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Add a Project

Check out Accelo's Projects Module

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.

Create Dropdown


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.


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. 

Create Related2


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.

Create New Project 6 

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 Manager: The Manager for your Project. Pending personal preferences, this is the individual set to receive notifications regarding the Project.

      • Retainer: Select a Retainer that this project may be related to.

      • 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:

        Date Settings 2
          • Project Schedule Flexibility: 
            • Adaptive Schedule: On this option by default. This will enable adaptive project schedules, allowing for a project plan to change based on if work is running early or late. For example, if a task is set to begin on 3/1 and complete on 3/5 and an unforeseen obstacle occurs, the projected dates for that task can be adjusted. This also includes setting fixed deadlines and/or start dates for specific tasks and milestones if the project planner chooses. 


              NOTE: With an Adaptive Schedule, if a milestone in the schedule is started either early or on time, the task Start and Due dates under the milestone will not be impacted. If the milestone is started late, then the task Start and Due dates under the milestone will be shifted by the number of days the milestone started late (EX: If a milestone was begun three days late, then the Start and Due dates for the tasks under that milestone will be shifted forward three days.).

              This same effect applies when the entire Project is started late (in this case, all Start and Due dates for the Project will be shifted depending on how late the Project started).

              The above scenarios will not occur if the individual tasks have fixed Start and Due dates, though.

            • Fixed Schedule: When selected, the start date and end date for the project will always be what the user defines it as in the plan, which ensures that tasks will always auto start on their planned start date if they haven't started yet. This includes fixed schedules for tasks and milestones, meaning these items have a set start date and end date based on the project plan.

            • Fixed Deadlines: When selected, only the deadline/due date for Milestones & Tasks will be fixed to the project plan, with start dates reflecting dependencies and auto-start being optional.

          • Assignee 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.

          • Auto Start: 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. 

          • Instant Auto Start: If Yes, then milestones and tasks will automatically start when the Auto Start conditions are met. If No, then Auto Start will wait until the next workday.

          • Auto Complete: 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 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.

        2018 07 13 12 54 4
          • 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 its 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 be invoiced separately if not included).

            2018 07 13 13 00 34
            • 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.

        • Non-billable: 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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