How to add new project?

To add a project from the Project Management area go to PM welcome Tab---click the "Add Project" button. The Add Project Tab will appear.

You can either choose to create blank project or to copy a project from the existing list

Then please fill in the required fields:

  • Project name
  • Project description
  • Start/due dates
  • Members

*You can select project members from the list of department employees, employees are listed under their departments. If any of the project members are not in the list then you can add them as employee by clicking the "Add New Employee" button.

  • Manager (Choose Manager from the list of project members - the person who is in charge of the project.)
  • Status (choose from the dropdown)

You can also add additional details:

  • Backup manager
  • Client
  • Project related files attachment

After completion of all the fields required you can:

  • Save and Add Task (if you are adding new task to the existing project)
  • Save and Add Project (if you are creating a new project)
  • Save and Close (if you want to make further changes before completing project creation process)