Creating Projects
12 guides
Adding in a Project Plan
Automated Statement of Work Generation
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.
Creating Projects from Products
This guide provides instructions on creating projects from products, specifically by linking a product to a project template and creating a project from a sales order. It covers setting up the necessary templates with the correct project ticket type, how to link a product to these templates, and the process to initiate a project from a sales order using the 'Add to Project' button. The guide also outlines configuration options for managing project visibility when linking to sales orders.
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.
Project Management Overview
Project Setup Wizard
The Project Setup Wizard, available from version 2.214.1+, allows users to create custom project setups based on added products in Quotations and Sales Orders. It must be enabled in the configuration settings initially. Users can create parent projects and link project tasks either using a project template linked to a product or manually through the wizard. Project tasks can further be linked to these projects, either directly or by setting another setup line as a parent. The wizard helps organize projects and tasks efficiently using templates and configurations.
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 Types
Project Views
This guide provides comprehensive instructions on managing project views, including adjusting project and task views through Kanban and Gantt settings. It covers changing default child ticket options, setting Kanban statuses, viewing by locked and completed milestones, and utilizing the agent Gantt view. The article explains how to adjust targets, milestones, and re-assign tasks with quick options and the importance of the sequence feature for project tasks. Various visualization options are offered for efficient project management.