Projects

Tilgjengelig i alle planerBetaÅpne i DealJourney

Projects are for the work you deliver after the deal is won, and for the people doing it. The area lives under Prosjekter in the sidebar.

The Projects page in DealJourney

Project versus opportunity. An opportunity is the deal to win; a project is the work that follows. They answer different questions: one is about revenue that might arrive, the other about delivery capacity that is committed. Linking a project to the deal it came from is what lets you compare what you sold against what it took.

A project carries the things you need to know whether delivery is going well: Status, Start and Frist, Budsjett-timer against Brukte timer, Fremdrift and Helse.

Budget against spent is the number that matters. A project can be on schedule and still be losing money, and that only becomes visible if hours are recorded against it. A project nobody logs time to shows a healthy budget forever.

The people side. The module also plans capacity: who is allocated to what and when, so you can see who is over-committed before they tell you. That is the difference between a project tracker and a resource planner, and it is why the two live together here.

Projects can also be linked to company goals, so it is answerable which work is actually driving a stated objective: Publiserte mål og prosjektene som driver dem.

Projects is in beta. It is in daily use and supported, and it is safe to run a department's real work through. It is still growing features, so expect the occasional rough edge and tell us when you hit one. Beta is exactly when that feedback still changes the product.

The tab strip runs Prosjekter, Personer, Oppgaver, Kapasitet, Fravær, Mål and the timesheet. Projects is the list of work; the rest are ways of looking at who does it and when.

I denne delen

Create a project

Set a project up with the budget and dates that make it measurable

Reuse project plans with templates

Build a reusable set of task groups, tasks and subtasks, then use it in new or existing projects

Work with project tasks

Break a project into pieces on a board that matches how your team works

Set the hours sold on a project and watch them count down

Put the agreed number of hours on a project and see the timesheet eat into it

Milestones on a project

Put dated checkpoints on a project and see them on its timeline

Keep a project's emails on the project

Read, write and attach email on a project the same way you do on a customer or a deal

Plan people across projects

See who is free and who is buried, before you promise the next deadline

Plan who is working on what

Allocate people across projects on a timeline, and see the overload before it happens

Give a client a view of their project

One project, no account, and you choose exactly what they see

The People tab

Who you have, what they can do, and who is free right now

The Absence tab

Holiday, sickness and time off on one calendar, with the work it clashes with and who could cover

The Goals tab

Link projects to the objectives they exist to move

The deals behind a project

Connect the sales a project delivers, from the project itself

Filter projects and save views

Show only the projects you care about on the board, list or timeline, and keep that filter as a tab

Invoice a project, in parts or by the hour, and see what it earned

Bill a project's hours and agreed price from the project, in part payments if you like, and see its costs and margin

Vanlige spørsmål

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