Projects

In the Projects module, you can create, plan, and manage projects.

Use the module's precise budget planning and tracking tools to enhance the profitability of each project. These tools enable you to accurately track your project expenses, monitor the project status, and quickly identify potential or existing delays and budget issues. You can also invoice the relevant customers using flexible billing options with different billing models.

After first defining your project details (see Creating a project), you then plan your project phases and steps, the two main elements within every project:

• Phases: Phases consist of all the steps required to complete the project phase. Example phases include: planning, designing, project initiation, and final testing.

• Steps: You can create multiple steps within a phase. For each step, a ticket is created and assigned to the selected team member.

To access the Projects module, in the Management Portal go to Task management > Projects.