Skip to main content
Welcome to our Support Center
< All Topics
Print

Project

Posted
Updated
ByLakshmi Kammara

Navigation

  1. Click Tasks in the top navigation menu.
  2. Select Projects List from the dropdown menu.

How to Enable

1. Enable Company Setting

  1. Go to Administration → My Company.
  2. Open Company Settings.
  3. Enable Project Management.
  4. Save the changes.

2. Enable Role Permission

  1. Go to Master Data → Users.
  2. Open the required user.
  3. Go to Role and Permissions.
  4. Enable Projects.
  5. Save the changes.

The Projects module enables you to create, organize, and monitor projects from initiation to completion. It provides a centralized workspace for managing project information, assigning users, linking tickets, tracking progress, and planning project activities using Gantt Charts.

Users with the appropriate Project Management permissions can access this module to create new projects, update existing ones, monitor project status, and close projects once they are completed.

Key Features

  • Create and manage projects.
  • Assign users to specific projects.
  • Link existing tickets or create new tickets within a project.
  • Monitor project progress and associated tasks.
  • Plan project timelines using Gantt Charts.
  • Close completed projects.

Project List

The Project List serves as the central view for managing all projects in the system. It displays every project that the logged-in user has permission to access, along with essential information such as the Project Code, Project Title, and Current Status.

Projects can be filtered based on their status to help users quickly locate active or completed work.

Available Views

  • All – Displays every project available to the user.
  • Open – Displays only projects that are currently active.
  • Closed – Displays projects that have been completed or closed.

From the Project List, users can:

  • Create a new project.
  • View or edit project details.
  • Update the project status.
  • Export the project list to Excel.
  • Manage project user permissions.

This interface provides a quick overview of all projects and serves as the starting point for project administration.

User Permissions

Each assigned user can be granted one or more of the following permissions:

  • View Project – Allows the user to view project details.
  • Edit Project – Allows modification of project information.
  • View Task – Allows viewing of tasks associated with the project.
  • Add Task – Allows creation of new tasks within the project.
  • Remove Task – Allows deletion of project tasks.
  • View Asset – Allows viewing of assets linked to the project.
  • Add Asset – Allows adding new assets.
  • Edit Asset – Allows modifying asset information.
  • Remove Asset – Allows deleting project assets.
  • Advance Permission – Grants additional project management privileges as defined by the system configuration.

Permissions can be enabled or disabled independently by selecting or clearing the corresponding checkbox.

Creating a New Project

To create a new project:

  1. Navigate to the Projects module.
  2. Click the New Project (+) button.
  3. Enter the required project details, including:
    • Project Title
    • Customer Name
    • Start Date
    • End Date

4. Verify the information entered.
5. Click the ✔ (Tick) button to create the project.

The newly created project will appear in the Projects list and will be available for further management.

How to Create a Gantt Char

  • The system allows you to create Gantt charts to visually plan and track your project’s execution. The interface is split into two main tabs:
  1. Original Message: This tab lets you view complete details related to all tickets under the project, including requester information.
  2. Create Project Flow: This is where you can design and generate a Gantt Chart for your project.

Generating and Saving Your Chart

  1. Set Up the Project Flow: In the “Create Project Flow” tab, select the appropriate workflow and fill in the required project details such as start and end dates.You can also define other important parameters like team assignments and activity types.Most fields are self-explanatory.
  2. Generate the Chart: Once the setup is complete, click the Generate button to create the initial Gantt chart.
  3. Save the Chart: You can make adjustments to the chart as needed and then click Save to store it.The chart will be saved with the selected date and time, or the current date and time if none is specified.

Managing Chart Versions

  • This versioning allows you to track the progress and changes of the project over time and maintain a clear log for future reference.
  • The system maintains a history of your saved Gantt charts.
  • When you return to this section later and click the generate button again, a history of all saved versions of the chart will be displayed.
  • You can load any previous version to review past plans.
  • If you make changes, you can save it again as the latest version.
Tags:
Table of Contents