Projects Module

The Projects Module helps you manage projects from start to finish. Track progress, manage resources, coordinate teams, and deliver successful outcomes.

Overview

The Projects Module is your central hub for project management. It provides tools for creating projects, tracking progress, managing tasks, coordinating with clients, and monitoring project health.

Module Sections

Dashboard

Overview of all projects with statistics, recent projects, and quick actions.

Project List

View all projects in a comprehensive list. Filter, search, and manage multiple projects.

Project Details

Detailed view of a specific project. Access project information, tasks, documents, and dialogs.

Client Management

Manage client information and relationships. Add, edit, and organize client data.

Media Library

Store and organize project-related files, images, and documents.

Creating a Project

Step-by-step guide to creating new projects with all required information.

Key Features

• Project Creation - Create projects with detailed information
• Task Management - Link and manage tasks within projects
• Client Management - Organize and track client relationships
• Progress Tracking - Monitor project status and milestones
• Resource Management - Assign team members and resources
• Budget Tracking - Monitor project budgets and expenses
• Document Management - Store and organize project files
• Timeline Management - Track project schedules and deadlines
• Bill of Quantity - Manage project quantities and materials
• Work Accomplishment - Track project progress and accomplishments

Common Tasks

Creating a New Project

1. Navigate to Projects → Dashboard
2. Click New Project button
3. Fill in project details (see Creating a Project)
4. Save the project

Viewing Project Details

1. Go to Projects → Project List
2. Click on any project name
3. View full project information and details

Managing Clients

1. Navigate to Projects → Client Management
2. Add, edit, or view client information
3. Link clients to projects

Accessing Media Library

1. Go to Projects → Media Library
2. Upload, organize, and manage project files
3. Link files to specific projects

Dialogs and Actions

Bill of Quantity Dialog

• Purpose: Manage project materials and quantities
• How to Open: Click Bill of Quantity button on project details page
• Features:
  • Add materials and items
  • Set quantities and units
  • Track costs
  • Export BOQ

Work Accomplishment Dialog

• Purpose: Record and track project progress
• How to Open: Click Work Accomplishment button on project details page
• Features:
  • Record accomplishments
  • Add progress notes
  • Upload supporting documents
  • Track completion percentage

Task Management Dialog

• Purpose: Manage project tasks
• How to Open: Click Task Management button on project details page
• Features:
  • View all project tasks
  • Create new tasks
  • Update task status
  • Assign team members

Tips and Best Practices

• Clear Naming - Use descriptive project names and codes
• Set Realistic Dates - Plan timelines with buffer time
• Regular Updates - Keep project status current
• Team Communication - Use project comments and discussions
• Document Everything - Store important files in media library
• Monitor Budget - Set budget alerts and review regularly
• Track Progress - Update work accomplishments regularly

Related Modules

• Task Module - Tasks are linked to projects
• Assets Module - Project warehouses and materials
• Treasury Module - Project financials and collections
• Calendar Module - Project schedules and events

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💡 Note: Project features and access may vary based on your role. Contact your administrator if you need additional permissions.