Welcome to our guide on the Project Management feature of Empress. This feature is designed to streamline project planning and tracking, making it a valuable tool for businesses of all sizes.
Introduction
The Project Management feature in Empress allows you to track the progress of various projects in your organization. It provides an interface where you can create, view, and manage all your projects in one place. From setting expected start and end dates to tracking actual time spent, this feature ensures that you have all the information you need at your fingertips.
Key Functionality
Here are the primary functions of the Project Management feature:
-
Creating New Projects: Add new projects by providing details such as the project name, expected start and end dates, and the project type.
-
Project Monitoring: Keep track of your projects’ progress by viewing their status, percent completion, and actual start and end dates.
-
Costing and Billing: Manage your project finances by tracking estimated costs, total sales amount, total billable amount, and total billed amount.
-
User Roles and Permissions: Assign different roles and permissions to users for each project, controlling who has access to the project and what they can do within it.
How to Use
Here’s how you can use the Project Management feature:
-
Creating a New Project: Click on the ‘Add New Project’ button, enter the project details in the fields provided, and save the project.
-
Viewing Project Details: All your projects are listed on the main screen. Click on a project to view its details.
-
Editing a Project: To edit a project, click on it to view its details, make the necessary changes, and save.
-
Tracking Project Progress: The progress of each project is displayed on the main screen. Click on a project to view more detailed progress information.
-
Managing Project Finances: Costing and billing information can be viewed and edited within each project.
-
Setting User Roles and Permissions: Within each project, you can add users and set their roles and permissions.
Conclusion
The Project Management feature in Empress is designed to simplify project tracking and management, making it a crucial tool for any business. Whether it’s keeping an eye on project progress, managing finances, or controlling user access, this feature has got you covered.
For further assistance, please refer to our other resources or contact our support team.