Projects

Project management using the FEDS platform.

A project can only be deleted if it is currently Pending/Under Construction.

A project can be "Started". Once a project is started, it can be place on hold.

Project Creation

1

Navigate to the "Accounts"

Click on the "Accounts" tab on the left-hand side. You will see a list of all the accounts you have access to.

2

Click on the "New Project" Button

Above the projects list is a "New Project" button with a plus icon. Clicking the button will open a sidebar on the right-hand side of the window.

3

Select a Template

First, you must select a template to create the project with. Once you have selected a template, the other fields will be presented to you. The project name is automatically filled out for you, following the format: <Account> - <Project Type>.

4

Enter Project Name and Manager

If you are not satisfied with the project's name, you can completely change it.

Enter the name of the project manager. This field is purely informational and can be changed later. This should refer to the individual responsible for this specific project.

5

Assign an Estimated Completion Date

Choose an estimated completion date for the project. This is an ideal date that the project should be completed by. Although your project could last longer, this should be the target date.

The estimated completion date is valuable for automatic project creation. Converting a template into a project requires converting the "Relative Due Date" for each task into a "Due Date". This is done by using the estimated project completion date to calculate the latest possible start date for the project, correctly filling in the last possible due date for each task.