Are you the person who manages projects from start to finish, making sure you meet all the deadlines and stay within budget? Keep reading to find out how our project module could help you.
Are you the person who manages projects from start to finish, making sure you meet all the deadlines and stay within budget? Do you assign tasks to your team, taking their busy schedule into account? Do you need a clear overview of who needs to do what by when? Then keep reading to find out how our project module could help you in your daily job.
First things first: adding the project. Teamleader offers three different ways to create a project:
1. Project based on a deal
You just got notified that your quotation was accepted? Great! Get started right away and convert the quote into a project. The subtitles will become milestones, and you could also have the products become tasks. This does mean the format of your project is already decided when creating the quotation, so you should sit together with your sales colleagues first to agree on a basic structure.
2. Project from scratch
You can also simply create a project as you see fit. To get an idea of the possibilities, consult this article.
3. Project based on a template
It is not possible to use the structure of the quote, but you do want to use the same structure for multiple projects? We have got you covered. Simply create your ideal standard projects, and save them as a template. Make sure to mention something like ‘template’ in the project title, so you can easily retrieve them if you want to make changes to your template.
It might be interesting to know you can still link a project to a deal afterwards if you created a project from scratch or based on a template. Simply open the project, click on the little arrow on top and select ‘link deal’. In this way you can see a direct link to the project when checking the deal and vice versa, so you do not lose the overview. It is also possible to import old projects you did not create in Teamleader using these instructions.
Once you have created the project with all the tasks that need to be done, it is time to start planning them. Teamleader offers a separate module where you can easily assign tasks to your team members, while still having an overview of the progress of your project and the availabilities of the team. Find out all about it here.
Now the project has started, you will need an easy overview of everything that is happening so you can monitor the progress. Some tips to get quick insights on your project:
Open the project, click on the little arrow on top and select ‘download report’ to create a customisable overview of the entire project. Read this article for more information.
On the project page, you can see the budget usage and the roadmap per milestone.
Under each milestone, you can click show all in the timetracking section for a detailed overview.
Click on the little wrench in the bottom right corner of the projects overview page to add the information you want to see here. Interesting columns might be internal and external budget for example, so you know how much budget was spent. You can also export this overview to Excel to make extra calculations.
Use our Gmail plugin to link emails directly to your projects.
Time to wrap up the project and send your invoice? Finish it using these instructions, and find all the ways to invoice here. It goes without saying you can also send an invoice while the project is still ongoing. If you want to send a monthly invoice for example, you could create months as milestones to have an even clearer overview.
What’s your best tip for working with Teamleader? Feel free to let us know!
If you're not using this module yet, you can contact our sales team at firstname.lastname@example.org to try it out for free.