|Template:||Security_groups, Assignable, Basic|
|Hide module on Main Page:||No|
- 1 Short Description
- 2 Business Description
- 3 Custom Actions
- 4 Processes
- 5 Related Features
- 6 Related Integrations
- 7 Structure
- 8 Mentioned in other articles
- 9 Technical Description
- 10 Dev Notes
The "Project" module is designed to streamline and manage the company's projects undertaken by the organization. It allows tracking the progress and status of each project, assigning project managers, setting priorities, and defining project timelines. Additionally, it offers the capability to utilize predefined project templates and maintain a list of allocated resources for efficient project execution.
The Projects module within the company's CRM system serves as a crucial component for orchestrating and overseeing a wide range of projects, encompassing both internal initiatives and recruitment endeavors. It acts as a centralized platform that streamlines project management, encompassing planning, tracking, and execution processes, thereby ensuring operational efficiency and the achievement of desired outcomes.
With this module, users have the capability to effortlessly create, monitor, and manage project records. It empowers teams to maintain a firm grip on project timelines and priorities, facilitating timely delivery and effective resource allocation. The feature for considering working days allows for precise scheduling, while the assignment of project managers ensures clear leadership and accountability for each project.
Moreover, the availability of project templates expedites project initiation by providing predefined structures and guidelines, ensuring consistency and efficiency across projects. The inclusion of a resource list facilitates seamless collaboration and resource allocation, promoting teamwork and optimizing project performance.
In summary, the Projects module within the CRM system plays a pivotal role in the company's project management efforts, offering the tools and functionalities needed to organize and execute projects efficiently, both internally and within the realm of recruitment projects, thereby contributing significantly to the organization's overall success.
The Project module is comprised of multiple fields, each meticulously crafted with a distinct purpose in mind, serving to capture and organize essential project-related information. Here is a detailed explanation of each field::
|Name||The unique identifier or title for the project.|
|Status||The current state or status of the email (e.g., Draft, Sent, Received).|
|Start Date||The date when the project officially begins.|
|End Date||The anticipated or planned date for project completion.|
|Priority||A ranking that defines the project's relative importance or urgency.|
|Consider Working days||A feature that factors in non-working days when calculating project timelines.|
|Project Manager||The individual responsible for overseeing and leading the project.|
|Project Template||A predefined structure or framework that assists in project initiation and planning.|
|Resource List||A roster of individuals or teams assigned to work on the project.|
Note: Fields marked with an asterisk are required. Saving the record without providing input to them beforehand won't be possible.
The Project module establishes relationships with several other modules within the system, allowing for seamless integration and efficient management of the recruitment process. These related modules include:
The module Project serves as a higher-level container for organizing and managing broader initiatives, encompassing multiple related tasks. Project Tasks, on the other hand, are the specific actions, assignments, or steps that need to be accomplished within a project. Together, they establish a hierarchical relationship where the Project module represents the overarching goal, and Project Tasks break it down into manageable components, enabling efficient planning, monitoring, and execution of the project as a whole. This relationship ensures that the project's objectives are achieved by detailing the individual tasks required to reach the desired outcome.
Role in the Hiring Process
The Project module plays a pivotal role in the company's hiring process by providing a structured framework for organizing and managing recruitment projects. Within this module, the company can create distinct projects dedicated to each recruitment effort, enabling efficient tracking and execution of hiring initiatives. Each recruitment project is assigned a unique name, start date, and end date, facilitating clear timelines for the hiring process.
Moreover, the module's Priority field helps the organization rank and prioritize recruitment projects based on their importance, ensuring that critical hiring needs receive appropriate attention. The Consider Working Days feature ensures that recruitment timelines are accurate, accounting for non-working days during the hiring process.
The Project Manager designation within the module ensures that each recruitment project has a responsible leader who can effectively oversee and coordinate the hiring efforts. In essence, the Project module streamlines and centralizes the management of recruitment projects, allowing the company to attract, evaluate, and onboard new talent efficiently while maintaining clarity, accountability, and organization throughout the hiring process.
Related Process Steps
|Consider Working days||bool||No||Yes||Yes|
|Modified By Name||relate||No||Yes||No|
|Total Actual Effort (hrs)||int||No||Yes||Yes|
|Total Estimated Effort (hrs)||int||No||Yes||Yes|
|Project||one-to-many||Calls||Flex relate used in Project||Relationship: Project - Calls|
|Project||one-to-many||Emails||Flex relate used in Project||Relationship: Project - Emails|
|Project||one-to-many||Meetings||Flex relate used in Project||Relationship: Project - Meetings|
|Project||one-to-many||Notes||Flex relate used in Project||Relationship: Project - Notes|
|Project||one-to-many||Project Tasks||One Project record can have many related Project Task records, but a specific Project Task record can be related to only one Project record.||Relationship: Project - ProjectTask|
|Project||one-to-many||Tasks||Flex relate used in Project||Relationship: Project - Tasks|
|Users||one-to-many||Project||Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.||Relationship: Users - Project|
|Users||one-to-many||Project||Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.||Relationship: Users - Project|
|Users||one-to-many||Project||Specific Sugar user can create many account records, but specific account record can be created by only one user.||Relationship: Users - Project|