Dashboards ProjectProject Management – Dashboards RapidStartCRM Project Management Addon adds the following two Dashboards, accessed from the sidebar: Project Metrics Dashboard Project Activities Dashboard You can switch between dashboards with the selector. An example of the Project Metrics Dashboards is shown below:… Read More
Project ScheduleProject Management – Schedule The RapidStartCRM Project Management Addon includes an interactive “Gantt” style Project schedule. On the Project Form “📅 SCHEDULE” tab. This displays all Active Project Tasks for the Project. Note: Self-Performed Tasks are Purple, Subcontracted Tasks Blue and Milestones are Black. The Schedule is also fully interactive. Drag a task left or… Read More
Project SubcontractorsProject Management – Subcontractors Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (Subcontractors). Creating Subcontractors Subcontractors are Account and/or Contact records where the option “🛠️ Is Subcontractor?” has been selected. Once selected and saved, the Account or Contact forms will transform to display information relevant to… Read More
Opportunities – ProjectProject Management – Opportunities If you are using the full RapidStartCRM App, you will see some additions to the Opportunity form. Opportunity Record Form (1) A New “🚀 Quick Steps” Button has been added to “Add Project”, this will convert the Opportunity into a Project (It is not necessary to mark the Opportunity as “Won”) This… Read More
Project TemplatesProject Management – Templates Building a Project with many Project Tasks can take some time. To save a lot of time creating similar projects, the RapidStartCRM Project Management Addon includes a Project templating system. This is one of the most Powerful features of the RapidStartCRM Project Management Addon! Creating a new Template from an existing Project… Read More
Accounts – ProjectProject – Accounts The RapidStartCRM Project Management Addon adds some features to the Account forms and includes a new Project-Focused Account form. Account Record Form On the Account Record form, you will see the additions. (1) A new tab for “🛠️ PROJECTS” (2) A new “🚀 Quick Steps” button to Add Project You will also notice… Read More
Contacts – ProjectProject Management – Contacts The RapidStartCRM Project Management Addon adds some features to the Contact forms and includes a new Project-Focused Contact form. Contact Record Form On the Contact Record form, you will notice the additions. (1) A new tab for “🛠️ PROJECTS” (2) A new “🚀 Quick Steps” button to Add Project You will also… Read More
RapidStartCRM Project Management Addon OverviewProject Management User Overview RapidStartCRM Project Management Addon? RapidStartCRM Project Management Addon is an extension to RapidStartCRM that adds Project Management capabilities. You should explore the RapidStartCRM User documentation link in the sidebar first, as the core functionality of RapidStartCRM is not included here. Get Started Project Management capabilities are included in the RapidStartCRM Core… Read More
Project TimeProject Management – Task Time A feature of RapidStartCRM Project Management Addon is the ability to enter Time spent on your Project Tasks. Task Time is recorded as a two decimal number for flexibility. You should decide what unit of measure you are going to track your Time by: Minutes, Hours, Days, etc., then use that… Read More
Project ExpensesProject Management – Expenses A feature of RapidStartCRM Project Management Addon is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project level. Add Project Expense Budget and Expenses On the Project form “📘 PROJECT SUMMARY” tab above, or the “💲PROJECT EXPENSES” tab below Viewing Expenses You can view Expenses… Read More