Project

The Projects screen allows you to create, manage, edit, and delete projects within your organization.

Project List

The Project List displays all available projects in a table format. Each project includes the following details:

• Project Name – The name of the project.
• Client – The client associated with the project.
• Billing Type – The project's billing method.
• Duration – The project's start and end dates or overall duration.
• Status – The current status of the project.
• Project Manager – The employee responsible for managing the project.
• Actions – Options to view, edit, or delete the project.

To create a new project:

1. Click the Create Project button.
2. The Create Project screen will open.

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Create Project

The Create Project screen allows you to add a new project by entering the required details.

Fill in the following fields:

• Project Name
• Client – Select a client from the dropdown list.
• Duration
• Billing Type
• Project Manager – Select a project manager from the dropdown list.

After completing all required fields:

1. Click Create Project to save the project.
2. Click Cancel to discard the changes.

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Edit Project

To update an existing project:

1. Click the Edit action for the desired project.
2. The Edit Project screen will open.

You can modify the following fields:

• Project Name
• Client – Select a client from the dropdown list.
• Duration
• Billing Type
• Project Manager – Select a project manager from the dropdown list.

After making the necessary changes:

1. Click Save Changes to update the project.
2. Click Cancel to exit without saving.

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Delete Project

To remove a project:

1. Click the Delete action for the desired project.
2. A confirmation dialog will appear.

Choose one of the following options:

• Delete – Permanently removes the project.
• Cancel – Closes the dialog without deleting the project.

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FAQ