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Learn more about setting up and working with projects.

Related Topics:

  • Project Templates
    You can create project templates that meet your business needs. You can also use these project templates to apply a WBS and its pre-defined field values when you create new projects.
  • Project Defaults
    If you establish project defaults in Settings > General > Project Defaults, DPS uses your default settings each time that you create a new project record. You can then modify the values in the new record.
  • Primary Contacts and Clients on a Project
    You can use primary contacts and clients in the Projects hub, to distinguish one contact or client among many.
  • Project Visualizations and the Hubs
    Project Visualization is a graphical representation of key data for your projects, such as job-to-date revenue, billing amounts, and profit. Visualization makes it easy for you to see problems and take corrective action.
  • Work Breakdown Structures and Project Records
    A Work Breakdown Structure (WBS) is a project management tool that you use to organize the various components of work required to complete a project.
  • Phase Task Icon Indicates Projects with WBS Levels
    When you open a project record in the Projects hub, the project's name displays in the upper left corner of the record, above the tabs. If WBS levels are defined for the project, a Phase/Task icon displays next to the project's name.
  • Field Mapping for Projects Based on Opportunities and Templates
    You can base a new project record on an opportunity, a project template, or both.
  • Ajera Synchronization with CRM
    When you use both Ajera and the CRM application, you can synchronize contact, firm, and project information that is entered in CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
Parent Topic: Desktop Application - Projects Hub