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overall_flow

Overall Flow for a New Client and Project

  1. Create a company
  2. Create a contact
  3. Create a project
  4. Store relevant documents and emails against a project
  5. Monitor a projects progress (plan and report to client)
  6. Record and submit time spent on a project
  7. Approve timesheets

Tips

Phases Depending on the Phase you select certain data is mandatory. The system expects a project to go through phases. When you try to go straight to active you will trigger a number of these

overall_flow.txt · Last modified: 2015/05/18 19:11 by wayne.murphy_stratussolutions.com.au