Projects
Management of all kinds of projects, small, medium and large.
Project management is one of Airdesk's most versatile features. It aims to control any type of project. When using this feature, you can create:
1
Cases
2
Tasks
3
Times
Copied!
Once there are entries made, Airdesk helps you to manage or respond to the following questions:
  1. 1.
    How many hours are included in the project?
  2. 2.
    How many tasks are left to complete the project?
  3. 3.
    When is the delivery date?
  4. 4.
    It's not possible to close a project while cases or tasks are still open. It will be necessary to close everything before concluding the project, so that the missing tasks are removed from the employees' schedules.
  5. 5.
    How many hours were released this month?
  6. 6.
    Has the project already exceeded the hours limit?
  7. 7.
    Why has this project exceeded 20 hours?
  8. 8.
    Among others.

Project Fields

In order to be able to manage projects with some accuracy, it's important that you fill out the contract fields presented in the table below:
Field name
Description
Company
Assign the call to one of your companies.
Assign to
You can associate the contract with a client or deal.
Contact
The client's primary contact.
Entry
Date of entry in system.
Pipeline
Which pipeline will it be associated with.
Status
What is the status of the contract.
Avatar
Name
Project Type
You must first configure the project types.
Nº Sales Opportunity
Number for those who want to identify a number, for example, from the ERP.
Estimated time (Hours)
Maximum estimated time you intend to spend on the contract.
Start
Starting date of the contract.
End
Ending date of contract.
Description
Free project description.
Description to the person responsible
Manager
Who is responsible for the project.
Departments
Who has access to the project’s data.
Teams / Collaborators
Who has access, whether user or team.
Followers

Special fields of the contract

View fields help to control the status of contracts. These fields are dynamic and based on the settings of each contract.

Originated/Completed

The field allows you to know the total number of dependencies so that they can be closed. In the example below, you can see that the respective contract has 4 complete dependencies out of 4.

Control by periodicity

The field allows you to view, within the defined period, which project has exceeded the desired hours. In the example below, you can see that in September contract hours were exceeded.

Out of contract hours

The field allows you to view extra contract hours. The arrow indicates whether they were before or after the contract.
In the example below, you can see that they were posted 10 hours and 32 minutes before the contract starting date, and1 hour after the contract ending date.
This field is not used to validate extra hours.

Extra contract hours

This field is not used to validate outside the timetable.
This field allows you to know in percentage, without having to calculate hours, the number of extra hours. In the example below, it's possible to verify that the contract exceeded 38% of the estimated.

Performance

The field allows you to know in percentage, without having to calculate hours, the number of hours slipped.
Last modified 1yr ago