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 […]

Customising Invoice lines for a Project

In this guide we will cover: – How to customise how the labour lines for project work appear on the invoice, how they are grouped In Configuration > Billing > General Settings > Invoice Creation Settings, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the […]

Project Billing- Budget types vs Charge types

In this guide we will cover: – Billing a project using Charge Types – Billing a project using Budget Types  – Billing a project using a combination of Budget and Charge Types Billing a project using Charge Types Billing using charge types will bill labour on project and project task tickets using the rates you have […]

Project Billing – Time and Materials

In this guide we will cover: – Categorisation – Adding to Billing Rules – Restricting Category Values on Ticket Types – Issue Products on Tickets – Invoicing a Percentage of a Sales Order Associated Admin Guides: Ticket Categorisation Advanced Settings Project Management General Settings Associated Articles: Project Billing – Milestone Billing Project Billing- Budget types […]

Milestones

In this guide we will cover: – Milestones Tab – Options When Adding Milestones – Dependencies – Locked Tasks and Filtering by Milestone – Configuring a Column Profile for Milestones – Updating Milestones via Project Management General Settings – Link the Child to a Milestone When Creating a Child Ticket from a Project Associated Admin […]

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 […]

Tracking Project Completion

In this guide we will cover: – Turning on Project Completion Status – How Project Completion Appears – How Project Completion is Calculated Turning on Project Completion Status Within Configuration > Tickets > Ticket Types you can set the project completion calculation from a single select field found in the Forms tab. Fig 1. Show […]

Planning & Forecasting

In this guide we will cover: – The Planning Screen in the Timesheets Area – Forecasting Tab Showing Globally and on Tickets  – Percentage Thresholds – Agents of Child Project Task Showing on Forecasting tab of Main Project Admin Guides: Time Management Ticket Types Ensuring the correct resource is available for a Project is an […]