Project
Project | |
---|---|
Name: | Project |
Tech Name: | Project |
Class Name: | Project |
Type: | Standard |
Template: | Security_groups, Assignable, Basic |
Custom Module: | No |
Auditable: | Yes |
Importable: | No |
Reportable: | Yes |
Hide module on Main Page: | No |
Contents
Short Description
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.
Business Description
Overview
The Projects module within the company's CRM system serves as a 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.
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 important 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.
Fields
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.
Relations
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.
Role in the Hiring Process
The Project module is like a helpful organizer for the company's hiring process. It helps the company set up and manage projects for each hiring effort. These projects have specific names, start dates, and end dates, making it easy to know when things need to get done.
The module also has a Priority field that helps the company decide which hiring projects are most important. This way, the company can give the right attention to the most critical hiring needs. There's also a feature that takes into account non-working days, so the timelines for hiring are accurate.
Inside the module, there's a Project Manager role to make sure each hiring project has a leader. This leader oversees and coordinates the hiring efforts. Overall, the Project module makes it simpler for the company to find, evaluate, and bring in new talent while keeping things clear, accountable, and organized during the hiring process.
Custom Actions
Processes
Related Processes
Related Process Steps
Related Features
Affected by
Name | Type | Short Description | Affected Fields | Initiating Fields | Initiating Modules |
---|---|---|---|---|---|
Feature:Project - estimated start date - Validation IsBefore | Validation | Validation IsBefore in module Project prevent setting up End Date before Start Date | Start Date | End Date | Project |
Initiating
Name | Type | Short Description | Initiating Fields | Affected Fields | Affected Modules |
---|---|---|---|---|---|
Feature:Project - estimated start date - Validation IsBefore | Validation | Validation IsBefore in module Project prevent setting up End Date before Start Date | End Date | Start Date | Project |
Related Integrations
Structure
Fields
Name | Type | Required | Validations | Visible | Editable |
---|---|---|---|---|---|
Address | varchar | No | Yes | Yes | |
Consider Working days | bool | No | Yes | Yes | |
Created by | relate | No | Yes | No | |
Date Created | datetime | No | Yes | No | |
Date Modified | datetime | No | Yes | No | |
Description | text | No | Yes | Yes | |
End Date | date | Yes | Yes | Yes | |
Geocode Status | varchar | No | Yes | Yes | |
Latitude | float | No | Yes | Yes | |
Longitude | float | No | Yes | Yes | |
Modified By Name | relate | No | Yes | No | |
Name | name | Yes | Yes | Yes | |
Priority | enum | No | Yes | Yes | |
Project Manager | relate | No | Yes | Yes | |
Project Template | relate | No | Yes | Yes | |
Start Date | date | Yes | Yes | Yes | |
Status | enum | No | Yes | Yes | |
Total Actual Effort (hrs) | int | No | Yes | Yes | |
Total Estimated Effort (hrs) | int | No | Yes | Yes |
Relationships
Laft | Type | Right | Short Description | Relationship |
---|---|---|---|---|
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 |