Project Details

Review a project record, manage its phases and tasks, and view assigned resources.

Last updated: October 30, 2026

Project Details is the full record of a single project. It shows the project information, the task summary organized into phases, and the list of assigned resources.

Project Information

Field	Description
Status	Record status of the project
Created By	User who created the project
Start Date	Date the project begins
End Date	Date the project is expected to finish
Manager/RM	Manager or RM responsible for the project
Departments	Departments assigned to the project
Resources	Employees assigned to the project
Description	Summary of the project scope
Client Name	Client the project is delivered for
Client Email	Client's email address
Work Status	Progress state of the project
Billable	Whether the work is chargeable

Fields left blank on the project record are shown as NA.

Task Summary

Work on a project is organized into phases, shown as tabs within the Task Summary card. Tasks are added under the selected phase.

How to Add a Phase

Open the project from the Project List.
Click Add Phase in the Task Summary card.
Enter the phase details and save.

How to Add a Task

Select the phase tab the task belongs to.
Click Add Task.
Enter the task details and save.

Phase Actions

Action	Description
Add Phase	Creates a new phase tab in the task summary
Add New	Adds a phase from the tab row
Add Task	Adds a task under the selected phase
Edit Phase	Updates the selected phase
Delete Phase	Removes the selected phase and its tasks

Resource List

Column	Description
Name	Resource's name and employee ID
Designation	Resource's job title
Department	Department the resource belongs to
Employee Type	Employment type, such as Contract
Report To	Manager the resource reports to

Add phases before tasks. Tasks are created under the phase tab that is currently selected, so the phase must exist first.