Project Management Overview

In this guide we will cover: – What is a Project? – Ways of Creating Projects – Example Overview of a Project What is a Project? Projects are used to track progress on larger objectives that require several smaller steps to be completed. A project consists of a main objective and its associated sub-tasks, known […]

Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? Available as of v2.214.1+, the Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have […]

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 can be generated automatically based on the services you are quoting the customer for. When quoting customers for products that each have their […]

Creating Projects from Products

In this guide we will cover: – Linking a Product to a Project Template – Creating a Project from a Sales Order 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 Configuration […]

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 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 to […]

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, […]

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 Admin Guides: Ticket Areas Actions Budgets To-Do Lists […]

Budgets

In this guide we will cover: – How to create budget types – How to add budgets to Projects – Linking Budget Types to Project tasks – Budgets tab on Projects – Templates – Only use Billable Time in Budget Calculations (v2.208+) Admin Guides: Budgets Ticket Types Tracking Project Completion Budgets are used to internally track […]