12.2 Projects
To create a new project, access the module and press the button
Key fields:
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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 |
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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).
Duplication of a Project
When duplicating a Schedule that contains one or more related Operations, it will be duplicated along with all its associated Operations and Deadlines.