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Project Progressions & Fields

Project Progressions allow you to define the overarching project workflow so that you can keep things on rails and the process in line as you deliver a project to a customer. What... Read More

Project Progressions allow you to define the overarching project workflow so that you can keep things on rails and the process in line as you deliver a project to a customer. What Project Progressions do is combine both a movement of the progressions with an overarching status so that you can report better here and then, also, automate some of the actions that go into the project. For example, when a project moves from plan to a thirty percent down invoice you can automatically prompt Accelo to invoice the system as well as send an internal notification to our CFO, Rebecca Gramm, that an invoice is about to go out. What we'll do in this video is create a new custom progression and add a custom field to be prompted like a brief when we start the project. So now, when the user moves it from the proposal, that hand off with the sales or business development team, into an active project we can add an action of updating a field.

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