60 lines
4.0 KiB
HTML
Executable File
60 lines
4.0 KiB
HTML
Executable File
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/*********************************************************************************
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* LICENSE: The contents of this file are subject to the SugarCRM Professional
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* End User License Agreement ("License") which can be viewed at
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* http://www.sugarcrm.com/EULA. By installing or using this file, You have
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* unconditionally agreed to the terms and conditions of the License, and You
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* may not use this file except in compliance with the License. Under the
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* terms of the license, You shall not, among other things: 1) sublicense,
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* resell, rent, lease, redistribute, assign or otherwise transfer Your
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* rights to the Software, and 2) use the Software for timesharing or service
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* the benefit of a third party. Use of the Software may be subject to
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* applicable fees and any use of the Software without first paying applicable
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* copyrights from the source code or user interface.
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*
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* All copies of the Covered Code must include on each user interface screen:
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* (i) the "Powered by SugarCRM" logo and
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* (ii) the SugarCRM copyright notice
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* in the same form as they appear in the distribution. See full license for
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* requirements.
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*
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* Your Warranty, Limitations of liability and Indemnity are expressly stated
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* in the License. Please refer to the License for the specific language
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* governing these rights and limitations under the License. Portions created
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* by SugarCRM are Copyright (C) 2006 SugarCRM, Inc.; All Rights Reserved.
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********************************************************************************/
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/*********************************************************************************
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********************************************************************************/
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-->
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//PL">
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<h1>Strona Szczegółów Projektów</h1>
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<p>Use this page to view project information.
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<ul>
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<li>To edit the project, click <span class="helpButton">Edit</span>, make the necessary revisions, and click <span class="helpButton">Save</span>.
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<li>To duplicate the information, click <span class="helpButton">Duplicate</span>. The system displays the new record in the list on the Projects Home page. You can then make modifications to the record and save it as a different project.
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<li>To delete the project, click <span class="helpButton">Delete</span>.
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</ul>
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Sub-panels for related records such as activities, history, contacts, accounts, opportunities, and quotes display on the page.
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<p>To add a new record such as a new contact, click <span class="helpButton">Select</span> in the appropriate sub-panel and select the record.
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If you installed the advanced Project Management module, the following additional options are available:
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<ul>
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<li><span class="helpButton">View Gantt</span>. Click this button to edit an existing project task or add a new one.
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<li><span class="helpButton">Save as Template</span>. Click this button to save the project as a template. Creating a project template enables you to save the associated project tasks for use in other similar projects.
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<li><span class="helpButton">Export to MS Project</span>. Click this button to open the project in MS Project or save it as a .mpx file to your local machine.
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</ul>
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<p>To add project resources, in the Resources sub-panel, click <span class="helpButton">Select User</span> or <span class="helpButton">Select Contact</span>. Users are members of your organizations who are assigned to the project and contacts are other external individuals such as customers or vendors.
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<p>To take scheduled holidays and vacations into account, you will need to create a project holiday for the user in the Project Holidays sub-panel. Click <span class="helpButton">Create</span>, enter the holiday date, specify the user from the Resource drop-down list, and click <span class="helpButton">Save</span>.
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