RapidStartPROJECT Project Creation
To help understand how all of the Project parts work together, let’s walkthrough the creation of a new project from scratch. You can start from either an Account or Contact record, for this example we will start by opening a Regular Contact record.
From the Contact record (or Account record), click the “Add Project” Quick Step .
Project Quick Create
The Project Quick Create will slide in. Give your project a name , and add an optional description , if this project will use a template select it here from your previously created templates . Add an optional Project Category , (you can create your Project Categories in the RapidStart Settings app). Enter Project Start and End dates . (You can change any of these selections later).
Navigate to the Projects tab on the Contact Record . You can see your new Project in the Projects list . Click the Project Name to open the record.
As you can see, our Project has been created with quite a bit of data already. If you want to track your expenses, you can enter an expense budget here . The next step is to start creating some Project Tasks by clicking the Add Task Quick Step button .
Project Tasks Quick Create
Give your task a name and an optional description of the task. Add an optional Task Category , (you can create your Task Categories in the RapidStart Settings app). Set the Priority and whether this will be Billable. Enter a time budget for the task , (this is a decimal number based on your own units, it could mean days, hours, minutes, etc). Provide a Start and End date for the task . Since this is the first task, or for any task that is not dependent on others, we will leave this blank . (If a future task requires a task to be completed before it, you would select that here). Lastly, we can associate this task to a Subcontractor (Account), or change the Task Owner to another user.
Project Tasks Tab
Navigate to the Projects Tasks tab on the Project Record . You can see your new Tasks list . Click a Task Name to open a Task record to work on the task.
Project Task Record
There are a couple of common things that a Task Owner might do on a Task, like add time . Manually adjust the % Complete slider , and add activities in the Timeline . The budgeted time vs. total time so far can be viewed here . The budgeted time can also be adjusted here. Let’s add a Time Entry by clicking on the Add Time Quick Step button.
Add Time Quick Create
On the Add Time quick Create form, we will give the item a description , and enter our time , (this is a decimal number based on your own units, it could mean days, hours, minutes, etc.)
Task Time Tab
Navigate to the Task Time tab on the Project Task Record . You can see your new Time entries . Click an Item Name to open a Time Entry.
Expenses are tracked at the Project level, to add an expense, open a Project and click the Add Expense Quick Step button .
Expense Quick Create
Give your Expense item a name and an optional description of the expense . Enter the amount .
Project Expenses Tab
Navigate to the Project Expenses tab on the Project Record . You can see your new Expense entries . Click an Item Name to open an Expense Entry.
Congratulations, you have a Project! Remember, everything you have seen can be customized and/or extended to meet your needs perfectly.
Review the detailed sections of the documentation for more information.