How do i get download of the Resource Utilisation sheet
Hi, We have multiple projects on the floor and would like to download the resource utilisation report for further analysis.. How do we do that??One think i would like to share, here we developed Web based Timesheet application i think which solves your problems,
Employees can enter their Status of work in this timesheet in day(minutes mode or decimal mode)or weekly wise. Employees can take their status Report as PDF and CSV . Admin View project report with estimated budget,estimated time,total cost,total time. various Departments in a company or multiple companies can act as a Admin to control their employees, then take whole employee status Report as PDF and CSV. Super Admin control Admin rights to access the timesheet,take backup and restore the databaseSource of task status reporting?
All of creating tasks and task list, assigning them to employees, and share necessary documents under the related projects, tracking tasks are great. But one thing is unclear for me. How and who will report the status of the tasks or progress of the job?" Will the progress/status of tasks measured by time spent by employee or by percentage entered by employee? Based on what input/whose input we measure or judge the progress of the tasks? How are the recorded time and time frame set for the task related?I don't understand the main points of Zoho Projects
Hello ZProject team Is task completion status measured by number of hours spent on the task or by percentage which is inserted by the user/employee? How often a user/employee is required to update task completion status? Is there any automated reminder that requests update for task status? What if the employee doesn't update or forget to update the task status? Will admin of Zoho project account be in the same situation like in real life when no one reports about the progress unless boss requestView calendars for multiple projects?
Is there a way to view calendars across multiple projects (for all internal users)?I want to detach/delete a file i have uploaded to a wiki page.
Hi! From your help it seems that i should be able to do this. Looks like it was available in an older version of project. I can find the interface in the current version, however cannot see the options for "remove" or "trash". see attachments.. I created the page, and uploaded the file and I have admin rights. If you could please direct me how to do this that would be great. regards JaredIntergrated Purchase orders?
is there any way you can create and track purchase orders from within Zoho Projects?? i need to create PO's for subcontractors throughout a constructon project - i realise that CRM has this - would i have to make every subcontractor a vendor and create the PO in CRM? is there any way you could keep a running total of PO's for cost control purposes?Task subtasks
Hello there, So far enjoying the API and everything seems to be working quite well! My only issue so far is Sub-tasks. I cant seem to be able to identify the hierarchy of tasks, is there a way to do that? My other idea was to somehow store data in Task's comment section, however that information doesnt show up in task's info as well. Any help is appreciated.Email Notifications -> IN BCC instead of TO -> 2nd try
We have the case that we are in the need to limit the emailing option, Reason - Confidentiality and PRIVACY Laws Currently notifications are sent to everybody but with all emails in the TO field of the email - Hence publishing all email addresses It would be very helpful to solve our issues with privacy all user addresses would appear in the BCC field of the email - hence no disclosure we can not send message in which the email addresses of all members are made public to all by placing them in theAbility to capture the embedded images for the bug comments
We need to be able to capture embedded images for bug comments sent via email. Users cannot give full feedback on bugs without this functionality.Completed/Closed Bugs still showing as available when entering time
Why are completed/closed bugs still available on the listing that is used on the timesheets? These items need to drop off and only reappear if they are reopened.How to set dependencies?
When I go into the dependency view and try and enter the task number of the predecessor it will not save in the task. Do I need to set something up to do that? Thanks! Johnwhat is the difference between duration 1 days and 0 days?
I'm not sure I understand what the difference is between 0 and 1 days duration. When using dependencies, my expectation was that I could assign some tasks with a 0 day duration and they would/could be due on the same day. But when I tried that by assigning a dependency to a task with the same date, but a 0 day duration, I couldn't do it and got a conflict error message.can I build a schedule with dependency feature?
The dependency feature is very handy if you need to revise a schedule that you have created - however you cannot build a schedule that way because you can't assign a dependency until you assign a date to a task. That seems a little bit backwards - it would be more efficient and user friendly if you could create a project, in particular a project template, where you could establish the 1) tasks, 2) duration of each task, 3) and the dependencies for each task without assigning a date. Then when youDefault project view
I am new to Zoho Projects and as the owner of my firm I like to see all the projects grouped by client - while I know I can do this I would like to be able to set this as my default view rather than having an extra click each time I view all the projects my firm has active. I suggest that a user pref r a cookie be used to allow me to save the view I wantformer forum posts visible in new project
Hi, I use the free Zoho Projects. Been gone for a couple of months but logged in and created a new project. Now, forum posts from previous project continue to show up in forum page. How can I delete the posts from the old project? Thanks.Scheduling Events in 4.0
Hello Zoho, I'm writing because I have started putting together my yearly meeting schedule in Project and now noticed that the 4.0 version has a very clunky member selection interface. With the 3.0 version, I can select all members with one click, or I can select 5 members with 5 clicks, just by checking the boxes beside their names. With the 4.0 version, I must select each member, one at a time, with another click in between to open the member dialogue. To select all members, it's AVERSIVE. Seriously.Thanks for fixing email notifications options!
