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Sunday, 21 December 2008 22:50

ProjectPoint - Enterprise Project Management Module
Use the Projects Module to create and manage projects for your organisation. Every project is assigned to a user and a team. The assigned user is the project manager. By default, this is the user who created the project. The project is assigned to a private team by default, which is typically the user who created the project. The assigned user can assign the project to another user or team.
Creating a Project
In the Projects module, you can create, manage, and duplicate projects and project tasks. You can define multiple project tasks for each project. When you create a project task, you must associate it with a project. You can associate a project with multiple activities, accounts, opportunities, and cases. The Projects module enables you to view project tasks in Grid view and Calendar view, export projects to MS Project, and create project templates. You can create project tasks and assign team members (resources). Resources can be users or contacts. Users are members of your organisation who are responsible for project execution. Contacts are external individuals associated with the project such as customers and vendors. If your projects often have similar tasks, you can create a project template as a boilerplate for new projects.
You can export the project information from ProjectPoint to Microsoft Project. You can print project tasks and export them in PDF format to your local machine.
The My Projects Dashboard enables you to view a summary of overdue tasks, upcoming tasks, and related cases for yourself and your direct reports.

Last Updated on Friday, 30 January 2009 22:11