The usefulness of the Projects page is the ability of a project manager/user to have an overview of the projects that the company has, as well as the people-employees that belong to each project. Also, he can modify, (add, update or delete) a project as well as the people that belong to each project.
View consists of a table filled with Projects.
- The including information in this table are:
- The name of the project
- The name of the customer
- The duration-period of time of the project
- The budget of each project and the expenses a well
- The budget left after deduction of expenses
The 4 most basic actions are highlighted in red.
- Add button
- Edit button
- Delete button
- Manage project employees button
Clicking the add button a modal pops that allows the user to add a new project.
The user can add a project name, select the customer relevant to the project, write a small description if it is needed, enable if the Workhour Description would be mandatory or not, select the starting and the ending dates for the project, enable or disable the “Budget” and “Prevent overdraw” toggles and set a valid date and an amount as well by clicking the “Add” button in the last table named “Project budgets”.
note: fields with * are required.
Click the “Save” buttons to save your changes.
*Permission needed: Create projects
Clicking the edit button a modal pops that allows the user to edit a project.
Clicking the delete button a modal pops that asks the user if he wants to delete the project.
*Permissions needed: Update projects and Delete projects
By clicking the “Manage project employees” button, the user can see a new view, which consists two tables. In the first one, the user is able to see the information about the project he selected. In the second table, the user can see the current project employees and by clicking the “Add” button he can add a new project employee.
Clicking the add button a modal pops that allows the user to add a new project employee.
*Permissions needed: Manage project employees
A new pop up window will appear, so the user will be able to fill in the information that are needed, like:
- The name of the employee
- The general contractor
- Select a surcharge (default, low, high etc.)
- Set an hourly rate
- Enable or disable the toggle, depending if this employee is gonna be the project manager or not
- Starting and ending dates for the project
note: fields with * are required.
Click the “Save” button to save the changes.