Project Management

1. Project Type Name: The name of the Project Type and will be shown when choosing or editing the type of Project.
2. Division(s): Divisions selected here will be assigned to Projects of that type.
3. Options: Here you have two options available to choose from:
   • Needs review before marking done: Notes whether a Project needs to be reviewed in order to successfully mark it as done.
   • Needs Promise Date: Allows you to choose to require a promise date on new Projects of this type.
4. Default Assignment Category: Notes which category Project Assignments are given by default (Project Manager, Sales Rep, etc.).
   • Get Default Assignment from the Customer Level: Once a Customer is selected for the Project, the Assignee will be pre-populated based on the Customer Selected and their Default Assignments. If a Customer has more than one Assignee set with the same Category, the oldest active Assignment will pre-populate in the Project. If there are NO Assignees for a Customer, the field will remain blank.
     • Note:This option will not display until a Default Assignment Category is selected for the Project Type.
5. Default Task Type: Setting a default Task Type will make any Task created within the Project Type to be that chosen Task Type.
6. Description: Here you can enter a description of the Project Type.

To add Custom Fields to a Project Type, click the Waffle menu that is located next to the Project Type title, and select the Custom Fields button.

Projects can be created using a variety of methods. One is by using the Quick Add menu option found next to the Dashboard button on the top right of your Striven page, or by clicking the Add button on the Projects List page, which will populate the Add Project screen. Projects can also be copied in order to duplicate settings from an existing Project.

Within the Add Project screen, the only required field is the Project name, but a Customer and Customer Contact can also be added. The Project Manager can be designated here as well. Below is a screenshot demonstrating how the Add Project page appears.

To view the Add Project page, navigate through:

Projects → List, then click the Add button.

The Task Search pane contains the following Search fields and options:

1. Task Number: Allows you to search for a Task by the Task’s exact number.
   Note: Searching by Task number will ignore all other search criteria.
2. Task Title: This field allows you to search for a word or phrase present in the title of a Task. This search field can be used in combination with the Task Type search.
3. Type: This dropdown menu allows you to search for Tasks by their Task Type. You may only search for one Task Type at a time.
4. Search: Clicking the blue Search button will allow you to run the Search based on your chosen filters.

The Tasks Search feature can be used in conjunction with other Project Filtering options such as labels. If the Tasks within the Project have been filtered by label, the Search Filter will search through the Tasks which have the applied label exclusively for Tasks which match the Search criteria.

After a Search has been completed, clicking the blue Clear Filters option located next to the Project’s Switch View option will remove all filters, including Task Search filters, label filters, and Milestone filters.

1. Add Assignment: Allows users to add a new Assignment and configure many options, including whether it is a Primary Assignment if it’s visible on the Portal, and much more.
2. Edit: Allows users to edit the Assignment, including the Assignment Category, the Employee assigned, whether the Assignment is Primary, and if it is visible on the Portal.
3. Delete: Deletes the Assignment from the Project.
4. Portal Visibility: The Globe icon here will allow users to mark Assignments as visible to Contacts on the Customer/Vendor Portal. When the Globe icon is blue, this indicates that the entity is set as visible on the Portal. Gray will indicate it is currently not visible on the Portal.

1. Show Archived: Shows all Labels that have been archived for users to unarchive the Label.
2. Visible: The Globe icon here will allow users to mark Labels visible to Contacts on the Customer/Vendor Portal. When the globe is displaying blue, visibility to the Portal is turned on; a gray globe indicates no visibility in the Portal.
3. Options: Additional actions are available which are detailed below:
   • Edit: Allows users to edit the Label name and color.
   • Delete: Deletes the Label from the Project and will not be available once it’s deleted.
   • Archive: Archives the Label and hides it from the Project. Archived Labels can be unarchived.
4. New Label: Users can add a new Label by typing a name and clicking enter. The Label color can be changed before creation by clicking on the color square and choosing a new color from the drop-down.
5. Added Labels: To assign a Label, simply drag and drop the Task onto the Label. The Label will then appear on the Task as displayed in the example provided.

