CRM Project Management Help

What is Web based Project Management ? Web based Project Management involves the planning and organization of various tasks and resources in order to achieve a particular goal for your organization, usually with restrictions on time, resources and cost. A project can be as simple as a series of tasks that need to be completed by a certain date, or as complex as having thousands of tasks, using hundreds of resources and costing hundreds of thousands of dollars.

Viewing Projects Make a viewing selection from the Show drop down box. A summary of projects matching your selection will be displayed in a few seconds. To view a listed project in detail, click the View link.

Viewing Project Tasks, Resources and Expenditures

Generate a project summary from the Projects tab page by using the Show drop down box located in the Featured Projects section.
To view a listed project, click the View link associated with the project.
All tasks, resources and expenditures associated with the project are listed below the project details.

Featured Projects The Featured Projects section displays a project summary. The Show drop down box contains a number of viewing options. Make a different selection from the Show drop down box to display projects matching a variety of criteria. To view a listed project in detail, click the View link associated with that project.

See: Sorting Reports and Views

Managing Projects

Creating a Project

Select New Projects from the list of Add options located toward the top of the page. Selecting this option will bring you to the New Project page.
Fill in your project information using the Project Information and Description Information sections of the form. Fields highlighted in red and marked with an asterisk are required fields. All other fields may be left blank if you wish.
Save your projects by clicking the Save or Save & New button.

See Also:
Editing and Deleting a Project
Saving a Project

Saving a Project When you have created a new project or have made changes to an existing project you will be able to save the project information using either of the following two methods:

i. Select the Save & New button to save your new project. You will then be presented with a blank form on which you can create another new project.

ii. Select the Save button to save your new project. This will bring you to a summary page for your new project. From this page you can Edit and Delete the project.

Editing and Deleting a Project When the projects are listed on the Projects tab page or in a search or generated report, click the View link associated with the project to view the project in detail. You can now Edit and Delete the project as outlined below.

Edit: Click the Edit button to change the information for the project. Be sure to fill in all required fields. These are highlighted in red and marked with an asterisk. To save your changes click the Save or Save & New button. Delete: Click the Delete button. You will be prompted to verify that you want to delete the project. Click OK to delete the project. Click Cancel to cancel the deletion.

See Also: Saving a Project

Creating, Adding and Removing Tasks for a Project Tasks are activities related to your project that need to be completed within a certain period of time. Each task that is completed brings you one step closer to the completion of your project.

Creating a New Task for a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Tasks section and click the New Task button.

See Also: Creating Tasks

Adding an Existing Task to a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Tasks section. A list of existing tasks is available in the Available Tasks drop down box. Select the task you want to add to the project from this list.
Click the Add Task button to add the task to the project.

Removing a Task from a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Tasks section to view all tasks currently associated with the project.
To remove a task, click the Remove link located to the left of the task.

Creating, Adding and Removing Resources for a Project Resources are people or equipment rentals that are needed in order to complete the tasks that are involved with your project. A resource is an ongoing expense throughout the life of your project.

Creating a New Resource for a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Resources section and click the New Resource button.
Fill in the required information and click the Save button to add the resource to the project.

Resource Working Hours The Resource Working Hours specifies the working hours of the employee or equipment rental in a typical week. Use the check boxes to select the days of the week the resource will be working. Enter the scheduled number of work hours in the text boxes provided for each day.
See Also: Creating a Resource

Adding an Existing Resource to a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Resources section. A list of existing resources is available in the Available Resources drop down box. Select the resource you want to add to the project from this list.
Click the Add Resource button to add the resource to the project.
Fill in the required information and click the Save button to add the resource to the project.

Removing a Resource from a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the View drop down box located in the upper left corner of the Projects tab page.
Click the Go! button to generate a list of projects that match your selection. These will be displayed on a new page.
Select a project from the list by clicking the project title which is underlined to indicate that it can be selected. This will take you to the details page for the project.
Scroll down to the Resources section to view all resources currently associated with the project.
To remove a resource, click the Remove link located to the left of the resource.

Creating and Removing Expenditures for a Project Expenditures are everyday purchases involved with a project. This could be office supplies, equipment, business trip, etc. An expenditure is a one time purchase or expense.

Creating a New Expenditure for a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Expenditures section and click the New Expenditures button.
Fill in the required information and click the Save button to add the expenditure to the project.

Removing a New Expenditure for a Project

Click the Projects tab. This will take you to the Projects tab page.
Make a selection from the Show drop down box, located in the upper left corner of the Featured Projects section. A list of projects matching your selection will be displayed in a few seconds.
Select a project from the list by clicking the View link. This will take you to the details page for the project.
Scroll down to the Expenditures section to view all expenditures currently associated with the project.
To remove an expenditure, click the Remove link located to the left of the expenditure.

Tracking Project Progress When viewing a project in detail, click the Track Progress button to see a detailed project report. A bar graph details the current status of all project tasks. Other useful project details are also listed, such as the total estimated work hours, total cost of expenditures to date, total resource cost to date etc.