Creating a new project withing the Project Management module will allow you to plan and manage projects and tasks, with the ability for internal integration as the module can be linked to the Developments, Syndicates, Consulting and Marketing areas of CompleteEmpire as well as an option for non specific projects.
- From Main Menu click {Project Management} - {Projects Management} to open the Project Management view.
- Click on [Create New] in the Quick action button group to open drop down list that enables you to categorise the project and open the new projects window.
- Alternatively you can create new project one from a highlighted project using the [Clone] button. This is useful if the project tasks and resources are very similar.
- Select the type of project - core types that link to the specific area of relevance have been included. Additional project types cam be added under the master categories via Lookups (refer to your System Admin)
- Name - enter the title of the project.
- Description - relevant information that you wish to describe the project.
- Project Manager - select the team member primarily responsible for managing the project.
- Project Type - select the sub category that you may have crated and now assign to the project add new types via Lookups).
- Project Status - the current status of the project (you can add new Status’s through the Look Up Section).
- Development, Syndicate, Marketing Campaign or Consulting Work: Depending on which type of Project you selected to create, you will be given the option to connect it to the specific area of relevance, ie a specific Development.
- Select the base calendar to be applied to the project and the Start Date.
- Tick Box “Add Work Flow Statuses as tasks?”: This option visible on new Developments and Syndicates projects allows you to auto create the main Work Flow Status’s from the Development or Syndicate module. This option will not be available if you use the “Clone” function to create the project.
- Click [OK] - to create and save the new Project and it will now show on your list of Projects.
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