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Project Overview

The project overview page lists basic information about the project, along with any comments.

Permissions Required

PROJECTS:EDIT:CLIENT
PROJECTS:EDIT:LEAD
PROJECTS:EDIT:DESCRIPTION_AND_SUB_PROJECTS
PROJECTS:EDIT:DATES
PROJECTS:EDIT:NAME
PROJECTS:EDIT:STATUS
PROJECTS:EDIT:ADDRESS

All projects can consist of:

  • A Client
  • A Project Manager
  • A Venue
  • Project Dates, including asset dispatch dates

If you want to assign assets to a project, all of this information must be set.

Project Overview Project Overview

Comments allow you to keep a log of updates about the project, such as venue and date changes.

All Projects have a status, that is the overall status of the project. You can also have statuses for each asset in the project, which is discussed in the next section.

Addtional Project Settings Menu​

Many of the project settings can be updated by using functionality found in the addtional project settings menu. These include updating the name and description of a project, assigning a parent project or creating sub-projects and archiving or deleting the project.

Addtional Project Settings Menu

Comments & History​

AdamRMS has a full Audit Log, which keeps track of changes to various elements of the platform. This includes projects, and the edit history of the project can be found on the history page.

Project audit log Project History

Files, Notes, Invoices & Quotes​

Projects can have various files associated with them, to keep track of documents and provide invoices or quotes to clients.

Permissions Required

PROJECTS:PROJECT_NOTES:EDIT:NOTES
PROJECTS:PROJECT_NOTES:CREATE:NOTES
PROJECTS:PROJECT_FLIE_ATTACHMENTS:CREATE

Project Files Notes and Projects for the project

Notes are intended to be used for meeting notes and event plans.

Invoices and Quotes have different footers, which can be set in the settings page.
More information about Invoices and Quotes can be found in the finance overview.

Sub-projects​

Projects can have associated sub-projects, which are linked to the main project. These sub-projects act as independent projects, but are linked for organisation.

Example sub-project An example subproject

It is recommended you set up a new Project Type for sub-projects that excludes Finance, so that financial elements are only included in the main project.

Project types Suggested subproject type

Following Parent Project Status​

Sub-projects can optionally track the status of their parent project, allowing you to update their project status automatically when the parent project is updated.

When parent project tracking is enabled, the sub-project's status will update to the parent's status, and a notice appears above the project status

Project status tracking the parent project
A Subproject that tracks the parent's project status

Use the addtional project settings menu to enable or disable parent status tracking on subprojects.