Projects >

Set Up Projects


Introduction

Projects are the second most important part of resource planning. First being the resources themselves. We are fairly certain that you are planning resources for multiple projects at once. You might even call yourself a project portfolio manager. How can you do that if you don't have any projects to plan resources for? Let's sort it out! Remember that you can bulk import projects as well as resources, tasks, and custom data fields. Speaking of which, make sure you add all the custom data you need to your projects to give extra information to your team.

Must-know about this feature

You can add projects using the sidebar, the task dialog, and in the tab of the list of projects.You can also bulk import projects


Add a project using the sidebar

  1. Click on '+ ADD NEW' icon
  2. You'll find it on the sidebar.
  3. Select PROJECT from the list
  4. You'll find it below 'REPORT'.

  5. Give the project a name, add custom data fields or edit other parameters
  6. You can do that in the project dialog that popped up.
  7. Click on 'Save'
  8. The project is now open in a single project view. Start planning your resources!

Add a project in the task dialog

  1. Plan a new task or open an existing one
  2. You can do that by dragging and dropping a task or clicking on one in the Gantt chart area.
  3. Click on Project drop-down menu
  4. Select '+ Add New Project...' from the list.

    adding a project to a task
  5. Give the project a name, add custom data fields or edit other parameters
  6. You can do that in the project dialog that popped up.
  7. Click on 'Save'
  8. You'll see your project on the list of projects or if you group resources by projects.
options to adding projects


View the list of projects

  1. Click on 'PROJECTS' on the sidebar
  2. You'll find it under 'REPORTS'.

  3. You are now in the list of projects
  4. You can search for, open, archive, and delete projects here.


Add a project in the list of projects

  1. Open the list of projects
  2. You'll see how to do that above.
  3. Click on '+ ADD NEW'
  4. You'll find the button next to the search tool.
  5. Give the project a name, add custom data fields or edit other parameters
  6. You can do that in the project dialog that popped up.
  7. Click on 'Save'
  8. Open the project that appeared in a single project view to start planning.

Projects >

Set Up Projects