HOWTO

Have you had any new ideas at work–Come on! Lets start sharing them

Does your new idea involve:

  • Other people in the company
  • Outside vendors, customers or contractors
  • Do you need to share documents
  • Are there questions and resolutions that need to be shared with the stakeholders
  • Tracking billable or non-billable time
  • Is  it team effort

Don’t get glassy-eyed, but…

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QuickStart

Easy Project Management

Projects are all about sharing with both your internal team and outside stakeholders.

For you internal team – they can see (and do) it all if they are on the project. For your outside stakeholders – EBSuite makes it easy for them to say in the loop.

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HOWTO

Build Your Projects from Templates

We already suspect you are an “over-achiever”, but you don’t have to create your projects as brand-new creations every time.  Every project (think about it) has a certain regularity, a certain pattern.  Or, they have a regular flow of “Phases” or “Stages” or more commonly, “Milestones”. 

Buckle your belt – Now you can add…

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Welcome to My Life

Monday Morning Project

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HOWTO

Delegate Project Steps to both Internal and External individuals

The Project Management tool in EBSuite allows you to create a Project then dynamically add Project Steps as the Project develops.

Each Project step can be Delegated to other internal Users or other Outside Contacts by simply picking the individual from the User List or the Contact List.  Once a Delegatee has been chosen…

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HOWTO

Project Module – Organizing Tasks and Sub Tasks

Within a Project created in the EBSuite Project Module you have a number of ways you can create and organize Project Tasks and Project Task Groups where a Task may have multiple Sub-Tasks.

Notice the Task Hierarchy in this Project:

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HOWTO

New Online Help Document: Project

We’ve just posted some new content in our learning center:

Online help for Project ( also with PDF download )…

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HOWTO

Using a Template to Create a Project

When a Project Template is created from a Finished Project you always provide a Project Start Date.  The Project Start Date is NOT the date of the first Project Task. 

When you create and use a Project Template you always need to define a Project Start Date that is relative to the finishined project’s…

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HOWTO

Projects – Controlling who has Read/Write access

Projects can be controlled by the creating user to control who has:

  • Read Access
  • Write Capability
  • Admin – Who can change the Access

Click the green icon next to the Project name to see choices, among which is “Access”

A1

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HOWTO

Create a Project from a Template

Well, not so fast.  Creating a Project from a Template is great way to keep your projects tight and complete, but first you have to create a Project Template.

A Project Template is just a finished project from which a Project Template is cloned.  The Project Template will have the same steps and, if…

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