1. Content Groups: Organize folders and content to suit your Company’s needs. You can add content groups with the big Plus icon.
2. Add Buttons: There are two buttons which are described further below:
   • The Folder icon allows users to add folders into the Company Hub.
   • The Plus icon allows users to add documents, links, or posts into the Company Hub. Folders and content can be restricted to certain users as well. View the section below to learn more information about this.
3. Folders: Store individual content and are added to content groups.
4. Linked Content: Consists of a URL which directs users to a website on the internet.
5. Documents: Can consist of multiple different file extensions and can be stored in folders or in content groups.
6. Group Options: There are three buttons which are described further below:
   • The Edit icon allows you to edit the content group’s name.
   • The Share icon allows you to share the content group with other users.
   • The Double-arrow icon allows you to expand the content group.
7. Section Options: Using this icon, you can perform functions which are described below:
   • Add Section: Allows you to add sections to the Hub.
   • Manage Sections: Allows you to manage sections in Hub.
   • Manage Content Groups: Allows you to manage content groups in Hub.

1. Configure: Allows you to configure which Expense columns you would like to include in the Total Cost calculations.
2. Customer-Project: Displays the name of the Customer and the Project.
3. Status: Shows each Project’s status which includes Pending, In Progress, Done, Canceled, and Reviewed.
4. Order Total: Shows the sum of the Sales Orders associated with the Project.
5. PO Total: Shows the sum of Purchase Orders associated with the Sales Order and Project.
6. Revenue: Shows how much has been invoiced from the Sales Orders.
7. Labor: Shows how many labor hours are associated with the Project. This total is pulled from timesheets submitted by users. When configuring your Report, you can choose which Timesheet items to include in this total.
8. Expense Columns: The columns displayed in this section calculate your total cost. You can choose to display Labor, Cost of Goods Sold, Bills/Bill Credits, Checks, and Credit Card Charges/Refunds as columns.
9. Total Cost: Totals up the configured Project Expense columns to illustrate the total costs associated with the Project.
10. Profit: Totals up the Project’s revenue and the total cost to illustrate how much profit the Project stands to make.
11. Profit Margin %: Shows the profit margin of the Project as a percentage.
12. Profit %: Shows the profit of the Project as a percentage.
13. Hyperlinked Column Totals: The Sales Order Total, PO Total, Revenue, and Expense column amounts are linked to view details of the transactions that make up this total. Clicking on one of these column totals will trigger a new browser tab to display with a list of the transactions that make up that total amount from the report. To dig even further you can click on the names of the listed transactions to view them individually.

1. Add Projects: Use this widget for quick links to the Projects List, Milestones List, and Tasks List.
2. Project Summary: Use this widget to view revenue generated and the number of Projects created and completed within a given time frame.
3. Projects: Custom Report: Use this widget to show results from custom reports created using the Report Builder and using the Projects dataset.
4. Recent Projects: Use this widget to show the most-recently-viewed Projects. These Projects can also be “pinned” using the Pin icon to the left of the Project to keep them on this list regardless of the last time you viewed them.
5. Projects: Happiness Rating: Use this widget to view a filtered or unfiltered view of happiness ratings provided by your Customer Contacts for Projects.
6. Completed Milestones by Person Responsible: Use this widget to view a filtered or unfiltered view of how many Milestones were completed and who was the person responsible in a bar graph view.
7. Milestone Summary: Use this widget to view the percentage of Milestones completed on time, the total of Milestones completed, and the average days before or after the target date the Milestones were completed within a given time frame.
8. Milestones Due: Use this widget for a filtered or unfiltered list of Milestones due within a given time frame. You can select each Milestone to drill into the Project.
9. Open Milestones by Person Responsible: Use this widget to view open and past due Milestones for a particular Employee, Division, or Team in a bar graph view.