When opening a project, the following screen displays:
The screen has the following options:
- Project ID - This identifies the actual project and should be used when crafting a task that requires the Parent Project Number.
- Watch This Project - Check this to watch this project.
- Reference - Use this to craft a subject line that accurately describes the project. Avoid oversimplifying or getting too in depth.
- Contact - Use this to identify the Contact for this project.
- Project Type - Use this dropdown to identify what department this project falls under.
- Billing Method - Use this to identify the type of billing method that this project will fall under.
- Project Status - Use this dropdown to identy the current status of the project. When it changes (from Design to Implementation, for example), this status needs to be changed.
- Assigned To - Use this to identify who has been assigned this project.
- Due Date - Use this to set up a due date for this project.
- Parent Reference No - In the event that this project is attached to another project or this is a "sub" project, the Project ID of the parent project goes here.
- Code - The priority of this project - P1, P2, P3, or P4 - goes here.
- Complete - Check this if the project is complete.
- Estimated Duration - Place an estimated duration for the length of this project here.
- Revenue - When this project is tied to a revenue stream, this will stay up to date regarding how much revenue remains for this project.
- Notes - Use this to go into detail about the nature of the project, as well as listing any updates made to it.
- Add Project - Click here to add a new project.
- Export Projects to Excel - Click here to export all connected Projects to Excel.
- Add Task - Click here to add a new task.
- Export Tasks to Excel - Click here to export all Tasks linked to this Project to Excel.