchase Orders to Projects This functionality is available as of v2.184+ As of v2.184+ you can enable the ability to link purchase orders raised for products associated with the project to the project ticket. This allows the project ticket to automatically be updated when these products […]
Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
Project Task Creation Rules Based on a Multi-Select Field
In this guide we will cover: – Setting Rules on Child Ticket Creation – Applying it to a Ticket/Project Associated Admin Guides: Custom Fields Templates Related Guides: Custom Fields Parent and Child Tickets Ticket Templates Setting Rules on Child Ticket Creation In Configuration > Tickets > Templates, you can create a ticket template as normal […]
Project Types
In this guide we will cover: – What makes a ticket a project. – What makes a ticket a project task. As mentioned in the introduction to this course, Projects & Project Tasks are simply Tickets of use 'Projects'. To view the use of a Ticket Type, head to Configuration > Tickets > Ticket Types, […]
Creating a Project From a Sales Order
In this guide we will cover: – Applying templates to products – Adding additional sales order lines to a project – Adding milestones to projects – Adding budgets to projects – Linking Purchase orders to Projects In this example, we will look at how Projects can be raised directly from Sales Orders in HaloPSA. The […]
Creating a Project Template
In this guide we will cover: – Creating a parent ticket template – To-do lists – Creating child templates – Applying the template In this example, we will look at constructing a Ticket template which can be used for repeat Projects. We will use a fairly generic Project structure which involves: A Discovery Phase. A […]
Introduction
HaloPSA provides the facility to manage Projects that your company has undertaken. This includes options around what information you would like to track, the way that you view/organise a Project's respective Tasks & how to invoice for your Projects. Just like Opportunities in HaloPSA, it is important to first have an understanding of core Ticket […]
Adding in a Project Plan
In this guide we will cover: – How to show the Project Plan tab – Editing the Templates and Rules Project Plan tab Fig 1. Project Plan Configuration > Tickets > Ticket Types > *Click into the Project Ticket Type* > *Click into the Forms Tab* (The setup of templates and creation rules will be […]
Creating Projects
In this guide we will cover: – Creating a Project From The Projects Area – Creating a Project From An Opportunity – Creating a Project From a Sales Order – Applying Budgets to Projects via Sales Orders – To-Do Lists – To-Do List Groups – Date Dependencies Associated Admin Guides: Ticket Areas Actions Budgets To-Do […]
Project Templates
In this guide we will cover: – How to create a new Project Template – How to add To-Do Lists and Tasks to a Project Template – How to add Child Tickets (Project Tasks) to a Project Template – Adding Creation Rules to Child Templates – Setting The Child Template to a Read Only State […]
