CMap recommends that a Project is created when there is an active opportunity. This means that a client has requested a quote, budget or statement of work. Projects may start their life off as a Lead in CMap, but this article will guide you through creating brand new projects.
The Project's life cycle will depend on which edition of CMap you use. Click on your edition to be taken to the relevant section.
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.
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From your Dashboard, you can access the Pipeline area from either the CRM tab or the Projects tab.
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Click the
icon at the top of the Potential grid and a pop-up box will appear. Choose whether you would like to create a Project or a Project Extension. -
Click Project and you will be taken to the Add your new Potential Project form.
Mandatory fields are shown with a green asterisk (*). Here are a few fields to may wish to take a look at:
Field name
Description
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.
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.
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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.
Learn More:
Want to learn more... here's the full article on Creating a Project.
Architects & Engineers Edition
Adding a Project in CMap can be achieved by adding a Lead and converting it to a Live Project, or if you are not using the Leads module, a project can be added directly into the Projects area.
- From your Dashboard, head to the Projects tab. Click the icon at the top of the grid and a pop-up box will appear.
- Click Project and you will be taken to the Add your new Project form. Choose whether you would like to create a Project or a Project Extension.
Mandatory fields are shown with a green asterisk (*). Here are a few fields to may wish to take a look at:
Field name
Description
Estimated Price
Capture the estimated price when the project is at an early stage before you have enough information to complete a fee estimate.
Estimated Start Date
The predicted start date of the project.
Note: This will determine the month CMap will start to forecast fees.
Estimated End Date
The predicted end date of the project.
Note: This will determine the month CMap will finish forecasting fees.
PO Numbers The client purchase order number(s) related to this project. These will be available to include on your invoice (if applicable). 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.
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When you’ve captured the necessary information, click the Save button and your new Project will be added to the Projects area in CMap.
Learn More:
Want to learn more... here's the full article on Creating a Project.
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