Projects Overview

The Projects module helps you plan and execute work after a deal is closed. Projects provide structured management of phases, tasks, teams, timelines, and deliverables.

Projects Module Overview

Projects in Intellicon CRM can be:

• Created from scratch for internal or standalone initiatives
• Created from an opportunity when closing a deal (maintaining the link to the original sale)
• Created from a template to standardize repeatable project types

Creating Projects

From Scratch

1. Navigate to Projects in the sidebar.
2. Click + New Project.
3. Fill in the project form:
   • Project Name (required)
   • Description — overview of the project scope
   • Start Date and End Date
   • Status — initial project status
   • Health — initial health indicator
   • Color — a color tag for visual identification
   • Owner — project manager
4. Click Save.

From an Opportunity

When closing an opportunity as Won, you can toggle Create Project. This:

• Automatically creates a project linked to the opportunity
• Carries over the opportunity name, account, and contacts
• Links the project to the revenue record

See Closing Opportunities for details.

Project Fields

Field	Description
Project Name	Descriptive title for the project
Description	Scope and objectives
Start Date	When work begins
End Date	Target completion date
Status	Current project status
Health	Overall project health indicator
Color	Visual color tag
Owner	The project manager
Linked Opportunity	The opportunity that generated this project

Project Templates

Templates allow you to pre-define project structures that can be reused:

• A template includes phases, default tasks, and team role definitions
• When creating a project from a template, all pre-defined phases and tasks are automatically created
• Dates are calculated relative to the project start date

info

Project templates are configured by administrators under Admin > Project Settings. If you need a new template, request it from your admin.

Project Statuses and Health Indicators

Statuses

• Not Started — project created but work has not begun
• In Progress — project is actively underway
• On Hold — project is paused
• Completed — all deliverables done
• Cancelled — project was terminated

Health Indicators

Health	Color	Meaning
On Track	Green	Project is progressing as planned
At Risk	Yellow/Amber	Some issues that may cause delays
Off Track	Red	Significant problems — deadlines or budget at risk

tip

Update project health regularly (at least weekly) to keep stakeholders informed. Health indicators appear on project cards, dashboards, and reports.

For managing projects in detail, see Managing Projects.