Projectopia WordPress Venture Administration Plugin Evaluation

Wish to streamline the way you handle consumer initiatives?

Efficiently delivering initiatives on time is all about being organized and reducing out obstacles to effectivity. For this to occur, everybody concerned should be on the identical web page. 

Right here is the place Projectopia turns out to be useful! 

Projectopia is without doubt one of the finest undertaking administration plugin for small companies and freelancers who use WordPress. What makes it good is you can handle initiatives immediately out of your WordPress admin. 

How does this work?

• A standard portal is created for every undertaking.
• This portal turns into a collaborative atmosphere the place each facet of the undertaking is in a single place: communications, planning, execution, supply. 
• It’s accessible to everybody concerned within the undertaking: shoppers, undertaking managers, and undertaking groups.

What occurs within this portal that’s devoted to the undertaking? 

• communication between stakeholders
• objectives and goals are agreed upon 
• duties are assigned 
• modifications within the undertaking are communicated, agreed upon and accredited 
• progress is monitored 
• invoices are issued 
• funds are made

With Projectopia, you possibly can create limitless initiatives, for limitless shoppers, with limitless customers on the system without delay. 

Attempt the stay demo and see for your self!

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Earlier than we go into an in depth have a look at Projectopia’s options, here’s a abstract:

• workflow management
• role-based crew members 
• consumer dashboard
• undertaking and milestones
• quote and estimates 
• type builder 
• duties with timers
• ticketing 
• automated invoicing 

Putting in Projectopia 

You possibly can simply set up this plugin by following this course of:

• Go to your WordPress web site, and click on on the Plugins part.
• On the best facet nook, click on on Add Plugins and search Projectopia. You will discover the Projectopia plugin in search outcomes. Simply click on on Set up after which activate it. 

You’re all set! Now you can simply handle your workflow management in addition to the consumer’s invoices too. You possibly can unlock all its superb options by shopping for a daily and prolonged license. 

Projectopia is the perfect plugin that gives you an environment friendly and efficient system that can make managing all points of your undertaking a breeze. 

Let’s take a look at the core Projectopia options: 

Shopper Administration

There are two components to the consumer administration module on Projectopia: the Shopper Dashboard and the Admin Dashboard.

The Shopper Dashboard

Shoppers are supplied with their very own space the place they’ll entry and observe progress of the undertaking. Right here they’ll see all info in regards to the undertaking for instance the undertaking timeline, updates, monetary, milestones, duties and recordsdata which they’ll obtain as PDFs. They will be capable of view all quotes, invoices, initiatives, duties and assist tickets. 

Shoppers can arrange their very own alert and notification and even customise them. They may obtain alerts on the dashboard. Alerts guarantee they do not miss something new. These are helpful at any time when there may be any message relating to the undertaking. They’ll arrange dashboard alerts for quotes, initiatives, invoices and assist tickets. 

Right here is how the alerts or notifications will seem on the consumer dashboard.

If the consumer has a crew assigned to the undertaking, they could possibly be your factors of contact. The consumer merely wants so as to add crew members. The members will be capable of login utilizing their very own passwords. 

The dashboard does not should be boring and uninspiring. They’ll spruce it up and make it their very own via enticing themes offered by Projectopia or they’ll merely add a theme of their very own. They’ll go additional and personalize the dashboard by including their bodily tackle, e-mail, picture, and picture. The login space may be branded with their brand, colours, and so forth. 

The consumer pays for invoices from contained in the consumer dashboard by PayPal or Stripe. 

Shopper Administration within the Admin Dashboard

The Admin Dashboard has a consumer part as effectively.

That is the place you to create new consumer accounts and add their particulars like cellphone numbers, e-mail and so forth

You can even:

• write notes about them and the undertaking they employed you to do
• set invoicing phrases
• arrange tax exclusion particulars
• arrange recurring bill to your consumer
• execute foreign money overrides for every consumer

After you have arrange a consumer, it is advisable to create additional logins for them to allow them to add their very own crew members. You’ll need to ask consumer for extra contacts that might be required to create additional logins. And if the consumer wants a password reset, that is additionally the part the place you approve it. 

Organising notification so you possibly can maintain updated on communications between you and your shoppers and all actions associated to the undertaking is vital.

Lastly, the consumer part of the admin is the place you add all ongoing undertaking recordsdata on the consumer account. 

Quotes and Estimates 

Shoppers will ask for a undertaking quote by filling the quote request type from their dashboard. The milestone and activity templates permit you to customise the quote based mostly on specifics of a specific undertaking. In addition they make it simple so that you can break down the initiatives into duties and subtasks for the consumer to see what every step of the undertaking will value.

