View Existing Project

The "View Project" feature within the Project Management module is a comprehensive overview of a specific project. Each sub-tab under the "View Project" section provides specific functionalities and information related to different aspects of the project. 

Let's go through the usage of each sub-tab:

1. Overview:

• Provides a high-level summary of the project.

• Includes key details such as project description, start and end dates, project manager, and any other relevant information.

Tasks:

• Displays a list of tasks associated with the project.

• Allows users to create, assign, prioritize, and track the progress of individual tasks.

Timesheets:

• Tracks the time spent by team members on various project-related activities.

• Useful for monitoring resource allocation and project budgeting.

Milestones:

• Highlights significant project milestones.

• Allows users to set, track, and celebrate key achievements in the project timeline.

Files:

• A repository for project-related files and documents.

• Enables easy access to documents, images, and other files essential for the project.

Discussions:

• Facilitates communication and collaboration among project team members.

• Provides a space for discussions, updates, and sharing of ideas related to the project.

Gantt:

• Offers a visual representation of the project timeline.

• Allows users to plan and manage project tasks in a timeline format.

Tickets:

• Tracks and manages issues, bugs, or support tickets associated with the project.

• Facilitates efficient issue resolution and communication.

Contracts:

• Manages and tracks project-related contracts and agreements.

• Provides visibility into contractual obligations and terms.

Sales:

• Tracks sales-related information tied to the project.

• Useful for projects with a sales or revenue component.

Notes:

• A space for general notes, observations, or additional information related to the project.

• Helps in maintaining a comprehensive record of project details.

Activity:

• Logs and displays a chronological list of all activities and changes within the project.

• Offers a historical view of project-related events.

Overview of the Project: This section provides a high-level summary of the project's key details, including:

1. Project Progress: This indicates the percentage of project completion. In this case, it's at 33.33%, suggesting that one-third of the project has been completed.

2. Project #: A unique identifier or reference number for the project, which can be helpful for tracking purposes.

3. Customer: The client or customer associated with this project, identified as "Project testing company" in this example.

4. Billing Type: This indicates how the project is billed, though the specific billing type is not mentioned in the provided information.

5. Task Hours: The total number of hours allocated to tasks within the project.

6. Status: The current status of the project, which is "In Progress" in this example.

7. Date Created: The date when the project was initially created e.g. which is "21-09-2023."

8. Start Date: The project's start date e.g. which is "21-09-2023."

9. Deadline: The project's deadline or expected completion date e.g. which is "12-10-2023."

10. Estimated Hours: The total estimated hours required to complete the project, set at "100:00" hours.

11. Total Logged Hours: The cumulative hours that have been logged for this project, which is "00:01" hour.

12. Description: A brief description or overview of the project.

13. 2 / 3 Open Tasks: This gives a snapshot of associated tasks and its completion.

14. 4 / 21 Days Left: Provides the number of days remaining until the project's deadline, with a progress percentage

15. Logged Hours: The total hours that have been logged for the project e.g. which is "00:01" hour.

16. Billable Hours: The hours that can be billed to the client, also "00:01" hour in this case.

17. Billed Hours: The hours that have already been billed to the client, "00:01" hour.

18. Unbilled Hours: The hours that have not yet been billed, "00:00" hour.

19. Total Expenses: The total expenses associated with the project, which is "CHF 100.00."

20. Billable Expenses: The expenses that can be billed to the client, also "CHF100.00."

21. Billed Expenses: The expenses that have already been billed to the client, "CHF100.00."

22. Unbilled Expenses: The expenses that have not yet been billed, "CHF0.00."

This Week: This section contains graphical representation that are specific to the current week

Actions: This section provides a list of actions that can be performed related to the project:

1. New Task: Allows you to add a new task to the project.

2. Invoice Project: Provides access to project invoice information, likely for generating invoices for the client.

3. More: Expands to reveal additional options:

• Pin Project: Possibly allows you to pin or prioritize this project.

• Edit Project: Enables you to edit the project's details.

• Copy Project: Lets you create a copy of the project for similar or recurring work.

• Mark as Not Started: Changes the project status to "Not Started."

• Mark as On Hold: Puts the project on hold, indicating it's temporarily paused.

• Mark as Canceled: Marks the project as canceled, indicating it won't be completed.

• Mark as Finished: Indicates that the project is completed.

• Export Project Data: Allows you to export project-related data for analysis or reporting.

• View Project as Customer: Provides a view of the project from the customer's perspective.

• Delete Project: Deletes the project permanently.

Figure 1 View Project