Project Hierarchies
In this guide we will cover: – What are project hierarchies? – How does the project hierarchy affect ticket functionality? What are Project hierarchies? Project hierarchies are used to determine if a project ticket is classed as a 'Project' or a 'Project task'. Projects are used to organise project tasks, with many project tasks belonging […]
Visualising and Bulk Updating Child Ticket Data from The Project Screen
In this guide we will cover: – How to Bulk Edit Child Tickets – View Important Actions on the Project – Marking Actions as Read/Unread – Including Child Tickets on Column Profiles Within Halo, there is now the ability to bulk update child tickets form within the main project ticket. This allows you to update […]
Project Billing – Milestone Billing
In this guide we will cover: – Enabling Project Milestones – Enabling Milestone Billing – Invoicing a Milestone – Milestone Billing (Before Checkbox Method was Added) Enabling Project Milestones On a Project Ticket Type of hierarchy "Project" check the milestone and milestone billing checkboxes on the settings tab. Fig 1. Enable Milestones Enabling Milestone Billing […]
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 […]
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 […]
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 & Forecasting
In this guide we will cover: – The Planning Screen in the Timesheets Area – Forecasting Tab Showing Globally and on Tickets – Percentage Thresholds – Agents of Child Project Task Showing on Forecasting tab of Main Project Admin Guides: Time Management Ticket Types Ensuring the correct resource is available for a Project is an […]
