Project
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Project Listing
The Project List screen provides a centralized view of all projects, allowing users to effectively manage and monitor their status. Below are the key features and functionalities visible on this screen.
Folders for Data Filtering
Easily categorize and filter projects based on predefined folders.
This feature enables users to focus on specific project categories without navigating through unrelated entries.
Tag-based Classification
Utilize tags to label and group projects for easier tracking and retrieval.
Tagging allows for better organization and flexibility in filtering the project list.
Search Option
Quickly locate specific projects using the search bar at the top of the list.
Enter keywords related to the project name, customer, or other fields to refine results.
Total Projects Counter
Displays the total count of projects listed, providing a quick snapshot of workload or inventory.
Project Insights Panel
The Project Stats button opens a panel displaying graphical and numerical insights about the project statuses.
Metrics include:
Total Projects: The overall count of all projects in the system.
Upcoming Projects: Projects scheduled to start soon.
Projects In Progress: Projects currently active and underway.
Completed Projects: Projects successfully finished.
You can create a new project by clicking “New” on the right side of the screen. You will be presented with the following screen.
The screen is organized into various sections for streamlined navigation and data entry. Users can define the project name, timeline, resources, milestones, tasks, and financial details to ensure proper tracking and execution.
Field List and Descriptions
1
Project Number
A unique identifier for the project (e.g., "PRJ-00012").
2
Project Name
The title or name of the project (e.g., "ITech Implementation Plan").
3
Stage
Indicates the current phase of the project lifecycle (e.g., Initiation).
4
Status
Reflects the progress or state of the project (e.g., "In Progress").
5
Customer
The organization or client commissioning the project (e.g., Aster DM).
6
Primary Contact
The main contact person from the customer's organization.
7
Project Manager
The person responsible for managing and overseeing the project.
8
Tasks and Milestones Section
Displays details about the number of tasks, milestones, completed tasks, and resources assigned.
9
Timeline & Duration Section
Specifies the start date, estimated end date, calculated end date, and project duration.
10
Invoice Details Section
Covers the invoicing method, allocated hours/days, billed hours/days, and remaining unbilled hours/days.
Project Details Overview Displays critical project attributes, including the name, project number, customer, contact, and assigned project manager.
Main Tabs
Project Details: Highlights core information such as milestones, tasks, timelines, and invoicing details.
Resources: Assigns team members and resources to the project.
Milestones: Lists specific goals or checkpoints for the project.
Tasks: Tracks detailed task lists and their statuses.
Timesheets: Log hours worked by team members.
Save/Cancel Options At the top-right corner, users can save changes or cancel edits. Options for Feed, Attachments, and Project Insights are also available.
The Project Summary screen provides an overview of the project's key information. It is divided into three sections.
Milestones Check This section provides an overview of the tasks and milestones associated with the project. It offers insights into the number of milestones and tasks planned, the number completed, and the percentage of tasks finished. This information helps in tracking progress and identifying areas that require attention.
Field List and Descriptions
1
Number of Milestones
Total number of milestones defined for the project.
2
Number of Tasks
Total number of tasks included in the project.
3
Completed Tasks
The number of tasks that have been successfully completed.
4
Completed Task (%)
Percentage of completed tasks relative to the total number of tasks.
Project Status: This section highlights the project's timeline, including key dates and the current phase of progress. It is designed to provide transparency on whether the project is on track, delayed, or ahead of schedule. Project managers can use this section to ensure milestones are achieved within the planned time.
Field List and Descriptions
1
Start Date
The date when the project was initiated.
2
Estimated End Date
The anticipated completion date of the project.
3
Project Stage
The current phase of the project (e.g., Initiation, Planning, Execution).
4
Project Status
Indicates whether the project is In Progress, On Hold, or Completed.
5
Estimated Project Duration
The projected time required to complete the project.
6
Calculated End Date
The system-calculated date for project completion based on current progress.
Billing and Cost Analysis This section focuses on financial tracking and resource allocation for the project. It ensures transparency in invoicing and helps project managers monitor allocated, billed, and unbilled time, as well as remaining resources.
Field List and Descriptions
1
Invoice Method
The methodology used for billing (e.g., time-based, milestone-based).
2
Allocated Days
Total number of days allocated for the project.
3
Unallocated Days
Days not yet assigned to specific tasks or resources.
4
Billed Days
Total number of days already invoiced.
5
Unbilled Days
Total number of days yet to be invoiced.
6
Allocated Hours
Total number of hours allocated for the project.
7
Unallocated Hours
Hours not yet assigned to specific tasks or resources.
8
Billed Hours
Total number of hours already invoiced.
9
Unbilled Hours
Total number of hours yet to be invoiced.
10
Remaining Hours
Total remaining hours available for the project.
As part of the details of a Project, a dedicated Analysis tab is provided to give cross section of the task and timesheet data against the Project. This allows for a very thorough analysis of trends and patterns which can help to make proactive decisions on the running of the project.
The Project Manager Desktop screen serves as the main dashboard for the Creatio CRM Project Manager add-on. It provides users with a quick, at-a-glance summary of ongoing projects, tasks, and overdue activities. The interface is designed to help users efficiently navigate through key project management modules and stay updated on the status of their work.
Key Features
Welcome Banner Displays a personalized greeting with the user’s name (e.g., "Hello, Ajay!"). This helps create a user-friendly and engaging experience.
Summary Tiles
Ongoing Projects: Displays the number of active projects the user is currently managing or involved in.
Ongoing Tasks: Shows the number of tasks currently in progress, providing a snapshot of ongoing workload.
Overdue Tasks: Highlights the number of tasks that are overdue, helping the user prioritize critical work.
This function will check for the Project and tasks that are overdue. For any tasks that are late an Email Notification will be displayed. This will prevent the project from moving further through the workflow until these tasks have been completed.
