Overview
The project's Work Breakdown Structure is maintained and released for fulfillment. Once the project plan is released, project activities are sequentially started.
It is required to monitor the project activities regularly, update its progress. Issues can suspend project activity fulfillment, so it is required to identify and resolve them in a timely manner.
Doers submit the work done to the supervisor. Finally, the supervisor verifies the performance records and results of all activities of the project.
As a result of this process, all project activities are performed.
Video guide
Perform project activities flowchart
Paths
| Path | CRM and marketing → CRM → Sales opportunities |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.SalesOpportunitiesToCustomer
|
| In-app link RU code |
e1cib/list/Справочник.СделкиСКлиентами
|
| Path | CRM and marketing → CRM → Complaints |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.Complaints
|
| In-app link RU code |
e1cib/list/Справочник.Претензии
|
| Path | CRM and marketing → CRM → Complaints |
|---|---|
| In-app link EN code |
e1cib/list/Catalog.MarketingActivities
|
| In-app link RU code |
e1cib/list/Справочник.МаркетинговыеМероприятия
|
How to start project activities
1. Go to CRM and marketing and then click Sales opportunities / Complaints / Marketing campaigns under CRM.
2. Review the list of documents, and open the relevant one.
3. In the document, click Project tasks at the top, review the list of project activities, and open the relevant one.
4. In the Project activity document, update the Assignee.
5. Specify the Actual start date.
6. Set the In progress state, and click Save.
How to update fulfillment progress
1. In the Project activity document, update the Progress percentage.
2. Specify the outcomes in the Results field, and click Save.
How to suspend project activities
1. In the Project activity document, set the Suspended state.
2. Specify the reasons for the suspension in the Results field, and click Save.
How to submit project activity completion
1. In the Project activity document, enter 100 in the Progress percentage.
2. Specify the outcomes in the Results field.
3. Specify the actual End date.
4. Set the Completed state, and click Save.
How to confirm project activity completion
1. In the Project activity document, set the Verified state.
2. Select the Closed checkbox, and click Save.