Using HS for Project and Time Tracking

[ESchulte]

Hi, 

We are looking at a product called ProjectWorks to integrate with HS. We manage multi-stepped projects that sometimes easily span over a year. We will incrementally as we hit benchmarks. 

Is it possible to engineer a system in HS that can fulfill our needs to manage project stages, track project hours(people's time), and initiate billing upon completion of tasks? 

[HFisher7 · Accepted solution]

@ESchulte - It would be possible to create a custom object 'Projects' and set up the pipeline aligned to your project stages, track project hours via manual input, 3rd party app or using the activity cards associated to a project record and set up automation to initiate billing upon completion of tasks.

This would require a fair amount of scoping and process planning ahead of the build but definitely doable!