Projects

Use the Projects feature to track information about projects you are working on for customers, including progress, costs, and revenues. On a project record, you can identify a task for each step required to complete the project. For example, you sell the service item Deluxe Widget Installation. This installation requires three steps, or tasks, that installers must complete. When you sell a Deluxe Widget Installation, create a project record to identify and track the three tasks required to complete the project: - Task 1: Complete the interior wiring. - Task 2: Integrate the interior wiring with widgets. - Task 3: Run each widget through a complete test cycle. Then, assign these project tasks to employees for completion. As employees log time against tasks, you can track the percentage of completion for each project. On the project record, you can enter estimates for the project duration, cost, and revenue. Track expenditures for projects, such as billable time and items, as well as CRM information such as activities and communication.