ModeratorJune 21, 2019 at 6:15 pm
Instructional to HR Project Manager Features and Utilities
The HR Project Manager is the perfect way to manage your jobs, whether you’re an apprentice, a new tradesman or you run a company. Being able to plan ahead and use adaptive information fast, will save you time and headaches. Not to mention make you money!
As you become more established in your trade or workplace, everyone comes to realize that management is key to large scale operation success, and the more complicated a job can be, the more stressful it can become.
We understand this can be a thorn in the side for many businesses and we certainly found that by planning ahead and managing jobs properly, that alone was what took us to levels of success as carpenter-builders, and we wanted to provide a place tradies could get accurate industry information, search and find the right jobs and manage those jobs at the same time.
Note: For any further information on the instructional below or for any questions, don’t hesitate to contacts directly at [email protected]. We’d love to hear from you!
Click on the ‘HR Project Manager‘ Tab on the left sidebar or go to ‘Groups‘, choose your category of trade or preference and under the tab ‘Projects‘ you will see the HR Project Dashboard. Here you will be able to see all the projects that you have created.
Features of the project dashboard:
- By default, you will get to see the active projects with a grid view.
- However, you can select the completed option to view the completed projects.
- You can also change the Grid view option to List view.
- There is also a ‘Favorite‘ option to mark a project as a favorite to set priority when it comes to the appearance on the list.
- Also choosing a project category will only show the projects belonging to that particular category.
- There is also a global search bar to help you get to a project, task, task list or subtask quickly.
You can use the shortcut buttons to get to a task, tasklist, subtask and so on. You will be able to view the progress of a project with a progress bar. When you hover on an icon you will see a tooltip demonstrating a brief overview.
Use the three vertically aligned dots to delete, restore and duplicate a project.
Creating a project
Creating a project is only a matter of a few seconds.
When you click on the “New Project” button you will get a pop up containing options for creating a new project:
When creating the new project, you can add project categories from a drop-down. Adding a category to a project is optional though. To select a category for a project, you must create categories beforehand.
You can also add all the co-workers right from this modal window and if you check to notify, they will receive email notifications.
When you finish filling out the fields, hit the “Add New Project” button to create the project.
That’s how you can create projects in the HR Project Manager.
Note: Whenever you are naming a new project, try to give it a unique name because you can not create projects with the same name.
All projects can be created and allocated to a category name or company name, this ensures that your files and projects remain private and safe. Viewable to only the people you allocated them to and the positions you title them with inside the HR Project Manager.
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