Projects

-allows the User to arrange their organisation's projects by tracking a number of Tasks and allocating resources
-Once set up, a project can be visualised in the form of a Gantt chart or using the project grid.

Project Actions

Creating Projects

-can create, manage, duplicate Projects and Project Tasks
-can associate a Project with:
-multiple activities
-Accounts
-Opportunities
-Cases

can create a project and project tasks from an email's detail page

can relate a project to records such as Contacts & Opportunities

there is a Change Log for audited fields


Projects Field List

Label/Field Name Required Type Notes
1 ID Yes ID
2 DateCreated Date/Time
3 DateModified Date/Time
4 Assigned To Relationship - Users
5 Modified By Relationship - Users
6 Created By Relationship - Users
7 Name Yes TextField
8 Description TextArea
9 Start Date Yes Date
10 End Date Yes Date
11 Status Drop Down List
12 Priority Drop Down List
13 Total Estimated Effort (hrs) Integer
14 Total Actual Effort (hrs) Integer

Project Tasks Field List

Label/Field Name Required Type Notes
1 ID Yes ID
2 DateCreated Date/Time
3 DateModified Date/Time
4 Name Yes Name
5 Status Drop Down List
6 Description TextArea
7 Start Date Yes Date
8 Finish Date Yes Date
9 % Complete Integer
10 Assigned To Relationship - Users
11 Modified By Name Relationship - Users
12 Priority Drop Down List
13 Created By Relationship - Users
14 Milestone CheckBox
15 Order Integer
16 Estimated Effort (hrs) Integer
17 Utilization (%) Integer
18 Project Name Relationships - Projects