You are here: Home / Additional modules / Project management / Create a new project

Project management

Create a new project

To create a new project, click on the “Projects” module icon in the module bar. Create a new project using the “New data record” Icon Neuer Datensatzicon.
In all other views, you can use the small arrow next to the plus symbol – the entry ‘New project’ – to create a new project from a template or from a completely new project.

After assigning a suitable project title, you can assign a start date and a deadline for the project. Save the project using the floppy disk icon. In the next step, further settings and links can be made.

Project

information The following fields are available:

  • Project description: Describe here what the project is about.
  • Project requirements: Define the project requirements here. If this field is filled, it is also visible in all tasks associated with the project.
  • Note in project tasks: Enter useful hints for the project here.
  • Project responsible: Enter the person responsible for the project here.
  • Type: Specify the type of project.
  • Tag: Enter one or more of the tags stored in the administration .
  • Status: Status of the project with options “In planning”, “Started”, “Finished”.
  • Priority: Assign the project a priority from “lowest” to “highest”.

You can create any entries for the “Type of project” under Tools >> Settings >> Administration >> Tab Singleselect >> Module Project management >> Key field Type.

Project

status When assigning the project status, note which functions are linked to it:

  • In planning: In the status “in planning”, the tasks that are linked in the project are displayed neither to the person responsible nor to the processor. The only way to view the tasks is via the project management.
  • Launched: The project has started. The linked tasks are all presented to the appropriate agents/responsible persons.
  • Finished: In the status “Finished” all tasks are set to completed. If one of the tasks of the project is not yet completed, a warning is issued.

The following procedure is recommended: Create the project until all subtasks have been entered as required. The tasks you entered are not visible to other users at first. Only when you set the status to “Started” do the tasks appear for the responsible users.

Assign

properties and addresses In the following, a project is created for the simple admission of a new property. The photos, free texts, floor plans and site plans must be created and entered. Furthermore, the property must be published in the portals. A link with the property and the owner’s address would be useful here.

When linking address and property, you can also assign the associated tasks to the project.

The next step is to create new tasks for the property. The tasks are assigned directly to the employee responsible. For more information, see the corresponding entry for task management.

Note:

It is also possible to link tasks with several different projects.

Contact to linked address

The linked address can be contacted via the action bar. You can choose between letter and email. Information on the project can also be sent via various macros.

Magnifying glass view

Once the project has been created and tasks, deadlines and other activities have been linked to the respective project, it is possible to have a quick overview of the respective task, the respective deadline or the respective remaining activities displayed in the respective tab using the magnifying glass icon.

Note:

Please note that the project management is a chargeable add-on module. You have the opportunity to purchase this through the shopping center.