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Introduction to Project Module

Table of Contents

What project module can do #

  • Define a status of opportunity and a probability if the project is a lead.
  • Manages projects as a hierarchy of tasks
  • Assign internal or external users on tasks
  • To share projects across users, providing to each assigned user the proper view of tasks and projects
  • To track time spent on task per working slot and user.
  • Can generate invoices from time spent.
  • Assign any object (invoice, order, proposal, intervention, manufacturing order…) or document or URL to projects and tasks.
  • provide a full view of the project with time planned and spend, Gant view and all documents
  • Support custom fields for projects and tasks
  • Custom document for projects and tasks reports

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