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Procedure documentationManaging Projects Locate this document in the navigation structure

Procedure

1. Creating New Projects
  1. In the main application menu, choose Create New Project.

  2. Enter the required data:

    • Project Name

    • Project Description

    • Start date

    • End date

    • Project Lead

  3. Review the summary information and choose Save.

2. Assigning Employees to a Project
  1. For the corresponding project, chooseEdit (Edit) .

    The project details appear in a separate window.

  2. Choose Edit Details.

  3. Choose Assign Employees.

  4. Select the needed employees and by using the arrow button (->), move them to the right window.

  5. Choose Save.

3.Assigning Skills to a Project
  1. For the corresponding project, chooseEdit (Edit) .

    The project details appear in a separate window.

  2. Choose Edit Details .

    The Assign Project Skills field appears.

  3. Select the needed skills and by using the arrow button (->), move them to the right window.

  4. Choose Save.