The Projects module tracks projects from planning to completion — with sub-tasks, progress updates, budget tracking, file attachments, and a full audit trail.

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What You Can Do

• Create and manage projects with timelines and budgets
• Break each project into tasks and assign them to team members
• Track task progress with statuses and due dates
• Attach files (proposals, diagrams, reports) to each project
• View the full change history for every task
• Export project data to Excel

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Project Fields

Field	Description
Project Name	Short descriptive name
Project Code	Auto-generated reference, e.g. SITE1-2026-PRJ01
Status	Planning / In Progress / On Hold / Completed / Cancelled
Person In Charge	Staff member responsible for the project
Start Date	Planned start date
End Date	Planned completion date
Budget	Estimated project cost
Actual Cost	Amount actually spent
Information	Free-text field for description, scope, and notes

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Creating a Project

1. Go to Projects in the left sidebar.
2. Click + New Project.
3. Fill in the project name, status, person in charge, and dates.
4. Click Save.

The project appears in the list with its status badge.

📸 [Screenshot: project list with status badges]

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Project Tasks

Each project can have multiple tasks. Tasks are the individual work items that make up the project.

To add a task:

1. Open the project by clicking its name.
2. Go to the Tasks tab.
3. Click + Add Task.
4. Fill in:

• Title — what needs to be done
• Category — type of work
• Assigned To — person handling this task
• Due Date — when it should be completed
• Status — Open / In Progress / On Hold / Completed / N/A

1. Click Save.

📸 [Screenshot: project tasks tab]

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Updating Task Progress

1. Click a task in the task list.
2. Update the status, notes, or due date.
3. Click Save.

All changes are logged automatically — you can always see who changed what and when.

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Task History

Every change to a task is recorded: status updates, reassignments, due date changes, and notes. To view:

1. Click the task.
2. Scroll to the History section.

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Attachments

Each project has a dedicated attachments area for files related to the project.

1. Open the project.
2. Go to the Attachments tab.
3. Click Upload and select your file.

Supported formats: PDF, Word, Excel, images, and more.

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Project Information Tab

The Information tab is a free-text area for project description, scope, objectives, or any notes that don’t fit the structured fields.

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Export to Excel

1. Click Export on the project list.
2. The export includes all projects and their task summaries.

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Permissions

Permission	Description	Manager	Supervisor	Staff
view	See the Projects page	✅	✅	✅
create	Create new projects	✅	✅	❌
edit	Edit projects and tasks	✅	✅	❌
delete	Delete projects	✅	❌	❌
export	Export to Excel	✅	✅	❌
manage	Configure project categories	✅	❌	❌

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Next Steps

→ [Knowledge Base]