Projects

Keep track of the Projects you and your Team are working on, including their Status and the work that has been done against them.

 

View your Projects List

Click on the Modules button on the bottom right of the screen.

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Click on Projects to view a list of all Projects within Accelo. 

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This will bring up a list of all Projects within Accelo, which you can filter as needed.

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  1. Filter your Projects  by your Saved Filters
  2. Search for a particular Project.
  3. The Title of the Project.
  4. The Project Client. 
  5. The Project Status.


View Project Details

Click on a Project to view more details of the Project.

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  1. Create an ActivityAdd a Timer, or Create a Task against the Sale.
  2. The Project Title.
  3. The Project Status.
  4. The Project Type.
  5. The Project ID.
  6. The Project Client.
  7. The Project Contact.
  8. The Project Manager.
  9. The Project Usage by Value and Hours.
  10. Billable and Non-billable Work logged on the Project.
  11. Access the Stream, Tasks, Timers and Modules from the Navigation Bar.
  12. Key Dates such as Project Start and Due Dates.
  13. Access the Project Stream to view all Activities on the Project.
  14. All Expenses created against the Project.
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