A project is any circumstance that could result in a positive action for your organization, such as a purchase, donation, or registration.
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Project |
Tasks |
Communications |
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□ View □ Define □ Attach a document □ Close |
□ View □ Edit |
□ Generate e-mail messages □ Generate MS Word documents □ Run reports □ Export Crystal reports |
To view a project
There are two ways to view a project:
■ Go to Process Mgr > Process manager.
iMIS displays all projects for which you have security access privileges.
■ Go to Customers and open a contact record.
If you are the owner of a project, you can see the details of the project when you have a contact record open in the Customers. (Make sure your tab preferences are set to make the Process Mgr tab visible.) The Process Mgr tab displays the description, status, and expiration date of the project.
To define a project
The tabs along the top of the project page define general information about the project:
■ The Summary tab displays the details of the project, the contact, and related opportunities.
■ The Definition tab displays summary information for editing.
■ The Action Plan tab displays the action plan assigned to the project and the status of each task.
■ The Security tab displays security access rights for the project.
The tabs along the side of the project define detailed information about the project:
■ The Groups tab displays the individuals associated with the project and their group roles.
■ The Tasks tab displays required tasks, status, and notes.
■ The Documents tab displays related documents.
■ The Activities tab displays all activity within a prospect's record (from the Customer Portfolio).
■ The History tab displays actions and progress in the project.
To attach a document to a project
You can attach documents that are related to the project, such as proposals and letters sent to the contact.
1. From Process Mgr, select Process manager.
2. Open the project.
3. Select Documents.
4. Either browse to an existing file in the Document System or create a new file type.
5. Click Upload.
To close a project
When you close a project, the project status changes to Complete and the project remains in the system for historical reporting purposes. The task history is saved with the project.
1. From Process Mgr, select Process manager.
2. Select the project.
3. Click the Definition tab.
4. From the Project Status drop-down list, select Closed.
5. Click Save.