12.2 Projects

To create a new project, access the module and press the buttoncreate_button.png

Key fields:

Related to

Link to the customers’ registry (Accounts/Contacts) present in vtenext, if the project relates to the customer. If it is an internal project, it can be left empty

Type

Customisable according to the types of projects in use in your company

Progress

Percentage value of project progress

Status

Important for knowing the state of progress of the project

In the "Progress Chart" tab you can view a Gantt chart of the project (see below, when we will link Project Tasks and Project Milestones).

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