Introducing Issue Reports at an Org Level
In addition to the reports on projects
, and timesheets
we have recently implemented reports for issues at an organization level. This report displays the number of issues across all the projects using various criteria such as Status, Assignee, Reporter, Escalation etc. The basic reports are generated using the default issue fields.
The image below shows issues categorized by their status in an easy to understand pie chart.
With the advanced reports, users can create their own reports using multiple criteria. Filters can be used to create even more accurate reports. We also support reports that are based on default and custom timesheet fields.
For eg., the image below displays a custom report based when the issues were created vs. their last closed time.
Please refer to our help document
to learn more about this feature.
Revenue Budget in Zoho Projects
We have introduced Revenue Budget in Zoho Projects. Revenue is the payment that is expected from the clients and can be used to track the profitability of the project. Users can track the revenue budget of a project and compare it with the planned and
Auto-update the Successor Task Status.
Hello folks! We have come up with a new use case for custom function to help you automate the workflow of your tasks. Users can write their own Custom Functions using deluge and call them from a workflow. Consider a scenario where the status of the successor
Gallery Function for Updating Project Status
A custom function is a software code that can be used to automate a process. Gallery functions are a set of pre-defined custom functions in Zoho Projects. Users can automate these functions by establishing a Connection and by associating it with a Workflow.
Tip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
Time Tracking in Zoho Projects
Time tracking is one of the important aspects of project management. In Zoho Projects, you can schedule tasks and restrict work hours by enabling the Time Log Period Settings and Time Log Restrictions. Here are some of the timesheet settings in Zoho Projects
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