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Project Module - Video
Project Module - Roles Involved
List of Roles
# | User Roles | Description |
---|---|---|
1 | Program Manager | Can create/Acess Projects for any Department and can view and edit all the Projects in the system |
2 | Project Manager | Can create Projects for his/her own Department |
3 | COE Head | Can access the Projects owned by his/her COE |
4 | Project Member | Can see the Tasks to which he is assigned and can create a Task to himself and send for approval |
Project Module - Methodologies
List of Methodology
# | Methodology | Maximum Hours |
---|---|---|
1 | Agile | 80 |
2 | Traditional | 320 |
3 | Simple Onsite | 9999 |
Project Module - Create Project
Steps to create project
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Project Module - Create Task
Steps to create Task
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Note...
- Task Start Date and End Date should be between Project Actual Start Date and Deadline Date.
- Planned Hours should be greater than zero and less than or equal to Customer Agreed hours in the Project.
- If Customer Charge number field is not empty, then it is treated as a Billable Task.
- For Non-billable Task, Customer Charge Number field should be empty.
- Assign task to appropriate resource.
Project Module - Create Milestone
Steps to create Milestone
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Project Module - Create Invoice
Steps to create Invoice
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