The Project Management module contains information that is relevant to the specifics of the project such as the type of project, who the Leader of the project is and when the project is completed.
The Project form system is designed as a “container” which automatically (without user intervention) connects records that are in any way related to the Project, such as Stakeholders, where a Team User has launched an Issue process or attached them to an Event they attended.
Team Users involved in the Project are selected from the User list. Additionally, Project Team Members who are not users of the SRM may be added.
Team Users and Team Members names and addresses may be printed by within the Project module.
Once the Project details are completed and the Team Users and Team Members are set up, the SRM system will take over the automatic logging of details.
You may review the Project at any time to access the built-in pre-constructed reports including Project Summary and Project Issues.