Project Management module enables you to manage various activities undertaken in an organization from the commencement of the project through its management using Gant Charts and keeping track of the budget.
Figure 9.1.1 New Project
Figure 9.1.2 Viewing Registered Projects
Figure 9.1.3 Managing a Project
Figure 9.1.4 Viewing Tasks under a Project
Figure 9.1.4.1 Manage Task
Creating a new Project
You can create a new project by clicking on the new button on the toolbar.
A window appears as shown in figure 9.1.1 enter the project details and save.
Viewing registered Projects
You can view all the registered projects by clicking on the projects button on the toolbar so that a list of projects appears as shown in figure 9.1.2.
Managing a project
You can manage a project by double clicking on the project from the list of projects.
A window appears as shown in figure 9.1.3Showing the project details and a tab showing the tasks under that project as shown in figure 9.1.4.
To Edit a Project
Make the needed changes on the fields that are editable.(Note not all fields can be changed).Click on the Save button to save the changes made about the project.
To Edit or Delete a Task
Click on the Task Tab on the Project Window.If a task(s) has been registered under that Project,a list of tasks will appear on the Task window.
Double click on the task that you wish to edit/delete so that a window appears as shown in Figure 9.1.4.1 make the changes and click on save button to edit.
If you wish to delete click on the 'Delete' button.
When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
Searching a Project
You can search a Project by typing the search criteria on the text field on top of the Phase Column,Location Column or Status column The search criterias can be combined to achieve more filtered results
Deleting or editing a Project
Double click on the Project you wish to delete/edit.
On Click on a pop up window appears as as shown in Figure 6.2 with a save and delete button To Delete
Click on the delete button on the window .
When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
To Edit
Make the changes you wish to on the Project details by selecting the tab containing the details you wish to change.
Click on the save button to save the changes made on the Supplier.
Printing projects list
Click on the print icon,a dropdown menu appears with two options.
Pdf
This option prints/generates a Pdf document
Xls
This option prints/generates an Excel/Spreadsheet document
