Projects
Projects
You can find the projects in the menu Projects -> Project Overview. Here you can create projects that can be linked to bookings and time registrations.
Here is shown the list of active projects. If you uncheck "Show Only Active Project" then inactive projects will also appear in the list.
Show project/Create new
Using the Show project/Create new links from the project overview you can view/create a project.
The following tabs are available for a project,
- General - basic information about the project
- Members - staff that participates in the project
- Tasks - Gantt chart with tasks defined for the project
Tab: General
Here you can provide a project name, the customer that the project belongs to (write a couple of letters and a customer list is shown that you can pick from), a project manager and a start- and end date for the project. Furthermore you can provide a description, mark it as active, and determine whether or not time registration is allowed on the project.
Tab: Members
Here you can add/remove staff that participates in the project.
Tab: Tasks
Here you can create tasks, enter an estimate, start- and end- dates for the task.