A project is an activity intended to achieve specific results, for example, create a new product or develop a new service. Thus, a project can involve constructing a house, developing a software product, or implementing a new automated system in the company.
Use the Projects section to form a project structure, plan working time, allocate necessary resources, track deadlines, and keep a record of expenses.
This section has several pre-set quick filters:
By project start and end date (the Start and Worked till fields of the project page). The project will be displayed in the section if the dates in the filter fall to the project time period.
By owner (the Owner field of the project page).
- Go to the Projects section.
- Click New. This will open a new page.
- Fill out the general project information on the page that opens:
The project name. Required.
Project completion status. For example, “Planned,” “In progress,” or “Completed.” By default, set to “Planned.” Required.
Employee in charge of the project. By default, set to the name of the current user. Required.
- Fill out the key project details on the General information tab:
Account and/or contact that is the project customer. Filling out one of these fields is required.
Planned start and end dates of the project.
Type of the project. For example, “Internal project” or “Complex project.” Required.
Project task duration, in hours and minutes. The field is non-editable and is calculated automatically as a sum of working hours within the planned start and end dates of the project.
Scheduled project completion date.
- Specify connected opportunities and contractors in the Connected to detail:
The opportunity as part of which to perform the project.
The company acting as a supplier in the project. Usually, this is your company.
Go to the Attachments and notes tab and add more information about the project, as well as attachments and links to the web resources related to the project.
- Click Save in the top left corner.
Set up the list of tasks related to the project implementation on the Structure tab of the project page.
To add a new project task:
- Go to the Structure tab of the project.
Click on the Structure details and select Add root project task.
To add a subordinate task to a root task, select the root task in the detail list, and select Add subordinate project task in the detail action menu.
- Fill out the fields on the page that opens. Learn more in a separate article: Manage project tasks.
- Click Save.
As a result, Creatio will add a new task to the project structure.
Select a task record and click Up or Down to move the task in the task list. You can move items of the same level only.
The Status field is set to “Planned” for a new project record. To start a project, change the field value to “In progress.”
The Completion % field on the General information tab displays the actual percentage of project completion at the moment. Set this value manually or select the Calculate automatically checkbox. When the checkbox is selected, the field becomes non-editable, and its value is calculated as the percentage ratio of total actual working time and total estimated working time, based on the List of resources detail.