Table of Contents Previous Next Index

Sugar Community Edition User Guide

Version 5.0


Chapter 3 Using Sugar : Projects Module

Projects Module
Use the Projects Module to create and manage projects for your organization.
Every project is assigned to a user. The assigned user is the project manager. By default, this is the user who created the project. The assigned user can assign the project to another user .
Creating a Project
In the Projects module, you can create, manage, and duplicate projects and project tasks.
You can define multiple project tasks for each project. When you create a project task, you must associate it with a project. You can associate a project with multiple activities, accounts, opportunities, and cases. You can also create projects and project tasks from an email’s detail page.
To create a project
1.
In the Shortcuts menu, click Create Project.
2.
On the Projects page, enter information for the following fields:
Name. Enter a name for the project.
Status. From the drop-down list, select the project status such as Draft, In Review, or Published.
Start Date. Click the calendar icon and select the project start date.
End Date. Click the calendar icon and select the project end date.
Assigned to. Enter the name of the user who has ownership of the project. By default it is assigned to you.
Priority. From the drop-down list, select the importance of the project such as Low, Medium, or High.
Description. Enter a brief description of the project.
3.
Click Save to create the project; click Cancel to exit the page without creating the project.
When you save the project, the project’s detail page displays on the page.
From this page, you can create records such as contacts and opportunities.
To create a project task
1.
In the Shortcuts menu, click Create Project Task.
2.
On the Project Tasks page, enter information for the following fields:
Name. Enter a name for the task.
Assigned to. Enter the name of the user who has ownership of the task. By default it is assigned to you.
Status. From the drop-down list, select the current status of the task.
Task Number. Enter a number for the task. A task number uniquely identifies the task. You can refer to a task by its number instead of its name.
Depends on. From the drop-down list, select another task that will need to be completed before proceeding with this task.
Priority. From the drop-down list, select a priority level that reflects the importance of completing this task.
Milestone. Check this box if the completion on this task is considered a milestone for project completion.
Order. Enter a number to specify the sequence of the task in the list of project tasks. Specifying the order is useful when a task does not have any dependencies assigned to it.
Project. From the drop-down list, select the project associated with the task.
Progress (%). Enter the percentage of the task that has been completed.
Utilization. From the drop-down list, select the number of work hours that a user should dedicate their work hours towards the assigned task. Only one person can be assigned to a given Project Task.
Start Date. Click the Calendar icon and select a start date for the task; enter the start time in the adjoining field.
Estimated Efforts. Enter the sum of estimated efforts for all project tasks.
Due Date. Click the Calendar icon and select the due date for task completion; enter the end time in the adjoining field.
Actual Efforts. Enter the sum of actual efforts for all project tasks.
Description. Enter a brief description of the task.
3.
Click Save to create the task; click Cancel to return to the project detail page without creating the task.
To manage a project
To sort the list view on the Projects Home page, click any column title which has the icon beside it; to reverse the sort order, click the column title again.
To edit the project details, click Edit on the project’s detail page, make the necessary changes, and click Save.
 

Table of Contents Previous Next Index

Copyright 2004-2008 SugarCRM Inc.
Product License