Manage a Project

Track progress, assign users, set milestones, and share updates — all from a unified dashboard that supports real-time visibility and structured collaboration.

🔐 Access Control

• Only Admin users or staff with project permissions can manage projects
• From the Dashboard, use the side menu to navigate: Projects → Project → Select a Project

🧭 Step-by-Step: Manage Project Details

1️⃣ View Project Overview

The Project Detail dashboard displays:

• Project Name, Description, Start/End Dates, Status
• Total Members, Budget, Days Left
• Quick metrics:
  • Total Tasks, Comments, Milestones, Documents

2️⃣ Edit Project

• Click the Edit icon to update:
  • Name, Status (Ongoing, Finished, OnHold), Budget
  • Start/End Dates
  • Description (e.g. goals, scope, client reference)

Click Update to save changes.

👥 Manage Team, Clients & Vendors

➕ Invite Team Members

• Click the Invite icon in the Team Members panel
• Select users and click Invite

🔄 Share with Clients

• Click Share to Client
• Select a client and click Share to Client

🔄 Share with Vendors

• Click Share to Vendor
• Select a vendor and click Share to Vendor

📌 Create Milestones

Milestones track key deliverables or phases.

• Click the Create icon in the Milestones panel
• Fill in:
  • Title, Status (Incomplete, Complete)
  • Cost, Summary
• Click Create to save

Milestones appear in the table with progress tracking.

📁 Manage Documents

• Upload files via Drop files here to upload
• Use the green Create icon to add new documents
• Each document includes:
  • Subject, User, Type, Status
  • Actions: Edit, View, Delete

📈 Monitor Progress

• Use the Progress Chart to view task trends over time
• Track activity logs and file uploads for audit readiness

✅ Best Practices

• Keep descriptions clear and goal-oriented
• Assign users early to avoid bottlenecks
• Use milestones to anchor deliverables and billing
• Share with clients/vendors only when ready for review
• Review budget and timeline weekly for scope alignment
• Archive completed projects for compliance and traceability