Basic features

The basic features are the special features in projects. The following section describes each and every feature in detail.

Create project

• Enter project information manually in project creation page
• Create project from project template
• Create project from another project
• When opportunity gets converted to project, the new project record will be created.
• When estimate gets converted to project, the new project record will be created.
• When case gets converted to project, the new project record will be created.
• When requirement gets converted to project, the new project record will be created.

Billing method

• Project flat fee
• Milestone billing
• Time and expenses
• Non- Billable method – If the project billing method is set to “Non- Billable” method, the project total fee will be accumulated from actual duration of tasks and employee billing rate (Time & expenses billing method)

Sub Projects

• New project
• From project template
• From another project
• Add existing project

Project Milestones

• Create milestones
• Tasks
• Sub Tasks
• Notes
• Documents

Project Gantt Chart

• Complete picture of project
• Tasks usage charts

Project Work log

• Work log for work completed
• Work log for ongoing work

Project Teams

• Employee team
• Customer team

Scope

• Related Requirements
• Related Cases