70 lines
4.2 KiB
HTML
Executable File
70 lines
4.2 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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* bureau purposes such as hosting the Software for commercial gain and/or for
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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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* fees is strictly prohibited. You do not have the right to remove SugarCRM
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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//EN">
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<h1>Projects</h1>
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<p>
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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.</p>
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<p>The Project Home page displays the following information:</p>
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<ul>
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<li>A Search sub-panel where you can enter the project name to search for it. To find only projects assigned to you, select the <span class="helpButton">Only my items</span> box. To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab. To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> tab.
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<li>A list of existing projects along with related information such as estimated time and actual effort.</li><ul>
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<li>To view the details of a project, click the name in the Project list.
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<li>To update or delete multiple projects, select the projects from the list and use the Mass Update sub-panel.
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</ul>
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<li>A Shortcuts section that displays the following options:
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<ul>
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<li><span class="helpShortcut">Create Project</span>. 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.
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<li><span class="helpShortcut">Create Project Template</span>. Click this option to create a template that you can use to create similar projects.
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<li><span class="helpShortcut">Project List</span>. Click this option to navigate back to the Projects Home page from a project's detail page.
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<li><span class="helpShortcut">Project Templates</span>. Click this option to view a list of existing templates.
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<li><span class="helpShortcut">Create Project Task</span>. Click this option to create a new project task.
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<!--BEGIN SUGARCRM OS ONLY -->
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<li><span class="helpShortcut">Project Tasks</span>. Click this option to view a list of tasks for all your projects.
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<!--END SUGARCRM OS ONLY -->
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<li><span class="helpShortcut">My Projects Dashboard</span>. Click this option for an overall view of the project's status.
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<li>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.
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</ul>
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