Project Configuration

Steps for creating and configuring projects

Introduction

This page provides the steps for creating and configuring projects.

Pre-requisites

✔️ Admin credentials

✔️ User rights

Note: Kindly contact your Admin/HR for rights if you are not able to perform the steps below.

Steps:

How to create a new project:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select ‘Project’ tab at the top.

Step 3: Click on the ‘+ Add’ button to the top right corner.

Step 4: Enter the required details and click on the ‘Create’ button to create a new project.

How to create a new task for a project:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select ‘Task’ tab at the top.

Step 3: Click on the ‘+ Add’ button to the top right corner.

Step 4: Enter the required details and click on the ‘Save’ button to create a new task.

How to add client details for a project:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select ‘Client’ tab at the top.

Step 3: Click on the ‘+ Add’ button to the top right corner.

Step 4: Enter the required details and click on the ‘Save’ button to create a new client.

Note: Once a client is created, assign a project to a client by clicking on the ‘Project’ button, entering the Project name, and then clicking on the ‘Save’ button.

How to create a sub-project:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select 'Sub Project' tab at the top.

Step 3: Click on the ‘+ Add’ button to the top right corner.

Step 4: Enter the required details and click on the ‘Create’ button to create a new sub-project.

How to assign task to a project:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select ‘Project’ tab at the top.

Step 3: Click on the ‘Task’ button adjacent to the project name for which you need to assign the task.

Step 4: Click on the ‘+ Add’ button to the top right corner.

Step 5: Select the ‘Task Name’ and enter the required details and click on the ‘Save’ button to assign the task to the project.

How to assign members to a task:

Step 1: Select ‘Project’ and then ‘Project Master’ from the left side menu.

Step 2: Select ‘Project’ tab at the top.

Step 3: Click on the ‘Task’ button adjacent to the project name for which you need to assign members.

Step 4: Click on the ‘+ Members’ button adjacent to the task name for which you need to assign members.

Step 5: Enter the member’s name and select the required members. Click on the ‘+ Members’ button to assign the members for the task.

Note: If you are unable to configure the projects, kindly contact us at [e-mail]