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Project Management

4.2
created at 2 years ago
students 1889
hours 01:00

Overview

This course takes a look at the configuration options relevant to Project Management in HaloPSA. Building on what you have already learned regarding Ticket configuration, you will learn how Projects are structured & tracked, with Worked Examples looking at core configuration options.

What you will learn

  • Key terms concerned with Project Management in HaloPSA.
  • How to use Budgets to track Project estimates V actuals.
  • Ticket templates & their relevance to Projects in particular.
  • How to change the way you display your Projects in HaloPSA.
  • Worked Examples.

    • Requirements

  • A good understanding of Service Desk configuration.
    • Go to Course

    Contents

    Introduction
    Creating Projects
    Project Types
    Budgets
    Creating Projects
    Project Templates
    Adding in a Project Plan
    Tracking Projects
    Project Views
    Project Billing
    Milestones
    Planning & Forecasting
    Milestone Billing
    Tile and Kanban HTML $ Variables
    Worked Examples
    Creating a Project Template
    Creating a Project From a Sales Order
    Project Management - End of Unit Quiz
    Tracking Project Completion
    Visualising and Bulk Updating Child Ticket Data from The Project Screen