Tutorial
Plan a project and assign tasks
Create Project with its name, company and relevant dates.
Before you start
Plan projects, assign tasks, capture time and expenses, and monitor delivery. Link project activity to purchasing, sales and accounting where the corresponding record supports it.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Create Project with its name, company and relevant dates.
- Create Task records with the project link, description, responsible people and dependencies.
- Assign the tasks and update progress through the configured statuses.
- Record approved time and expenses, and review the project’s linked commercial and accounting activity.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
Closing a task does not necessarily close the entire project or settle its invoices.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.