Getting Started Guide

All Projects

In the Projects tab, you get an overview of all the Active Projects, Project Templates, Archived Projects, and Trashed Projects.

 All Projects Listing

Click the Projects tab in the top navigation bar of your company portal. What you view here, is the overview of all the project related data in your company. You can view the list of active projects categorized group-wise, client-wise, and owner-wise.

Active Projects Listing

The Active Projects section lists all your ongoing projects in the portal.

  1. Click Projects in the top navigation bar.
  2. Click the drop-down panel. By default, you View By Group. Your Recently Accessed Projects are listed separately for your reference.
    • Click View By Client to view the list of the projects client-wise. The client names are sorted alphabetically and their respective projects are listed under their names.
    • Click View By Owner to view the list of the projects owner-wise. Like how you view the projects based on their clients, you can view them based on their owners as well.

Edit a Project

  1. Click Projects in the top navigation bar.
  2. Hover over a project and click to edit or trash.
  3. If desired, you can update the auto-generated Task & Issue Prefix with a new prefix.
    • For example, if the Task & Issue Prefix is reset as TW, then the task and bug ID will be TW-T1 and TW-I1, where T is for Task and I is for Issue.
  4. Update the Project Status from the list of customized project status if necessary. 
  5. Modify other project information, wherever necessary.
  6. Click Update.
  • Project fields can be edited inline. Click on a field in the list view to edit it.
  • The Billing Method field cannot be edited if an invoice already exists for the project

If you are unable to generate an invoice after updating the project billing to staff hours, delete the
old invoices and create a new one.

Project Custom View

In addition to the predefined views, users can now create their own custom views for projects. Users can customize projects list view based on specific criteria by applying filters. These custom views can be marked favorite by clicking the icon.

  1. Navigate to project list view and click on the project view drop-down.
  2. Select Create Custom View.
  3. Enter the Custom View Name.
  4. Select the criteria for your view.
  5. Click  to add a criteria and click  to add a group.
    • Click to delete the criteria.
    • Click to delete the group.
  6. Operators can be used individually or in combination in order to set multiple criteria. There are two types of operators:
    • AND is used when it is mandatory to satisfy all the criteria.
    • OR is used to satisfy an either-or condition.
  7. Enter the Description and enable the custom view column if necessary. 
  8. Select the Accessibility and click Save.

Archived Projects Listing

This section lists the projects that have been archived.

  1. Click Projects in the top navigation bar.
  2. Click the drop-down panel.
  3. Click Archived Projects. Refer the following section to learn how to archive a project.

Archive a project 

  1. Navigate to Projects in the top navigation bar.
  2. Hover over a project and click .
  3. Select Move to Archive.
    • When you archive a project, it will be moved to the Archived Projects section. You can archive and unarchive projects based on your convenience.
  4. Click Move to Archive in the alert.

Note:

Project Templates

  1. Click Projects in the top navigation bar.
  2. Click Project Templates in the drop-down panel.
  3. Click New Project Template.
  4. Give a Project Template Name.
  5. Choose a project from the list of projects to create a new template.
  6. Give a suitable Project Overview.
  7. Click Add Project Template.

Trash a Project

  1. Click Projects in the top navigation bar.
  2. Hover over a project from the list and click .
  3. Click Trash Project to discard a project.
    • When you trash a project, it is neither active nor permanently deleted.
    • It is moved to the Trashed Projects section where you can restore it or delete it permanently.
    • Inside the Trashed Projects section, to restore a project, click . To delete it permanently, click 

 Projects Timeline Gantt

While Projects List View offers comprehensive details about your projects, the Projects Timeline Gantt gives you a consolidated view of your projects in a Gantt chart. 

Feature availability and Access privileges

  • Feature Availability: All paid plans.
  1. Click Projects in the top navigation bar.
  2. Click in the top right and the click Go to Project Timeline.
  3. View the Gantt chart displaying all your projects and their timeline.
    • View project timeline, task timeline (earliest starting and latest ending task), overdue task schedule, baseline (only in Enterprise plan), and % completion of the project.
    • Click on the project or the timeline to open the projects dashboard.
    • Click and drag a line from the parent task to the target task in the Gantt chart to create task dependency. 
    • Sort the Project timeline Gantt by project creation date, project start date, or project end date.
    • The chart displayed is plotted for 5 consecutive years - previous 2 years, current year, and the next 2 years. For instance, if the current year is 2019, the timeline gantt will show data from 2017 to 2021.

 Export Projects

Export your projects and their corresponding details from the Projects List View. This feature is available in all our paid plans.

  1. Click Projects in the top navigation bar.
  2. Click in the top right and the click Export Projects.
  3. A download URL will be emailed.

 Public Projects

The projects which you are a part of and made 'Public' by your Portal Owner are grouped in Public Projects. Users in the portal can now follow any public projects in the portal. Learn More.

  1. Click Projects in the top navigation bar.
  2. Click the drop-down panel and select Public Projects
  • The projects listing shows Active, Public and Following projects for Managers, Employees and Clients.
  • It shows Project Templates, Active and Archived Projects for the Portal Owner and Admins in a portal.

 Project budget

View your planned versus actual cost and cost variance details in the project list view. You can view this only if budget is enabled in the setup page. If your project is based on hours then Hours Remaining column shows the difference between planned and actual hours or if it is based on the amount then Cost Variance column highlights the difference in planned and actual cost. Also, you can choose the columns to be displayed by clicking. Learn more about creating a budget.

  • Apply filters on the top right tab to view the projects which are budget overrun or surplus.

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