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  • Create new projects and assign a project manager
  •  maintain skill types
  • maintain resources in the resources manager.
    The demo login id for this role is 'admin'.

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  1. Create or make sure a proper Resource list exist by selecting existing parties in the project resources tab.
  2. Create a project with related phases and tasks or copy these from a template.
  3. Add resources from the resourcelist to the project.
  4. Add planned start and end/dates and estimated hours required (a scheduler is planned)
  5. Start the project and let everybody register their time in the mytime option.
  6. Monitor on a weekly basis the registered hours.
  7. Monitor the planned versus actual dates in the project.
  8. Create invoices at the end of the month from the entered timesheets

The demo login for this role is 'DemoEmployee1'.

Project participant Role.

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