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Managing ProjectsLocate this document in the navigation structure

Prerequisites

You are logged in with an account of type Department Manager .

For more information, see Application Users and User Groups .

Procedure

To manage projects, choose Manage Projects in the main application menu.

Creating New Projects

  1. Choose New .

  2. If necessary, scroll down the page.

  3. Fill in the required data:

    • Status

    • Description

    • Title

  4. Choose the Save pushbutton.

Modifying Project Properties

  1. For the corresponding project, choose the Edit pushbutton.

    The project details appear in the Details area.

  2. Change the project properties as required.

  3. If necessary, set additional project details as described in the table below.

    Task

    Steps

    Setting the project leader

    1. Choose Set Leader .

      The employees list appears.

    2. For the particular employee that you want to set as a leader of the project, choose Select .

    Assigning employees to a project

    1. Choose Add Employees .

      The employees list appears.

    2. For the particular employee that you want to add to the project, choose Add .

      Add as many employees as necessary.

    Assigning skills to a project

    1. Choose Add Skills .

      The skills list appears.

    2. For the particular skill that you want to add to the project requirements, choose Add .

  4. To save your changes, choose the Save pushbutton.