Project Management

Shows all the FAQ's related to Project Management

Why do I see only a few of my projects in the Project Management module?
Only projects with a Start and End Date and set as "Managed Project" are listed in the Project Management screen. Other projects will not displaye...
Tue, 18 Feb, 2025 at 3:27 PM
What is Project Management, and how do I use it?
The Project Management module helps you manage projects within your organization. With this module, you can: Create a complete project plan by adding tas...
Tue, 18 Feb, 2025 at 3:35 PM
How do I create a new project in the Project Management module?
To create a new project: Go to the Gantt screen. In the window that appears, enter the Project Name, Start Date, End Date, Description, and any other nec...
Tue, 18 Feb, 2025 at 3:42 PM
How do I assign Tasks to the users?
Assigning Tasks to Users You can assign tasks from any of the sub-tabs in the Project Management module, including: Assignments Gantt Board Resources ...
Tue, 18 Feb, 2025 at 4:03 PM
Where do I see the assigned Tasks?
You see the assigned Tasks in the Assignments tab, The Assignments tab has two sub-tabs: My Tasks and All Tasks. The My Tasks sub-tab shows all tasks ...
Tue, 18 Feb, 2025 at 4:59 PM
How do I re-assign a task that is already assigned to an user?
To re-assign the Task Go to the Gantt screen and select the Project from the Project list, Click on the Task name and in the pop up go to the Resource...
Fri, 21 Feb, 2025 at 4:07 PM
What is the Board tab in the Project Management app?
Managing Task Assignments in the Board Tab All Task Assignments are displayed in the Backlog list on the Board tab. Actions You Can Perform: Edit ...
Fri, 21 Feb, 2025 at 4:28 PM
What is the Gantt Tab in the Project Management module?
The Gantt tab displays Projects and their Task Assignments. By default, it shows tasks assigned to users for the current week. You can adjust the time du...
Fri, 21 Feb, 2025 at 4:31 PM
What is the Resources tab in the Project Management module?
The Resources screen displays Task Assignments for users who report to you. By default, it shows tasks assigned to all your direct reports. You can view ...
Fri, 21 Feb, 2025 at 4:57 PM
What is the Project Management module?
Project Management Module Overview The Project Management module is designed for project planning, resource allocation, and scheduling. It helps Project...
Fri, 21 Feb, 2025 at 5:21 PM