Projects

The Project Management module enables the Project Managers to define customers, create projects, task lists, and task activities for an organization. It is a flexible tool that supports handling of complete project management tasks. You can also configure project estimation details, time sheet configuration details, and mail configuration details.

The following topics are covered under Project.

New Project

Project List

Project Feedback Form

Document Repository

Activity List

Project Invoice

Project Review Feedback

Product Backlog

Creating a New Project

The New Project feature enables project managers to create a new project and specify the details of the project such as project name, customer name, start and end date, billable type, and so on. You can also define estimation, time sheet, and mail notification configuration details for a project.

To create a new project, perform the following steps.

Navigate to Project > User > Projects > New Project.

Figure: Project page

2. The Project Template needs to be selected before proceeding.

Figure: Project Template.

For further information on the Project Template, refer the field description table below.

Field	Description
General	Choose the template to create a new Project without a Template.
Import Microsoft Project	Specify the option when the Project must be imported from Microsoft Project.
Import Excel Project	Specify the option when the Project must be Imported from Excel.
Copy from Existing Project	Choose the option if an existing Template has to be chosen for creating the Project.

3. When the General Template is chosen, the Project Details page is displayed.

Figure: Project Details

4. On the Project Details page, enter the required details.

For more information about the fields and icons on the Project Details page, refer the table below.

Field	Description

Field	Description
Project Name	Enter a unique name of the project.
Project Code	Enter a unique Code for the project.
Customer	Specify a Customer name from the lists the configured customer names that are added using Common Masters feature. Select a customer name under which you want to create a project.
Department	Choose the Department for which the Project is being created.
Status	Lists the Project Stage options as: · Not Started: Indicates that the project is not yet started. · In Progress: Indicates that the project activities have been started and in progress. · Deferred: Indicates that the project is on hold. · Cancelled: Indicates that the project is cancelled permanently. · Released: Indicates that the project is in release cycle. · Closed: Indicates that the project is completed. Select any one of the options from the list box based on the stage of the project.
Planned	Specify the planned date for the project. You can also click the Calendar icon to select an appropriate date.
Actual – Need to check	Specify the Actual date for the project. You can also click the Calendar icon to select an appropriate date.
Classification	Choose from the drop down menu if the Project is Billable or Non Billable.
Project Manager	Enter the name of the Project Manager concerned for the Project.
Location	Choose the Location from the drop down menu.
Cost	Specify the cost of the Project and the currency.
Man Hours	Enter the required Man Hours estimated for the Project.
Process Model	Choose the Process Model from the drop down Example: Agile or Waterfall
Description	Give a brief description of the Project.
Active	Enable the Active checkbox.

Modifying Project Details

The Project List feature allows the Project Manager to Modify the Project details. To Modify Project Details, perform the following steps.

Navigate to Project > User > Projects > Project List.

Figure: Project List page
The existing list of configured projects are displayed.
Click the Project Name link to view the details of the Project.

Figure: Project Details page

Click the icon
to Edit/Modify the Project Details.

The project details are updated, and the following message is displayed: Successfully updated the project details.

Copying Project Details from Existing Projects

The Copy from Existing Project feature enables the project managers to copy project details from an existing project. You can use this option when you feel you have to make similar data entries for a project or when you are creating multiple projects for the same customer.

To copy project details from an existing project, perform the following steps.

Navigate to Project > User > Project > New Project.
Choose the General Template from the Template list.
The Project Details list is displayed as given below.

Figure: Copy icon on Project Details page

4. Choose the highlighted icon to copy the details of an existing Project.

Figure: Copy Project

5. Double click the Project Name and the details will be added on to the Project Details page.

Viewing Project List

The Project List feature enables you to view the all the projects that are created for various customers.

To view the Project List, perform the following actions.

Navigate to Project > User > Projects > Projects List.
On the Project List page, enter the search criteria to filter the project list, if required.

Note: By default, the projects with In Progress stage and Active status are displayed on this page.

Figure: Project List Page

For more information about the fields and icons on the Projects List page, refer the field description table below.

Field	Description
Delete	The check box which can be enabled to delete the project.
Project Code	The unique code for each Project.
Project Name	The name of the Project specified while creating the Project
Customer	The Customer for whom the Project has been created.
Start Date	The Start Date of the Project specified while creating the Project
End Date	The End Date of the Project specified.
Project Classification	The classification based on whether the Project is Billable or Non Billable.
Project Manager	The Project Manager assigned to the specific Project
Status	The stage at which the Project is currently.

Filter Icon	The Filter Icon can be used to filter the Project list on the basis of the specified criterion. Example: Customer, Department, Status.
Configure Columns	Choose the option to remove columns from the List view.
Add New	Specify the option to create a new Project.
Delete	Choose the option to delete the selected Project.
Export to Excel	Choose the option to Export the Project details to Excel.
Export All	Specify the option to Export all the listed Projects to excel.

Field	Description
Delete	The check box which can be enabled to delete the project.
Project Code	The unique code for each Project.
Project Name	The name of the Project specified while creating the Project
Customer	The Customer for whom the Project has been created.
Start Date	The Start Date of the Project specified while creating the Project
End Date	The End Date of the Project specified.
Project Classification	The classification based on whether the Project is Billable or Non Billable.
Project Manager	The Project Manager assigned to the specific Project
Status	The stage at which the Project is currently.
Filter Icon	The Filter Icon can be used to filter the Project list on the basis of the specified criterion. Example: Customer, Department, Status.
Configure Columns	Choose the option to remove columns from the List view.
Add New	Specify the option to create a new Project.
Delete	Choose the option to delete the selected Project.
Export to Excel	Choose the option to Export the Project details to Excel.
Export All	Specify the option to Export all the listed Projects to excel.

Managing Tasks

The New Task feature enables project managers to create tasks for the projects. Using this feature you can add, modify, and delete tasks for a project.

You can perform the following tasks using New Task feature:

Creating a New Task
Creating Child Task
Rename
Deactivate
Edit Task
Edit Activities
Add Activity

Figure: Project Task Creation

Creating a New Task

To create a new task, perform the following steps.

Navigate to Project > User > Projects > Project List.
Select the Project
On the left pane under Task List, Enter the task name.
Right click on the Task to get more options.

Figure: Task pane

The following actions can be performed using the Task List.

Field	Description
Create Task	The user can create a Task using the control
Create Child Task	The user can create a Child Task under specific Tasks.
Rename	The Task can be Renamed using this feature.
Deactivate	The Task can be deactivated using this control.
Edit Task	This feature helps to Edit Task.
Edit Activities	Activities can be Edited using this control.
Add Activity	A new Activity can be added to a Task/Sub Task.

Creating a Child Task

A child task is created as a Sub Task to the existing Task. To configure the child task, perform the following steps.

Navigate to Project > User > Projects > Project List.
Select the Project.
Under the Task list, right click on a Task.
Click Create Child Task
A Child Task gets created under the main Task.

Creating an Activity