Projects Form
Use the Projects form to enter, view, and edit core management and accounting data for your projects.
- Related Topics:
- Display the Projects Form
You display this form in the Projects hub. - Header Fields for the Projects Form
Fields and options that display on the Projects form in the header area above the tabs are generally available regardless of the currently selected tab. - Actions Bar for the Projects Form
Use the Actions bar on the Projects form as a shortcut to actions that you routinely perform. - Overview Tab of the Projects Form
Use the Overview tab on the Projects form to enter, edit, or review basic information about a project. - Accounting Tab of the Projects Form
Use the Accounting tab to enter a variety of accounting information for the project, including billing client information, revenue calculation methods, and cost calculation methods. - Team Tab of the Projects Form
Use the Team tab on the Projects form to create and maintain lists of the firms, employees, and external contacts that are associated with the project. - Dates & Costs Tab of the Projects Form
Use the Dates & Costs tab to enter or review project cost data and key project dates. The information on this tab provides a snapshot of a project's budget and both upcoming and past milestones. You can enter costs and milestones at the project level and for individual work breakdown structure (WBS) elements at any lower WBS levels. - Activities Tab of the Projects Form
The Activities tab on the Projects form presents a history of activities for the project, such as meetings, phone calls, and key tasks. This tab displays only if either the CRM or CRM Plus module is activated. Activities are also visible in the Contacts, Firms, Marketing Campaigns, and Employees hubs, from user-defined hubs, and from the calendar. - Marketing Campaigns Tab of the Projects Form
Use the Marketing Campaigns tab to associate one or more marketing campaigns with the project. The Marketing Campaigns tab is only available if the CRM Plus module is activated. - Competition Tab of the Projects Form
Use the Competition tab on the Projects form to create and maintain a list of the other firms that are pursuing the project. - Proposals Tab of the Projects Form
Project proposals are the primary tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract. Use the Proposals tab on the Projects form to enter a project's background or history information, including project codes, descriptions, awards received, and associated proposals. - Files & Links Tab of the Projects Form
Use the Files and Links tab to upload, view, and store files that are related to the currently selected project. You can also add URLs, email addresses, and links to files and graphics. - Collaboration Tab of the Projects Form
If you enable Collaboration Business integration, you can use the Collaboration tab to share information and collaborate with team members through conversations related to the current project. This promotes greater communication and increased productivity.
Parent Topic: Fields and Options