Projects

Use the Projects module to create and manage projects for your organization. A project can be associated with multiple tasks and activities pertaining to one or more accounts and opportunities.

The Project Home page displays the following information:

• A Search sub-panel where you can enter the project name to search for it. To find only projects assigned to you, select the Only my items box. To perform an advanced search using additional fields, click the Advanced Search tab. To customize and save the search layout and results, click the Saved Search & Layout tab.
• A list of existing projects along with related information such as estimated time and actual effort.
• To view the details of a project, click the name in the Project list.
• To update or delete multiple projects, select the projects from the list and use the Mass Update sub-panel.
• A Shortcuts section that displays the following options:
  • Create Project. Click this option to create a new project. Alternatively, you can use the New Project quick form to create the project and add enter additional information after you save it.
  • Create Project Template. Click this option to create a template that you can use to create similar projects.
  • Project List. Click this option to navigate back to the Projects Home page from a project's detail page.
  • Project Templates. Click this option to view a list of existing templates.
  • Create Project Task. Click this option to create a new project task.
  • Project Tasks. Click this option to view a list of tasks for all your projects.
  • My Projects Dashboard. Click this option for an overall view of the project's status.
  • A New Project quick form that you can use to create a project with only the required fields. You can enter additional information after you save the project.