User Guide › Projects
Overview
The Projects area provides a central workspace for managing project records throughout their operational lifecycle. It supports the visibility needed to coordinate project-related sales, procurement, warehouse activity, payments, and financial control.
Project managers use this area to maintain project information and review active or historical projects. Sales representatives, purchasing officers, warehouse managers, and finance officers can use project records to work with the projects relevant to their responsibilities.
Project records are organised into active and archived views, helping users separate current work from completed or inactive project information.
What you can do here
- Select New to create a project record.
- Select All to view all project records.
- Select Open to view open projects.
- Select Archived to view archived projects.
- Use the Search box to find a project record.
- Select edit to update a project record.
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