Project Templates
2 guides
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 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.