Our Advanced Plan
The ProWorkflow Advanced plan was designed to enable cross-team collaboration in medium to large organizations.
Pre-populate descriptions, tasks, assigned staff and more with Project Templates.
Track information and report on it using customizable dropdowns with Custom Fields.
Collect relevant information from your staff and clients using our versatile Custom Forms.
Key Features of the Advanced Plan:
- Organizational structure chart
- Internal project requests
- Project templates with custom forms
- Custom fields
- Custom project status tracking
View our Plan Comparisons
Follow this step-by-step process to set up your Advanced plan account:
It’s best to start with a simple structure. Assign staff to a single Division and one or two Teams and one or two Groups. Build upon this structure as needed.
It’s recommended that staff are only assigned to one Group for reporting and reconciliation purposes.
Easily review the hierarchy at Settings > Org Chart.
Divisions are separate instances of ProWorkflow. In most cases, you will only need one Division.
Example of when a Division could be necessary: Two offices of one company are based in different countries, charging different currencies and working on separate projects.
Branding, Contacts, Projects, Tasks, Templates, Categories, Statuses and Settings are separate in each Division. But users can be given access to view work in other Divisions.
Create a Division at Settings > Division Editor.
Teams can be used to split up work of different departments within a Division. Although different teams generally work on separate projects, they can still collaborate on work when necessary.
Project Statuses can vary by Team. For example, a software development project would move through a different workflow than a sales project.
Users can be given access to view work for all users in their Team.
Create a Team at Settings > Teams Editor.
Groups are subsections within Teams that work together or separately on projects. For example, you could have two Sales ‘Groups’ that are both part of the same Sales ‘Team’.
Create a Group at Settings > Groups Editor.
Speed up the creation of a new project by using a template rather than starting a project from scratch. Project Templates are especially useful if you expect to do similar work regularly. Templates can also be used when submitting Project Requests. (See below.)
Create a Project Template at Settings > Project Templates.
Custom Forms are created using HTML and are very versatile. Use Custom Forms to collect information from your staff or clients when a new project or Project Request is created.
Add additional information to your projects, Project Templates and Project Requests with Custom Fields. The options in the additional fields appear in a drop-down menu and can be reported on by using your Reports feature.
Create Custom Fields at Settings > Custom Fields.
Project Requests are offered for all ProWorkflow plans. But with the Advanced plan, both internal and external users can submit requests for new projects. Permissions are customizable to select who can submit or receive Project Requests. Project Templates can be made available for users to select when submitting a Project Request to streamline the process. The requester can also include additional information using Custom Fields or Custom Forms if the template includes them.
Project Statuses reflect the current state of the project. In addition to ‘Active’ and ‘Complete,’ you can create custom statuses that are specific to your company and teams. Use the Status Editor to assign names and colors to each Project Status to help you track the states of all your projects.
Create Project Statuses at Settings > Status Editor.