Help & Support » Guides » User Guide » Modules » Projects » Add a Project

Add a Project

Create a project for a Company or an individual contact in one click, cutting down on unnecessary administrative work, and saving you time by pulling in all details from the original sales quote.

Using this guide, you can:


 

Add a Project

Easily create a new project in a number of ways:
 

Add a Project with the Create button

The simplest way to create a project is by hitting the Create button on the navigation bar and selecting Project.

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Convert a Quote to a Project

Once a Quote has been accepted it can be converted to a Project. The quote will pull in all information from you quote details, and instantly convert to milestones and tasks in your Project plan.

To convert a quote to a project:

  1. From the Quote Page, click Convert to Project.

  2. The process is seamless since all of the milestones, tasks, budgets, assignees, etc. presented in the Estimate convert directly into the Project Plan.

Convert Quote to Project  

Create a Project on a Company or Contact page

On your Company or Contact records, Click the +Add button from the menu, and choose New Project.

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Creating Related Projects from a Sale

If you are working with a Sale, you can start setting up a new project and be sure it's linked to the sale using the Create Related button. When viewing the project, you'll see a Related section which points back to the sale. 

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Create New Project Page 

Each of these methods will load a Create New Project page.

On this page, enter the basic requirements for creating a project. Some additional details may be required depending on the configurations your administrator has set up.

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Project Information includes the following:

  • Name of the Project: This is for the name or title of your Project.

  • Project Details: These are the various details related to your Project based on your configurations.

      • Company: The company on which this project belongs to.
      • Company Contact: The primary Contact from the Company for which this Project will be under.
      • Type: Select your Type to load your custom field options and status progressions unique to that Type. If you don't have different Types, the default one pre-configured in your Accelo account will be selected.
      • Status: The associated Statuses to your Type.
      • Project Owner: The Manager for your Project. Pending personal preferences, this is the individual set to receive notifications regarding the Project.
      • Related to Sale: Select a Sale that this Project may be related to. If you converted this Project from a Quote, this is automatically selected.
      • More:  Clicking on "More" will reveal additional (and often optional) fields to configure:

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          • Skills: These are the skills required to work on the Project that you define. This helps filter for user assignment based on their associated skills
          • Tags: You can add new Tags or select pre-defined ones to help filter for your Project on your list pages.
          • Comments: Additional details you may wish to add regarding the Project.
  •  Dates: This section is where you define your various date fields and how you wish for your Project to be automated regarding how people react on approaching deadlines.

      • Planned Start: This is the date you plan on starting your Project. This is overwritten for when the Project is actually started (when you progress the status). This record is kept for seeing how often you start on time with your planned dates.
      • Planned Due: This is the date you plan on your Project being due. Depending on how late you start your Project, this date may automatically be pushed out depending on your preferences. 
      • Deadline: This is the date that your Project must be completed by. An additional field to determine whether or not a Project is simply overdue or if it is passed a key deadline. It can be used with Triggers to notify the appropriate parties, typically the Project Manager. Note: This will only appear after you've chosen a Type. 
      • Advanced Date Settings: For those who want more granular control over the various automation preferences of Project Dates, we have a number of settings available that you can expand on:

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          • Fixed Schedule: On No by default, if your work is started late, we automatically push the start date back for each day it is missed to try to predict the actual start date. If this behavior is undesired and you wish for the Start dates to remain the same, select "Yes", and the start date will always be what you define it in the plan even if no one started it on time.
          • Level of Editing: Task Assignees by default have the option of configuring their Task dates to whichever date they'd like to update the Manager on how long it'd take them to finish. However, you can remove this ability from them to make sure they can only set due dates within the Project limits, thus gently informing the assignee that the due date for the tasks on this project are non-negotiable.
          • Autostart: When the start dates approach, we can automatically progress the status of any work from "Pending" to Start as long as there are no dependencies restricting this behavior. Alternatively, you can set it so that users actually need to update the Status to started. The latter setting is preferable for Project Managers who want to know when their staff is actively working on a Task, rather than relying on automation updates with no real work logged.
          • Autocomplete: You can set it so that a Milestone will automatically mark itself as complete when all children Tasks beneath it have been completed. This is very handy when the milestone itself is just a budget/categorical placeholder.
          • Acceleration: By default, dependencies for a late Task will push the dates for the dependent Task in the future. However, when the initial Task finishes early, the dependent Task's start dates remain the same. However, you can set this so that the Task's Start date will immediately pull up to whenever the initial Task is completed. 
          • Predicted End Dates Based On: By default, if a the duration of a Task is set to be (for example) 10 days, if it is started early (or late), the due date will be when it was started + 10 days. However, it can be configured that regardless of how late or early it starts, the due date will never change from what it was defined as in the plan. The latter setting is recommended for Projects with solid deadlines.
  • Budget & Billing Defaults: Configure a variety of options for your Project billing preferences. Defining this is optional:
      • Project Template (No Default): Having No Default Project Template provides a couple of options in defining your billing preference.

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          • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
          • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
      • Project Template (Custom Budget Defaults): You can customize your budget based on three primary options.

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          • Fixed Value: Also called Fixed Fees, or Set Price. This is when you want your service budgets to remain locked and not roll up any values from it's children. This is the recommended setting you wish to set if you bill/invoice off of a set value not to be influenced by how much work you actually put into it. If you select this, you will be prompted to enter your fixed budget as well as indicating whether or not this budget includes your Materials and Expenses (they can invoiced separately if not included).

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            • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
            • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
          • Calculated Price: This setting rolls up and calculates all children budgets (Tasks) and rolls it up to a grand total. We recommend this setting for those who wish to have a flexible budget depending on scoped work that may change. 

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            • Project Invoice Template: Select an Invoice Template to use, which will define which Service & Tax Codes we should use. 
            • Billing Contact: If the Primary Contact is not the one who should be receiving the invoice, you can set up a different Billing Contact to receive it.
        • Nonbillable: Use this setting if this Project is never meant to invoice anyone. This is preferable for Projects that are meant for internal purposes, or free. 
    • Project Template: Lastly, you will see a list of all your available Project Templates you have set up (which can have their own associated billing preferences). You can choose these to pre-populate your Project Plan.
  • Custom Fields: On the far right of your Create New Project Page will be a list of available Custom Fields to define. These will populate based on your Project Type. 

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