Projects

The Project Management module will help you to organize and manage projects from beginning to end. The module can be used to manage your member acquisition, member on-boarding, events, and more. If you have projects that are repeatable (such as member on-boarding) you can create a project template to be re-used, saving you time. Additionally, the project management module allows you to create and monitor individual tasks that you may need outside of an actual project.

Initial Project Management Setup

Initial setup of your Project Management module allows you to setup default task types, project types, project result types, and project templates. This initial setup will save you time when you are creating projects and/or adding tasks. You will also have the ability to create these items dynamically within the Project Management Module.

Task Types

Task Types allow you to identify common tasks that you will use in your projects. The task types are the selectable, and available for filtering and reporting purposes. If you are creating a member onboarding project, and example of a task type might be "Personal Visit". You can create your task types pro-actively through the Setup options, or you may create them dynamically when creating a new project or task.

1. Click Setup on the Navigation Panel.
2. Click Task Types in the Projects section. A list of the task types that are currently configured in your system will be displayed.

   

3. Click the Add button.
4. Configure the following:

   • Name - Provide a name for the task type. This is the name that will display when you are selecting tasks, and will be used for filtering and reporting purposes.
   • Description - Provide a description of the task. This will help you in understanding the purpose of the task.
   • Cas Color - N/A
   • Click the Is Active check-box to activate this task.

5. Click Done.

Setup Project Result Types

Project Management Result Types allow you to identify expected outcomes for your projects. Examples of result type include: Completed, Cancelled, Acquired, and so on.

1. Click Setup in the Navigation Panel.
2. Click Project Result Types in the Projects section. A list of the Project Result Types currently configured in your system will be displayed.
3. Click the Add button.

   

4. Configure the following settings:

   • Name - This is the name that will appear for selection when working on tasks and projects. This will also be used for filtering and reporting.
   • Description - Provide a description of the result type.
   • Cas Color - N/A.

5. Click Done.

Setup Project Types

Project types allow you to group together projects with similar characteristics. Examples of project types include: Event, Membership, Store Merchandising, and so on. You can create Project Types initially, or you can create types dynamically when you are creating projects.

1. Click Setup in the Navigation Panel.
2. Click Project Project Types in the Projects section. A list of the Project Types currently configured in your system will be displayed.
3. Click the Add button.

1. Enter a Name for the new project type.
2. Click Done.

Setup Project Templates

Project templates can be created for projects that are repeatable, such as New Member On-boarding, Member Acquisition, Events, etc. You can then use these templates and customize them as needed when you create new projects. Creating a template is a two step process (1) Create the template (2) Add tasks to the template. Adding tasks to a template is optional, however, if your project will contain standard repeatable tasks, you can save time by entering them into the template.

Create Template

1. Click Setup in the Navigation Panel.
2. Click Project Templates in the Projects section. A list of the Project Templates currently configured in your system will be displayed.
3. Click the Add button.

   

4. Enter a Name for the new template.
5. Select a Project Type. You can select from the list, or you can click the + button to add a new project type.
6. Enter a Description of the template.
7. Click Done.

Add Tasks to Template

Adding tasks to a template is optional, however, if completing the project entails performing repeatable tasks, you can save time by entering them into the template.

1. In the list of project templates, click the template to which you wish to add tasks.

   

2. Click the Add Task button.

Create a New Project

When creating a project, you may either create a project from scratch, or you may use a template. Projects may be created from the Projects/Tasks module, from the Contact module (on the profile tab) or in the events module (on the events tab). To create a project from the Projects/Tasks module:

1. Click Projects/Tasks in the left-hand navigation panel.
2. Click on the Projects tab, click the Add button.

   

3. Configure the following:
   • Project Name: Enter a name for the project. Best practice is to provide a name that provides a good understanding of the project.
   • Code Name:
   • Status: Select Active from the drop-down. Changes to the status of the project may be updated through the lifetime of the project.
   • Result: Select the desired result from the drop-down list. This field may be updated through-out the life of the project. For Example, if this is a project for membership acquisition, a result might be "Acquired". If the prospect is not acquired, you may return to the project to change the result.
   • Project Template: If you wish to use an existing project template, select it from the drop-down.
   • Project Description: Enter a description of the project. This is a good location to document your project scope, etc.
   • Custom Fields: If there is additional information you wish to track about this project, click the + sign to add custom fields.
   • Start Date: Enter the start date of the project. The system will default to the current date.
   • Estimated End Date: Enter the estimated end date of the project.
   • End Date: When creating the project, this field should be left blank. You can fill this in once the project has been completed.
   • Owner: Select the owner of the project from the drop-down list.
   • Project Contacts: If this project is to be tied to a contact in your database, enter the name of the contact. Once the project is save, you will see the project on the contact's profile tab. NOTE: Alternately, the project could have been created directly from the contact's profile tab.
   • Categories: Select a category from the drop-down list. Categories make it easy for you to search, filter and report on projects.
   • Event: If this project is to be tied to an event, enter the name of the event. Once the project is saved, the project will be displayed on the event's tasks tab.

