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

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.

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Business Description

Overview

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.

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:

• Project Tasks

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.

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	Project - estimated_start_date - Validation IsBefore	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