Currently the Project Management module is linked to the Developments and the Syndicate modules. A project created within the Project Management area can be linked or added to an existing development or syndicate. Likewise within the Developments and Syndicates modules you can create a new project or select an existing project assigned to the development of syndicate.
Working with projects in Developments
- In the Developments module click [Actions] to open a drop down menu
- Click {+ New Project} to open the new project window - refer to
or
- Click an existing linked project to open at the Project Management Gantt Chart view.
Working with projects in Syndicates
- In the Syndicates module click [Actions] to open a drop down menu
- Click {+ New Project} to open the new project window - refer to New Project window
or
- Click an existing linked project to open at the Project Management Gantt Chart view.
New Project window
- Name - enter the title of the project.
- Description - relevant information that you wish to describe the project.
- Project Manager - select the team member primarily responsible for managing the project.
- Project Type - select the sub category that you may have crated and now assign to the project add new types via Lookups).
- Project Status - the current status of the project (you can add new Status’s through the Look Up Section).
- Development, Syndicate, Marketing Campaign or Consulting Work: Depending on which type of Project you selected to create, you will be given the option to connect it to the specific area of relevance, ie a Specific Development.
- Project Timezone, Start Date, Work Week and Work Hours - complete as required.
- Tick Box “Add Work Flow Statuses as tasks?”: This option visible on new Developments and Syndicates projects allows you to auto create the main Work Flow Status’s from the Development or Syndicate module. This option will not be available if you use the “Clone” function to create the project.
- Click [OK] - to create and save the new Project and it will now show on your list of Projects.
Refer to How to Create a New Project
Note, at the moment we have not linked Development or Syndicate “Work Flows” to the Project Management timings, so they will need to be updated separately. We have done this deliberately as you may want a different level of information and reporting in this area (i.e. more for general or sales team updating). We see this as the preferred method at this stage.
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