Questions by Category: "Projects"

There are times when you would have to give access to critical customer information to some of your trusted team members. To grant access you need to set the privilege to those users. F...more

Yes, you can share your views and suggestions in Projects, using Notes which provides small piece of information related to that app. Since “notes” is a common feature, it appears i...more

Projects App supports "360°" tab, which is a great feature that allows you to view find associated objects. Check out the "360" tab, when viewing a project. Steps to View Associated I...more

In general, Views are nothing but act like filtering options, used for showing particular information based on certain criteria, accordingly. There are some default views provided in th...more

You can create a user within your business, and configure the project management application so that this user can only see and work on this one project. This can be useful for sharing ...more

The Milestones in Projects App is a reference point that denotes a major activity in a project and is used to monitor the progress of the project. The Projects App allows you to create ...more

You can manage the total hours reporting for an employee who works in multiple projects. This report provides information about employee project hours worked, as allocated over a specif...more

In Timesheets Creation Flow, we can customize the methods to create timesheets. Here, you can enable/disable the methods used for timesheets creation. Steps to Customize Creation Flow L...more

The 360 degree view tab in Apptivo allows users to view different object that is related to the current item viewed. Now users can view the associated data of the standard ref app and c...more

The visibility of the templates in the Projects App can be customized according to your business requirements. That is, you can change the visibility of a template from the “Template ...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

You can move a task from one project to another project (it includes sub project too). By default the task will be associated with which project you are creating. If the task is created...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

Shared Views allows you to share your custom view of project information. First, you need to configure “Views” settings in order to display “Shared Views” in Projects App home d...more

View Column Set - This feature allows you to customize your project fields as a section as per your requirement. You can easily access your preferred section quickly to save your custom...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

Projects App provides many different forms of billing a project, by milestone, flat fee, or time and expenses. Project flat fee allows you to set a "Project Base Fee".To get started, f...more

Projects App allows you create a Ticker Message which helps you to announce your message all over the Projects App. For Instance: A Project Manager wants to remind his teammates regardi...more

Default Home Page View This view allows you to view projects home page with your basic needs. You can also customize default home page view as per your needs. Steps to Customize Default...more

You can view your project tasks. While creating a time sheet, if you overcome these three steps: Step 1: Tasks should be billable. Create a new project and create tasks. Make sure to ma...more

Projects App allows you to perform simple and advanced searches. You can view your projects for a client or customer using advance search. Lets quickly go through the following steps. L...more

You have the ability to add unlimited number of tasks into a single project. For instance: If Digital Marketing a project. Under that project you can find multiple tasks like Search eng...more

Apptivo Projects App can be 100% customized and many of you would have definitely come across the situation where you would require to link the Projects App with any other app and have ...more

When you access your projects app, you see several pages which organize all of your various activities & left panel menu data like "By Queue", "To follow up", "By Status", "By Prio...more

I would like to be able to print my entire gantt chart not just the first two pages...more

Work log helps you to keep track of your hours of effort spent on projects. If an employee is involved in more than one project, they will want to track every little segment of time spe...more

The Bulk Action feature in the Projects App enables you to edit several projects simultaneously. These bulk actions are available in all the list views in the Projects App. The availabl...more

You are allowed to create custom mandatory fields while customizing app. This supports you to have your mandatory business fields based on your preference. Steps to create mandatory cus...more

There are numerous situations where you might need to keep a customer informed of the status of a specific Projects in your Projects App. Apptivo provides the ability to add third-party...more

By default quick links in project home page contain various links, which guides you to different apps and specific features. You can also add your own quick links by customizing setting...more

Milestone can add significant value to the project. Each milestone has a number of tasks associated with it. This allows you to schedule the project with the appropriate segments, which...more

Left Menu toggle helps the authorized user to “Show/Hide” the left navigation panel from the project creation page. In the below snapshot you can view the project overview page with...more

You can protect your custom fields, which cannot be viewed until you give access to them. You can also enable the custom fields and provide privileges. Steps to secure custom fields Log...more

The project billing method can be changed or updated frequently. But if you generate an invoice or timesheet for the project you cannot change the billing method. This can be done only ...more

