Related Articles
Project Types
Project types classify projects based on the goals they are trying to meet and are common for all customers. Role Required: SDAdmin Create Project Type Go to Setup > Customization > Project Management > Project Type. Click New Project Type. Enter a ...
Project Members
Project Members You can add members to a project and assign roles and configure the project hierarchy to carry out various tasks and activities in the project. For an MSP project, all technicians and MSP requesters can be project members. For ...
Project Roles
Project roles are unique roles assigned to the project members for efficient project management. Different roles have different levels of access or permission to the project. Role Required: SDAdmin Default Project Roles Roles Responsibilities Project ...
Project Template
Configure project templates to allow users to apply a common template for repetitive projects, such as creating workspaces for new hires, uploading websites, or upgrading software applications. Project fields such as Site, Project Requester, Owner ...
Project Details Page
The project details page provides all the specifics of a project, helping users easily track the project details tasks. To open the project details page, go to the Projects and click a project. In the details page, the project information is ...