-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.
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
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 |
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 |