Projects

You can see all the projects in this “Projects” Menu.

In “Projects” menu, you can see Project Name, Category, Tags, Client Name, Project End Date, Assigned To, Project Status. You can change Project Status to Started, In Progress, Cancel, On Hold, Completed. Click the “Action Button” to View, Clone, Edit, or Delete an existing Project.

Projects

Create a new project:

You can create a new project by clicking “New Project”. Fill up project info: Projects No., Project Name, Select Category, Progress, Project Start Date, Project End Date, Billing Type, Fixed Price, Estimate Hours, Project Status, Demo URL, Tags, Assigned To. Progress has three types: Project via Percentage, Project Hours, Through Tasks. Project Progress via Percentage is select by default. Select your project permissions, enter the project description, and click “Save” to save the project.

New Project

Import Projects:

You can upload an existing project from your local storage from “Import Project”. Select Project File (XLSX or CSV File Only), Select Project Client, Choose Assigned To and click “Upload” to import the project.

Import Projects

You can clone an existing project by clicking “Clone” Action Button. Select Project Client, Project Start & End Date, Add Milestones & Tasks, and click “Clone” to clone the project.

Clone Projects

You can see Project Details, Calendar, Comments, Attachment, Milestones, Tasks, Bugs, Gantt View, Notes, Timesheet, Tickets, Invoice, Credit Note, Estimates, Expense, Project Settings, Activities in “Project Details” Menu.

Project Details

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