15.5. Project Details View

The details view of a project allows a technician to perform the following things:

  • Manage project details.

  • Add a project owner and members.

  • Start and stop the project.

  • View audit trail of the project.

  • Archive the project.

  • Create milestones.

  • Create and assign tasks.

  • Manage project’s time-sheet.

  • Create and manage project’s relations.

  • Manage attachments.

15.5.1. Open Project Details View

  • Go to Project Management List View .

  • Click on a project (name). The details view opens with the following options and fields.

    figure 12

    1. Section A allows a technician to edit the name and description of the project.

    2. Section B is where a technician edits the details of the project. Learn how to edit the details of the project.

    3. Section C houses six functions that helps a technician/project owner to manage the entire project.

      1. Managing Milestones.

      2. Managing Tasks

      3. Viewing Timesheet

      4. Managing Relations

      5. View and Edit Custom Fields

      6. Manage Attachments

    4. Section C allows a technician to perform the following actions:

      1. Start, complete, and restart the project.

      2. Assign project to a technician.

      3. Add members to the project.

      4. Cancel and delete the project.

      5. View audit trail of the project.