The Project Roadmap module provides you with advanced reporting for your CRM projects, in the administration area.
It generates usable reports for each project, directly on your dashboard and allows you to filter projects, based on advanced reports (milestones, tasks, etc.). This also works with each custom project status. The module is not customizable, therefore all users will have access to the overall Project Roadmap display.
To access it, go to the “Project Roadmap” menu and you will see the list of your Project Roadmap. Below is its overall overview.
In the Project Roadmap module, you can filter your projects by status and date, to carry out searches with the search bar, export the file in the mode that suits you (Excel, CSV, PDF), or print it using the "Export" button.
In the display:
If you want one of your project's Roadmap to be displayed in your dashboard, just click the small green button in the "Options" column of your project. To stop the display in your dashboard just click on the red button on the project roadmap which is displayed on the top right of the dashboard or click on the red button in the "Options" column of your project or the dashboard display.
Viewing the Project Roadmap in the Dashboard
