Projects Configuration

To group the project-related details like tasks, service tickets, configure the project here.

To add a Project.

• Enter the Project Name and Number
• Choose the Project Head from the users
• Choose the Start Date
• Enter the Notes
• Click on Save to proceed.

To edit a Project.

• After open popup modal and change any details per your requirements.
• After Click on save Button.

To delete a Project.

• After display SweetAlert confirmation then click yes so delete Project otherwise click on cancel.

To download a Project.

• After download excel sheet of all Projects list.

To Bulk import Project

Instructions

• Name must be alphabets either uppercase or lower case letters.
• Project Head can be empty or must be a value from Users > username.
• Start Date can be empty or must be a valid Excel Date (eg mm/dd/yyyy).
• Description can be empty or with allowed characters (Alpha, Numbers and limited special characters).
• Project No can be empty or with allowed numbers.

Project Import Information

you can add multiple project at a time so use the import functionality and add multiple projects.Project Import Information tab provides the entire history of the import attempts with the counts of each status and the date of the attempt made. By clicking the download document, you can get a copy of the particular attempt information with the given details. Additionally,it will give status and error message.