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Webinar: Use Sugar Data to Easily Generate Complex Documents Register
Webinar: Advanced Calendar Solution for Sugar Register
In this webinar, we discussed the many reasons why you should be using the GoldMine Project Manager and how to easily manage all your project activities in one place.
Thank you to everyone who participated in this webinar! Below is the video recording of the meeting, general notes as well as the questions & answers.
Still have more questions about GoldMine? Feel free to reach out to our team here.
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Projects can be made secure so that only certain groups of users have access to it. The Project Manager uses the same group security that is incorporated in the rest of GoldMine so you can choose if a certain project can be viewed by a particular user or a specific group.
For more traditional reporting, you can access the Reports Center and create and customize Project reports for your specific needs. If you want more real-time reporting, you can access the Projects tab in GoldMine and see all the projects you in the system and group them by Company, Stage. Start or End Date or any other criteria you need. You can also export your reports into Excel or Word with all the project information your GoldMine system.