Project Management

The project management module helps you in organizing all the stages in the process of completing a project in a well-structured manner. The module of project management assists you in regulating more than one project at a time very easily. Every function will be available under the module, which has a high grade of real tracking and organizing of the project. You can regulate and control various stages and tasks using customizing options to meet business requirements. The module is a high time saver, which provides every detail of ongoing projects in the company. Let us look at different options and their function available under the module of project management.

Project Dashboard

On selecting the module of project management, you will get the dashboard of the module, as shown in the image below. The page will be displayed in Kanban view, which can be seen in other views as well. On the page, you will be provided with an already configured project, as in the image.

On the page, you can see every project in Kanban view. It can be viewed in the list view as well, other than the Kanban view. The filters, group by, and favorites options can also be made use of if required. Under the filters, you have got the options, such as my projects, my favorites, my team, my department, followed, unassigned, projects in overtime, late milestone, start date, end date, archived, and add custom filter options, respectively. Under the group by option, you can have the options, such as project manager, customer, status, and add custom group options, respectively. Finally, under the favorites option, you have the sub-options, such as save the current search and add to my dashboard options. All these options can be used accordingly. In each project, you will get the details, such as the name of the project, the number of tasks assigned, and the total number of remaining hours to finish the task assigned.

You can see three dots in every stage, which helps you to indicate the various stages of every project. Near the edit, you have the image of the person who is the creator of the project in a small circle. Now, on selecting the three dots provided on the top right corner of the page, you will get the options, such as view task, timesheet, sales orders, and project updates, respectively. Using the reporting option, you can make task analysis a burndown chart on a particular project as well. You are also provided with options, such as edit and share as well which can be used accordingly. On selecting a particular one from the provided list, you can get a detailed view of the project and the related information as well.

Now, you have an option of scheduling an activity, which helps you to schedule an activity, which is shown using a clock-like icon. With the help of the NEW icon, you can easily create a project on your own under the steps explained below.

On selecting the option of NEW, you will get the creation page of the project, as shown in the screenshot below.

On the page, you can see the options, such as the name of the project, which has to be provided under the allotted space, and below that, you have the option of a billable field to get triggered. The option helps you to invoice the time and material from the task very easily. Below, in activating the option of the timesheet, the timesheet will be triggered in the project well. When you are done providing the required details, you can go to the CREATE PROJECT option. On selecting the create project option, you will get another page where you can add various tasks under the created project very easily. The new page will be as shown in the screenshot below.

On the page, you can see the options, such as adding the task in the allotted space. You can also add the column title in the allotted space and then select the add icon in order to get the newly created one added to the list. In order to add a new task, you can make use of the + icon as well. On selecting the + icon, you will get the space to provide the title for the task and the name of the employees. Then click on the ADD option. If any editing is required for the task. Then go to the EDIT option, and there you have got the change. The option will be seen, as shown in the screenshot below.

As mentioned before, here, you have got the space for adding the task and thereby making necessary changes if required. You can also delete the stage if the stage is not wanted using the detail icon provided on the bottom right corner of the stage. Now, the three vertical dots can be made used for sharing, editing, and setting up the cover image for the task. Three dots can be found from the tip right corner of the newly added task. You are also provided with a small settings icon that includes the option, such as fold, edit stage, delete, archive all, and unarchive all options, respectively.

Here, you can have the color palettes and the options such as set cover image, share, and edit, which can be used accordingly. Now, on selecting the option of setting the cover image option, you will get a window get opened, as shown in the screenshot below.

Here, you have got the option of the upload and set option. Which can be used accordingly in order to get a new cover photo for the task. Now, on selecting the newly added task, you can have the option of editing if required. That is, if there are any corrections, you can make use of the options. The page of edit will be as shown in the screenshot below.

On the editing page, you can provide the name of the task, the project, and the list of assignees for the particular project, and the parent task can also be set. The name of the customer, the deadline of the task to be submitted, and related tags can also be added. On selecting the customer on the provided space, a new option will be visible, which is a sales order. The option is used to add the time spent on the task, which helps you to invoice the selected item. In the description tab, you can include a short description of the task that you are working on. Near the description tab, you have got the timesheet tab, which helps you in providing the required time in order to finish off the task. On selecting the timesheet, you have to provide some details, as shown in the screenshot below.

Here, you can see under the timesheets tab, and you have to provide the date, name of the employee, description of this task, and hours spent on it, respectively. With the help of the Add a Line option, you can record the time taken in order to finish off a particular work by assigned employees.

The sub-task can also be added to the current task under the sub-task tab. The option will be available upon activating the option from the settings menu. The settings will be as shown in the screenshot below.