On the quote type you’ll specify the deposit share or down cost the consumer ought to pay for the undertaking to start and in addition override foreign money. 

As a result of the quote course of isn’t static however includes forwards and backwards with consumer, you possibly can reorder milestones and duties. 

You even have phrases and situations template the place you write out legally binding expectations that can govern the undertaking when lastly will get going.  

Shoppers can settle for and signal quotes from their dashboard space with their title, date, and IP tackle recorded. As soon as quotes are accepted you possibly can generate the undertaking on the system. You possibly can configure this to generate the undertaking routinely upon the consumer accepting. 

Initiatives

The undertaking part is the primary hub of the undertaking. On the undertaking dashboard, there’s a contract signing characteristic for shoppers to signal contract simply on the consumer facet of the dashboard. They’ll select whether or not they wish to pay up entrance or break up the bill and pay per milestone.

You and the consumer will be capable of see monetary tables with milestones and value and funds made and acquired. It is usually the place you assign duties to a consumer or you possibly can assign duties internally to your individual crew. 

Right here you possibly can add crew members and provides them entry based mostly on their function. You can even add multiples members to a undertaking.

From there you possibly can you should utilize the Milestones & Duties template to assign every crew member their milestones and duties.

Holding observe—each for you and the consumer—is straightforward due to undertaking replace timeline and activity progress bars. And do not forget you possibly can reorder their milestones and duties.

One other helpful characteristic is that messages on the initiatives may be despatched forwards and backwards.

Duties

The undertaking supervisor assigns duties to crew members and provides duties to the crew dashboard with begin dates and deadlines. The duties are assigned precedence and standing. Work on duties may be timed utilizing JQuery timers or you possibly can add time manually. Additionally notice, you too can assign duties to shoppers. 

As well as, this part is the place activity recordsdata are uploaded and duties messages are exchanged. As a result of Projectopia has e-mail piping, it simple to answer to activity messages through e-mail.

As a undertaking supervisor, you possibly can create and handle your individual duties too! 

Invoices

The bill part has type templates with a number of bill designs so you possibly can create your bill, set up the way you need it to look. The shape templates with a number of bill designs. The varieties embrace customized fields that can assist you quantity your invoices, or arrange gross sales tax and different secondary taxes.

You possibly can set reminders for when invoices are to be despatched out to shoppers. They are often despatched by e-mail as PDF. They can be downloaded. You can even setup recurring bill. You possibly can create notification to provide you with a warning when a cost is made. 

Shoppers pays by PatPal or Stripe. You possibly can arrange partial bill cost. The system permits for guide cost entry together with notes concerning the cost and cost date. 

Workforce Members

That is the part the place you add crew members to the undertaking and assign them roles. You set permission to see solely initiatives and duties they’re assigned. Workforce members can set their very own profiles and select their avatar. They’ll view excellent assigned initiatives, duties, tickets, and many others. There may be additionally activity timer you can allow for every activity. 

Lastly, to assist crew members keep organized and maintain observe of deadlines, milestones, conferences, and so forth, this part can be outfitted with a built-in calendar. 

Help Tickets

When engaged on a undertaking, points will come up that have to be mounted. The assist ticket system on Projectopia will show you how to prioritize how the problems are addressed and glued. It’s outfitted with varieties and fields that permit you to create a assist ticket. It helps customized fields and importing recordsdata.

The admin and shoppers can increase assist tickets. Shoppers do that on the consumer account space. Additionally, due to e-mail piping, assist requests despatched through e-mail are automated added into the system and assigned tickets. Help tickets from shoppers go straight to the undertaking admin who then assigns the tickets to explicit crew members. 

Everybody will be capable of see which crew member is assigned what ticket, standing of the ticket and precedence stage given to the ticket. As well as, they’ll see response for every ticket and when the response has been learn, it will likely be indicated as seen. 

Strong Ecosystem of Add-ons 

Lastly, Projectopia has an ecosystem of add-ons that can be utilized to broaden additional the performance and capabilities of this already complete WordPress undertaking administration plugin.

However that is not all. It comes with the very detailed documentation and the web site weblog has tutorials that get you in control on the best way to use Projectopia. 

Projectopia is absolutely translatable and helps PO/MO recordsdata. It additionally helps PHP gettext capabilities. Lastly, Projectopia is doesn’t intrude along with your theme. 

Conclusion

The promise of Projectopia is to streamline the way you handle initiatives so that everybody concerned can actually be on the identical web page.

For those who’re a small enterprise or freelancer, Projectopia is be the only option for a undertaking administration system since you simply want to put in and run it out of your WordPress panel. It has all undertaking administration instruments you could handle and ship initiatives on time and inside funds. 

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