Automated Statement of Work Generation and AI Project task Creation
In this guide we will cover: – How to automate SoW creation – How to create project tasks based on your SoW using AI The statement of work against your opportunity tickets in Halo can now be generated automatically based on the services you are quoting the customer for. When quoting customers for products that […]
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 […]
Project Management in Halo
An explanation of how you can start using projects and their basic features in Halo. Related Articles: Ticket types Actions Parent and Child Tickets The projects ticket area is used for internal, longer term changes or general projects with multiple milestones and stages if required. Projects have several features that can assist in the monitoring […]
Creating Projects from Products
In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order Associated Admin Guides: General Settings (Project Management) Ticket Templates Linking a Product to a Project Template You can create a project from a sales order in a few easy steps. First head to […]
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 […]
Project Views
In this guide we will cover: – Changing Project List View – Changing Project Tasks View – Changing Default Options of Child Tickets i.e. Show Kanban View By Default – Kanban View – Setting Kanban Statuses – Agent Gantt View – Locked milestones and completed milestones View – Quick Way to Adjust Projects and Project […]
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 […]
