[Erp5-users] What about "Projects" ?

[jp at nexedi.com]

Hi,

> Hi everyone,
> 
> I am new to ERP5. I am looking for a solution for my company which 
> allows us to manage many things, includings CRM, projects, and documents.
> 
> I've just tried ERP5 and I think it is a good product but I can't find 
> if there is a way to manage "projects" (generally speaking) with it.

There is a bt5 called "erp5_project" which provides:
- Project
- Task 
- Task Report

and also extends Sale Order. This is what we use in Nexedi to manage all projects from the initial offer till the delivery of milestones. It is also used by some NGOs to manage projects in relation with cost accounting and budgetting.

> I noticed that when we try to create a new "Campaign" there is a field 
> called "Project target" but when I click to select a project I end up 
> with an empty list and guess what... I can't find how to put a project 
> in this list thus I can select it as a target for my campaign.
> 
> I've been through nearly every menu in ERP5 for about an hour now 
> without finding any "New Project" or events "Projects list" menu.
> 
> Is is implemented yet ? Do I have to configure something in order it to 
> appear ?

If you add the bt5 erp5_project and set security on portal types, it should work. However, erp5_project has not yet gone through the same review as bt5 used in the default configurator. If you wish tohelp, let me know.

Regards,

JPS.
Nexedi CEO.

> 
> Thanks in advance !!
> 
> 
> TD
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