Projects and tasks are often better suited than a ticket to track and manage more complex work efforts.
The All Projects page lists all projects currently being used. Projects are removed from the page when archived. By default, the search filter does not include template projects.
You can quickly create new projects by copying an existing project or template project.
A Vorex™ project supports dependencies between tasks, unique deadlines for each task, and can coordinate the allocation of resources and service calls across multiple projects and tasks.
Each project provides a complete financial summary of the costs and pricing associated with that project. All labor time entries, expenses and charges applied to a project are tracked by the Finance module for both billing and reporting purposes.
Projects can be created from a service quotation and linked to a corresponding contract. The method used to bill a project depends on the contract linked to the project. If no contract is linked, the project is billed on a time and materials basis.
Expenses can be entered for a project. Alternatively, users can enter an expense on a expensesheet and link it to a project.
Products required to complete the project are entered using a charge. Charged products can be added to the customer hardware assets or software assets.
Once you create or select an existing project you add, maintain and view project details using the following tabs:
Projects
Financials
Related Opportunities
Expenses
Charges
Receipts
Custom Fields
Attachments
Tasks
Basics
Members
Time Logs
Service Calls
Notes
Custom Fields
Attachments
Some tabs are not available until the first time you save the project.
