Projects Module Overview
Complete guide to creating projects, assigning resources, and tracking phases and tasks in HRORA.
The HRORA Projects Module helps organizations create client projects, assign departments and resources to them, and track progress through phases and tasks.
Who Uses This Module
| Role | What They Can Do |
|---|---|
| PMO / Admin | Create projects, assign clients, departments, and resources, edit and delete projects |
| Project Manager / RM | Manage assigned projects, add phases and tasks, track work status |
| Employee / Resource | Appear on the project resource list and work against assigned tasks |
Projects Workflow
Add a project → select the client and project manager → assign departments and resources → set the start date and type → save → project appears in the Project List with a generated code → open Project Details → add phases → add tasks under each phase → track work status as the project progresses
Module Sections
- Project List — All projects with summary tiles, filters, and record actions
- Add Project — Form for creating a project and assigning its client, departments, and resources
- Project Details — Full project record with task summary, phases, and resource list
Summary Tiles
| Tile | Description |
|---|---|
| Total Projects | Count of all projects |
| Not Started | Projects that have not yet begun |
| Completed | Projects that have finished |
| Ongoing | Projects currently in progress |
| Billable | Projects marked as billable |
| Not Billable | Projects marked as non billable |
Project Type
| Type | Description |
|---|---|
| Billable | Project work is chargeable to the client |
| Non Billable | Project work is not chargeable |
A project carries two separate states. Status is the record state shown in the Project List, and Work Status is the progress state shown on Project Details. The summary tiles count projects by work status.