Project Manager Documentation

The Project Manager within Resource Manager enables administrators to create, delete, edit, and manage project statuses. Administrators can ensure that only projects marked as “In Progress” are visible throughout the application, providing a streamlined experience for users.

Creating a New Project

Click the “Create Project” button in the Project Manager. Fill out the required information, including the project title, initials, color, start date, and end date. Click “Save” to create the new project.

Editing a Project

Locate the project you wish to edit in the Project Manager list. Click the “Edit” button associated with the selected project. Make the necessary changes to the project details. Click “Save” to update the project information.

Deleting a Project

Locate the project you wish to delete in the Project Manager list. Click the “Delete” button associated with the selected project. Confirm the deletion to remove the project from the system.

Managing Project Statuses

Select the project you wish to update in the Project Manager list. Click the “Status” dropdown menu. Choose the appropriate status for the project (e.g., “In Progress,” “On Hold,” or “Complete”). Click “Save” to update the project status.

Filtering Projects by Status

Locate the “Filter by Status” dropdown menu in the Project Manager. Select the desired project status (e.g., “In Progress”).

The Project Manager will display only the projects with the selected status. By effectively managing projects within the Project Manager, administrators can maintain an organized and up-to-date overview of project statuses, ensuring users focus on relevant projects throughout the Resource Manager application.