Project Management
3 guides
Milestones
The article provides a comprehensive guide on managing project milestones using Halo. It covers how to enable and configure the Milestones tab for Ticket types, add new milestones with sequence, dates, and dependencies, and manage locked tasks. It also explains configuring column profiles for milestones, updating milestone dates, and linking child tickets to milestones. Additional topics include using ticket templates to add milestones and controlling modifications. The guide emphasizes efficient tracking of projects by associating tasks with specific milestones and adjusting settings to automate scheduling.
Project Billing - Budget Types vs Charge Types
This article explains how to bill projects using Charge Types, Budget Types, or a combination of both. For Charge Types, labor is billed using predefined rates, which are linked to budget types for accurate billing. Budget Types allow different rates for specific projects and are more flexible, enabling changes to billing rates during a project. A combination of both types can be used when specific tasks need different billing methods. The guide includes detailed setup instructions and examples for each method to ensure accurate project billing.
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.