Projects

Overview

Core's Project Management helps you organize and track IT projects with status workflows, team assignments, budget tracking, and ticket linking for complete visibility of project work.

Creating Projects

New Project

1. Navigate to Projects
2. Click New Project
3. Enter project details:
   • Name: Descriptive project title
   • Company: Client the project is for
   • Description: Project scope and objectives
   • Start Date: When work begins
   • Target End Date: Expected completion
4. Configure additional settings
5. Click Create Project

Project Fields

Status Workflow

Default Statuses

Projects progress through status stages:

1. Planning - Initial scoping and preparation
2. In Progress - Active work underway
3. On Hold - Paused for external factors
4. Completed - Work finished
5. Cancelled - Project terminated

Changing Status

1. Open the project
2. Click the Status dropdown
3. Select the new status
4. Optionally add a note about the change
5. Save

Custom Statuses

Create custom statuses in Settings > Projects > Statuses.

Team Assignment

Assigning Team Members

1. Edit the project
2. Go to Team section
3. Add team members:
   • Project Manager: Primary owner
   • Team Members: Contributors
4. Save changes

Roles and Responsibilities

Define project roles:

• Project Manager: Overall responsibility
• Technical Lead: Technical decisions
• Engineers: Implementation work
• Account Manager: Client relationship

Budget Tracking

Setting Budget

1. Create or edit the project
2. Enter the Budget amount
3. Optionally break down by category:
   • Labor
   • Hardware
   • Software
   • Other

Tracking Costs

Track actual vs budgeted costs:

• Time entries: Labor costs from logged time
• Expenses: Direct project expenses
• Running total: Real-time budget consumption

Budget Reports

View budget status:

1. Open the project
2. Go to Budget tab
3. See:
   • Budgeted amount
   • Spent to date
   • Remaining budget
   • % consumed

Linking Tickets

Adding Tickets to Projects

Link related tickets:

1. Open a ticket
2. Select the Project field
3. Choose the project
4. Save the ticket

Or from the project:

1. Open the project
2. Go to Tickets tab
3. Click Link Ticket
4. Search and select tickets

Viewing Project Tickets

See all tickets for a project:

1. Open the project
2. Click Tickets tab
3. Filter by status, assignee, or priority
4. Track completion progress

Time and Progress

Time Tracking

Time logged on project tickets aggregates to the project:

• Total hours logged
• Breakdown by technician
• Billable vs non-billable split

Progress Indicators

Track project progress:

• Ticket completion percentage
• Budget consumption
• Time remaining to target date
• Milestone completion

Project Templates

Creating Templates

Save project structures as templates:

1. Create a project with standard structure
2. Click Save as Template
3. Name the template
4. Choose which elements to include:
   • Default tasks
   • Team structure
   • Budget template

Using Templates

Start projects from templates:

1. Click New Project
2. Select From Template
3. Choose the template
4. Customize for this project

Reporting

Project Reports

Generate project-specific reports:

• Status report: Current state and recent activity
• Budget report: Financial tracking
• Time report: Hours logged by category
• Ticket summary: Work item status

Exporting

Export project data:

1. Open the project
2. Click Export
3. Choose format (PDF or Excel)
4. Include desired sections

Best Practices

• Define scope clearly: Document objectives upfront
• Link all related tickets: Keep work visible
• Track time consistently: Enable accurate budgeting
• Update status regularly: Keep stakeholders informed
• Review budget weekly: Catch overruns early
• Document decisions: Use project notes for context

See also

• Managing Tickets
• Time Tracking
• Company Management