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, it is important to first have an understanding of core Ticket configuration before […]

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 […]

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 > Invoice Creation, there is a setting for 'Grouping for Invoice lines (Project)'. Fig 1. Project grouping settings They will group the lines on the invoice […]

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 Admin Guides: Ticket Categorisation Advanced Settings Project Management General Settings Related Articles: Project Billing – Milestone Billing Project Billing- Budget types vs […]

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 – Adding […]

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 and Forecasting

In this guide we will cover: – Planning Screen – Forecasting      – Automatic Estimate Forecasting (v2.214.1+) – Percentage Thresholds Admin Guides: Time Management Ticket Types Before starting the rest of this configuration, ensure the "Time Management" module is enabled in Configuration by hovering over this and clicking the "+" icon, then check the […]