Functionalities
Admin
Project management

Admin - Project Management

Overview

Admins have full access to project management, allowing them to create, manage, and disable projects as needed. This section is crucial for managing resources and ensuring project assignments align with business goals.

Project Management Features

  1. Create Project: Admins can create a new project by providing details like project name, client, type, color-coding, and assigning project managers and practitioners.
  2. Project Details: Admins can view and edit project details, including client information, project contracts, and allocated team members.
  3. Disable Project: Admins can disable projects that are no longer active.

Client Details

Admins have the capability to:

  • View and Edit Client Data: Modify client details such as name, contact information, and VAT numbers.
  • Generate Invoices: Admins can create and manage invoices for clients directly from the project management interface.

Screenshots:

  • Create Project Form: [Insert screenshot showing the project creation form].
  • Project Details: [Insert screenshot displaying detailed project information].