In SuiteCRM the Projects module allows the User to arrange their organisation’s projects by tracking a number of Tasks and allocating resources. Once set up, a project can be visualised in the form of a Gantt chart or using the project grid.
You can access the Projects actions from the Projects module menu drop down or via the Sidebar once you have clicked to view the module. The Projects actions are as follows:
Create Project – A new form is opened in Edit View to allow you to create a new Project record.
View Project – Redirects you to the List View for the Projects module. This allows you to search and list Project records.
View Project Tasks – Allows you to list Project Tasks, which are related to a parent Project.
Import Project – Redirects you to the Import Wizard for the Projects module. For more information, see Importing Records.
To view the full list of fields available when creating a Project, See Projects Field List.
In the Projects module, you can create, manage, and duplicate Projects and Project Tasks.
You can define multiple Project Tasks for each Project. When you create a Project Task, you must associate it with a Project. You can associate a Project with multiple activities, Accounts, Opportunities, and Cases. You can also create Projects and Project Tasks from an Email’s detail page.
In the Actions bar, click Create Project.
On the Projects page, enter information for the following fields:
Name. Enter a name for the Project.
Status. From the drop-down list, select the Project status such as Draft, In Review, or Published.
Start Date. Click the Calendar icon and select the Project start date.
End Date. Click the Calendar icon and select the Project end date.
Assigned to. Enter the name of you who has ownership of the Project. By default, it is assigned to you.
Priority. From the drop-down list, select the importance of the Project such as Low, Medium, or High.
Description. Enter a brief description of the Project.
Click Save to create the Project; click Cancel to exit the page without creating the Project.
When you save the Project, the Project’s detail page displays on the page.
From this page, you can relate the Project to records such as Contacts and Opportunities.
In the Project Tasks sub-panel, click Create.
On the Project Tasks page, enter information for the following fields:
Name. Enter a name for the task.
Task ID. Enter a numerical value as the task identification number.
Start Date. Click the Calendar icon and select the date when the task is due to begin.
Finish Date. Click the Calendar icon and select a date when the task is due to be completed; enter the start time in the adjoining field.
Percentage Complete. Enter a numerical value to indicate what percentage of the task has been completed.
Priority. From the drop-down list, select a priority level that reflects the importance of completing this task.
Milestone. Check this box if the completion on this task is considered a milestone for project completion.
Project Name. Click Select and choose the project associated with the task.
Description. Enter a brief description of the task.
Click Save to create the task; click Cancel to return to the project detail page without creating the task.
To sort the List View on the Projects and Project Tasks list view, click any column title which is sortable. This will sort the column either ascending or descending.
To search for a Project or Project task, see the Search section of this user guide.
To update some or all the Projects or Project Tasks on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.
To duplicate a Project, you can click the Duplicate button on the Detail View and then save the duplicate record.
To delete one or multiple Projects, you can select multiple records from the List View and click delete. You can also delete a Project from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.
To view the details of a Project or Project Task, click the Project or Project Task Name in the List View. This will open the record in Detail View.
To edit the Project or Project Task details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.
To track all changes to audited fields, in the Project or Project Task record, you can click the View Change Log button on the Project’s or Project Task’s Detail View or Edit View.
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