Creating a Project
Creating A New ProjectThere are different ways to create Projects in Gold-Vision:
Option 1 – from the New Item MenuClick on the Plus icon and select Project:
Option 2 – from the Account recordFrom the Account record click on the Plus button, select Project
SummaryIs the name of your Project
TypeThis is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define what types of projects you are running as an organisation and you can translate these in the Project Type filed
Status / StageThis is user defined drop field which can be configured by administrator users in the Screen Design. Here you can define the statuses or stages of the projects you are running as an organisation and you can translate these in the Project Status / Stage.
OwnerThe Project Owner will be one of your Gold-Vision users who is responsible for the Project
Start / End dateStart and End dates for the project are Date fields in Gold-Vision, that users are filling in to show the start and end date of a project
Stage HistoryOnce you move your project between different Stages, this will be recorded in the Stage History of the Project for analysis and reporting purposes.
Activities / AppointmentsUsers can setup a number of Activities and Appointments against the Projects and these will be listed in the sub-lists or widgets for that specific Project.
MembersIf different users will be involved in a Project, they can be added as members to the Project from the Action Menu by clicking on the Add Member button
LinksLinks to other Gold-Vision items can be added to projects to show the relationship between the Project and other records.
Tip: Adding the Project Reference Number to the Project Summary can be useful for automatically enabling email tracking against the Project. Project References can be setup within the Settings area. You need to be an Admin to complete this task.