Project Management User Manual


IntroductionAccessing the Project Module ConfigurationCreating a New ProjectCreating Tasks and SubtasksViewing and Managing ProjectsTips & Best Practices

Introduction

The Project Module helps manage all project-related operations including planning, tracking, and completion. This manual will guide users on how to configure and manage projects efficiently within the ERP system.

Accessing the Project Module

  1.  Go to the main dashboard of your ERP.
  2. Click on the “Project” module icon.



Configuration

To begin using the Project Module, configure its core settings.


  • Project Types

     I.  Navigate to: Configuration → Project → Project Types

    II.  Click New to add new types like "Internal", "Client-based", "NGO", etc.



  • Regions

     I. Navigate to: Configuration → Project → Regions

    II. Add regions to classify projects geographically (e.g., Punjab, KPK, Sindh).



Project Stages

  1. Navigate to: Configuration → Project → Project Stages
  2. Add stages such as:
    1. To Do
    2. In Progress
    3. Done
    4. Cancel



Creating a New Project

  1. Go to Projects > Create
  2. Fill in:
    1. Project Name
    2. Project Manager
    3. Tags
    4. Planned Dates
    5. Allocated Hours
    6. Click Save.


 

Creating Tasks and Subtasks

  1. Go to Configuration → Task → Tasks
  2. Click Create to define tasks:
    1. Add Ttile
    2. Tags
    3. Task Category
    4. Link to Project
    5. Description


 

Viewing and Managing Projects

  1. Use Kanban View to monitor progress.
  2. Click on any project to:
    1. See tasks
    2. Track deadlines
    3. View Gantt charts or timelines

 


Tips & Best Practices

  • Regularly update task statuses.
  • Use filters to see projects by region or stage
  • Assign clear responsibilities to avoid task overlap.
  • Archive completed projects to declutter the workspace.

    







Previous  Time Off                                                                           Next   Payroll Management