Answers.Body: <p>Have you tried to use CiviCase to simulate a project? You can then add relevant case roles to the case type 'Project' and retrieve all them as relationships with a specific case_id. This would be a good way to get all contacts relevant to a project?
  We have used a similar approach with one of our customers succesfully (although we added some stuff too as their requirements were more complicated).</p>
  
Answers.ContentLicense: CC BY-SA 3.0
Answers.CreationDate: 2017-01-03T09:25:25.613Z
Answers.Text: Erik, thanks. Haven't tried that yet. I've fiddled with it and the timeline and activity list features do look promising, but how would I go about assigning a number of contacts to such a project that is flexible enough, i.e. can change in size and type of contacts during project execution? And how would I create an overview list of these contacts?
Answers.UserDisplayName: Bijan
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Answers.CreationDate: 2017-01-04T16:34:55.223Z
Answers.Text: You could possibly use the case roles for that? For example you have a number of journalists for a specific project. You would add a case role 'Journalist' and attach the related journalists to the case?
Answers.UserDisplayName: ErikH - CiviCooP
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Answers.CreationDate: 2017-01-03T08:53:48.147Z
Answers.LastActivityDate: 2017-01-03T08:53:48.147Z
Answers.UserDisplayName: ErikH - CiviCooP
Body: <p>Good morning,</p>
  
  <p>in our organisation, we frequently have to deal with the following scenario, a practical solution to which with CiviCRM I have so far not been able to establish. I would greatly appreciate insights on how to do this:</p>
  
  <p>Scenario: Our organisation has a large number of diverse contacts from journalists to banks to volunteers. A selection of these regularly needs to be contacted within the scope of a project running for, say, 6 months. The contacts are made individually, not through mass mailings, and contact progress needs to be recorded individually, too. The relevant co-worker needs to be able to pull up a complete list of contacts pertaining to a certain project, quickly grasp the status of each contact and act on new opportunities, challenges, or delays.</p>
  
  <p>Now, I have tried to use CiviCampaign to pull individual selections of contacts out of our overall pool. However, as I cannot track individual contact progress in CiviCampaign (but only mass mailings) this does not seem practical.</p>
  
  <p>I have further tried to separate contact groups by "Groups" or tags and then tried to use a report to get an overview of these. However, as reports are not meant to be interactive, I cannot jump into a contact, work on it and return to the overview in the report easily.</p>
  
  <p>Can somebody advise if this is practically feasible without additional programming?</p>
  
  <p>Thanks!
  Bijan </p>
  
Tags: <contacts><groups><civicampaign>
Title: How to effectively manage projects and their contacts within CiviCRM?
ThreadText: # How to effectively manage projects and their contacts within CiviCRM?
  
  (Asked by: username_0 on 2017-01-03)
  
  Good morning,
  
  in our organisation, we frequently have to deal with the following scenario, a practical solution to which with CiviCRM I have so far not been able to establish. I would greatly appreciate insights on how to do this:
  
  Scenario: Our organisation has a large number of diverse contacts from journalists to banks to volunteers. A selection of these regularly needs to be contacted within the scope of a project running for, say, 6 months. The contacts are made individually, not through mass mailings, and contact progress needs to be recorded individually, too. The relevant co-worker needs to be able to pull up a complete list of contacts pertaining to a certain project, quickly grasp the status of each contact and act on new opportunities, challenges, or delays.
  
  Now, I have tried to use CiviCampaign to pull individual selections of contacts out of our overall pool. However, as I cannot track individual contact progress in CiviCampaign (but only mass mailings) this does not seem practical.
  
  I have further tried to separate contact groups by "Groups" or tags and then tried to use a report to get an overview of these. However, as reports are not meant to be interactive, I cannot jump into a contact, work on it and return to the overview in the report easily.
  
  Can somebody advise if this is practically feasible without additional programming?
  
  Thanks!
  username_0
  
  **Tags:** contacts, groups, civicampaign
  
  
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  ## 1 answers
  
  ### Answer by username_1 on 2017-01-03. Score: 2
  
  Have you tried to use CiviCase to simulate a project? You can then add relevant case roles to the case type 'Project' and retrieve all them as relationships with a specific case\_id. This would be a good way to get all contacts relevant to a project?
  We have used a similar approach with one of our customers succesfully (although we added some stuff too as their requirements were more complicated).
  
  > **Comments:**
  > **username_0**: Erik, thanks. Haven't tried that yet. I've fiddled with it and the timeline and activity list features do look promising, but how would I go about assigning a number of contacts to such a project that is flexible enough, i.e. can change in size and type of contacts during project execution? And how would I create an overview list of these contacts?  
  > **username_1**: You could possibly use the case roles for that? For example you have a number of journalists for a specific project. You would add a case role 'Journalist' and attach the related journalists to the case?  
  
  ---
  
  