FAQ

I can't create a project.

Possible causes:

  • One or more required fields are empty.
  • A client has not been selected.
  • A project manager has not been selected.

Solution:

  • Ensure all required fields are completed.
  • Select a client from the Client dropdown.
  • Select a project manager from the Project Manager dropdown.
  • Click Create Project again.

The client I need is not available in the dropdown.

Possible cause:

The client has not been added to the system.

Solution:

  • Verify that the client exists in the Clients module.
  • If the client is missing, create the client first.
  • Return to the Create Project or Edit Project screen and select the client.

The project manager is not listed.

Possible cause:

The employee has not been assigned as a project manager or is inactive.

Solution:

  • Confirm that the employee is active.
  • Verify the employee has the required permissions or role.
  • Refresh the page and try again.

I can't save changes after editing a project.

Possible causes:

  • Required fields are missing.
  • The selected values are invalid.

Solution:

  • Review all required fields.
  • Ensure a valid client and project manager are selected.
  • Click Save Changes again.

I accidentally deleted a project.

Possible cause:

The deletion was confirmed.

Solution:

  • Deleted projects cannot be restored from the Projects screen.
  • Contact your system administrator if the project needs to be recreated or restored.

My newly created project is not displayed.

Possible causes:

  • The page has not been refreshed.
  • Filters are hiding the project.

Solution:

  • Refresh the Projects page.
  • Clear any active search or filters.
  • Verify that the project was created successfully.

I cannot edit or delete a project.

Possible cause:

You do not have the required permissions.

Solution:

  • Contact your administrator to verify your access rights.
  • Ensure you have permission to manage projects.
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