Create and maintain a Pipeline Project (PSA Edition)

A Potential Project relates to an opportunity that has not yet been won or lost. Potential Projects enables a project budget to be created so that you can provide a quote to your client with confidence. Creating and maintaining Potential Projects in CMap also enables you to track and report on the strength of your future business pipeline, as well as enabling users to record the time they spend trying to win a project.

A Potential Project can be standalone or a Project Extension. Click here to learn how to create a Project Extension. 

In this article, you'll learn how to:

  • Convert a Lead to a Pipeline Project
  • Create a new Pipeline Project
  • Maintain a Pipeline Project

Convert a Lead to Pipeline Project

This is only applicable if you use the Leads module in CMap. If this isn’t the case, scroll down to learn how to create a new Potential Project.

  1. From your Dashboard, head to the CRM tab and click Leads.
  2. You will be taken to your Leads database. Select the Project Title that you would like to convert.

  3. Click the Actions menu on the right-hand side. Select Convert this Lead from the drop-down menu.

  4. A pop-up box will appear asking you to confirm whether you wish to convert this Lead to a Potential.

  5. Then click Yes and the Project will appear in the Pipeline area.

Create a new Potential Project

If a Potential Project doesn’t begin its life as a Lead, you can just add it straight into the Pipeline tab.

  1. From your Dashboard, you can access the Pipeline page from either the CRM tab or the Projects tab.
  2. You will see a list of the Potential Projects in your CMap instance. Click the  icon at the top of the Potential grid and a pop-up box will appear.

  3. Click Project and you will be taken to the Add your new Potential Project form. Complete the following fields:

    Field name

    Description

    Title

    The name by which the Project will be known.

    Company

    Who the client is.

    Contact

    Who the lead contact at the client company is.

    Office

    The office to which the Project will belong (i.e. the Lead Office).

    Account

    The internal account the project belongs to.

    Stage

    The stage you are up to in the sales process.

    Probability

    The percentage likelihood you have of winning the Project.

    Fee Type

    The Fee approach of the Project.

    Note: This will determine the billing method of the Project.

    Project Type

    The type of service that you will be providing on the Project

    Lead Source

    Where the Project has come from.

    Project Manager

    The individual accountable for the day-to-day delivery of the Project.

    Co-pilot

    Co-Pilot(s) are granted identical screen-views at the Project Manger. There’s no limit on the number of Co-Pilots.  

    Owner

    An individual with a vested interest in the Project. Only one user can be assigned as the Owner.

    Mandatory fields are shown with a green asterisk (*). 

    Should you wish to add any custom fields to your Potential Project page, read our guide here. 

  4. When you’ve captured the necessary information, click the Save button and your new Potential Project will be added to the Projects area in CMap.

Maintain a Pipeline Project

  1. Head back into the Pipeline page and select the Project you would like to edit. 
  2. There are two ways of editing the Project.  
    • Click the Actions menu on the right-hand side. Select Edit from the drop-down list.  
    • Click on the pencil icon next to the Project No-Title.  
  3. Make the necessary changes to the Project Details. Scroll down and press SaveThe Project Details page will now be updated. 

Updated

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