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Projects & Services – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Projects & Services
Contracts
add-on
Create, edit and delete a contract
Portfolios
How to change portfolio of a project
Create and edit a portfolio
Projects
How to update a project from a sales order
Project and task related work fields
How to create a new project from an opportunity
How to manage project start and finish dates
Requests
How to move requests with reported hours to another project
Create, edit and delete a request
Team resourcing
How to view Team resourcing
How to manage Team resourcing
Work schedules
How to view work schedules
How to manage work schedules