Projects are our translation projects.
How to open projects in vTiger?
Menu: Projects > Projects (on the left side)
In the left corner you see menu icons:
Active projects look like this:
How to add a project?
Clink the button “Add project” in the top right corner
Then fill in the following fields:
Either you start printing the name and choose from the list or add a new company.
How to add a new company while adding new project?
Click on the + button and fill in the fields: Organization Name and Assigned To. Click Save.
Then continue adding the project:
Status
Progress:
Target budget
* Format for EUR:
* Format for USD:
Priority:
Descriptions, e.g. file names or job number / PO number from the client
Click the Save button.