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Project Management
Projects
WBS
Resources
Financial
Reporting
Days
Weeks
Months
Use + to open a project and display its tasks.
Use + to open a project and manage its resources.
Project Details
×
New or Open Project
×
Create a new project
Fill in the project details in the Projects tab.
Open an existing project
Project Name
Status
Priority
Progress
Start Date
End Date
Team Size
Actions
Task Information
×
General
Predecessors
Resources
Cost
Advanced
Notes
Task Name
WBS Code
Priority (0 - 1000)
Duration (
days
)
% Complete
Start
Setting a start date makes the task manually scheduled.
Finish
Manually scheduled
Mark task as milestone
ID
Task Name
Type
Add
Links are Finish-to-Start: this task starts after the predecessor finishes.
Resource Name
Units (%)
Work (hours)
Resource Rate (
/hour)
Fixed Cost (
)
Fixed Cost Accrual
Start
Prorated
End
Budget Cost (
)
Actual Cost (
)
Resource Cost
0
Total Cost
0
Remaining Cost
0
Variance (Budget - Total)
0
Constraint Type
As Soon As Possible
As Late As Possible
Start No Earlier Than
Start No Later Than
Finish No Earlier Than
Finish No Later Than
Must Start On
Must Finish On
Constraint Date
Deadline
Task Type
Fixed Units
Fixed Duration
Fixed Work
Effort driven
Notes
Action Item Details
×
Basic Info
Project Settings
Schedule
Team
Risks
Actions
Project Name
*
Choose a clear, descriptive name for your project
Project Code
Optional unique identifier for the project
Priority
*
Select Priority
Low
Medium
High
Critical
Category
Select Category
Web Development
Mobile App
Infrastructure
Research
Marketing
Other
Project Description
*
Provide a detailed description of the project goals and expected outcomes
Budget
Estimated project budget (currency is set in Project Settings)
Contingency Reserve (%)
Budget reserve for identified risks
Client/Stakeholder
Primary client or stakeholder for this project
Project Sponsor
Accountable executive providing resources and support
Delivery Methodology
Select Methodology
Waterfall (Predictive)
Agile - Scrum
Agile - Kanban
Hybrid
PRINCE2
Lean
Objectives (SMART)
Define measurable objectives aligned with the business case
Success Criteria / Acceptance Criteria
Project Information
Schedule from
Project Start Date
Project Finish Date
Start: tasks begin as soon as possible · Finish: tasks end as late as possible
Current date
Status date
Date used to report progress (leave empty for NA)
Calendar
Standard
24 Hours
Night Shift
Base calendar used to schedule tasks
Project priority (0–1000)
Working Time
Working days
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Default start time
Default end time
Hours per day
Hours per week
Days per month
Week starts on
Sunday
Monday
Saturday
Fiscal year starts in
January
February
March
April
May
June
July
August
September
October
November
December
Exceptions (holidays / non-working days)
Add Exception
Currency
Currency
USD
EUR
GBP
GNF
XOF
ZAR
Symbol
Placement
$1
1$
$ 1
1 $
Decimal digits
Scheduling Options
New tasks created
Auto Scheduled
Manually Scheduled
Default task type
Fixed Units
Fixed Duration
Fixed Work
Duration is entered in
Days
Hours
Weeks
Work is entered in
Hours
Days
Start Date
*
Target End Date
*
Duration (auto)
Status
Planning
Active
On Hold
Completed
Cancelled
Progress (
0
%)
Use the slider to set completion percentage
Mark as At Risk
Flag if the project is at risk of delay or issues
Project Milestones
Add Milestone
Key Deliverables
Add Deliverable
Tangible outputs the project must produce, with target dates
Progress Notes
Project Manager
*
Team Members
Selected Team
Stakeholder Register
Add Stakeholder
Map interested parties by influence and interest to plan engagement
Risk Register (Probability × Impact, 5×5 matrix)
Add Risk
Score = Probability × Impact — 1–6 Low, 8–12 Medium, 15–25 High. Assign an owner and a response plan to every risk.
Action Items
Owner
Add Action