Dear Zoho team - Thank you so much for listening and bringing back the option to notify specific people for Tasks and Documents in Zoho 4.0, it is much better! Appreciate that you can still change individual notification settings too.where is the client user option?
The system has changed so much from when I first signed up (for the better). But one thing I cannot find anymore is the option to create a client user. It used to be in the options when adding any user. Now its not, and when I go to look at user rolls it shows it on the list, but prompts me to sign up for another account? I don't use the employee account, can I just change that user title to client and adjust the rolls?Batch Assign Dates
In the Task view. Just like you can batch close and assign owner, the dates would be great too.Email to forum from unknown address
Hello, Is there any way of using email-to-forum to receive emails from unknown addresses? I am trying to collect notification emails from online services (Bitbucket in this first case) under a forum post, but it seems that only users with access to the project can send email to Zoho. I don't want to add the online services' email addresses to the project because then I have no way to prevent that account from accessing the whole project's data. Thanks for any suggestions!Batch assign tasks
It would be great if you could batch assign a member to every task instead of having to set each one. Having that option in the task templates to batch assign would be very helpful.upload tasks
Is there a way to bulk upload tasks into project? My company uses HP ServiceDesk and I want to import a list of tasks from excel from ServiceDesk into Zoho Projects. Thanks, BurtFilter on milestones
Hi, When I'm in the "Classic View" of Project X and drop down the Milestones filter, it shows ALL milestones, not just the milestones for Project X. If a milestone from Project A is selected there is nothing to show. It doesn't quite make sense to me to include milestones from other than the active project in the milestones filter dropdown. Best regards, Arnor BaldvinssonPlease allow us to choose all perameters for a task right from when we create the task
OK, I know I'm posting a lot of things here, but I'm just getting started with ZP and am just entering in my projects/tasks and coming across the usual stumbling blocks of a beginner, as well as things that I'm seeing have become issues with the new release. Unless I'm just mistaken and I'm doing something wrong, it seems that there are too many steps for entering in tasks. When I create a milestone, and then a task list, and then a series of tasks underneath it, every single time I create a task,Is there way to fix the FEED settings?
Hi guys, Is there a way to fix the settings in FEED to be activity settings. Because FEED view is very hard to follow as it doesn't let you sort of the FORUM or TASK notes unless you go into it. Ashique Ibrahim Zoho CRM Certified Consultant ash.ibrahim@oscillosoft.com.au | Skype: ashique.ibrahim p: 1300 301 771 | f: 02 8203 4599 http://www.oscillosoft.com.au | ACN: 123 884 328ZP4 needs more robust search
ZP4 seems excellent. But to be in a league with more famous software, I think it would help to have stronger search capabilities. The current search features seem very basic or lower. (For example, not surprisingly, it is typically effortless to find anything within any Google document, anywhere in comments, gdocs, etc. Same for Word, Outlook and about every other program our small company uses regularly.) For example, sometimes it is case sensitive and sometimes it is not. I don't want to repeat,Scrolling in task comments, long comments
In ZP4 it's too hard to deal with big comments. It's not easy to scroll down within a long group of comments. The scroll area is very small, hidden, and finicky. Page down does not seem to work. The design seems to force short comments even when the user does not want to use short comments. Also, when writing a long comment, the textbox input window is very tiny, does not enlarge well, and has a tiny font. Shouldn't ZP make it easier to use long comments and long chains of comments, for bigger andcan not move one task to another task list
Stevensubtasks/ подзадачи
Я тестирую zoho project. Появился вопрос:Есть функция подзадачи в бесплатной версии ведения 1 проекта??? I test zoho project. The question arose: Is a function of sub-tasks in the free version of one of the project???Global Akfa website
Hi Micheal , I sent you Global akfa information but i didn't receive any update from you . Could you please contact me via email : hananarafeh78@yahoo.com Your prompt response will be highly appreciated . Thanks , HananForums sends an email to everyone in project
For some reason since the new changes to zoho projects, every time we create a new forum an email is sent to everyone involved in the project, even if the announcement box is not ticked. When creating a post we want to be able to select who get's notified of the forum creation. Can this be done/changed?Zoho Projects 3.0 - Bidding Adieu on Mar 15 2013.
