Project Management – Projects

The main feature of the RapidStart CRM Project Management Addon is the ability to create and track Projects for the delivery of your services. You can create simple single-level Projects and just use the Timeline to track progress, or you can break larger Projects down into up to 250 Project Tasks. You also can track Subcontractors, Time and Expenses for your Projects and you can create Projects using Templates (See Project Templates in the documentation)

Create Projects

You create new Projects from either Account, Contact, or Opportunity records.

View Projects

You can view active Projects in a few of different ways, on the “🛠️ PROJECTS” tab of an Account or Contact record, from the Project link on originating Opportunity records, or from “🛠️ Projects” in the Sidebar

To open a Project, click on the “🛠️ Project Name”

Project Form

The Project Form is the core component of the Project Management capabilities

(1) There are Tabs to other items that are related to this Project which are discussed elsewhere in this documentation
(2) The “🛠️ Project Information” Pane displays the Originating Opportunity (If created from Opportunity) and related “🏢 Account” and/or “👤 Project Contact”
(3) The “🛠️ Project Details” Pane displays information about the Project including several automatically updated items
(4) Project specific “🚀 Quick Steps”