Have all Projects created from Sales Orders be created under a Parent Project template
In this guide we will cover: – Default project behaviour – Have all projects created from Sales Orders be created under a Parent Project – Billing when using Sales Order Parent Project Templates Default Project behaviour Projects in Halo can be created automatically from a Sales Order line, for information on how this works and […]
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 […]
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 […]
