Including CRM Tasks in Project Totals
Published on
October 1, 2024 at 2:59:29 AM PDT October 1, 2024 at 2:59:29 AM PDTst, October 1, 2024 at 2:59:29 AM PDT
OVERVIEW
CRM tasks represent "to do" activities that require completion. Each CRM task is an independent record tracking the task details and assigning responsibility. These tasks can be allocated to an employee, partner, or vendor for execution.
Although CRM tasks can be linked to a project, they are not inherently considered part of the project's cost and time data unless explicitly included using the "Include CRM Tasks in Project Totals" checkbox. CRM tasks associated with a project do not appear in the project schedule.
The "Include CRM Tasks in Project Totals" checkbox on project records enables CRM tasks to contribute to the project's costs, work, and actual work. This checkbox is especially useful for accommodating existing, open projects reliant on CRM task records created before the 2008.2 release.
Customizing project forms is necessary to display the "Include CRM Tasks in Project Totals" checkbox.
Follow these steps to customize a project form for using CRM tasks:
1. Navigate to Lists > Relationships > Projects and click Edit next to the project.
2. On the project form, click Customize.
3. Provide a name for the form.
4. Access the Fields subtab.
5. Click the Info subtab.
6. Check the Show box next to "Include CRM Tasks in Job Totals."
7. Complete other required fields on the form.
8. Click Save.
Ensure that this customized form is used for all projects requiring the inclusion of CRM tasks. When utilizing the customized form to create a project record, you can select the "Include CRM Tasks in Project Totals" box as needed.