All about projects

Project management is vital because it ensures that tasks are organized, resources are used efficiently, and goals are achieved within set timelines and budgets. It helps coordinate team efforts, manage risks, and track progress, leading to successful project completion. Without effective project management, projects can face delays, cost overruns, and miscommunication, resulting in reduced productivity and outcomes.

Understand how to control projects on Gipo.

Summary

How to edit a project

How to export a project

How to delete a project

Defining a project billing model

Project access permissions

How to edit a project

To edit information, click on “Projects” in the side navigation bar.

Then:

  1. Click the project’s “Options*” button
  2. Click “Edit”
  3. Change the settings
  4. Click “Save”

How to export a project

To export the list of registered projects, click on “Projects” in the sidebar. Then, click on “Options” in the navigation bar next to the search field. Then, click on “Export”.

The project listing will be downloaded in CSV format.

How to delete a project

To delete registered projects, click on “Projects” in the sidebar.

Depois:

  1. Click on the project’s “Options*” button
  2. Click on “Delete”

There is no way to delete projects linked to open tasks.

Defining a project billing model

In every project is possible to define a billing model. Thats useful to control the income from the project. Learn more here.

Project access permissions

To ensure that only authorized individuals can access or participate in the project, it is crucial to define specific access permissions. Learn more here.

Updated on 10/18/2024

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