Help:AdminManageProjectInformation

From OrangeHRM

Contents 1 Manage Project Information 1.1 Project Info 1.1.1 Customers 1.1.1.1 Add Customer 1.1.1.2 Edit Customer 1.1.1.3 Delete Customer 1.1.2 Projects 1.1.2.1 Add Project 1.1.2.1.1 Project Administrators 1.1.2.2 Edit Project 1.1.2.3 Delete Project 1.1.3 Project Activities 1.1.4 Add Project Activities 1.1.5 Edit Project Activities 1.1.6 Delete Project Activities

Manage Project Information

Project Info

In this section of the application the users can define the information, necessary for the project management activities.

Customers

This section of the menu allows define and store in the system basic information on the customers and clients of the company. The list of the existing customers being displayed as shown on the Figure 4.37. A search can be performed on Customers based on Customer ID or Customer Name. Click on the Next link to proceed to the next page of Customers. Click on the Previous link to move to the previous page of Customers.

Add Customer

To add the new customer into the system, click Add button in the Customers page. The page used to add a Customer is displayed in Figure 4.38

1. Code is automatically generated.
2. Enter the Customer Name (It can be the name of company / organization or individual). You can also enter company’s internal customers.
3. Description – the description and comments about the customer

Click on the Save button. If the save is successful, the newly added customer is displayed with a ‘Successfully Added’ Notification in the Customer page.

Edit Customer

Click on the Customer ID that needs to be edited. Click on the Edit button, make the necessary changes and click on the Save button.

Delete Customer

This would enable the user to delete the customer. Click on the checkbox against the Customer ID to be deleted and click Delete button. Multiple Customers could be deleted simultaneously.

NOTE: It is impossible to delete customer if there are any projects (Section 4.10) or any time events (Section 8.1) associated with this customer

Projects

The administrators are able to define the projects, which were / are / will be managed by the company. The list of the existing projects being displayed as shown on the Figure 4.39. A search can be performed on Customers based on Project ID or Project Name. Click on the Next link to proceed to the next page of Projects. Click on the Previous link to move to the previous page of Projects.

Add Project

To add the new project into the system, click Add button in the Projects page. The page used define new Project is displayed in Figure 4.40

NOTE: Enter the Customer of the Project information into the system prior to adding Project information. See Section 4.9.1 for more information.

1. Select the Customer Name from the drop down list. Only the customers that have been entered in to the system will appear in the list.
2. Enter the Name for the project.
3. Description – the description and comments about the customer

Click on the Save button. After saving the project information the screen shown in Figure 4.41 will be displayed and the Administrator of the system can assign Project Administrators for the project. For more information about Project Administrator see Section 4.9.2.1.1. and 8.5.

Project Administrators

The system administrator can assign Project Administrator for the Project. There can be more than one Project Administrator assigned for a Project and one employee can administrate more than one Project.

To assign the project Administrator for the project, click the Add button. The screen shown in the figure 4.42 will be displayed

Click the Browse (”…”) button and select the project Administrator from the list of Employees, that will open in the pop-up window. There is a possibility to search and order the Employee list by the Employee ID or Employee Name. Once the Employee is selected from the list, click the Assign button. The screen shown in the Figure 4.43 will be displayed.

You can click the Back button to return to the list of the projects, after assigning Project Administrator(s).

To deprive the employee from the rights to administrate the Project, the Administrator can select the record of the employee by clicking the appropriate check box and click Delete button.

Edit Project

Click on the Project ID that needs to be edited. Click on the Edit button, make the necessary changes and click on the Save button.

Delete Project

This would enable the user to delete the project. Click on the checkbox against the Project ID to be deleted and click Delete button. Multiple Projects could be deleted simultaneously. NOTE: It is impossible to delete project if there are time events (Section 8.1) associated with this project.

Project Activities

This section of the OrangeHRM system allow to manage the activities, associated with the projects, that company is undertaking. Select the Project Activities menu item. The screen shown in the Figure 4.44 will be displayed.

• Administrator – HRAdmin – can manage the activities for any project of the company
• Project Administrator – ESS User assigned as the Project Administrator for one or more projects – can manage the activities only for his projects

Select the project you want to administer from the drop down list.

Add Project Activities

To add the new activity to the project, click Add button in the Project Activities page. The field for adding new project activity will appear, as shown in the Figure 4.45

Enter the name of the Activity and click Save button.

Click on the Save button. If the save is successful, the newly added customer is displayed with a ‘Successfully Added’ Notification in the Project Activities page, as shown in Figure 4.45

Edit Project Activities

Click on the Activity that needs to be edited. The field for editing the Activity caption will be displayed. Make the necessary changes and click on the Save button.

Delete Project Activities

This would enable the user to delete the project activity. Click on the checkbox against the Activity to be deleted and click Delete button. Multiple Customers could be deleted simultaneously.