Project Management

1. From the sidebar, go to Project management then select Projects.
2. Click the New Project button (or Created).
3. In the Project details section, enter the Project name, specify the Client, the Project manager, the Start date, and the Due date.
4. In the Budget and cost section, enter the financial Budget amount and estimated Budgeted hours.
5. In the Team section, click the Add member button and select employees participating in the project.
6. Click Save.

1. In the project creation or editing screen under Projects.
2. In the Default hourly cost field, enter the estimated hourly cost borne by the company for project work.
3. In the Team members table, you can set the specific Hourly cost for each individual employee (or leave it blank to inherit the default).
4. In the Billing rate field, enter the agreed-upon hourly rate charged to the client for billable work.
5. Click Save.

1. Open the project edit page from the Projects screen.
2. In the basic information section:

• In the CRM contact field: Select the prospective client or registered contact from CRM.
• In the Client in accounting field: Select the financial customer defined in accounting to issue invoices directly in their name.

3. Click Save.

1. From the sidebar, go to Milestones.
2. Click the New Milestone button to open the milestone creation modal.
3. Enter the Milestone name (e.g., Deliver Design mockups, Complete Foundation Phase).
4. Select the Project, set the Due date, and enter a description.
5. Click Save.

1. From the sidebar, navigate to Tasks and click the New Task button.
2. Enter the Task title and describe requirements in Description.
3. Select the Project, and choose the Assignee (must be a member of the project team).
4. Select the associated Milestone (optional).
5. Set the Priority (low, normal, high, urgent), and enter the Due date and Estimated hours.
6. Click Save.

1. In the task creation or editing modal under Tasks.
2. In the Parent task field, select the main task from which this subtask branches.
3. Specify the subtask title, assignee, and estimated hours.
4. Click Save (the system supports one nesting level of subtasks to ensure straightforward tracking).

1. From the sidebar, open the Task board.
2. Select the Project from the dropdown at the top to filter its tasks.
3. The four workflow columns render: To do, In progress, In review, and Done.
4. Drag a task card and drop it into the appropriate column to update its status live and log the move.
5. You can quickly add a task by clicking the New task… field at the bottom of any column and typing its title.

1. Open the target task from the Tasks table or click it on the Task board.
2. In the Comments section below task details.
3. Type note text or updates in the Comment field.
4. Click the Add comment button; the comment is saved timestamped with the author's name.

1. In the Tasks screen or on the Task board.
2. Click the Done quick action button on the task card (requires all its subtasks to be completed first).
3. Task status changes immediately to Done, logging completion date and time.

1. From the sidebar, enter Time log.
2. Click the Log hours button to open the entry modal.
3. Select the Project then select the specific Task.
4. Specify the Date and number of Hours spent working.
5. Enable the Billable option if hours are billable to the client, and type details in the Note field.
6. Click Save; the system automatically locks the hourly cost at time of entry.

1. From the sidebar, enter Timesheet.
2. A weekly grid renders showing the current week's days and your assigned projects and tasks.
3. Type completed hours directly into each day's box next to the relevant task.
4. Navigate across weeks using the Previous week and Next week buttons.
5. The bottom summary displays total worked hours and total Billable hours.
6. Click Save.

The timesheet and time entry modules are built to operate offline; during internet disconnections, you can continue logging your hours and notes as usual, and the browser caches them locally and syncs them automatically to the server once reconnected.

1. From the sidebar, go to Projects dashboard.
2. The dashboard displays portfolio health metrics:

• Healthy (Green): Project is on schedule and within assigned budget.
• Needs Attention (Yellow): Approaching budget consumption or has overdue tasks.
• Late or Over Budget (Red): Delivery overdue or hours and cost ceilings exceeded.

3. The Progress bar illustrates the ratio of completed tasks relative to total project tasks.

1. On the Projects dashboard screen, select the desired project from the Choose project dropdown.
2. The Budget vs. actual section displays:

• Actual cost: Total labor cost logged by the project team.
• Remaining and Consumed: Percentage spent of the approved financial budget.
• Total and Estimated Hours: Comparison of actual hours incurred vs. planned project hours.
• Unbilled Hours to Date: Billable hours that have not yet been invoiced to the client.

1. From the sidebar, enter Projects.
2. On the project row, click the Invoice hours action button (requires setting billing rate and linking accounting client beforehand).
3. The system aggregates all unbilled billable hours to date.
4. The system automatically opens a Draft Sales Invoice in accounting containing line descriptions, hours, rate, and total.
5. Upon creation, those hours are locked against the invoice number to prevent double-billing.

1. From the sidebar, enter Milestones.
2. Once all tasks under the milestone are completed successfully.
3. Click the Mark as reached action button to open confirmation.
4. Click Confirm; milestone status transitions to Reached and completion is officially recorded.

1. Verify that all tasks and milestones are completed and billable hours invoiced.
2. Open the project in the Projects screen and click Edit.
3. In the Status field, change status from In progress to Completed.
4. Click Save; the project closes and no further hours can be logged against it.