Projects

The Projects page provides a high-level overview of all active projects in your organization. It serves as a dashboard where you can see project status, timelines, and financial summaries at a glance.

Each project displays key information including:

• Project name, code, and color-coded identifier
• Start and end dates with timeline visualization
• Budget and cost summary
• Current status and progress indicators

• Click the add button to create a new project
• Enter the project name, code, and description
• Set the start date, end date, and color for identification
• Configure budget and rate information
• The project will appear in the Role Planner for scheduling

Click on any project to open its detail view where you can see a full breakdown of assigned roles, planned costs, material expenses, and timeline information. You can also manage project-specific settings and metadata from this view.