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Module Projects: Difference between revisions
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→Usage: Started entities and business rules
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(→Usage: Started entities and business rules) |
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# to access your own projects and tasks. These are projects and task you have been assigned to. | # to access your own projects and tasks. These are projects and task you have been assigned to. | ||
# to access shared projects and tasks. These are projects and task readable by all users. | # to access shared projects and tasks. These are projects and task readable by all users. | ||
= Entities and Business rules = | |||
== Project == | |||
This is the root object added by this module. | |||
{| class="wikitable" | |||
|+ Project Properties | |||
|- | |||
! scope="Name" | Property | |||
! scope="Description" | Description | |||
! scope="Note" | Note | |||
|- | |||
! scope="row" | Reference | |||
| Generated automatically by a template. It is unique. | |||
| See [[Module_Projects#Set-up_options | Set-up Options]] to customize the template. | |||
|- | |||
! scope="row" | Label | |||
| The full name of the project. | |||
| | |||
|- | |||
! scope="row" | Visibility | |||
| This property define the users permissions. | |||
| | |||
*''Project Contacts'', the project is only available to users associated. | |||
*''Everybody'', the project is shared (public). | |||
|- | |||
! scope="row" | Status | |||
| Current status of the project, updated by the project workflow. | |||
| | |||
* Draft | |||
* Open | |||
* Closed | |||
|- | |||
! scope="row" | Start date | |||
| Starting date for the project | |||
| Could be any valid date in past or future. Note that no control is made between start and end date. | |||
|- | |||
! scope="row" | End date | |||
| Ending date for the project | |||
| Could be any valid date in past or future. Note that no control is made between start and end date. | |||
|- | |||
! scope="row" | Opportunity status | |||
| Value selected from the "Opportunity status for project/lead" dictionary. | |||
| Only displayed when "Use projects to follow leads/opportunities" option is set-up. | |||
|- | |||
! scope="row" | Opportunity probability | |||
| The percentage associated to the Opportunity status, could be updated manually. | |||
| Only displayed when "Use projects to follow leads/opportunities" option is set-up. | |||
|- | |||
! scope="row" | Opportunity amount | |||
| Amount of the opportunity in default currency. | |||
| Only displayed when "Use projects to follow leads/opportunities" option is set-up. | |||
|- | |||
! scope="row" | Budget | |||
| Amount of the budget required for the project in default currency (if any). | |||
| | |||
|- | |||
! scope="row" | Description | |||
| A text to describe your project. | |||
| | |||
|- | |||
! scope="row" | Public Notes | |||
| A text area (html) to store public notes on the project. | |||
| | |||
|- | |||
! scope="row" | Private Notes | |||
| A text area (html) to store private notes on the project. | |||
| | |||
|} | |||
=== Project links === | |||
;Users:You could allocate multiple users to a project, specifying a role. Two roles are defined by default, but you could extend it if needed. Note there is no limitation to number of users linked, even with the same role. | |||
;Contacts:You could allocate multiple contacts - from different third parties - to a project, specifying a role. Two roles are defined by default, but you could extend it if needed. Note there is no limitation to number of contacts linked, even with the same role. Contact and User roles could be different if needed. | |||
;Documents:You could upload multiple document files and link them to a project. | |||
;URL:You could attach multiple URL link to a project. | |||
= Workflow = | = Workflow = | ||