Project Settings

This guide will take you through creating new Project Type, the entity allowing you to track part of Business Processes.

Create new Project Type

Open Options & Tools and browse to Context Settings. here, select Projects & click Add button to add new Project Type. Then it is necessary to change the Name field from New Type to your desired Project Type Name.

If the new Project Type is Master Project, you should check "Is Master Project Type".
If the new Project Type is Slave Project, you should check "Is Master Project Required".

Dimension Settings may add controlling variable to be optional or compulsory on the Project.

Assign one or more Custom States

Project custom states define project lifecycle from Initial, over In Progress to final Closed / Won / Lost.

Drag & Drop records (Custom States) from Available States into Assigned States or vice-versa. This way you will set-up all the available Project states during it's life-cycle.

Create Project Template

The Project Template is necessary in order to create at least one Project. All projects are created based on Project Templates. It is necessary also to set the Initial Status. Without the status, Project would not be visible in Finder.

Setting Provider helps to indicate, which entity (Account) will be set as Issuer on the Invoice generated in connection to the Project.
Setting Customer helps to indicate, which entity (Account) will be set as payer of the Invoice generated in connection to the Project, that means who will pay for the services in connection to the Project. This option is not typically used, you should change the Customer on each project individually, only once it is different from the Client (expecting that you create the new Project on Client's Contact Folder).
Setting Journal will indicate what numbering set will be used for New Invoice.

Add Activities / Milestones

Relations Tab on Project Type detail is used to add one or more Activities / Milestones to be allowed for the Project. Activities and Project Milestones can further split Project into several phases, which may be solved and delivered individually. The reason for adding Activities / Milestones is mainly indicating partial status of each of the project deliveries. Activity may also hold all communication, tasks, time sheet, documents, custom form, etc.

Just drag & drop one of the available Activity Templates here.

If you set Create to Yes, the Activity will be created automatically.

Allow Project to be created under Folder (of certain Type)

Add Custom Form to Project Type or Project Template

In order to assign Custom Form to Project, you may assign it to Project Type or Project Template (both may be used at the same time).

Custom Forms are administered using Atollon Win Client interface. Go to Settings > Account & Project > Account Types and follow the procedure:

In order to design the Custom Form fields, you may return to Custom Forms administration and design the form. Go to Settings > Form > Form Admin.

If you need to add / design new Custom Form also based on template, follow the same procedure as above, just edit the Project Template (not Project Type).

Add automated Project Numbering

In order to let Atollon Trolls add unique number to your new Project, follow the procedure below: