11 Nov 2019
November 11, 2019

Projects Template Creator

1 Comment

vtProjects

Hello my fellow vtiger enthusiasts. 

We have always enjoyed inventing new tools for fellow developers and users making their life easy. Today we are here to share about a new enhancement  that we built for vTiger 7.x. Recently a customer requirement came up where we have successfully developed the Project Module Enhancements for Vtiger 7.x 

Business case:

The Client is running a customized vtiger CRM, Client has multiple types of projects that run simultaneously on his CRM system. With such a number of projects and projects types being handled in the CRM system there had to be a way for the client to auto create new projects tasks based on the pre existing projects or project categories.  

Our approach:

In vTiger CRM we have developed and integrated a plugin which enables the user to create a project with predefined project tasks with a specified start date and end date for every project task. The users can define the project tasks that will be part of any project in a custom module with start date and end date based on the number of days of that task. The user can assign the order of the project tasks for every project category the project tasks will be created in the specific order defined by the user in the project settings section. 

In addition to this we have also built a feature where the user can create a project template from an existing in progress or completed project. When using this feature client can template any project i.e. existing for project template creation. Once the project template is created they can use that particular template to create new projects with the defined project tasks. 

Please Contact us for more details

Cheers!!!

vTigress Team 

 

One Response to Projects Template Creator
  1. Hi, I’m interested in your Projects Template Creator plugin for Vtiger 7 but I need to try it to understand better the features and to see if they are what I need
    Can you send me a trial (even working for only a few days) for trying on my vtiger installation?
    Thx


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