On activating the sub-task option, you will get the tab of sub-task in the window, which helps you to split the task in order to organize the work into sub-milestones. The sub-task option will be available on the creation page, as shown below, which has got activated upon triggering the option in the settings.

Here, you can see the option of sub-task got visible in the window. There, you can add the title, assignees, deadline, and stages. The Add a Line option can be made used for that purpose. On saving the main task, you will get the option of viewing the task, which helps you to see the newly created task. You are also provided with an option of Add a Property, which helps you to add the property, where you can add the type of the fields and default value as well. In the beginning, the name of the property can also be mentioned.

Now, under the Settings option, which is available under the configuration menu of the project management module, you can have the option of task dependencies. The option will allow you to decide the order in which you have to perform the task. On triggering the option from the settings, you will get a new page. The option in the settings is, as shown in the screenshot below.

Here, the option allows you to determine the order in which the task should perform. On activating the option of blocked by, you will get the tab blocked by on the manufacturing order creation page. The page will be as shown in the screenshot below.

Here, you have got the space for adding the details under the blocked by options, such as title, assignees, deadline, and stages, respectively. With the help of the add a line option, you can add the lost task which you wish to block in order to finish the current task prior to the blocked task.

The extra info tab includes certain options to get filled, such as the parent task, name of the company, sequence, email cc, cover image if required, assigning a date, and last date update as well. When you are done providing all the necessary detailed you can go to the SAVE icon in order to get the newly created one added to the existing list of manufacturing tasks. Now, you can have certain tabs, as shown in the screenshot below, which are namely sub-task and sales order.

On selecting the option of sales order, the sales details will be visible on the page. Similarly, on selecting the sub-tasks, you will get the configured sub-task on the page.

Now, under the configuration menu on the main page of the project module, you will get options such as settings, project, project stage, task stage, tags, and activity types, respectively. Here, using the configuration menu, let us look at how to create a new project. The option of a project can be selected from the configuration in order to create a new project. The page of projects will be, as shown in the screenshot below.

On the page of projects, you will get the list of already created projects, as shown in the above screenshot. Then, you can have the details, such as the name of the project, customer details, name of the company, starting date, ending date, allocated hours for the project, name of the project manager, and the stage in which the project is available, respectively. You can also make use of the filters, group by, and favorites options if required accordingly. In order to create a similar kind of project, just go to the NEW icon provided on the leftmost side of the page in the image above. The creation page of the projects will be, as shown in the screenshot below.

On the creation page of the project, you have certain spaces to get filled. Firstly, provide the am of the project that you have to create the project on, then add the customer, related tags on the project, name of the company, name of the project manager, planned date for the project, and the allocated hours as well. Below that, you have got two tabs, such as description and settings. On the description tab, you can do the Short description of the project, such as a link to the reject, word count of the task, and many more. Now, under the settings tab, you can provide certain details, as shown in the screenshot below.

Here, under the visibility option, you can set it as invited users, all internal users, or invited portal users and all internal users. The option allows you to get portal users to your project or task by including the required personalities as followers. Now, below that, you have the option of task management, which contain sub-options, such as sub-task, recurring task, task dependencies, and milestones. The sub-task option helps you to split your task to organize the work into sub-milestones if required. The next one is recurring tasks. The option helps you to auto-generate tasks for regular activities. Then, the task dependencies option helps you to determine the order in which to perform the tasks, and finally, you have to go to the milestone option, which helps you to track major progress points which must be reached in order to attain success. Now, under task management, you have got the time management option, where you can activate the timesheet option on activating the timesheet option, you can log time on the task. Finally, you have to go to the sale and invoicing option, where you can activate the billable option, which invoices your time and material to the required customers.

When you are done with all these features, you can go to the save icon in order to get the newly created project to get added to the existing list of projects. On saving the details, you will get some options, such as share read-only and share editable, on the leftmost side of the page.

The share read-only option will permit the readers to treat the project alone, and no correction can be done by an external. If editing had to be done by an external, then use the share editable option. Now, on editing, you will also get the options of task, milestone, customer ratings, and burn down chart, billable time, gross margin, and collaborators as well. The gross margin and customer rating will be available only upon activating these options from the settings option in the project module.

Now, under the analytical tab of the settings menu of the project management module, you will get the options, such as probability and customer rating options, to get activated. The options help you to track the cost and revenues that are linked to the project. On triggering the option from the settings, the process margin report option will get appeared on the projects description page. Then, you can trigger the customer rating option in order to connect with the customer's satisfaction with the project. The option under the settings will be as shown in the screenshot below.

Here, you can see the customer rating option, which on triggering, will help you to track the customer's satisfaction with the project.