1. Help
  2. Projects & Workflows
  3. Project Management
  4. Project
  1. Help
  2. Projects & Workflows
  3. Project Management
  4. Project
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Project

Projects enable managers to plan and coordinate work initiatives within Xurrent.

A project can be registered whenever the potential need for a new project has been identified. A project manager is responsible for planning and coordinating each project.

Only a person who has the Project Manager role of an account can maintain the projects of that account.

After selecting a request or problem, a project manager is able to open a new project for it by selecting the “Relate to New Project…” option from the Ellipsis menu.

The Project Fields page provides field utilization guidelines for each field of the Project form.