The Projects section in the admin portal allows you to effectively manage and track your business projects. This section provides a centralized platform to plan, execute, and monitor projects, ensuring efficient collaboration and successful project delivery. In this section, we will explore the functionalities and features available for managing projects.

1. Accessing the Projects Section

To access the Projects section in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/projects
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Projects section automatically.

2. Creating and Managing Projects

In the Projects section, you can create and manage your business projects. Some common actions you may perform include:

• Creating New Projects: Click on the “+New Project” or similar button to initiate the creation of a new project. Enter relevant details such as the project name, start and end dates, project description, and assign project members.

• Project Details: Enter specific project details, including project milestones, deliverables, tasks, and deadlines. This helps in setting clear objectives and tracking progress throughout the project lifecycle.

• Assigning Project Members: Assign team members or resources to the project, allowing for effective collaboration and task allocation. Assign roles and responsibilities to team members based on their expertise and availability.

3. Project Planning and Tracking

The Projects section may offer various features to plan and track the progress of your projects. Some common actions you may perform include:

• Project Gantt Chart: Visualize project timelines, dependencies, and task durations using a Gantt chart. This helps in planning and scheduling project activities effectively.

• Task Management: Break down projects into smaller tasks and assign them to team members. Track task progress, set task priorities, and monitor task completion to ensure project milestones are achieved.

• Project Documents and Files: Upload and store project-related documents, files, and resources within the project management system. This ensures easy access to relevant project information for all team members.

4. Collaboration and Communication

Efficient collaboration and communication are essential for successful project management. The Projects section may offer various features to facilitate collaboration and communication among project team members. Some common actions you may perform include:

Discussion Boards: Create discussion boards or forums within the project management system to facilitate team communication, brainstorming, and sharing of ideas.

Task Comments: Leave comments or notes on specific tasks to provide additional instructions, feedback, or updates to team members.

Notifications: Receive notifications or alerts for important project updates, task assignments, or upcoming deadlines. This ensures that team members are informed in real-time and can take necessary actions.

5. Reporting and Analysis

Depending on the capabilities of the OpenScope ERP SAAS system, the Projects section may offer reporting and analysis features. This allows you to generate project reports, track project performance, and gain insights into your project portfolio. You may have access to customizable reports, graphical representations of project data, and the ability to export reports for further analysis.

6. Saving and Applying Changes

After creating, editing, or updating project details, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the projects page to save your changes.