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information and project resource allocation details
can be attached with the contract. |
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Add Projects |
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Follow the steps given below to add projects
to the contract: |
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From the Contracts section, search for the contract
to which the project is to be added.
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Click the Manage Project link.
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Select the Create/ Edit Project Details option
to add/edit projects to the contract |
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In the project form, enter
the project title, code and project start date |
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Click the Create New Project; in the project
details preview page, click the Create Project
button to add the basic project details to the
contract.
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Select the Team Manager option to allocate resources
to the project |
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In the Manage Team Allocation/Roles panel, select
the resources from the Full Team listing, select
appropriate role from the Role drop-down.
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To add the selected resources to the Allocated
Members list, click the [+] Assign to Team ->
button.
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Click the Done button to save the details to
the project. |
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Project Managers can, select the Add Personal
File Comment option to add comments on an employee's
performance within a project. In the personal
comments form, enter the title, date, comments
and rating
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Select the appropriate option, from the drop-down
provided, to set the visibility status of the
comment. An employee cannot view the comments
that have been set to not visible.
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Click the Create New Personal File item to add
the comments to the employee's personal record. |
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Select the File Manager option to view a list
of documents that have been attached to the project.
To add new documents, select the Upload New File
option; browse and select the document to be attached,
enter the title and brief description and click
the Upload Now button to attach the document to
the project.
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Select the Timesheets option to view the employee
timesheets for the project. |
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Select the Contract Details options to view
the details of the contract, with which the project
is associated.
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