Projects

A Project represents a planned piece of work created to deliver a specific outcome, improve a process, or achieve a defined goal. Projects help you organize tasks, timelines, priorities, and ownership in one place.

To access Projects:

Login → Desktop → Projects → Projects

Create Project

Create a new project to start planning and tracking work:

1. Go to Projects → Projects.
2. Click Add Project in the top-right corner.
3. In the New Project form, enter the required details:
   • Project Name
   • Series
4. Set additional project information:
   • Status
   • Project Type
   • Priority
   • Expected Start Date
   • Expected End Date
   • Department
5. Choose project settings:
   • Is Active
   • % Complete Method
6. Click Save to create the project.