Project Management 10.0 Project Management Overview and Setup Apr/10/2007 Introduction to Project Management and how the overview works in Tradepoint More Back to top 10.1 Linking Projects to Contacts Mar/29/2007 Link projects and contacts for more complete Project and CRM management. More Back to top 10.10 Project Quotes Mar/29/2007 Track individual Expenses related to each Project. More Back to top 10.11 Time Mar/29/2007 Track any Billable Hours and Generate Invoices for those Hours directly from a given Project. More Back to top 10.12 Documents Mar/29/2007 Project Management includes the ability to create, track and manage documents within Tradepoint. More Back to top 10.13 Email Mar/29/2007 Collaborative Email functionality is a part of Tradepoint's Project Management component. More Back to top 10.14 Time Punch Clock Mar/29/2007 Punch Clock functionality available specifcally linked to each Project. More Back to top 10.15 Using Project Templates Sep/22/2008 Project templates will create projects with a pre-set overview and event time line based on your preferences in just a few steps. More Back to top 10.2 Detailed Plan Mar/29/2007 Outline the Details and time line of your Project Plan within Project Management. More Back to top 10.3 Team Setup Mar/29/2007 Setup teams and contacts to view and share project information. More Back to top 10.4 Custom Fields Mar/29/2007 Use the Setup and Configuration Tool to establish specific fields geared towards the particulars or your Company's workflow process in Project Management. More Back to top 10.5 Notes Mar/29/2007 A general Notes field is available within Project Management. Each Project will retain its own Notes field. More Back to top 10.6 Team Schedules Mar/29/2007 Assign Team Members and track Billable Hours for a given Project with the tools available in this section. More Back to top 10.7 Products Involved Mar/29/2007 Products Involved allows you to track which Products/Services are related to a given Project. More Back to top 10.8 Generating Quotes Mar/29/2007 Generate additional Quotes for clients as you are carrying out your Project. More Back to top 10.9 Budget & Expenses Mar/29/2007 Define the Budget and Expenses for a given Project. More Back to top 1 2 Loading…