Projects

Running projects is what your business is all about, because projects generate revenue. VOGSY helps you organize your projects so they are efficient, methodical, informative, and repeatable.

VOGSY achieves this by designing the structure of the Project page around the work breakdown structure, which is a project management reference tool that divides the work of the project into manageable components. It creates a road map from objectives to outcomes. A project is divided up into deliverables from which all work-related activities and costs branch out and budgets are derived.

project items explained v3

number one

The Follow button. This button has two states:

  • FOLLOWING means you will receive notifications when significant events occur for the project.

  • FOLLOW means you will not receive notifications.

There are three ways to follow a project:

  • Click the Follow button. Anyone can do this.

  • Members of the project team are automatically made followers of the project.

  • Users who follow an organization will be made followers of the organization’s new projects. Here 'new' means all projects that are created after you begin following the organization.

number two

The Action buttons allow you to do the following:

  • pin Pin this project to one of your boards.

  • pencil Open the project’s configuration page for editing.

  • dots vertical Perform one of these additional actions:

    • Open the Project calendar.

    • Send planning notifications.

    • Create order confirmation.

    • Create draft invoice.

    • Create document from template.

    • Specify payment condition.

    • Show why project can’t be closed.

    • Copy to new opportunity.

number three

Customer logo, contact avatar, and project team member avatars.

number four

Project status. You can set this on the project’s configuration page.

number five

Weather indicator symbol. The weather indication of a project, which can change over time, is based on the state of its deliverables. As long as the schedule (run time), budget, and completion rate are in balance, the weather, and thus your project’s outlook, will be good. Deviations might indicate problems.

number six

Project name and customer name, taken from the project’s configuration page. Click star outline to add the project to your Starred page.

number seven

Project description, taken from the project’s configuration page.

number eight

Financial statistics. Click the expander arrow2 expander arrow to view additional statistics and calculations.

number nine

Task bar.

number ten

Milestones panel. Click the expander arrow2 expander arrow to view the timeline.

number eleven

Deliverables panel. See Deliverables to learn more.