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 Managing your Projects
Each Project is associated to a client, and has a series of job tasks that are assigned to employees. Projects can be separated into different categories depending on how you choose to organise your workflow. You have the ability to add as many categories as you deem necessary for your workflow requirements. e.g. Current Projects, Work Quotes, Projects on Hold etc
There are two default categories - Current, displaying work in progress, and Archived, displaying completed jobs.
Adding New Projects
To add a new job simply click the "Add New Project" option from the Project Manager menu and follow the steps in the popup window. You can assign staff to each job, and then assign job tasks that need to be completed as part of the job. If you have a standard process where you always have a set pattern of tasks in each job, you can create a template so that each time you create a new job, the job tasks are automatically created for you.
Project Details Page (Dashboard)
The Project Details page is a ‘dashboard’ that displays all you need to know about the job at hand. You have the ability to set the job up to show a variety of information from a very basic overview of what needs to be completed, to adding extra functionally such as communication notes and expenses for larger projects – the choice is yours!
Completed Projects
When a job has been completed it can be moved to the archive, and is then in the queue as a job to be invoiced (in Report section).
Back   Next - The Project Book
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