Project Management

🚀 Getting Started with Projects

• How Projects Work in Hiro
• Project Numbering and Labels
• Custom Project Numbers
• Project Captains - what and who are they
• Project Team Membership

🗂️ Organising Projects

• Group your Projects Together with Estates
• Projects Dashboard - View Project Performance and Metrics

🛠️ Managing Project Details

• Edit a Project's Details
• Add Related Contacts to a Project
• Capture Key Business Information with Custom Project Fields
• Snooze a Department on a Job
• Configure purchase orders
• Downgrading a Job to an Enquiry

💰 Work Schedules and Budget Control

• What is a Work Schedule?
• Work Schedule Tasks - Billing Types
• Track project budgets versus costs using a work schedule
• Understanding 'Rate Invoiced Per Hour' in Hiro
• Work Schedule Templates

📄 Document Templates

• Introduction to Templates
• Template Variables
• Upload a New Template
• Modify Existing Template Document
• Add multiple variable instances of the same record type

⚡️ Integrations & Automation

• Setting up SharePoint Project Folders from Hiro Notifications