The Manage Projects feature allows administrators to create and maintain project records within the organization, along with associated financial and organizational details.
Navigation Path:
Personnel Administration → Settings → Manage Projects
- Select and Enter the Following Details:
- Project Type: Choose the type of project.
- Status: Select the project status (e.g., Active, On-Hold, Completed).
- Company: Choose the company under which the project is being created.
- OU / Cost Centre / Profit Centre: Select the relevant organizational unit or cost/profit center.
- Project Code: Enter a unique identifier/code for the project.
- Parent Project (optional): Select a parent project if this is a sub-project.
- Project Name: Provide a descriptive name for the project.
- Country: Select the country where the project is based or executed.
- Currency: Choose the applicable currency for financial transactions.
- Start Date: Enter the project start date.
- End Date: Enter the expected or actual end date.
- Active: Check this box to mark the project as active.
- Click Save
- Once all details are entered, click Save to create the project in the system.
Projects created here can be linked while creating a new user to associate them with specific project assignments.