The Projects feature under Project Management in Risper CRM allows users to effectively organize, manage, and track projects. It provides a comprehensive view of all projects, their progress, and relevant details, ensuring streamlined project management.

Viewing Projects

• Navigate to Project Management > Projects to see a list of all ongoing and completed projects.
• The project list displays essential details such as:
  • Code: Unique identifier for each project.
  • Project Name: Title of the project.
  • Members: Team members assigned to the project.
  • Start Date: When the project commenced.
  • Deadline: Expected completion date.
  • Client: The client associated with the project.
  • Status: Current status (e.g., In Progress, Completed).
• Users can filter projects by:
  • Duration: Start Date to End Date.
  • Status: In Progress, Completed, etc.
  • Progress: Percentage of project completion.
  • Client and Contract Type: Narrow down projects related to specific clients or contract types.
• The view can be customized using different display options, including List View and Grid View.

Adding a New Project

1. Click “Add Project” at the top of the project list to create a new project.
2. Fill in Project Details:
   • Short Code: Unique identifier for the project.
   • Project Name: Name of the project.
   • Start Date and Deadline: Timeline of the project.
   • Project Category: Select or add a new category for better organization.
   • Department: Assign the project to a specific department.
   • Client: Link the project to an existing client.
   • Project Summary and Notes: Detailed description and additional notes.
3. Configure Additional Settings:
   • Public Gantt Chart: Enable or disable visibility of the project timeline.
   • Public Task Board: Allow team members to track tasks visually.
   • Task Approval: Specify if tasks require approval by Admin or Project Admin.
4. Add Project Members:
   • Select team members who will be part of the project.
   • This ensures only relevant personnel have access to project details and tasks.
5. Other Details:
   • Click on Other Details to add additional information as required.