Projects
Last updated
Last updated
Click on "Add New Projects".
Name: Enter the name of the project.
Managers: Select managers from the dropdown who will oversee the project.
Project Code: Enter a unique project code.
Start Date: Specify the project's start date.
End Date: Specify the project's end date.
Status: Select the status for the project.
Client:Select the client from the dropdown. If the client doesn't exist, create it from CRM's client module.
Description: Write a detailed description of the project.
Allow Expenses To Be Linked: Indicate whether expenses can be linked to the project.
Enable Billing: Specify whether billing is enabled for the project.
Billing Model: Select the billing model from the dropdown for the particular project.
Upload File: Attach any relevant files or documents associated with the project.
Once the project is created you can see the details of the particular tasj by clicking on "View".