Projects in Intellent CRM are not isolated—they are designed to interact dynamically with several other modules. This integration streamlines workflows, automates follow-ups, and centralizes project-related data.
1. 🔁 Link a Project to a Customer #
Purpose: Every project must be associated with a customer. This enables invoicing, support tickets, file sharing, and portal access.
How:
- When creating a new project (
Projects > New Project), select a customer from the Customer dropdown. - You can create a new customer on the fly by clicking “Add New” in the dropdown if not already in the system.
📌 Result: The customer can view project status, tasks, discussions, and invoices in their client portal (if enabled).
2. 🧾 Link to Invoices, Estimates, and Proposals #
Purpose: Seamless financial tracking and billing related to a project.
a) Create an Invoice from a Project #
How:
- Go to
Projects > [Select Project] > Invoices tab - Click “Create Invoice”
- Choose to invoice based on:
- Fixed project price
- Time logs (billable hours)
- Task hours
- Invoice is automatically linked to the project and the customer.
b) Link Existing Estimate/Proposal to a Project #
- Go to
Sales > EstimatesorSales > Proposals - When creating or editing, use the Project field to associate it with a specific project.
- Once linked, the document appears in the project’s Sales tab.
📌 Use case: A design agency might attach a signed proposal to a website redesign project.
3. 📋 Link to Tasks #
Purpose: Assign work to team members and track progress inside the project timeline.
How:
- Go to
Projects > [Select Project] > Tasks - Click “New Task”
- The project is already pre-selected
- You can assign the task to users, set due dates, priorities, reminders, etc.
🧠 Bonus: You can also assign tasks from outside the project module:
- Go to
Tasks > New Task - Select a project from the dropdown to link it
📌 Result: Task progress contributes to project completion %.
4. 💸 Link to Expenses #
Purpose: Track costs tied to a project, and optionally bill them to the client.
How:
- Go to
Expenses > New Expense - In the Project field, select the project you’re logging the expense for
- Check “Billable” if you want to invoice this expense later
- Upload receipts or notes for records
📌 Use case: You log a $250 design license fee for a client’s campaign project and mark it billable.
5. 🕒 Link to Timesheets #
Purpose: Record time spent by staff on tasks or ad-hoc work within the project.
How:
- Go to
Projects > [Select Project] > Timesheets - Click “Log Time” or use the timer
- Select a task (optional), date, time spent, and notes
🧠 Alternative:
- Start timers directly from the
Tasksinterface - All time logs from tasks are automatically linked to the project
📌 Use case: Developers or consultants can log hours worked per task.
6. 🎫 Link to Support Tickets #
Purpose: Keep track of technical or client support issues related to the project.
How:
- Go to
Support > Tickets - Open or create a ticket
- Choose the customer
- Use the Related Project dropdown to attach the ticket to the right project
📌 Result: Helps support teams understand project context and improves internal coordination.
7. 💬 Link to Discussions #
Purpose: Collaborate internally or with the customer on specific project topics.
How:
- Go to
Projects > [Select Project] > Discussions - Click “New Discussion”
- Select visibility: Public (customer can see) or Internal
- Add tags or notify team members
📌 Use case: Start a thread called “Client Feedback Round 2” and collect input.
8. 📁 Link to Files #
Purpose: Share and store documents relevant to the project (contracts, mockups, reports).
How:
- Go to
Projects > [Select Project] > Files - Click “Upload File”
- Files can be marked as visible to clients or for internal use
📌 Use case: Upload project briefs, signed proposals, images, etc.
9. 📊 Link to Reports #
Purpose: Generate insights from projects based on time, billing, staff contribution, or milestones.
How:
- Go to
Reports > Projects - Filter by:
- Project name
- Staff
- Time range
- View hours worked, revenue earned, and overdue tasks per project
🔁 Summary of Integration Points #
| Module | How it Links to Projects | Value Added |
|---|---|---|
| Customers | Selected during project creation | Enables portal, billing, tracking |
| Invoices | Created from or attached to project | Track payments for each project |
| Tasks | Created within or linked to project | Breakdown of project work |
| Expenses | Linked to project | Budgeting and cost recovery |
| Timesheets | Tied via tasks or manual entry | Billable hours tracking |
| Support Tickets | Attached to project | Support context and visibility |
| Discussions | Stored inside project | Team/client collaboration |
| Files | Uploaded into project tab | Shared access to documentation |
| Reports | Pull data across projects | Analyze productivity and profit |
