Project
In our system, the 'Project' feature acts as the cornerstone for organizing and managing all your projects effectively. Within each project, you have the ability to specify crucial details such as the customer's name, the project's start time, and its anticipated completion time. This feature simplifies the process of tracking the hours dedicated to each project, ensuring accuracy and efficiency in project management.
Navigate to Project Management > Projects in the left navigator.
Click on the
button on the top ribbon of the view.
General
All the information related to the Project will be present in this tab.
| Fields | Description |
|---|---|
| Id | Unique Identifier for the record. |
| Name | Specify the Name of the Project |
| Project Code | Specify the Code of the Project. |
| Client | Indicates the client related to the Project |
| Start Date | Start Date for the Project. |
| End Date | End Date for the Project. |
| Status | Specify the Project status |
| Total Hours | Define the total hours for the Project |
| Description | Specify the additional information of the Project |
| Billable | Whether the Project is billable or not define in this field. |
Phase
All the information of Phase that are related to Project will be present in this tab. In the sub-grid all the view of the tasks records are shown. The "Phase" table in project management typically contains information related to different phases or stages of a project.
Resource Allocation
Resource allocation is identifying the availability of your resources and scheduling them to concur with your project timeline. This table helps project managers ensure that the right resources are assigned to the right tasks at the right time, facilitating efficient project execution and resource management. It enables tracking of resource utilization, availability, and allocation status, ultimately contributing to the successful completion of project tasks and activities.
Stakeholders
This helps project managers identify, analyze, and manage stakeholders to ensure their needs are met and their concerns are addressed throughout the project.