The previous year on Nov 5th 2012, we opened up the New and Simpler Zoho Projects 4.0 Preview version to all our users. We received tons of bouquets and of course some useful suggestions too on the new Projects 4.0. Over the last couple of months, we have been listening to all your suggestions in our tech support and have been constantly adding improvements to the new Projects 4.0 - like the new notification wizard to take control and customize your email notifications sent from Projects 4.0 andBug in the DISPLAY PROJECT BY CLIENT
zCRM integration with zProject is great. It picks the account/contact and creates the project in zProject. However when you select "DISPLAY PROJECT BY CLIENT" in zProject it does not show it by client unless you back change primary client. Step 1. When you create a project via zCRM if you view in project under CLIENT USER you will see Then you need to change this by re-selecting the same contact Once you change it shows in RED. Only the DISPLAY BY CLIENT VIEW works in PROJECT. This must be a bugVideo tutorial for new version? Feeling lost!
Hello, I am brand new to ZP and thought I posted about this but do not see the post anywhere so am trying again. I have been all over the internet watching tutorials and none of them match up to what I'm seeing on my screen when I get into ZP. Just discovered that that's because I have automatically been put on the updated version, 4.0, for which I can find no information, anywhere on the web. No user manual, no tutorial videos, nothing. Am I missing something? Seems like it would have beenJust getting started...any plans for tutorial video for new Zoho Projects?
Hello, I just subscribed yesterday and have been all over the internet looking for tutorial videos for ZP. I just finally tuned into this community forum and saw that the one I'm using will officially be released in about a week...this explains why none of the screen shots or tutorials currently on the web match what I see when I try to figure out how to get started. Anywhere I can find video tutorials? This has been so frustrating! :-( Wish tutorial videos were right on the Zoho website whenUsers can't be added in a project
Hi, Since sometime, i am having a weird issue. 1. For a project i add couple of users 2. The users are shown in the user list. 3. After sometime / some days the users no longer show up in the user list for the project. 4. When trying to add the users again, i get error message "User was already added to this project" Thanks, RajivPermission Denied
I've just created a new Bug Tracking account, and every time I click "File a Bug", I get an error message saying "Permission Denied". I'm sure I missed some step - but I know I'm not the only person with this problem (do a forum search) and it is a bit obnoxious. I'm going to find some other bug tracking software to use now - I don't have time to battle with usability. Thought I'd take a moment to share first.Cannot find email task notfication in 4.0
If I put a note in a task then I want it to be emailed to users. This was easy in 3.0, cannot for the life of me find it in 4.0, would appreciate if someone could tell me where I am going wrong. Many thanks.Task List Views - How can it be achieved?
Hi all, My organisation is currently using Zoho projects to keep external workers on track. One of the chief concerns with outsourced work is they now what they're doing and you know what they're doing. MY question arises out of the task list views. The issue is that tasks for single projects can be viewed in either 'Classic View', 'Plain View', and 'Kanban View' which are all very helpful. However, when you try to view a workers tasks across all project it only arranges them by due date with a coupleNext Page
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File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automaticallyEnhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedPower of Automation :: Automatically update the Project status based on the Milestone status
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automatePower of Automation: Automating Task closure when associated Issues are resolved.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Power of Automation :: Automatically sync the Timesheets with Zoho Creator
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. Lets consider the below use case
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Zoho Projects API filter search?
Good day everyone, I am trying to grab all the projects that belong to a project group using the API. I got my group ID. I am already using some paramaters in my request to be able to grab more than 100 (yes we have a lot of projects). So trying to addPower of Automation: Streamline auto status update for Tasks from Zoho Projects to Zoho Desk.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?Milestone Bars not Syncing
My Milestone (orange) bars are not syncing like the Task List Bars do. Are they supposed to? I have to keep moving them manually. My Milestones say 0 days as well.Types of Zoho Projects Users
When managing your Zoho Projects Subsription to add "users", there are 5 options: Additional Users Client Users Add-On Support Add-on Readonly Users Add-On Resources Add-On No where that I have found clearly describes the differences between these 5 types
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Enhanced Collaboration and Global Web Tabs
Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be groupedTip 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 enableCatch Zoho Projects' New Video Series!
We have a refreshing update! Zoho Projects' How-To Video series is now live on Zoho Projects' Help page! The video series intends to provide significant information about Zoho Projects' features and solutions that would help users make full use of ZohoTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Rename Task Module To Suit Your Project
Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled
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