Projects or Leads Module

Introduction

The project module of Tactic can be termed as one of the most important modules. This module possess a number of purpose, which include following leads and opportunities, managing projects and tasks, keeping a track of time that has been consumed during the execution of a specific project.

Installation

There is no need of installing this module, as it is already included within Tactic services.

Setup

For using this module the users need to enable it by using an administrator account. The menu options for activating this module are: Home –> Setup – > Module. The users then need to click on Activate. The modules will be activated after completing this step. The settings icon will be visible at the end of the module box, the users can click in that to access further setup for this module to access the functionalities in a better way.

Functionalities of Project Module

• The users can add predefined fields of choice in order to manage the data with more efficiency
• The visualisation of a project can be set by the users or the admins. The projects can be published as “public” to be visible to every person of the company. Or it can be limited to only a group of employees and/or partners.
• There is a feature to count time that is spent on a specific project
• Estimated progress can be added to the task as well
• Sub-task can be added along with the hierarchy of tasks
• If there is an hourly rate is added to the user card, the cost for every spent hour will also be calculated and reported
• Project module supports status of project and end date

Creation of a project

A project can be created directly from the project module. The users can add ant third-party to draft a project. Members can be added to each project as well. The users will also be able to assign participants. The status if the projects can be updated and changed as per the progress of the project.

Modification can be done by clicking on the option of Modify.

Deletion can be done by clicking on the option of Delete.

Adding a contact

Projects & leads module in Tactic allows the users to manage their company projects in more convenient and easier manner. Hence, the users are also allowed to add contacts to the projects for better performance. For adding contacts to the projects, the users need to follow a few steps, which are,

Projects & leads module (from the main menu) -> leads | projects -> list -> choose the concerned project -> contacts of project tab -> add the contacts as per your requirement by clicking on the drop-down arrow -> click on “add”. You can also choose the role of the contact from the two available option, contributor, and project leader. The contacts of the project will be updated accordingly.

Adding a project to contract

The users can also add projects to contracts while creating those. It is done by going through an easy process. Go to commerce (from main menu) -> contracts -> new contract -> fill in the criteria -> go to the project field -> add the project by clicking on the drop-down menu -> save. The project will be added to the contract very easily.

Other Information

• The budget fields can be added in the tasks just as the projects.
• If you are looking for a specific project, you can easily filter in the search area by date from and to and easily find the one you are looking for amid a bunch of other projects. This filter works for contact as well, you can filter your projects based on the contacts associated with the same.
• For viewing the Gantt diagrams, you need to go to the Project menu -> list -> choose the concerned project -> tasks tab -> List of task -> choose the second icon -> the Gantt view will be shown.