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SugarCRM® For Dummies® by Karen S. Fredricks

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Chapter 6. Creating a Project Isn't a Major Project

In This Chapter

  • Creating a project

  • Working with Project Tasks

  • Tracking your project's progress

The Projects module is designed to create and manage projects for your organization. Working with the Projects module in SugarCRM is a three- step process and that's exactly how I organize this chapter. First, you create a Projects record, then you create the individual tasks necessary to complete the project, and finally, you track the progress of the project. In addition, this chapter looks at the additional tools for the Projects module that come with the Professional Edition of SugarCRM.

Adding a Bit of Management to Your Projects

You've probably been involved in projects of some sort ever since you had to create your first science project back in the third grade. By the time you advanced to high school, you had probably moved on to group projects in which the various members of your group were responsible for different aspects of the project.

By definition, a project is a large or major undertaking that usually requires many steps. In the business world, most projects resemble your high school group projects because several players are needed to reach your goal. But, unlike high school group projects, business projects often involve considerable money, personnel, and equipment. Additionally, rather than receiving a report card, business projects are often graded by how much money the project makes — or loses. Ultimately, a poorly managed ...

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