Project Management
Project Management
Project modules manage multiple type of project –
- Building & Infrastructure
- Contract based Project
- Tender wise working
- Construction work
- Click to Project show above window, showing here number of running project & project status.
![project-mgmt/projects-project-mgmt-click-to-project-show-above-window](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-click-to-project-show-above-window.jpg)
- First in manage working shift, click to Time Setting , you can manage working time accordingly.
![projects-project-mgmt-first-in-manage-working-shift-click-to-time-setting](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-first-in-manage-working-shift-click-to-time-setting.jpg)
![project-mgmt-first-in-manage-working-shift-click-to-time-setting-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-first-in-manage-working-shift-click-to-time-setting-two.jpg)
- Before project creation required Employees & employee cost, so click to Setting & you can create and manage
![project-mgmt-before-project-creation-required-employees-and-employee](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-before-project-creation-required-employees-and-employee.jpg)
![project-mgmt-before-project-creation-required-employees-and-employee-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-before-project-creation-required-employees-and-employee-two.jpg)
- Create a new Project Click to Project
![projects-project-mgmt-create-new-project-click-to-project](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-new-project-click-to-project.jpg)
![projects-project-mgmt-create-new-project-click-to-project-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-new-project-click-to-project-two.jpg)
- Company GSTIN- Select your gst number if you have multiple GSTIN
- Select Branch- Select your branch details if you have manage multiple branch
- Select Category- Select the type of Project like – Service, Good & Both
- Project Name- Enter Your Project Name here
- Project Code- Enter project code here
- Contractee- Client & Customer details
- Project Lead- Enter the details of that employee he will manage Project and lead team
- Project Start Date- Enter project start date
- Project Duration- Enter number of day, as many days to complete project
- Leave/ Idle Team- Enter Leave days here
- Project Deadline- Project deadline date automatic show as per your Project start date
- Description- Enter details about project as per your requirement & important point
- Attach Document- Attach project related documents like – Agreement, Contract notes, other terms and conditions voucher etc.
- Project Estimated Cost- If define project overall cost, that value mention here
- Calculate from task cost- In case project cost not define then mark to this, this option automatic calculate your overall cost as per your task expenses.
- Common Cost- If manage expenses entry related this project that entry mention here.
![mgmt/projects-project-mgmt-common-cost-if-manage-expenses-entry-related](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-common-cost-if-manage-expenses-entry-related.jpg)
![mgmt/projects-project-mgmt-common-cost-if-manage-expenses-entry-related-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-common-cost-if-manage-expenses-entry-related-two.jpg)
- Total estimated cost- Automatic reflection as per your project cost
- Markup/Profit%- enter margin and profit value here.
- Profit (In Amount)- Automatic reflection according to profit percent.
- Project estimated quote– Estimated cost automatic reflected, if you want to modify that value, you could do.
- Billable amount- After all calculation this value automatic reflecting.
- Actual Cost & Profit- If you want to manage manual value of project that value put here.
Now Project master created.
- Create A New Task Click to Task for same project
![project-mgmt-create-new-task-click-to-task-for-same-project](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-new-task-click-to-task-for-same-project.jpg)
![project-mgmt-create-new-task-click-to-task-for-same-project-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-new-task-click-to-task-for-same-project-two.jpg)
Fill all details in task – Employee wages & salary details, task time line details start and running till date & task cost. One can also allocate expenses.
- Project main window shows the details of - how many projects are running & how many completed & progress rate.
- Click to Eye Button view, edit and more other option for manage project.
![projects-project-mgmt-click-to-eye-button-view-edit](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-click-to-eye-button-view-edit.jpg)
![project-mgmt-click-to-eye-button-view-edit-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-click-to-eye-button-view-edit-two.jpg)
In Project Options - Delete, Modify & Closed option for manage project
Showing here running task rate & task Value.
Update any comment by auditor; write description tag auditor and click to Post Button
Click to Dashboard Button to check project running status and task details.
![project-mgmt-click-to-dashboard-button-check-project-running](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-click-to-dashboard-button-check-project-running.jpg)
![project-mgmt-click-to-dashboard-button-check-project-running-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-click-to-dashboard-button-check-project-running-two.jpg)
Task Group – if you manage task group wise click to Task group .
![project-mgmt-task-group-if-you-manage-task-group-wise-click-to-task](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-task-group-if-you-manage-task-group-wise-click-to-task.jpg)
Check dashboard List wise task report click to Group List
![project-mgmt-check-dashboard-list-wise-task-report-click-to-group-list](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-check-dashboard-list-wise-task-report-click-to-group-list.jpg)
Check Project progress report click to Progress View .
![project-mgmt-check-project-progres-report-click-to-progress-view](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-check-project-progres-report-click-to-progress-view.jpg)
After Complete Project then show this type of window-
Create Quotation voucher of project click to Raise Quote .
![project-mgmt-create-quotation-voucher-of-project-click-to-raise-quote](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-quotation-voucher-of-project-click-to-raise-quote.jpg)
![project-mgmt-create-quotation-voucher-of-project-click-to-raise-quote-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-quotation-voucher-of-project-click-to-raise-quote-two.jpg)
Create Sales Invoice voucher of project click to Raise Invoice .
![project-mgmt-create-sales-invoice-voucher-project-click-to-raise-invoice](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-sales-invoice-voucher-project-click-to-raise-invoice.jpg)
![project-mgmt-create-sales-invoice-voucher-project-click-to-raise-invoice-two](https://www.hostbooks.com/in/hb/knowledgebase/wp-content/uploads/2022/11/projects-project-mgmt-create-sales-invoice-voucher-project-click-to-raise-invoice-two.jpg)