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Tutorial

Use Projects & Tasks: navigation and daily work

Open Project Management using the left app rail, then select Projects & Tasks in its module menu. The module dashboard gathers the available records, reports and setup links.

Project ManagementUpdated 13 October 2026Configuration-aware guidance
Open module in ERP ↗Module documentation

Before you start

Create a project, define tasks and responsibilities, and set dates and dependencies. Record progress, time and linked commercial activity. Review the project filters when comparing delivery status and financial results.

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.

Find this module in the ERP

Project Management → Projects & Tasks

Project Management — Projects & Tasks full staging dashboard
Full-page staging capture. Personal identity redacted in the image file.

Step-by-step instructions

Step 1 of 4

Open the module

Open Project Management using the left app rail, then select Projects & Tasks in its module menu. The module dashboard gathers the available records, reports and setup links.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Project%20Management/Projects%20%26%20Tasks

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 2 of 4

Continue the task

Choose the work area for your task. This staging dashboard provides Project, Task, Timesheet, Project Template, Project Update, Activity Cost, Projects, Project Type. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Project%20Management/Projects%20%26%20Tasks

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 3 of 4

Continue the task

Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Project%20Management/Projects%20%26%20Tasks

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Step 4 of 4

Continue the task

For review, open Daily Timesheet Summary, Delayed Tasks Summary, Project Summary, Project wise Stock Tracking, Timesheet Billing Summary. Check the report filters, company and date range before interpreting the results. A record count on the dashboard is not a financial total.

Expected URL expression / entry point{ERP_URL}/desk/nexcom-workflow/Project%20Management/Projects%20%26%20Tasks

Record forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.

Choose the relevant work area

Check the result

Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.

Troubleshooting

Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.

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