*Managing your Projects

You will need…

• Access to the Projects Module (fissara MANAGE Pro)
• An Existing Project

Overview

Large projects can span from weeks, to months, to years which can be difficult to track. fissara MANAGE has the ability to keep track of projects under an intuitive UI which collates multiple jobs which are working towards a single, overall project. This document serves as a guide on how to manage your project to get the best out of the module.

Solution

1. In your MANAGE environment, hover over the Projects menu item
2. Click on Active Projects to navigate to the next page
3. In the presented table, find the project that you’d like to make amendments to and select it by hovering over it and clicking it. Once selected, it will appear highlighted
4. On the left hand side of the table row, click on the View Project button, represented by an eye icon

Adding Phases

Many projects are split up into phases which makes it easier to track progress. You can add an overarching phase to begin your project, an example of this could be a “Handover” or “Setup” phase.

1. In your project overview screen, look to the left-hand side of the table
2. Click on the Add Phase button, represented by a + button
3. From the drop-down in the presented modal, select Phase
4. Give the phase a descriptive name
5. Select a start and end date
6. Click Save

Adding Jobs

Your project will essentially be a collection of multiple jobs which all come together to complete your project. Now that you have your first Phase added, you can go ahead and begin adding your jobs. There are two ways to associate a job with a project, the first and easiest way is to do so through the project overview (highlighted below). The second way is to create a job as normal and use the Project field to associate the two together.

1. In your project overview screen, look to the left-hand side of the table where your new Phase has been added
2. Click on the Add Task button, represented by a + button
3. From the drop-down in the presented modal, select Job
4. Give the job a descriptive name
5. Click Create
6. You will be presented with the usual job creation screen, add your details as necessary
7. Click Save

Adding Milestones

Tracking progression milestones for your projects has never been easier; you can easily create these against your project timeline.

1. In your project overview screen, look to the left-hand side of the table where your Phase has been added
2. Click on the Add Task button, represented by a + button
3. From the drop-down in the presented modal, select Milestones
4. Give the milestone a descriptive name
5. Add the date that the milestone must be completed by
6. Click Save

Notes

• See Editing an Existing Project for how to amend project details