Using the Project Manager

The Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager enables you to oversee complex projects involving many components.

Use the following procedure to open and use the Project Manager.

Select Go To > Projects.

At the Project Manager window, use the icons on the toolbar to perform general actions and the local menu for other actions.

To create a project, right-click the upper pane and select New.

See Creating Projects.

To filter the displaying projects, click on the Show drop-down menu and select the corresponding Status. To view all projects that are not closed, select Active in the drop-down list.

Select the project and manage project details using the tabs:

○ Contacts. Contacts associated with the project.

○ Task. Schedule a plan of action with specific tasks assigned to users or user groups.

○ Team. GoldMine users and contacts contributing to the project.

○ Issues. Possible roadblocks to the successful completion of the project.

○ Notes. Type free-form notes related to the project.

○ Details/Links. Displays simple details; lets you link documents.

○ Pending. Scheduled activities for the project.

○ History. Completed activities for the project.

NOTE: For more information about the various tabs located on the page, refer to Using the Opportunity Manager.