To enable these menus in the left navigation of the home page, you need to configure the Projects App. Steps to customize left panel in projects app Log in and access Projects App from ...more

Projects app helps to create and maintain projects provided by the clients. You can assign employees to keep track of all the projects. Also provide data level access for the employees ...more

You can view the roles and privileges of all applications in Employees App. This allows you to manage roles and privileges of each app. Log in and access Employees App and Click on “M...more

Milestone Project Management A Milestone is a reference point that marks a major event in a project management system and is used to monitor the project management process. Setting mile...more

Single Project Report A single project report which allows you to request either a summary or a highly detailed report of Project created during a selected project. Steps to view the...more

You cannot edit and update the start date and end date (due date) of the project in overview page. In order to update project duration, you need to update task duration. This is because...more

There are two methods of restricting access to your projects. The first is to assign an employee proper security role to access the projects app. Without these, they cannnot see the app...more

Project teams are built from a combination of people from your employees app, and also from your contacts & customers apps. Building a Project Team Provides Several Benefits: Increa...more

There are two different ways to create an invoice for a project, either from the Invoices App (shown below) or from a specific project.You can create invoice from project which pre popu...more

Tasks associated to the project, which has "Time and Expense" billing method should be displayed when generating "Project Hours by Task" report. Note: If your project's billing method i...more

Steps to create tag while creating projects Log in and access Projects app from your universal navigation menu bar. Click on “Create a project” and select “Create new project” b...more

Default 360 This setting allows you to select an app you would like to show when viewing 360 tabs on your projects. Steps to Customize Default 360 Log in and access Projects App from yo...more

Projects App allows you to view all your projects with their statuses, if you want to hide a particular project status, you need to customize the settings. For Instance: You can view yo...more

Breaking a task into multiple modules makes it easy to keep control on its progress and also get it finished time allotted. Note: Sub tasks can be created only with the "Tasks" that are...more

The Bulk Action feature in the Projects App enables you to edit several projects simultaneously. These bulk actions are available in all the list views in the Projects App. The availabl...more

You can secure project budget section from other employees, If your employee has a project super user role, then he can access project budget section. This section will be hidden to the...more

You can generate a monthly report for project if you are a project manager. When any one of the employee creates a timesheet using your project you can generate a report. Steps to Gener...more

Projects app allows you to customize your advanced features, which helps you to hide/show the sub projects, milestones and scope of the project. Steps to customize advance features Log ...more

Projects app has many default standard reports. You can view the hours for all the projects of a specific customer using "Project hours by customer report". Steps to View Project Hours ...more

You can schedule follow up of the project, for continuous monitoring of the activities of project team and communication about the performance of that project. Steps to schedule a follo...more

Projects App supports to view project overview, this allows you to select your preferred fields for viewing projects information’s in a table view. By default you can view fields such...more

Projects app allows you to customize Spend Authorization, which allows you to keep track of your project budget. It also allows you to select your billing methods for your project. Step...more

Customize App Customize app are the common features for all apps. These are like business attributes which supports you to customize your business with the custom fields. They can be qu...more

It goes without saying that every customer would want to see the progress of his project that you are working on . Therefore, its your responsibility to keep them up to date regarding t...more

Steps to Add and Update Cases in Projects Log in and access Projects app from your universal navigation menu bar. Click on "List" drop down and select “Show All” from the left na...more

Projects App allows you to create, edit and delete a project. Once if the project is converted into an invoice or timesheet, then it cannot be deleted. Create, Delete or Rename a Projec...more

Triggers empower you to automate actions increasing effectiveness and ensure business process does not slip through. With every trigger you set up, you can characterize a sequence of au...more

Message templates allow you to setup pre-defined messages. These are customized email messages that you can send to your customers. Steps to create message templates Log in and access P...more

Every business should have a method to properly organize their company initiatives into projects with specific goals and responsibilities. Projects app allows you to consistently organi...more

Billing method Billing method  which allows you to choose your own method to fix the project rate and also layouts the project rate by the milestone base rate, customer approved amount...more

