Adding and modifying projects

Add

To add a project, go to your project list and click on New project.

 

Give the project a name, define the category (whether it's a work related or personal project) and choose a contact, who is linked to this project. 

  

You can also set a start date and deadline. To make reporting accurate, also add an estimated duration to your project, so later on you can see your project's progress under the project detailed view.

Select the project manager, status, budget (if enabled), but also project members and access rights (e.g. for project members only). 

If the project is accessible for members only, the project members are the only ones who can see the project information. Otherwise, other users also have access to this project, if they have been given the right (by the administrator) to view other users’ projects. Users who do not have viewing rights, can't see the project info either way.

 

 

It's also possible to add Phases and Milestones to your project. Read more.

   

Personal project

In order to manage personal information and keep it private, mark the project as Personal in the project modify view.

  

If you wish to create a personal event in the calendar or a task, simply mark it as Personal or link it to your personal project.

 

Note! Personal activities are not work related and will not be counted as such in reporting. Other users and administrators only see the status of these activities and a title Personal. You can see your own personal events in the Work report using the personal filter. 

   

TIP! We also recommend using a project called Vacation to keep track of your team members' vacations.

 

Project budget

Note! Budgets is an add-on feature. If you're not yet using the Budgets feature, but wish to start, go to Settings > Administration > Plan, Add-ons & Billing and add it to your site.

If the Budgets feature is activated, there are multiple options when creating a project budget:

1. Amounts on quote lets you compare actual income and cost to the quoted amounts and cost.
2. Simple budget allows you to type in your own budget manually. Compare actual income and cost to the budget you set.
3. Detailed budget enables you to create a detailed budget under Budgets and link it to the project.

 

 

Read more on project budgets.

 

Modify and delete

To modify the project, click on the project number or icon in the project list. The modify button is available in the project view window.

You can also delete a project in the modify view. Both Modify and Delete buttons are only visible, if you have the relevant permissions.

  

Tags

Projects can have tags, that make filtering and reporting easier. You can create, modify and delete project tags under Settings