From MintHCM Wiki

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

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.

  1. MintHCM - Projects - detailView.png
  2. MintHCM - Projects - filters.png
  3. MintHCM - Projects - listView.png

Business Description


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.


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.

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


Related Processes

Related Process Steps

Related Features

Affected by


Related Integrations



LaftTypeRightShort DescriptionRelationship
Projectone-to-manyCallsFlex relate used in ProjectRelationship: Project - Calls
Projectone-to-manyEmailsFlex relate used in ProjectRelationship: Project - Emails
Projectone-to-manyMeetingsFlex relate used in ProjectRelationship: Project - Meetings
Projectone-to-manyNotesFlex relate used in ProjectRelationship: Project - Notes
Projectone-to-manyProject TasksOne 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
Projectone-to-manyTasksFlex relate used in ProjectRelationship: Project - Tasks
Usersone-to-manyProjectSpecific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.Relationship: Users - Project
Usersone-to-manyProjectSpecific Sugar user can modify many account records, but specific account record last modification was performed by specific user.Relationship: Users - Project
Usersone-to-manyProjectSpecific Sugar user can create many account records, but specific account record can be created by only one user.Relationship: Users - Project

Mentioned in other articles

Technical Description

Dev Notes