πŸ“ Project

This section allows administrators and authorized users to create, view, and manage projects that are associated with registered clients.

Navigation: Configuration β†’ Project

Overview

The Project module is designed to manage all projects handled within the system.

Each project is linked to a Client, ensuring proper organization, accountability, and tracking of client-specific work.

This module centralizes project information such as project name, assigned client, start and end dates, status, and responsible users or teams. It helps maintain a clear overview of ongoing and completed projects while keeping data aligned with the corresponding client records.

Details / Purpose

The purpose of this module is to streamline project tracking and maintain strong linkage between clients and their associated projects.

It allows administrators and users to:

  • Create and manage projects under specific clients

  • Define key project details such as name, description, start/end date, and status

  • Assign project managers or team members

  • Track project progress and maintain accountability

  • Filter and view projects by client for easier management

The module ensures that every project is properly tied to its client record, maintaining consistency across related modules such as Clients, Tasks, and Users.

πŸ”— Relationship with Client Module: Each project must be linked to a Client record. Projects cannot exist independently β€” the client association ensures accurate reporting, billing, and relationship tracking.

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