Projects
Details may include information about the people involved, all relevant dates, and tasks that must be completed, users and specialists assigned to the project, and all of the related documents.
Use Case for Projects
For example, if you want to manage an accident claim, you can perform some or all of the following actions:
- Create a new project to capture relevant facts, such as the date and location of the accident, vehicle information, witnesses, and the law enforcement officers who were at the scene.
- To move the project forward, you may want to assign internal staff members to perform specific tasks, such as visiting the claim site or interviewing claimants.
- You can schedule regular status meetings using the appointment calendar to determine if the project is on schedule or if the completion date needs to be extended.
- You can create invoice and expense records from the project to track the costs related to the project.
- If litigation is involved, you can add all of the relevant court documents to the project.
When all of the tasks are done, the reports are filed, and the claim or court case is resolved, you can close the project so that the assigned resources can move on to other projects.
Using Projects
The following table shows how you can view, create, and edit projects.
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...Projects |
How... |
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Creating |
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Updating |
Phases Assignees Relations Involved Parties Tasks Appointments Expenses Accounts |
Project-specific Pages
Most projects have the following project-specific pages where you can view and edit information:
- General - View, enter and edit general information about the project, such as its name, number, when it was opened, and its current phase.
- Phases - View and change the phase of the project to show the progress from the beginning to the end of the project.
- Assignees - View or edit the users who are assigned to the project and their roles in the project.
- Involved - View or edit the people or companies who are involved in the project with roles such as witness, plaintiff, or outside counsel.
Each project record also has several other pages where you can view, enter, and edit additional information that applies to a project, such as appointments, expenses, and categories for a project.
Opening a Project Record
To open a project, click its link. The project opens to its General page. Once you open a project, with the appropriate rights, you can use the links in the left pane to manage project information.
The following table provides links to detailed documentation for the various components referenced in this article/topic.
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This page describes how to create a new project in TeamConnect, either by manually entering data into a blank project record or by using a step-by-step project creation wizard. |
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This page explains the concept of dependent project types in TeamConnect. Some projects, known as child projects, require a parent project to exist and are created similarly to parent projects but with a required association. Embedded projects are a type of child project accessible only through their parent and cannot be searched independently. |
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This page outlines how users with the appropriate permissions can edit project records in TeamConnect at any time, allowing updates to project details as needed throughout its lifecycle. |
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This page explains how to use the Categories page to assign a project record to a specific grouping, helping define the record’s type or purpose for better organization and filtering. |
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This page explains how to use the Change Phase button to update the phase of a project record, allowing users to manage the project's progress through its defined lifecycle stages. |
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This page outlines how to manage project assignees in TeamConnect. Assignees are users with associated contact records. You can view assigned users, add new assignees, change the primary assignee, reassign or unassign users, and remove assignees from a project. |
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This page explains how to use the Relations page to view or create relationships between projects in TeamConnect, such as setting up parent-child project associations. |
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This page explains how to manage involved parties for a project using the Involved/Assignees page in TeamConnect. Involved parties are external participants who are not TeamConnect users. You can add or edit involved parties, modify their roles, and manage their associated accounts directly within their related projects. |
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This page provides an overview of the Milestone page in TeamConnect, where users can view, create, and edit key project activities or steps, such as claim investigations or site surveys. It outlines how to manage milestones by viewing existing ones or adding and editing new milestones to track project progress. |
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This page explains how to use the Projects Tasks page in TeamConnect to assign users and tasks necessary for completing a project or milestone. It allows you to designate responsibilities and track task completion to ensure project milestones are met efficiently. |
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This page explains how to use the Appointments page in TeamConnect to schedule and manage appointments or meetings related to a specific project. It allows users to track important events and deadlines associated with the project, ensuring better organization and coordination. |
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This page explains how to use the Expenses page in TeamConnect to track and manage the costs associated with a project. It allows users to log expenses related to merchandise or services necessary for conducting business, helping to ensure accurate financial tracking and budgeting for projects. |
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This page explains how to use the Accounts page in TeamConnect to create and edit accounts associated with projects. It allows users to manage financial accounts related to specific projects, ensuring accurate tracking of project-related finances and facilitating seamless project management. |