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 […]
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 […]