Projects App allows you to view the projects as per your requirement. It has some Pre-defined formats to view your projects. By using "By Queue" option you can view your projects and yo...more

The Project Templates are the pre-formatted Projects that can be used to quickly create a project. In the Project template, everything such as Sub-projects, Milestones, Tasks, Teams can...more

Quick Actions – Project Setup: This enhanced feature allows you to set up your project with new milestones, cases and requirements quickly. Steps to quick project setup Log in and acc...more

With the Projects app you can assign users to a particular project as an employee or a contact. By adding employees in to the project you have an option to change the project manager. ...more

The follow up feature makes it simple to keep track of future dates where you’ll need to perform an activity for a project. Steps to create follow ups Log in to Projects App from your...more

Projects by employee  Payment details report which allows you to request the project report for the particular employee. The projects which are assigned to an employee are listed with ...more

Project Status: It indicates the status of the project. The project status can be defined for at what is the current stage of the project. Steps to Customize Statuses in Projects Log in...more

Cases App conversion feature allows you to convert case to project. Steps to Convert Cases to Project Log in and access Cases App from your universal navigation menu bar. Create a new c...more

Estimates App conversion feature allows you to convert an estimate into a project. Lets take a look at the step below. Steps to Convert an Estimate to Project Log in and access Estimate...more

Steps to view call logs in projects Log in and access Projects App from your universal navigation menu bar. Select any project and overview it to view more information. Click on “More...more

Projects App allows you to create milestones and add tasks into the milestones using "Add" option in milestones overview page. You can also add more than one tasks in one milestone. (No...more

You can define priority of the project using "Priority" setting. Once you define and create a project with priority then you can filter them using "By Priority". Here you can create, ed...more

Projects by Customer The customer project report which allows you to filter for the particular customer. The projects created for the customer are listed. Steps to View Project Report f...more

A project can be converted to timesheet either by creating a project or by selecting from an existing project from status dashboard. To track the time for a project tasks it is converte...more

In order to view follow up projects you need to configure “Left panel views” settings in order to show “To Follow Up” in the projects home dashboard. Steps to view projects to f...more

 You can assign a Milestone to only one person (that is the person who created the Milestone), You can create multiple tasks for that milestone and then you can assign to multiple peop...more

If the project gets approved by customer or tasks gets completed, then you can convert the project into invoice or timesheet. Based on your requirement, you can move this project into n...more

When a project is created it can be assigned to your employees in order to get accomplished. You can also add contacts in to the projects. At any stage, you can remove those users from...more

Collaboration setting allows you to hide or show the common activities tabs, on project view dashboard. You can also set privilege to your employee to show or hide. For instance: In you...more

To create tags in projects app Log in and access Projects app from your universal navigation menu bar. Click on “More” icon and select “Settings”  located at the app header ba...more

You can customize reports setting in order to edit, re-arrange or give custom access to your employees. You can hide or show report option in your account. You can also give access to y...more

In order to view projects by billing method you need to configure “Left panel views” settings in order to show “Billing method” in the projects home dashboard. Steps to view pro...more

The Requirements App helps clearly define quality standards for your product database, as well as assisting to define scope for your company projects. The requirements app is a centrali...more

Projects in general carried out on the basis of the customer requirements. It may be a plan or proposal for carrying out a particular work.  Steps to add users to project Log in and a...more

You can view the created timesheet in invoice PDF. Once the timesheet has been approved by designated approver it can be converted to an invoice. In order to view a summary of the times...more

status of a project You need to configure “Views” settings of Projects app to enable “By Status” view on the home dashboard. To View Projects By Status Log in and access Projec...more

Projects app allows you to export projects into a spreadsheet. Additionally, you can also export the current fields and even with all attributes. Steps to export projects Log in and acc...more

There are two different ways to create an invoice for a project.  They are From the Invoices app  Ffrom a specific project(Shown below) You can convert the project to invoice if all ...more

Activities report Activities report allow you to retrieve detail activities information about the selected app (or) generate report from all apps. Activities like follow up, task, call ...more

Steps to configure security Log in and access Projects app from your universal navigation menu bar. Click on "More" icon and select “Settings” located at the app header bar. Click o...more

