Projects Setup

Configure your Project module to perform any and all of your project flow processes. Automate your project progressions, setup triggers to automate your process, and add custom fields for better reporting.

Using this guide, you can:

  • Set up Project Statuses

  • Customize Progressions & Actions

  • Create Custom Fields

 

General Configuration

To access the Projects Configuration page:

  1. Click on the Modules Button and choose Configuration.
  2. Choose Projects from the configuration menu and Settings.

Choose what you want on your Projects module to be named, and in the configurations options, you can adjust settings that affect the way your Project modules work.

For information on setting up statuses and progressions, please refer to the Business Processes configuration page.

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