Procedures for Project Records

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Select a Project Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Project Record
    Use the Project Info Center to create new project records. Each project record must have a unique identifier. If you have set up project defaults, values automatically populate some of the fields on the Project Info Center form when you create a new project.
  • Create a Work Breakdown Structure for a New Project
    You can create a work breakdown structure (WBS) when you create a new project.
  • Create a New Project from a Project Template
    You can create a new project from a project template, which contains a pre-defined Work Breakdown Structure (WBS) as well as pre-defined data values that are transferred to the new project record.
  • Create a New Project from an Existing Project
    You can copy an existing project record to duplicate its information, and then edit and save the record to create a new project record.
  • Create a New Project from an Opportunity
    You can create a new project from an existing opportunity.
  • Create a New Project from an Opportunity and a Project Template
    You can use a combination of an existing opportunity and a project template to create a new project.
  • Create a Kona Space for a Project When You Create the Project
    When you create a project from an existing project, a project template, or an opportunity, Ajera CRM can also create a space for the project in Kona Business.
  • Create a Kona Space for an Existing Project
    From within Ajera CRM, you can create a new Kona space and link it to an existing project.
  • Copy a Project Record
    You can copy the current project record to duplicate the record's information, and then edit and save the record to create a new project record.
  • Modify a Project Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Link a Project to an Existing Kona Space
    If you create a space for a project in Kona, you can link that space to the project and then access the space from the Project Info Center when you display the project record.
  • Populate the List or Detail View in the Project Info Center with Phase and Task Records
    Use the Advanced Project lookup to populate the List View or Detail View of the Project Info Center with project, phase, or task (work breakdown structure (WBS) 1, 2, or 3) records.
  • Add an Address to an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can add an address to a client or vendor record at any time.
  • Delete an Address from an Info Center Record
    You can enter multiple addresses for each client record or vendor record. This can be useful if clients or vendors have more than one office or operating location. You can delete an address from a client or vendor record at any time.
  • Attach a Document to a Project Record
    You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.
  • Associate a File Link with a Project Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Delete a Project Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
  • Managing Project Associations Overview
    You can specify relationships between project records and other types of Info Center records on the grids throughout the Project Info Center. For example, to associate a contact with a project, you insert the contact on the Contacts grid of the Clients/Contacts tab in the Project Info Center.
Parent Topic: Project Info Center Overview