Projects
Last updated
Last updated
The Projects section is designed for efficient management and tracking of various projects within the organization.
Key Features:
Overview Interface: Upon entering the Projects section, users are presented with:
Duration Filter: Allows selection of start and end dates for projects.
Status Filter: Options to filter projects based on their current status.
Progress Filter: View projects categorized by their progress percentage (0%-20%, 21%-40%, etc.).
Data Table: Displays project records with key details:
Code: Unique identifier for each project.
Project Name: Title of the project.
Members: Team members assigned to the project.
Start Date & Deadline: Timeline for project completion.
Client: Associated client (if any).
Status: Current status of the project.
Action: Options for further actions on the project (e.g., view, edit).
Add Project Functionality: Users can create new projects through a detailed form, including:
Short Code: Unique identifier for the project.
Project Name: Descriptive title for the project.
Start Date & Deadline: Selection of project timeline.
Project Category: Type of project being created.
Department: Dropdown for selecting the responsible department.
Client Details: Input for client assignment.
Project Summary & Notes: Space for additional project information.
Project Settings: Options to enable or disable:
Public Gantt Chart: For sharing project timelines publicly.
Public Task Board: For displaying project tasks publicly.
Admin Approval for Tasks: Ensures that tasks require admin or project admin approval.
Project Detail View: Upon selecting an existing project, users see a comprehensive overview, including:
Progress Tracking: Displays current progress percentage.
Timeline: Start date and deadline information.
Team Members: List of individuals assigned to the project.
Project Statistics: Financial overview including project budget, hours logged, earnings, expenses, and profit.
Tabs for Overview, Members, Files, Milestones, Tasks, Discussions, and More: Facilitates easy navigation and access to detailed project information.
Purpose
The Projects section serves as a central hub for managing all aspects of project workflows, enabling teams to collaborate efficiently, track progress, and ensure timely completion of projects within the organization.