Projects

• Records all projects undertaken by the company for clients.

• Includes details such as members, deadlines, clients, completions, and status.

• Offers options for editing, viewing as a Gantt Chart, archiving, and deletion of projects.

• Easily add new projects by clicking on the "Add Project" option on the top left corner.

The Add Project form requires details such as Project Name, Start Date, Deadline, Project Category, Department, Client, Project Summary, Notes, Project Members, and any other required details can be added while saving the details in the provided form.

Right beside the "Add Project" option, there is an "Add Project Templates" feature. This allows you to quickly add details by selecting a template, saving time on manual entry. It requires details such as Project Name, Project Category, Project Summary, Notes, and checkboxes based on user preferences.

Clicking on the name of an individual project in the list provides links to view detailed information, allowing navigation to specific pages as needed.

1.Overview: This section under the individual project provides sufficient information to help anyone viewing the document to understand the project briefly along with its planning, tasks, and mainly required details in a brief view.

2.Members: This section records details of all members/employees working on the assigned project, compiling and presenting cumulative data. From the top left corner, you can add new members by clicking an option that presents a form for manual data entry. Members can be selected from the entire list or the departmental list.

3.Files: This section under individual projects offers space to hold any documents that are important concerning the project, these can be easily stored here. It also allows easy access to everyone.

4.Milestones: This section records the milestones achieved that the employees themselves created for each project. It helps in tracking each project.

5.Tasks: This section tracks the tasks created under each project which further helps in logging of work and eventually completion of the project.

6.TaskBoard: Taskboard is the Kan-Ban Format for the tasks assigned to them. This makes the tracking process easier.

7.Gantt Chart: Gantt Chart pattern of the task makes the viewing of the timeline for the task easier as it shows the period it is spread over.

8.Invoices: This section under the projects tab holds all the invoices created for the specific project. It makes the tracking work easier for both parties.

9.Timesheet: This section provides space for logging in time for different tasks that are chosen by them as individuals which in all records the total time taken for the complete project.

10.Expenses: This section records all the expenditures that were done for the working of the individual projects. It further adds the expenditures under this section to the overall expenditures of the organization.

11.Payments: All the transaction history for each project is saved under this section which makes financial recordings easier.

12.Discussion: This section records all the important discussions that are done among the employees or between the client and employees to frame the further working on the project.

13.Notes: This section is to store some must points which are important to remember while working on the project.

14.Burndown Chart: This sheet records the graphical representation of the work left to do versus time comparing the ideal work structure and actual work structure.

15.Rating: This section records the ratings received from the client for the work done by the organization on the project. This allows space where all the feedbacks can be recorded for each project.

16.Activity: It record all the updation and changes in the project alone with the date and time. This is will help to track the changes.