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Project Management Provisioning for WHMCS


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The WHMCS Project Management Provisioning module will automatically create a project when a user purchases one of your service. Great for design/development projects.

 

Say you setup a product for example "WHMCS Intergrations". These types of services usually come with a set price, but also have flexible needs. That is why WHMCS built the Project Management Addon.

 

This module allows you to automate the proccess of creating a project and setting up all the variables.

 

The module will:

 

  • Create the Project
  • Assign the client to the project
  • Assign the Admin chosen to the project
  • Set the status of the project
  • Assign the service invoice to the project
  • Add custom staff message board note (if required)
  • Open and assign a new ticket to the project
  • Allow you to set a custom opening ticket message

 

So all you have to do is set the product/service details up once, and whoever purchases that product/service will automatically have there project setup ready and waiting to go!

 

 

For more info and prices visit the module page here:

 

http://clients.no-half-pixels.com/whmcs-project-management-provisioning

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  • 2 months later...

There is now an update for this module which has some great new feature:

 

Added a ticket notes config option (assign notes to the ticket)

Added an option to set the due date (with dates ranging from days to 6 months)

Added the ability to create tasks for the project (simply enter the tasks on a new line in the option box)

Added a terminate command on the service page which will close the project and any associated tickets

Moved the "Go To Project" link to the buttons area for the service

Added a sidebar to the module output which has links to the knowledge base and version details

 

 

So the biggest feature in there is ABILITY TO ASSIGN TASKS TO THE PROJECT ON CREATION.

 

This is a highly requested feature and now its here!

 

Check out the module page here:

 

https://clients.no-half-pixels.com/whmcs-project-management-provisioning

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Is there a way to get it to list the 'addons' for the service in the project or ticket notes?

 

The only way I can see so far to let my staff know which addons the project needs is to give them full access to invoices, which I don't want to do.

 

Hope there's a solution.

 

Cheers.

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  • 2 weeks later...
Is there a way to get it to list the 'addons' for the service in the project or ticket notes?

 

The only way I can see so far to let my staff know which addons the project needs is to give them full access to invoices, which I don't want to do.

 

Hope there's a solution.

 

Cheers.

 

Hello cookmanp,

 

we have a few new features we plan on adding to the module, so we will take this on board and try and provide a solution in the next module release.

 

thanks for the suggestion.

 

regards

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  • 8 months later...

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