• Overview
  • View the progress of the project
  • View the project members
  • View the dates of the project
  • View the billing structure of the project
  • View a summary of invoices and payments
• Event Timeline
  • This shows you a historic summary of all the activity around a project.
• Tasks
• Files
• Support Tickets
  • This section lists all the tickets that are associated with the client. You are also able to easily manage the support tickets from this section. Including, creating, editing, and deleting support tickets.
• Financial
  • This section includes all the project’s financial resources, such as:
    • Invoices
    • Estimates
    • Expenses
    • Timesheets
• Notes – You can create notes relating to the project. These notes are not visible to the client. They are visible to the rest of your team.
• Edit the project
• Delete the project

The post 3. Project Management first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

Creating A Project

You can create a new project by clicking on the (1) Quick Add icon or by clicking on the (2) Add Project Button.

Basic Mandatory information

• • Project Title*
  • Client*
  • Start Date*

Optional information

• • Deadline
  • Assigned users
  • Project Manager
    • This user will have admin-level access to the project. They will be able to edit all the project’s information and settings. They will also be able to view all user’s tasks, assign users to tasks. The project manager is not able to delete the project.
  • Billing information 
    • This allows you to specify how the project will be billed. The available options are:
      • Fixed Billing
      • Hourly Billing
    • Estimated Hours enable you to monitor your working hours against what you have allowed for.
    • Estimated Costs enable you to monitor your expenditure against what you have budgeted for.
  • Project Description
  • Assigned Users Permissions
    • You are able to specify if team members can collaborate on tasks. This means they will be able to view each other’s tasks and also work within the tasks (commenting, attaching files, etc)
  • Client Project Permissions
    • You are able to specify the level of access the client will have on the project:
      • View Tasks
      • Tasks Participation
        • The client will be able to comment, attach files, complete checklist, etc, within a task
      • Create Tasks
      • The client will be able to create new tasks for the project
      • View Time Sheets
      • View Expenses
  • Project Progress
    • You can set the progress to be calculated automatically (based on the completed tasks) or you can set it to be updated manually (you will be able to set the progress yourself)
  • Category
    • You can create categories via the settings dashboard. Categories can be anything that allows you to properly sort your projects (e.g. Design, Urgent, Web Development, etc)
  • Tags
    • Tags can be any text that allows you to easily identify or highlight important information about the project.

* Required information

Editing A Project

To edit a project, click on the Edit Icon, as shown in the image below:

Deleting A Project

To delete a project, click on the Delete Icon, as shown in the image below:

When you delete a project, all the items/resources linked to that project will also be deleted. The list below highlights some of the items that will be deleted.

• Invoices
• Tasks
• Files
• Comments
• etc etc

Addition Editing Options

You can access more options for editing your project, via the more icon, as shown in the image below

The post 2. Create Projects first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.

You access this page via the main menu:

:: Main Menu > Projects

From this page, you are able to view and do the following:

• (1) Create a new project
• (2) Edit an existing project
• (3) Delete a project
• (4) Quickly manage additional project setting, via the quick actions, drop menu.
• (5) Filter projects, using a detailed filter panel. You can filter by project dates, categories, statuses, etc.
• (6) Toggle (hide/show) the Quick Stats panels
• (7) As the admin user, you can select to view all projects or only the projects that you are assigned to.
• (8) Search your projects, using the free text search box.

The post 1. Projects Overview first appeared on Grow CRM - A Self Hosted CRM & Project Management Software.