Intro:

In a Customer Relationship Management (CRM) system, tracking Project Task time and Project actual values is crucial for monitoring project progress, resource utilization, and financial performance. The status of your Project Task & Project can be monitored by setting the appropriate values as required with the two new fields provided by CRM.

Steps:

• To set the values in CRM redirect to your CRM link  Open the Settings Area.
• In the Settings area, under the General section, open the Parameters and on opening the form you can set the values for your Project and Project Task tracking according to the management of the same.

• Project task time tracking:
  • Real-time update – The status of the Project Task is updated in real-time but in this case, the performance is maintained on average.
  • Delayed update – Although the name says the Project Task update is delayed the performance is at its best. It can be best used during Data migration due to its high performance and also it is recommended for the same.
• Project actual values tracking:
  • Real-time update – It takes time to factor the actuals as a whole if you choose Real-time update. Even though the status of the Project is real-time the performance is slow.
  • On Demand update – This type of update if set, increases the performance and is also recommended during Data migration.

Conclusion:

Although it is a small update, it has a crucial impact on the issues related to managing the project status. This update helps in Project and Project Task management as per one’s or organization’s needs.

Thank you, Sankalp for your valuable feedback!