Project Expenses

Rapidstart CRM – Project Expenses

A feature of RapidStart CRM is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project Level.

You can get to your Project Expenses a couple of different ways.

Project Expenses List View

The List View of Active Project Expenses will open, which looks similar to a spreadsheet.

  1. To view all of your Project Expenses across all of your Projects icon in the side bar.
  2. There are a few different view filters available with RapidStart CRM, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Project Expenses, like exporting them to Excel for example. If you select one or more Project Expenses, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Project Expenses, like Assigning or Deactivating for example.
  4. To open a particular Project Expense record, you can click on the Subject.

Project Expense Record Form

The Project Expense Record form, is a pretty simple form to enter Project related Expenses.

  1. In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or Deactivating it, for example.
  2. Like most records, there are direct links in the header back to the parent record.
  3. When Creating an expense (see below) this information will be automatically captured.
  4. For the expense item, we are only collecting three pieces of information, a Subject and Description that you can use as you wish, and a dollar amount.

Creating New Project Expenses

You create new Project Expenses from a Project Record, which you can open from either the sidebar or a Company or Contact record. This is also where you would see Project Expenses related to a particular Project. To get there, open any Company or Contact record and then click on the Projects Tab, select a Project and then click on the Expenses Tab for the Project.

  1. From a Project record, select the Expenses Tab to display the list view of related Project Expenses.
  2. The Project Expense list shows the Project Expenses that are related to the Project. To open a particular Project Expense record, you can click on the Subject.
  3. To create a new Project Expense, click on the New Project Expense button.

New Project Expense Rapid Create Form

Throughout RapidStart CRM we have focused on simplicity and speed. When you click on the New Project Expense button, it brings in the Rapid Create form

  1. The Rapid Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the list. Use Save and Create New, to create several records at once.

*Pro Feature at additional Cost

Project Tasks

Rapidstart CRM – Project Tasks

A feature of RapidStart CRM is the ability to break a larger Project into Project Tasks, like mini-projects. Project Tasks are added at the Project Level.

You can get to your Project Tasks a couple of different ways.

Project Tasks List View

The List View of Active Project Tasks will open, which looks similar to a spreadsheet.

  1. To view all of your Project Tasks across all of your Projects, click the  icon in the side bar.
  2. There are a few different view filters available with RapidStart CRM, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Project Tasks, like exporting them to Excel for example. If you select one or more Project Tasks, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Project Tasks, like Assigning or Closing for example.
  4. To open a particular Project Task record, you can click on the Task Name.

Project Task Record Form

The Project Task Record form, is a more elaborate form. Like we said, a Project Task is kind of a mini-project, that when taken as a group, represent a larger Project. You can certainly use this however you like, or not at all.

  1. In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or Closing it, for example.
  2. In addition to the Parent Project information on the left, in the Center panel are the Project Task Details. You can set many of these values here, some of them will be summed up on the Project Details panel of the Project, for example, “% Complete” and the Time related information. You can enter a total time estimate for this Project Task, and the total Task Hours field is automatically populated from the Time entries.
  3. Most records in RapidStart CRM have a Timeline panel to track activities on that particular record.
  4. Most records in RapidStart CRM have “Tabs” to move between other areas of the particular record. On the Project Task record there are additional tabs for Time and Custom Fields.
  5. The Project Task record includes a Project Task Process Flow, to guide your users through the steps of successfully completing the Task.

Creating New Project Tasks

You create new Project Tasks from a Project Record, which you can open from either the sidebar or a Company or Contact record. This is also where you would see Project Tasks related to a particular Project. To get there, open any Company or Contact record and then click on the Projects Tab, select a Project and then click on the Tasks Tab for the Project.

  1. From a Project record, select the Tasks Tab to display the list view of related Project Tasks.
  2. The Project Task list shows the Project Tasks that are related to the Project. To open a particular Project Task record, you can click on the Task Name.
  3. To create a new Project Task, click on the New Project Task button.

New Project Task Rapid Create Form

Throughout RapidStart CRM we have focused on simplicity and speed. When you click on the New Project Task button, it brings in the Rapid Create form

  1. The Rapid Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the list. Use Save and Create New, to create several records at once.

Projects

Rapidstart CRM – Projects

A feature of RapidStart CRM is the ability to create and track Projects for the delivery of your services. You can create simple single-level Projects, or you can break larger Projects down into Project Tasks, like mini-projects. You can also track Time and Expenses for your Projects.

You can get to your Projects a couple of different ways.

Projects List View

The List View of Active Projects will open, which looks similar to a spreadsheet.

  1. To view all of your Projects across all of your Companies and Contacts, click on the  icon in the side bar.
  2. There are a few different view filters available with RapidStart CRM, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Projects, like exporting them to Excel for example. If you select one or more Projects, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Projects, like Assigning or Deactivating for example.
  4. To open a particular Project record, you can click on the Project Name.

Project Record Form

The Project Record form, is will where you will work to deliver a project you are working on for a Customers.

  1. In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or Deactivating it, for example.
  2. In addition to Company and Contact information, in the center there is also a Project Description Panel, for a general description of the Project.
  3. Most records in RapidStart CRM have a Timeline panel to track activities on that particular record.
  4. Most records in RapidStart CRM have “Tabs” to move between other areas of the particular record. On the Project record there are additional tabs for Details, Tasks, Schedule, Expenses and Custom Fields.
  5. The Project record includes a Project Process Flow, to guide your users through the steps of successfully completing a Project.

Creating New Projects

You create new Projects from either a Company or Contact record. This is also where you would see Projects related to a particular Company or Contact. To get there, open any Company or Contact record and click on the Projects Tab.

A Contact Record is shown here, but the steps are identical from a Company record.

  1. From a Contact or Company record, select the Projects Tab to display the list view of related Projects.
  2. The Project list shows the Projects that are related to either the Contact, or if looking at this view from a Company Record, it shows all Projects related to all Contacts with that Company. To open a particular Project record, you can click on the Project Name.
  3. To create a new Project, click on the New Project button.

New Project Rapid Create Form

Throughout RapidStart CRM we have focused on simplicity and speed. When you click on the New Project button, it brings in the Rapid Create form

  1. The Rapid Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the list. Use Save and Create New, to create several records at once.

Project Details

On the Project Record Form, there is a tab called details, with a few things you should know about, including some items that are automatically calculated.

  1. Click “Details” to open the Details Tab
  2. On the Project Details Panel, you can create a Start and End Date. The Average Percentage of Completion is calculated from Project Tasks.
  3. On the Expenses Panel, you can enter a Budget amount. The Actual and Remaining amounts are automatically calculated from Expenses.
  4. On the Time Panel, all of this information is automatically calculated from Time and the Project Tasks

RapidStartCRM Homebuilder Overview

CRM Homebuilder

What is RapidStartCRM Homebuilder?

RapidStartCRM Homebuilder is a simple to use, Basic CRM application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Homebuilder Core

The core of RapidStartCRM Homebuilder are Contacts, Opportunities, together with the areas in which you might engage with either, or all three. Contacts are at the top of the hierarchy, and Contacts are occasionally related to Companies (but not usually for Homebuilders, see Contacts). If you look at a Company and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases.

What can you do with RapidStartCRM Homebuilder?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStart CRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM Homebuilder.