Project Management

Access project data by selecting a project from Project App to see:

  • Activity: history of all modifications made to the project and their author

  • Files: all uploaded files and file links linked to the project

  • Tasks: all tasks linked to the project

  • Team: the team members participating in the project and their roles

  • Project Detail: Summarized project fact sheet showing owner, timeline, status, description and progress

screen

How to add a team member to a project?

Invite other team members to participate on your Cerri projects

  • When in Project App main page, locate the project you would like to share

  • Click on the 3 vertical dots on the bottom right of the square project label

  • Select Invite teammate from the pop up selection

screen

Or

  • From the desired project page within Project App go to Project Detail on the left menu

  • Click on the figure & plus sign icon, first beneath the project owner’s name at the top

screen

Then,

  • On the next page that opens find the team member(s) you want to invite to participate in your project and click on the tick sign by their name

  • Once the tick turns green, the role Contributor will appear, click on it and choose the role you want to attribute from the pop up selection: Guest, Observer, Contributor or Lead.

  • Once you are done adding member(s) click on the green Send Invitation button at the bottom

  • Confirmation that your invitation(s) were sent will appear. Click on Done and see the selected team members added to your project

screen

How to export a project?

Export the project details of any project you are a team member of as a PDF file

  • From the desired project page within Project App go to Project Detail on the left menu

  • Click on the document icon, second beneath the project owner’s name at the top

  • Your project details will be downloaded as a PDF document

screen

How to archive a project?

Archive your Cerri projects for safekeeping or later use. You can only archive a project if you are the project owner.

  • When in Project App main page, locate the project you would like to archive

  • Click on the 3 vertical dots on the bottom right of the square project label

  • Select Archive from the pop up selection

screen

Or

  • From the desired project page within Project App go to Project Detail on the left menu

  • Click on the filing box icon, third beneath the project owner’s name at the top

screen

How to delete a project?

Delete your Cerri projects. You can only delete a project if you are the project owner.

  • When in Project App main page, locate the project you would like to delete

  • Click on the 3 vertical dots on the bottom right of the square project label

  • Select Archive from the pop up selection

Or

  • From the desired project page within Project App go to Project Detail on the left menu

  • Click on the filing box icon, third beneath the project owner’s name at the top

Then,

  • In the popup, click Archive to confirm being sure you want to archive the project and all its tasks

  • Your project will automatically be sent to your archives

  • At this stage, click on the Delete button that appears on the left menu to permanently delete your project

screen

Or

  • When in Project App main page, locate the archived project you would like to delete

  • Click on the 3 vertical dots on the bottom right of the square project label

  • Select Delete from the pop up selection

screen
facebook linkedin twitter