Content:
The Project module allows organizations to group employees into specific initiatives or client engagements, track project statuses, and assign roles within the project.
Who can access it:
The Project module allows organizations to group employees into specific initiatives or client engagements, track project statuses, and assign roles within the project.
- Project Managers and Admins.
- Navigate to Projects in the sidebar.
- Click Add Project.
- Define the Project Name and Description.
- Set the Start Date and the expected End Date.
- Once created, click on the project name to open the project dashboard.
- Navigate to the Allocations or Team tab.
- Click Add Member to allocate an employee to the project. You must define their specific designation for the project (e.g., Developer, Team Lead).
- Employees assigned to a project can now log their daily tasks against it.
- If an employee leaves the organization (marked as `left`), the system automatically deletes their active project allocations.