Work management
Create, view, and edit projects
Manager/Admin: set up a project and update its delivery details.
What this does
Manager/Admin: create a project, review its delivery fields, and update its details from Projects.
Steps
- Open Projects and select Create Project.
- Complete Project Details, Team & Ownership, Commercials, then Review & Create; use Next and finish with Create Project.
- To update a project, use its pencil icon in Actions. Edit the Project Details, Team & Members, Billing, or Milestones tab, then select Save Changes.
Result
The project is listed with delivery status, progress, planned and actual hours, remaining hours, and due-date attention. Available project statuses are Planning, Active, On Hold, Completed, Delayed, and Cancelled.
Related/Next guide: Project members and allocations.