Table of Contents
Introduction #
Creating and managing projects in the Cosmic ERP Project module is essential for effective project management. This article provides a comprehensive guide on how to create a new project, ensuring all necessary details are captured.
Prerequisites #
Before you begin, ensure you have the following information ready:
- User
- Client
Steps to Create a New Project #
- Login to Cosmic ERP
- Enter your credentials and click on the login button.
- Navigate to Project System
- Once logged in, locate and click on the Project System from the main menu.
- Access Projects
- In the Project System, find and click on the ‘Projects’ option.
- Create a New Project
- Click on the ‘Create New Project’ button (represented by a ‘+’ icon).
- Enter Project Details
- Project Name: Type in the name of the project.
- Start and End Date: Select the project’s start and end dates from the calendar.
- Project Image File: Choose an image file to represent the project visually.
- Client: Select the client associated with the project.
- User: Choose the user responsible for the project.
- Budget: Enter the budget allocated for the project.
- Estimated Hours: Input the estimated number of hours required to complete the project.
- Description: Provide a detailed description of the project.
- Tag: Enter relevant tags for the project.
- Status: Select the current status of the project (e.g., ongoing, completed, etc.).
- Create Project
- Once all information is entered, click on the ‘create’ button to save the new project.
Conclusion #
Creating a new project in Cosmic ERP Project module is a streamlined process that allows you to manage project details efficiently. Following these steps will help you set up and maintain comprehensive project records.
