User's guide /

Project management


Project Management

OBS ERP offers the capability to create projects, guiding users through the project creation process. Once a project is created, it can be used to generate tasks for the corresponding project.


Steps for Creating a Project:

1. First, navigate to the Projects module.
2. Click the 'Create' button located at the top-right corner of the screen.

3. A form will appear, prompting you to enter all the necessary information for the project.

Module Projects / Create

4. After filling in the necessary information, click the 'Add' button to create the project.

Once your project is created, it will appear in your project list, accompanied by a progress indicator. This progress is represented as a percentage in the table and will update automatically based on the tasks assigned to the project. Here's how it works:
  • Progress Calculation: The progress percentage reflects the completion status of all tasks associated with the project. As you complete tasks and update their status, the project's overall progress percentage will adjust accordingly.
  • Monitoring Progress: You can monitor the progress of your project directly from the projects table. This visual indicator helps you quickly assess how far along the project is and what remains to be done.

This dynamic progress tracking feature ensures that you always have a clear and current view of each project's advancement, facilitating better management and coordination of your efforts.