Projects App integrates with Cases App, Timesheets App,Employees App, Contacts App, Customers App, Teams App and Invoices App. To learn more about Projects app click here http://www.app...more

No. You can add only one milestone at a time. But, you can create many milestones for a single project. Related Links Read more about: Project Milestones. ...more

Projects settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application. Log in and access Projects App from your u...more

In order to view projects by queue, you need to configure Left panel views to be shown in the projects app home dashboard. Steps to view projects by queue Log in and access Projects app...more

Initial Project creation is as simple as it gets. Although you have the option to go through set up thorough organization and information about every project, only a couple fields are r...more

To know the project budget, you need to navigate into a particular project's "Budget" tab. You can also change the project billing method from "Budget" tab.Note: If you can not find the...more

Steps to print milestone Log in and access Projects App from your universal navigation menu bar. Select an existing project that you would like to view and print milestone. You can view...more

Projects app allows you to restore the deleted projects. If you want to restore projects permanently, you can recover it from "Trash" folder. If you are the owner of the project, just r...more

Quick Actions – Project Setup: This enhanced feature allows you to set up your project with new milestones, cases and requirements quickly. Steps to Quick Project Setup Log in and acc...more

You can view all initially deleted projects in the “Trash” dashboard. From trash dashboard you can permanently delete projects. Steps to delete a project permanently Log in and acce...more

Projects App Supported Formats The Projects App is well supported to view in all formats. It supports: Word.doc  Excel.xls, or CSV PDF Format. You can either import or export to view y...more

In Projects App, cases are nothing but gaining a control of the problem or an issue while initiating a project. It will be in a short written form. You can create or add cases related t...more

What is Task Dependencies? Linking tasks create task dependencies. You can link tasks within same project. If you link the tasks then the default link type would be finish to start i.e ...more

Opportunities App conversion feature allows you to convert an opportunity into a project. Note: If the opportunity is in  "Closed Won" stage it won't let you convert as it has been mar...more

Steps to Add Contacts in Projects Log in and access Projects app from your universal navigation menu bar. Click on “By Queue” and select “My Projects” from left navigation panel...more

At First, you need to configure “Left panel views” settings in order to enable “By Priority” in the Projects home dashboard. Steps to view projects by priority Log in and access...more

Projects App allows you to create projects allocated by customers, which needs to be accomplished by employees on time with efficiency.   Steps to Set a Project Manager Log in and...more

Projects App allows you to view the projects as per your requirement. It has some pre-defined formats to view your projects. By using "By Queue" option you can view your projects and yo...more

In order to view overdue projects, you need to configure “Left panel views” settings in order to enable “Overdue” in the projects home dashboard. Steps to view projects by overd...more

You can update your project information quickly using in-line editing function.  Steps to edit a project Log in and access Projects app from your universal navigation menu bar. Select ...more

The deleted projects will move to the “Trash” folder. Until and unless you delete forever or restore them, app will maintain the history of deleted records. Trash dashboard Log in a...more

Projects App helps to create and maintain projects provided by the clients. You can assign employees to keep track of all the projects. If a project has accomplished its purpose then it...more

You can update your project's milestone information quickly using in-line editing function. You cannot edit and update the start date and end date of the milestone in overview page. In ...more

When you associate a project with invoice it will give you a 360 view of Invoice that’s been associated with Project. 360-degree view Association is supported in Projects for Invoices...more

At First, you need to configure “Left panel views” settings in order to enable “Show All” in the projects home dashboard. Steps to view all projects Log in and access Projects A...more

Projects app allows you to perform simple and advanced searches. Simple Search Simple search allows you to search using a single search field located in the header bar.  Simple search ...more

News Feed By default each and every event will be displayed in news feed on the projects home dashboard. This significant feature is common in every app. You can stop displaying them by...more

No. Its public. Your milestone can be accessed by employees who have access to that projects app. Related Links Read more about: Add Milestone at once Update Milestone Duration Remove s...more

What is sub project? Each project can contain a number of sub projects. Each sub-project is structured like a project. How do I view sub projects? You can view sub projects in main proj...more