The goal of this vtiger CRM customization is twofold. The main goal is to control all time and money spent in the development of the project, so we can control it's economic and temporal profitability, but we also intend to be able to handhold the client through the execution of the project by adding some business process guidance and the ability to instantiate project templates to easily start recurrent projects.
The global structure of the idea is depicted in the next image:
As can be seen all the organization happens at the Operation level while all the work and money registration happens below the operations.
Now that we have project templates, it would be very probable that these templates be parametrized based on a series of variables. For example, each Project can have a Brand, Model (type), Warranty, Pickup, … fields that define the exact steps that need to be taken. To help in the decision of which project template to choose we could create an extension that would handhold us through the process.
In the form of a more or less elaborated sequence of questions:
On each Operation and Project we will add a new action: “View Process”. This action will open a new window with a simple graphical schema of the current project, with each step at the level of order it belongs on. Similar to the next image:
The colors mean: