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 […]

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 […]

To-Do Lists

The following video is by Renada Elegant Solutions, one of our onboarding partners. This video covers setting up to-do lists, attaching them to tickets manually and also attaching pre-configured to-do lists by matching a ticket rule and applying a ticket template with a to-do list attached. The other more complicated setup explained in this guide, […]

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 […]

Budgets

In this guide we will cover: – How to create budget types – How to add budgets to Projects – Linking Budget Types to Project tasks – Budgets tab on Projects – Templates – Only use Billable Time in Budget Calculations Admin Guides: Budgets Ticket Types Tracking Project Completion Budgets are used to internally track time/money […]

Tile and Kanban HTML $ Variables

Here is a list of the $ variables you can use for the Tile HTML and Kanban HTML in the views modules of tickets and sales. (Configuration > Tickets > Views > Column Profiles or Configuration > Sales > Views > Column Profiles)             "flagged",           […]