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 Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
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 […]
Visualising and Bulk Updating Child Ticket Data from The Project Screen
In this guide we will cover: – How to Bulk Edit Child Tickets – View Important Actions on the Project – Marking Actions as Read/Unread – Including Child Tickets on Column Profiles Within Halo, there is now the ability to bulk update child tickets form within the main project ticket. This allows you to update […]
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, […]
Project Billing – Milestone Billing
In this guide we will cover: – Enabling Project Milestones – Enabling Milestone Billing – Invoicing a Milestone – Milestone Billing (Before Checkbox Method was Added) Enabling Project Milestones On a Project Ticket Type of hierarchy "Project" check the milestone and milestone billing checkboxes on the settings tab. Fig 1. Enable Milestones Enabling Milestone Billing […]
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 […]
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 […]
