Projects can be created newly or created from existing project templates. You can easily create a project and manage your work with Zoho Projects. You can also create groups and classify projects based on your business need. And you can control the project access and privileges for other project users by making it private or public.
How do I...
- Create a Project
- Edit a Project
- Delete a Project
- Archive a Project
- Manage Project Groups
- Manage Custom Fields (Enterprise plan)
- Create public and private projects
- Navigate to Projects.
- Click New Project in the upper right.
- Give a Project Name (mandatory).
- If desired, select a Template and an Owner, enter Start and End Dates, and create a Project Overview.
- Select a Billing Method (note that this option only appears when Zoho Projects is integrated with Zoho Invoice or Zoho Books, and it is not available in the free plan)
- Based on Staff Hours - Users are assigned different rates, and project billing is based on the user rates of the team members working on the project. You can set user rates in the Add User page.
- Based on Project Hours - All users are assigned a standard rate, and project billing is based on the hours logged for the project as a whole.
- If desired, set the Group, Budget, Blog, and other criteria for your project.
- Click Add Project.
You can create a new project afresh or use an existing project template to create the project.
- When you Choose a Template, all the milestones, task lists, tasks, and other information from the chosen project template will be copied to the newly created project.
- The start time of the project modules (milestones, task list and tasks) will be shifted based on the Project Start Date of the new project.
- When you create a project from an existing project template, the Project Start Date option is enabled.
- Say, in a project template X, Task A has a Duration of 5 days and it Starts After 2 days.
- Now, when you choose this template X and set the new Project Start Date to Jan 15th 2016, Task A's Start Date will be shifted to Jan 17th 2016 and the End Date will now be Jan 22nd 2016.
- The newly selected Project Start Date will automatically shift all your milestones, tasks, subtasks, forums, and documents in the selected project template.
Read a forum on Project Templates here.
Strict projects have a fixed schedule. It is preferable to plan all the project activities within the schedule. Projects following the strict methodology are more successful because their project modules cannot extend beyond the scheduled project dates.
- All strict projects must mandatorily have a scheduled project start and end date.
- If you Make this a strict project , the project modules like Milestones, Tasks, etc., must have their start and end dates within the scheduled project Start Date and End Date.
- However, this feature is available only in the Premium and Enterprise plans.
And you cannot start or extend the start and end dates for any project modules beyond the scheduled project dates. Such as,
- If you do not make a project strict, the project modules can be scheduled without any date restrictions. i.e, It is not mandatory to have a scheduled Start Date and End Date, if it is not a strict project.
- The project cannot start and end on the same day.
Strict projects are distinct from other public and private projects in the Projects list view as they are indicated with the icon. You cannot select dates beyond the project's schedule in any of the date pickers, for strict projects. An error message is displayed whenever you do not select a valid date range for the project modules.
More information about strict projects
- Timers are not automatically stopped even after the project finish date
- You can link both tasks and bugs with different milestone dates
- Meeting and log hour duration are not restricted by the scheduled project dates
- SLA in bugs do not follow the project finish date schedule
- You can add expenses for dates even after the project finish date
- Task and event recurrence are auto-adjusted based on the project dates
- While importing task or bug, the dates may exceed the scheduled project dates
- Bugs associated to milestones, will automatically consider only the Release Milestone dates
- While associating an existing task template in a real time project, the task dates are auto-adjusted to the scheduled project dates
Read a forum on Strict Projects here.
You can create project groups to classify the various projects based on your convenience. If required, in Group Name, click the Plus icon to create a new project group. You can create a new group, only if you are the Admin.
Currently, we do not support sub projects in our project management.
Custom fields are added manually based on your business need. You might want to add certain project fields based on your business along with its default values, and in such instances you can customize the entire project by adding custom fields. The custom fields created in Settings will be displayed while creating a new project and you can choose the default values for your custom fields.
Learn More about creating custom fields.
You can choose to make your project go public or private. Private projects can be accessed only by the selected project users, whereas public projects can be viewed and followed by all the portal users. In public projects, users will have only read access but they can view and follow projects, and add comments. However, if you are the Admin, you will have all the access privileges even for public projects.
- While creating projects, set Project access to Private if you want the project to be accessed only by the project users in the selected project.
- If you set it to Public, the project will be followed and viewed by all the portal users. The public projects are highlighted with a distinct icon in the Projects list page.
- Navigate to Projects and hover over a project to edit or delete.
- Edit your project information, if necessary.
- Click Update.
- The Billing Method field cannot be edited if an invoice already exists for the project
- Only Portal Owners, Admins, and Managers can edit the Billing Method field
When you delete a project, the project is deleted forever along with the associated data. A project once deleted cannot be retrieved.
Edit a project and change it's Project Status to Archive. Now, the project will be moved to the Archived Projects section. You can archive or unarchive projects based on your convenience.
Click Projects and then choose Archived Projects. In the archived project list, click Sort Alphabetically on the right side to alphabetically sort the projects. The alphabetically sorted projects order is a temporary view, and you cannot save.
If required, click Back to default view to toggle to the normal view.