A Project is a planned work or an activity that is targeted to be finished over a period of time and is intended to achieve a particular purpose.
To add a 'Project', follow the steps as mentioned below:
|Currently, both Tenant Admin and Organizational User(s) can add Project(s) for an Organization.|
In the menu bar, click on the 'Sidebar Menu' icon. Upon doing so, the menus available in the Batoi eSuite will be displayed. Click on the 'Manage Projects' menu and then click on the 'Projects' sub menu as shown in Figure 1.
Upon doing so, the list page for 'Projects' containing the details of all the 'Projects' that have been currently added for your Organization will be displayed as shown in Figure 2.
The color of the Target Date of a Project as shown in Figure 2 in steps, reflects the status of the Project as described in the below table.
||When the target date is greater than the current date, the target date appears in teal color, indicating that the project is on schedule.|
||When the closed date is equal to or less than target date, a strikethrough appears on the target date in teal color and the closed date appears in green indicating that the project was completed within the timeline.|
||When the target date is less than the current date, the target date appears in red color, indicating that the project is off schedule.|
||When the closed date is greater than the target date, a strikethrough appears on the target date in red indicating that the project was not completed within the timeline. The closed date then appears in green.|
To manually add one 'Project', click on the '+' button as shown in Figure 3. Then click on 'Add a Project' link from the fly-out menu.
Upon doing so, a pop-up window 'Select Organizational Unit' with two buttons 'Proceed' and 'Cancel' will appear with a drop-down list to select an Organizational Unit for which the Project is being added as shown in Figure 4. After selecting the Organizational Unit, the 'Add Project' page will appear.
To add multiple Projects, click on the '+' button. Then click on 'Add Multiple Projects' link from the fly-out menu as shown in Figure 5.
To import 'Projects' from Spreadsheet, click on 'Import Projects from Spreadsheet' link from the fly-out menu in the list page of 'Projects' as shown in Figure 6.
Upon doing so, the 'Import Projects' pop-up window will appear as shown in Figure 7. Click on the 'Download Sample File' link to download the sample '.xlsx' file to your local system.
In the sample file, the first row should be the column headers. The next three rows from the file contain the sample data.
Once you have the necessary data in the Spreadsheet, you can choose the file by clicking the 'Choose File' button and import the file by clicking on the 'Import' button as shown in Figure 7.
To download the complete list of 'Projects' added for your Organization, click on the 'Download' button as shown in Figure 8.
Upon doing so, the 'Download Projects to Excel Sheet' pop-up window will appear with two buttons 'Proceed' and 'Cancel' as shown in Figure 9 in which a list of fields related to Project will be available and there will be a checkbox against each field name. Check the fields which you want to be downloaded and then click on the 'Proceed' button to download the list of Projects otherwise click on the 'Cancel' button.
To apply a filter to view selected records of Projects, click on the 'Filter' button as shown in Figure 10.
Then enter or select values in their respective fields in the 'Filter Project' pop-up window and click on the 'Filter' button as shown in Figure 11.
To view the details of a 'Project', click on the 'View Project' button as appearing against each Project in the list page of Projects as shown in Figure 12.
Updated on May 09, 2020
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