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.

Using this guide, you can:

 

Plan Action

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 Plan.

  

Work Done Action

Automatically complete all tasks 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 Work Done.

 

Work Canceled Action

Automatically cancel all tasks 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 Work Canceled.

  

Approve Action 

It's important to mention that to reach the Approval feature, you don't have to use a progression. You can simply click the Approve Work button on the Overview Tab of the View Project page. 

accelo.approve work button 

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.

 

Invoice Action

Similar to the approval of a project, invoicing of a project can be achieved when viewing a project - just click the Invoice button on the Overview Tab of the View Project screen.

accelo.invoice project

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 Contributors Action

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 Contributors.

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