CRM Software Support Center
PROJECTS

Accounts
What is an Account?
Accounts Tab Page
Viewing Accounts
Custom Account Views
Manage Accounts
Managing Accounts
Creating a New Account
Saving Accounts
Edit an Account
Delete an Account
Print an Account
Account Tools
Import Accounts
Account Web Capture Tool
Account Reports
Adding a Contact
Adding an Opportunity
Adding Multiple Addresses
Adding a Note
Adding a Task

Ajax and COMET Tools
Ajax Contacts Rolodex

Campaigns
What is a Campaign?
Campaigns Tab Page
Viewing Campaigns
Custom Campaign Views
Featured Campaigns
Managing Campaigns
Creating a Campaign
Saving a Campaign
Edit a Campaign
Delete a Campaign
Print a Campaign
Adding a Lead
Adding an Opportunity
Adding an Account
Adding a Contact
Adding a Web Capture Tool

Cases
What is a Case?
Cases Tab Page
Viewing Cases
Custom Case Views
Featured Cases
Manage Cases
Managing Cases
Creating a New Case
Saving a Case
Sending Notification
Edit a Case
Delete a Case
Print a Case
Linking to a Contact
Case Reports
Case Tools
Web Capture Tool
Adding a Note
Adding a Task

Contacts
What is a Contact?
Contacts Tab Page
Viewing Contacts
Custom Contact Views
Manage Contacts
Managing Contacts
Creating a New Contact
Edit a Contact
Delete a Contact
Clone a Contact
Contact Tools
Web Capture Tool
Contact Reports
Adding a Note to a Contact
Adding a Task to a Contact
Adding a Photo to a Contact

Control Panel
Personal Information
Edit Personal Information
Change My Password
Customize My Tabs
Customize Tabs
Customize Buttons
Customize Sidebar
Importing
Set Organization Logo

Control Panel: Import

Corporate Policies
Quick create for policies
Reports for policies

CRM Administration
Overview
Add Company Message
Custom Tabs and Fields
Customize Selection Lists
Rename My Tabs

Custom Page Layout
Overview
Campaigns Layout
Leads Layout
Accounts Layout
Contacts Layout
Opportunity Layout
Contracts Layout

Data Management
Overview
Custom Templates
Signature
External E-mail Settings
Mass E-mail History
Outlook Integration
Importing
Flagged Errors

Documents
What is a Document?
Documents Tab Page
Viewing Documents
Custom Document Views
Retrieving Saved Documents
Document Hierarchy
Featured Documents
Managing Folders
Creating Folders
Editing Folders
Deleting Folders
Managing Documents
Adding Documents
Sending Notification
Editing Documents
Replacing Documents
Deleting Documents
Moving Documents
Manage Documents

Email
Custom Templates
Signature
External Email
Mass Email History
Detailed Mass Email Reports
Mass Email Attachments
MS Outlook Integration
Email to Case
Email to Lead
Viewing Messages
Viewing Folders
Creating a Folder
Composing a Message
Adding Attachments

Events
What is an Event?
Viewing Events
Creating Events
Creating a New Event
Inviting Others
Sending Notification
Editing & Deleting Events

Forecasts
What is a Forecast?
Forecasts Tab Page
Viewing Forecasts
Custom Forecast Views
Featured Forecasts
Forecast Data Fields
Opportunity Data Fields
Creating a New Forecast
Edit a Forecast
Delete a Forecast
Print a Forecast
Forecast Reports

Human Resource Management
Employee Management
Employees tab
Viewing an Employee Record
Employee Policy Violation Reports

Importing Data
Supported Data Types
Importing Your Data

Instant Messages
Personal User Data
Sending Messages
Message Archive
Message Archive Search
Message Key Users

Leads
What is a Lead?
Leads Tab Page
Viewing Leads
Custom Lead Views
Manage Leads
Managing Leads
Creating a New Lead
Sending Notification
Edit a Lead
Clone a Lead
Delete a Lead
Converting a Lead
Generating Lead Reports
Lead Tools
Import Leads
Lead Web Capture Tool
Adding Document to a Lead
Adding Photo to a Lead
Adding a Note to a Lead
Adding a Task to a Lead

Logging In and Out

Microsoft Outlook Integration

Notes
What is a Note?
Viewing Notes
Creating Notes
Editing and Deleting Notes

Opportunities
What is an Opportunity?
Opportunities Tab Page
Viewing Opportunities
Custom Opportunity Views
Manage Opportunities
Managing Opportunities
Creating a New Opportunity
Saving an Opportunity
Edit an Opportunity
Delete an Opportunity
Opportunity Reports
Linking to an Account
Adding a Note
Adding a Task

Organization Mapping with Accounts Parent Account Field

Profiles
Creating and Editing Profiles
Managing Profiles Profile drop-down in User
Add/Edit screens
Disabling a Tab in the Related Records Section
Setting User Login Hours Restrictions (Rules)
Assigning Login Rules to Profiles
Standard Profiles

Public Knowledge Base
Overview
Adding solutions

Reports
Generating Reports
Creating Custom Reports
Editing Custom Reports
Deleting Custom Reports
Filtering Reports & Views
Sorting Reports & Views

Sales Commission Programs
Enabling Commissions Porgram
Sales Commission

Sales Contracts
Contracts tab
Contract Mangement

Skype Integration

Spell Checker

Stay-in-Touch Mass Email
Exporting data
Mail merge

Tab Page Views
Creating Custom Views
Editing Custom Views
Deleting Custom Views

Tasks
What is a Task?
Viewing Tasks
Creating Tasks
Linking Tasks
Editing and Deleting Tasks
Task History

The Sidebar
Adjusting the Sidebar
Sidebar Panel Tools
Search
Advanced Search
My Favorites
Item History
Messenger
Calculator
Company Messages
Date & Time
Calendar

Trash Can
Restoring Deleted Items

Violation of Corporate Policies
Violations tab
Reports on Violations
Quick create for Violations
Importing/Custom Views for Violations
Viewing a Policy
Policy Violation Report

Web based Project Management
What is Web based Project Management ?
Viewing Projects
Viewing Project Tasks
Viewing Project Resources
Viewing Project Expenditures
Featured Projects
Managing Projects
Creating a Project
Saving a Project
Editing a Project
Deleting a Project
Project Tasks
Creating Project Tasks
Adding Project Tasks
Removing Project Tasks
Project Resources
Creating Project Resources
Adding Project Resources
Removing Project Tasks
Project Expenditures
Creating Expenditures
Removing Expenditures
Tracking Project Progress


Web Capture Tool
Creating a Capture Tool
Generating HTML
Editing a Capture Tool
Deleting a Capture Tool
Web Capture Fields

Workflow
Overview
Big Deal Alert
At-Risk Deal Alert
Business Support Hours
Workflow Rules
Workflow Tasks
Workflow Alerts
Adding Conditions

Working with Mass Data

ZIP Code Proxomoty Search

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.

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