<!-- /********************************************************************************* * SugarCRM is a customer relationship management program developed by * SugarCRM, Inc. Copyright (C) 2004 - 2009 SugarCRM Inc. * * This program is free software; you can redistribute it and/or modify it under * the terms of the GNU General Public License version 3 as published by the * Free Software Foundation with the addition of the following permission added * to Section 15 as permitted in Section 7(a): FOR ANY PART OF THE COVERED WORK * IN WHICH THE COPYRIGHT IS OWNED BY SUGARCRM, SUGARCRM DISCLAIMS THE WARRANTY * OF NON INFRINGEMENT OF THIRD PARTY RIGHTS. * * This program is distributed in the hope that it will be useful, but WITHOUT * ANY WARRANTY; without even the implied warranty of MERCHANTABILITY or FITNESS * FOR A PARTICULAR PURPOSE. See the GNU General Public License for more * details. * * You should have received a copy of the GNU General Public License along with * this program; if not, see http://www.gnu.org/licenses or write to the Free * Software Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston, MA * 02110-1301 USA. * * You can contact SugarCRM, Inc. headquarters at 10050 North Wolfe Road, * SW2-130, Cupertino, CA 95014, USA. or at email address contact@sugarcrm.com. * * The interactive user interfaces in modified source and object code versions * of this program must display Appropriate Legal Notices, as required under * Section 5 of the GNU General Public License version 3. * * In accordance with Section 7(b) of the GNU General Public License version 3, * these Appropriate Legal Notices must retain the display of the "Powered by * SugarCRM" logo. If the display of the logo is not reasonably feasible for * technical reasons, the Appropriate Legal Notices must display the words * "Powered by SugarCRM". ********************************************************************************/ /********************************************************************************* ********************************************************************************/ --> <h1>Projects</h1> <p> Use the Projects module to create and manage projects for your organization. A project can be associated with multiple tasks and activities pertaining to one or more accounts and opportunities.</p><br /> <p>The Project Home page displays the following information:</p> <ul> <li>A New Project Quick Form that you can use to create a project with only a few fields, including the required fields. You can enter additional information after you save the project.</li> <li>A Search panel where you can enter the project name to search for it.<ul><li>To find only projects assigned to you, select the <span class="helpButton">Only my items</span> box.</li><li>To perform an advanced search using additional fields, click the <span class="helpButton">Advanced Search</span> tab. To customize and save the search layout and results, click the <span class="helpButton">Saved Search & Layout</span> link.</li> </ul></li> <li>A list of existing projects along with related information, such as estimated time and actual effort.<ul> <li>To view the details of a project, click the name in the Project list. </li><li>To update or delete multiple projects, select the projects from the list and use the Mass Update sub-panel. </li></ul></li> <li>A Shortcuts section that displays the following options: <ul> <li><span class="helpShortcut">Create Project</span>. Click this option to create a new project. Alternatively, you can use the New Project quick form to create the project and add enter additional information after you save it. </li><li><span class="helpShortcut">Project List</span>. Click this option to navigate back to the Projects Home page from a project's detail page. </li><li><span class="helpShortcut">Create Project Task</span>. Click this option to create a new project task. </li><li><span class="helpShortcut">Project Tasks</span>. Click this option to view a list of tasks for all your projects. </li></ul> </li></ul>