How to add project?

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How to add project?

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  1. Proceed to the Visitor Management > Add Project 
  2. User need to enter the required information under the Project Details section, including Project Name, System Site, Type, Category, Client and Project For 
  3. User also need to enter the project Timeline details including the Start Date and Final Date. Others are optional but it is best to fill in all including the Actual Start Date, Actual Completed Date and Notes if required
  4. Expand the Budget & Cost section to link an existing cost & budget record if required
  5. Click Next to proceed to the next page
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  1. On the second page, user need to enter the required Board Title, Plan Start and Plan End. User also able to enter the note and weight for each board if needed
  2. User able to create additional board by click the Add New Board button
  3. Once all the board details have been completed, click Next 
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  1. Review the project details under the Preview page
  2. User able to click Edit button to modify the project details if needed
  3. Once all the details have been review, click Create Project button
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  1. On this page, user able to select the users to invite to the project from the user list
  2. Tick the required access permissions for each selected user
  3. Click Update Access to save the user access settings
  4. User will be redirected to the project details page
  5. User can view the project in Project Management > Project List
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