Define Details

Create and define waterfall projects.

• From navigation menu go to: Project > Waterfall projects 

• Click on the desired project name to open it

• From left-menu Details: View project stats and modify start/end dates, description and budget (depending on your permission)

• From left-menu Activity: View a history of all project activity (by name and date)

• From left-menu Tasks: Click on New task to add and define project tasks

• From left-menu Resources: View project resources & roles and add resources (depending on your permission)

• From left-menu Files: View and upload new project files

• From left-menu Budget: View and add new budgets by selected cost type (customizable)

• From left-menu Expenses: View and edit (depending on your permission) project expenses
  

• Related Articles

• Define Details

  Create and define agile projects. From navigation menu go to: Project > Agile projects Click on the desired project name to open it From left-menu Details: View project stats and modify start/end dates, description and budget (depending on your ...

• Details

  View and modify task details from a task card. From navigation menu go to: Task > My tasks or All tasks Click on the desired task to open Task card Click on the Status on the right of the card to select task status from the options: Requested, In ...

• Project Details

  Get a snapshot overview of your project’s information, progress and stats. From navigation menu go to: Project > All projects Click on the desired project name to open it Go to left-menu Details to view: Project details: the name, start and end dates ...

• Task Details

  An overview of the task card’s General tab. From navigation menu go to: Task > My tasks Click on a task to open its task card The task card will automatically open to its General tab Under Description click on Enter a description to add a task ...

• Create and Define

  Create and define new human resources in your organisation. From navigation menu go to: Resource > Human resources Click on New human resource + to create a new human resource Enter Email, First/Last name, select a Location, add a Mobile phone, ...