Progression Actions for Projects

Set up Special Process Actions for your Projects to save time on your work and make sure that all processes for the Project to finish are completed accordingly.

Special Process 2

Using this guide, you can:

 

Open Project Plan Action

Open Project Plan

When a Project is created, automatically show the option to set up the Project Plan and budget. This is recommended for a progression upon creation of a Project, as it will ensure that your staff remembers to plan the Project before starting work on it. This action can be skipped, if the staff member is not ready to plan the project.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Open Project Plan.

  

Complete All Outstanding Tasks and Milestones Action


Complete Tasks Milestones2

Automatically complete all tasks and milestones that were created against the Sale. This action is recommended for when a Sale progresses to the "Closed" or "Won" status, as it will automatically complete all the work that was done to close that Sale. This is a hidden action, meaning that it will happen in the background when the progression occurs.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Complete All Outstanding Tasks & Milestones.

 

Cancel All Outstanding Tasks and Milestones Action

Cancel Tasks Milestones

Automatically cancel all tasks and milestones created against the Sale. This action is recommended for when a Sale progresses to the "Canceled" or "Lost" status, as it will automatically cancel all the work currently being done to close the sale. This is a hidden action, meaning that it will happen in the background when the progression occurs.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Cancel all Outstanding Tasks and Milestones.

  

Approve Work Action 

Approve Work

Using a progression action, you can bundle this approval feature into a change in status for the project. For example, if you have a progression that moves your project from Active to Complete, then this could be an appropriate time to prompt the user to review any unapproved time on the project once the work is done.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Approve Work.

 

Invoice Action

Invoice Option

The invoicing process can be configured for any progression on a project. For example, if you convert your Quote into a Project, you can instantly prompt a Project Invoice before your project is progressed into a commenced or active status to ensure the project manager produces a "Project Deposit" invoice. By bundling the invoice process into a progression the user will be prompted to create an invoice - but they can skip the invoicing step if unnecessary.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Invoice.

 

Add Team Members Action

Add Team Members

Add contributors to a Project to make sure that all necessary people are kept apprised of the Project as it progresses. This process is recommended as an action upon creation of a Project, so that the contributors are looped in for the entire process. This is an action which can be skipped, if no contributors are necessary.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Add Team Members.

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