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Projects

This section displays and allows you to assign projects to specific departments of your choosing and many more

To add a new project, follow the steps;

  • Enter Project Name (Type the full project name in the "Project Name" field)

Set Project Dates

  • Start Date: Enter or select date (mm/dd/yyyy format)

  • Expected End Date: Enter target completion date

Assign Counterparty

  • Click "counterparty--" dropdown

-Select the relevant partner/organization

  • Designate Project Manager (Enter the manager's name in the "Project Manager" field )

  • Define Project Goal( Briefly describe the project's purpose and objectives )

Finalize

  • Save Changes: Submit the project record

  • Clear: Reset all fields if needed

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