Project Management in Halo
An explanation of how you can start using projects and their basic features in Halo. Related Articles: Ticket types Actions Parent and Child Tickets The projects ticket area is used for internal, longer term changes or general projects with multiple milestones and stages if required. Projects have several features that can assist in the monitoring […]
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 […]
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 […]
How to setup Project Milestones
Halo has the functionality to setup Milestones for projects The first step to setting up Milestones in Halo is to 'Enable Milestones' on the Project Ticket Type. You can do this by navigating to Configuration> Tickets> Ticket Types> Select the 'Project' Ticket Type and Check the box to 'Enable Milestones': Fig 1. Enable Milestones […]
