In our organization we have a few different teams: for example,
- Project Development: a team of solar project developers tracking complex projects from land acquisition > lease execution > construction and installation > utility interconnection > commercial operation
- Sales/Customer Acquisition: a team tracking projects like developing new marketing collateral, writing press releases and news articles, or updating website copy
- Operations: a team developing custom tools tracking agile projects
I want to create different views and stages in the Project module so that when a member of our Project Development team opens the app, they see projects organized across many complex stages. Each of those projects will have separate task stages for the dozens of tasks inherited in each project stage.
At the same time, when a member of our sales team opens the project app they only need to see more basic stages like Open > In Progress > Review > Completed
I see that this sort of functionality already exists in the CRM module for creating custom pipelines with different stages based on the sales team. How can I create the same customization/segmentation in the projects module?
Can I create a custom model within the project module? Can I just duplicate the entire project module?
Any and all help is greatly appreciated!
