Project Roadmap – Advanced Reporting & Workflow module for Perfex CRM Projects

Introduction to Project Roadmap - Advanced Reporting & Workflow Module for Perfex CRM Projects

The Project Roadmap - Advanced Reporting & Workflow module is a powerful tool within Perfex CRM Projects that enables you to visualize and manage your projects in a more structured and efficient way. This module allows you to create a comprehensive project roadmap, track progress, and analyze performance metrics, all in one place. With its advanced reporting and workflow capabilities, you can streamline your project management processes, make data-driven decisions, and improve collaboration among team members.

In this tutorial, we will guide you through the steps to set up and use the Project Roadmap - Advanced Reporting & Workflow module in Perfex CRM Projects. By the end of this tutorial, you will be able to:

• Set up a project roadmap
• Create custom reports and dashboards
• Configure workflows and notifications
• Track project progress and performance metrics
• Collaborate with team members and stakeholders

Step 1: Setting up the Project Roadmap

To access the Project Roadmap module, go to the Projects tab in Perfex CRM and click on the "Roadmap" button.

1. Click on the "New Roadmap" button to create a new project roadmap.
2. Enter a name and description for your roadmap.
3. Choose the project(s) you want to include in the roadmap.
4. Select the timeline view (e.g., Gantt, Kanban, or Timeline) that best suits your project management needs.
5. Click "Create Roadmap" to set up your project roadmap.

Step 2: Creating Custom Reports and Dashboards

The Project Roadmap module allows you to create custom reports and dashboards to visualize your project data. To create a custom report:

1. Click on the "Reports" tab in the Project Roadmap module.
2. Click on the "New Report" button.
3. Choose the report type (e.g., Table, Chart, or Kanban).
4. Select the fields you want to include in your report.
5. Customize the report layout and design.
6. Click "Save" to save your report.

To create a custom dashboard:

1. Click on the "Dashboards" tab in the Project Roadmap module.
2. Click on the "New Dashboard" button.
3. Choose the dashboard type (e.g., Table, Chart, or Kanban).
4. Select the reports and fields you want to include in your dashboard.
5. Customize the dashboard layout and design.
6. Click "Save" to save your dashboard.

Step 3: Configuring Workflows and Notifications

The Project Roadmap module allows you to configure workflows and notifications to automate tasks and keep team members informed. To configure a workflow:

1. Click on the "Workflows" tab in the Project Roadmap module.
2. Click on the "New Workflow" button.
3. Choose the workflow type (e.g., Task, Issue, or Milestone).
4. Select the triggers and actions for your workflow.
5. Customize the workflow settings and notifications.
6. Click "Save" to save your workflow.

To configure a notification:

1. Click on the "Notifications" tab in the Project Roadmap module.
2. Click on the "New Notification" button.
3. Choose the notification type (e.g., Email, SMS, or In-app).
4. Select the trigger and recipient for your notification.
5. Customize the notification settings and content.
6. Click "Save" to save your notification.

Step 4: Tracking Project Progress and Performance Metrics

The Project Roadmap module allows you to track project progress and performance metrics. To track project progress:

1. Click on the "Progress" tab in the Project Roadmap module.
2. View the project progress chart and metrics.
3. Update the project progress by clicking on the "Update Progress" button.
4. View the updated project progress chart and metrics.

To track performance metrics:

1. Click on the "Metrics" tab in the Project Roadmap module.
2. View the performance metrics chart and data.
3. Customize the metrics by selecting the fields and time period.
4. View the updated performance metrics chart and data.

Step 5: Collaborating with Team Members and Stakeholders

The Project Roadmap module allows you to collaborate with team members and stakeholders. To collaborate:

1. Click on the "Collaboration" tab in the Project Roadmap module.
2. Invite team members and stakeholders to join the project.
3. Assign tasks and responsibilities to team members.
4. View the project activity stream and comments.
5. Participate in discussions and share files.

By following these steps, you can set up and use the Project Roadmap - Advanced Reporting & Workflow module in Perfex CRM Projects to streamline your project management processes, improve collaboration, and make data-driven decisions.