Creating Projects
9 guides
Adding in a Project Plan
Budgets
This guide explains how to manage budgets within projects. It covers creating budget types, adding budgets to projects, linking budget types to project tasks, and using the Budgets tab for internal tracking of time and money spent on tasks. It also discusses configuring budgets with templates and using only billable time in budget calculations. The guide emphasizes that project budgets are for internal tracking only, not for billing purposes.
Creating a Project From a Sales Order
This guide explains how to create projects from sales orders in HaloPSA using project templates. It includes applying templates to products, adding sales order lines, milestones, budgets, and linking purchase orders to projects. To create a project from a sales order, you link a product's project template to the sales order line. Additional sales order lines can be added to existing projects, and milestones can be applied if names match existing milestones. Budgets link to the project from sales orders. Purchase orders for project products can also be associated with the project to update it automatically.
Creating Projects
The article provides a comprehensive guide on creating projects through different methods: from the Projects area, an Opportunity, and a Sales Order. It also explains how to apply budgets to projects via sales orders and discusses the setup of to-do lists and their groups, which facilitate task tracking and management. Additionally, it covers configuring date dependencies for project tasks, ensuring tasks are completed in sequence. The guide is rich in configuration details, aimed at enhancing project management through structured workflows.
Linking Purchase Orders to Projects
This article explains how to link purchase orders to projects using a specific feature. By enabling a setting in the sales order configuration, products associated with a project can be automatically updated in the project ticket once received. This feature works only with projects created from sales orders. The process involves adding items to a project, raising a purchase order, and linking the order to the project ticket. The project ticket updates automatically when the order is fulfilled, ensuring efficient tracking and management of project-related purchases.
Parent and Child Projects from Sales Orders
This article outlines the process of creating projects from sales orders under a parent project template in Halo. It explains the default project behavior, the benefits of using a parent project for larger projects, and how to set up a parent project template. It covers the configuration steps needed and demonstrates how projects are organized under a master project ticket. Additionally, it discusses billing considerations when using sales order parent project templates, and how different project hierarchies can affect billing and invoicing.
Project Task Creation Rules Based on a Multi-Select Field
This article provides a guide on setting up rules for creating child tickets based on a multi-select field within a project or ticket template. It details the process of configuring custom fields and templates, creating child templates, and setting conditions for ticket creation. The guide includes steps for applying these templates to tickets, using custom fields to trigger child ticket creation, and managing these conditions effectively. The focus is on practical implementation to ensure child tickets are generated based on specified criteria.
Project Templates
This guide provides comprehensive instructions on creating and managing project templates. It covers creating new project templates, adding tasks and child tickets, and setting creation rules. The guide explains how to apply templates to existing or new projects and how to configure templates to be read-only until conditions are met. It also includes directions for linking knowledge base articles to templates and grouping templates for efficient management. The steps involve navigating through configuration menus and using various template options to streamline project management processes.
Project Types