Add Tasks to New Project

If not using a template to create a project, once the project has been created you will add tasks to it. A task may be a single task to be performed, or it may have sub-tasks within it.

1. Click Projects/Tasks in the left-hand navigation panel.
2. Click the desired project from the projects list.
3. Once the project is open, click the Tasks tab. A list of all tasks associated to the project will be displayed.
4. Click the Add button.

   

5. Configure the following:
   • Assigned To: Select the person you wish to assign this task to. Once the task is saved, the person the task has been assigned to will receive the Task Assigned automated email notification.

Project Management Reports

Project Started by Quarter

The Project Started by Quarter report allows you to generate a list of all projects started in each quarter of a selected year. The report may be filtered on project status, project categories, and custom filtering options.

1. Click Reports in the Navigation Panel
2. Select Project Started by Quarter.

   

3. Select your search filtering criteria. For example, if you wish to view only a specific project category, select from the Project Categories drop down list.
4. Optional - Enter a Search/Filter query.
5. Select Display Options. They system is setup with default fields to display in your report. You may remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include Q1, Q2, Q3, Q4, Type and total.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project Type.
7. Click Run Report.

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

• Export as PDF
• Export as Excel.
• Export Summary as PDF
• Export Summary as Excel
• Email Report
• Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to list screen). This can help you in sending emails to this group as necessary.

• Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.

NOTE: To make this report available to all users, do not select the Hide This Report From Other Users check-box. If selected, the report will only be available to you.

• Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module. NOTE: This option will not be available if the report has already been saved as a favorite.

Project Summary Report

The Project Summary Report allows you to generate a list of some or all projects along with the name of the project owner. The report may be filtered by project status, project type, project start and/or end date, project category, and custom filter criteria. This report can be useful in analyzing the number of open projects, number of projects assigned to an individual, and so on.

1. Click Reports in the Navigation Panel
2. Select Project Summary Report.

   

3. Select your search filtering criteria. For example, if you are looking for a specific type of project, select a Project Type from the drop-down list.
4. Optional - Enter a Search/Filter query. For example, if you are looking for projects assigned to a specific staff member, select Project Owner.

   

5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include project name, category, project owner, type, and total projects.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project owner.
7. Click Run Report.

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

• Export as PDF
• Export as Excel.
• Export Summary as PDF
• Export Summary as Excel
• Email Report
• Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to list screen). This can help you in sending emails to this group as necessary.

• Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.

NOTE: To make this report available to all users, do not select the Hide This Report From Other Users check-box. If selected, the report will only be available to you.

• Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module. NOTE: This option will not be available if the report has already been saved as a favorite.

Projects Report

The Projects Report can be used to analyze the status of your current project, for example, project that are past complettion date. The report may be generated based on project type, project status, project category, completed or incompleted tasks, last communication, past estimated completion date, date range, and custom filtering criteria.

1. Click Reports in the Navigation Panel
2. Select Projects Report.

   

3. Select your search filtering criteria. For example, if you are looking for a specific type of project, select a Project Type from the drop-down list.
4. Optional - Enter a Search/Filter query.
5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project type.
7. Click Run Report.

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

• Export as PDF
• Export as Excel.
• Export Summary as PDF
• Export Summary as Excel
• Email Report
• Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to list screen). This can help you in sending emails to this group as necessary.

• Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.

NOTE: To make this report available to all users, do not select the Hide This Report From Other Users check-box. If selected, the report will only be available to you.

• Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module. NOTE: This option will not be available if the report has already been saved as a favorite.

Task Report

The Task Report allows you to generate a list of all tasks. This report may be useful to identify open tasks, tasks assigned to specific staff members, incomplete tasks, and so on.

1. Click Reports in the Navigation Panel
2. Select Task Report.

   

3. Select your search filtering criteria. For example, if you are looking for tasks assigned to a specific staff member, select the staff member name from the Assigned to drop-down list.
4. Optional - Enter a Search/Filter query. For example, if you wish to view tasks that are estimated to be completed by a certain date, select Estimate End Date.
5. Select Display Options. They system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by Assigned To.
7. Click Run Report.

You can perform the following actions with the report by clicking the down arrow on the Run Report button:

• Export as PDF
• Export as Excel.
• Export Summary as PDF
• Export Summary as Excel
• Email Report
• Add to List - This option will allow you to add the members to an existing list, or create a new list (by clicking the + button on the Add Contacts to list screen). This can help you in sending emails to this group as necessary.

• Save as New Report - If you want to use this report with the same filtering options in the future, you can save the report.

NOTE: To make this report available to all users, do not select the Hide This Report From Other Users check-box. If selected, the report will only be available to you.

• Add as a Favorite Report - you may save the report as a favorite, then easily identify it when filtering reports in the Reports module. NOTE: This option will not be available if the report has already been saved as a favorite.