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Intermediate Level

Projects Management Guide

Complete guide to project management: creating projects, tracking time, managing tasks, monitoring milestones, and analyzing project performance in LaabamOne ERP.

40 minutes
Complete Guide

📚 What You'll Learn

This comprehensive guide covers all aspects of Project Management in LaabamOne. You'll learn how to:

  • ✅ View and manage all projects
  • ✅ Create new projects with detailed specifications
  • ✅ Track time entries and billable hours
  • ✅ Manage weekly timesheets
  • ✅ Use Kanban-style task boards
  • ✅ Set and track project milestones
  • ✅ Monitor active projects vs. completed
  • ✅ Track projects on hold
  • ✅ Generate project P&L reports
  • ✅ Analyze budget vs. actuals
  • ✅ Track income and expenses by project

Section 1: Projects Dashboard

5 minutes

Understanding the Projects Dashboard

The Projects Dashboard gives you a bird's-eye view of all project activities and performance metrics.

How to Access:

  1. Click the Projects module icon
  2. Open the Dashboard (default view)
  3. Review overview stats and quick links

Dashboard Sections Available:

  • • All Projects - Complete project list
  • • Create Project - Start new projects
  • • Time Entries - Log billable hours
  • • Weekly Timesheet - Track weekly time
  • • Task Board - Kanban-style task management
  • • Milestones - Track project phases
  • • Status Filters - Active, Completed, On Hold

Section 2: All Projects

8 minutes

Viewing and Managing All Projects

Access a comprehensive list of all projects across your organization.

Steps to View Projects:

  1. Go to Projects > All Projects
  2. View complete project list with key information
  3. Use search to find specific projects
  4. Filter by status, customer, or date
  5. Sort by name, start date, or budget
  6. Open a project to view details

Project Information Displayed:

  • • Project Name and ID
  • • Customer or Client Name
  • • Project Status
  • • Start Date and Expected End Date
  • • Project Budget
  • • Total Time Logged
  • • Completion Percentage
  • • Project Manager

💡 Pro Tip: Use custom filters to create project views based on your management needs.

Section 3: Create Project

12 minutes

Creating a New Project

Set up projects with complete details including budget, timeline, team members, and deliverables.

Steps to Create a Project:

  1. Go to Projects > Create Project
  2. Or use Overview > Create Project
  3. Fill basic information (name, code, customer, type)
  4. Set timeline (start and end dates)
  5. Define budget and billing method
  6. Assign project manager and team members
  7. Add project description and objectives
  8. Upload project documents
  9. Set status as Active
  10. Click Save

✅ Best Practice: Define clear objectives and deliverables at project creation.

Section 4: Time Entries

10 minutes

Tracking Time and Billable Hours

Log time spent on projects for accurate billing and resource management.

Creating a Time Entry:

  1. Go to Projects > Time Entries
  2. Click New Time Entry
  3. Select project and task
  4. Select work date
  5. Enter hours
  6. Mark billable or non-billable
  7. Add notes and submit

Viewing Time Entries:

  • • View by date or project
  • • Filter by team member and billing status
  • • Edit or delete entries (based on permission)
  • • Export for invoicing
  • • Analyze estimated vs actual time

💡 Pro Tip: Log time daily for better billing accuracy.

Section 5: Weekly Timesheet

8 minutes

Managing Weekly Timesheets

Track time across the week in calendar view for easier entry and review.

Using Weekly Timesheet:

  1. Go to Projects > Weekly Timesheet
  2. Select week
  3. Add daily entries
  4. Review daily and weekly totals
  5. Submit for approval

Timesheet Features:

  • • Copy entries from previous week
  • • Bulk edit entries
  • • Approval workflow
  • • Export weekly reports
  • • Submitted and approved indicators

✅ Best Practice: Submit timesheets weekly for timely approvals.

Section 6: Task Board

10 minutes

Managing Tasks with Kanban Board

Visualize and manage tasks using drag-and-drop Kanban workflow.

Accessing Task Board:

  1. Go to Projects > Task Board
  2. Select project
  3. View task columns by status

Default Task Columns:

  • • To Do
  • • In Progress
  • • Review
  • • Done

Creating Tasks:

  1. Click Add Task
  2. Enter title and description
  3. Assign owner
  4. Set due date and priority
  5. Add tags
  6. Create task

💡 Tip: Use task board during daily standups to identify blockers quickly.

Section 7: Milestones

8 minutes

Tracking Project Milestones

Define and monitor key project phases and deliverables.

Creating Milestones:

  1. Go to Projects > Milestones
  2. Select project
  3. Add milestone
  4. Set name, description, and target date
  5. Link related tasks
  6. Save

Managing Milestones:

  • • Mark achieved milestones
  • • Update completion dates
  • • Track milestone billing
  • • Generate milestone reports
  • • Monitor overdue milestones

✅ Best Practice: Break large projects into milestone cycles for better control.

Section 8: Project Status

6 minutes

Managing Project Status

Track projects by status for better portfolio visibility.

Status Views:

  • • Active Projects - ongoing work
  • • Completed Projects - finished work
  • • On Hold Projects - temporarily paused

Changing Project Status:

  1. Open project details
  2. Click Change Status
  3. Select status
  4. Add reason
  5. Update

Section 9: Project Reports

10 minutes

Project Analytics and Reporting

Use reports to monitor profitability, budget, revenue, and expenses.

Key Reports:

  • • Project P and L report
  • • Budget Analysis
  • • Income by Project
  • • Expense by Project

Recommended Review Workflow:

  1. Pick reporting period
  2. Compare budget vs actuals
  3. Identify overruns
  4. Plan corrective actions
  5. Share report with stakeholders

📊 Pro Tip: Review project reports weekly to make data-driven decisions.

Section 10: Quick Actions

3 minutes

Using Quick Actions

Quick Actions provide shortcuts for frequently used project tasks.

Available Quick Actions:

  • • New Project
  • • Project P and L

🎯 Best Practices

  • ✅ Define Clear Scope: Document scope, objectives, and deliverables upfront.
  • ✅ Set Realistic Budgets: Include contingency for unexpected costs.
  • ✅ Daily Time Tracking: Log time every day for better accuracy.
  • ✅ Weekly Reviews: Review progress and risks with the team every week.
  • ✅ Use Milestones: Break projects into manageable milestone windows.
  • ✅ Update Task Board: Keep board status current for visibility.
  • ✅ Client Communication: Share regular status updates with clients.
  • ✅ Monitor Budget: Track budget vs actual every week.
  • ✅ Document Lessons: Capture learnings for future projects.
  • ✅ Archive Properly: Organize completed project files for reuse.

✅ You've completed the Projects Management guide!

You're now ready to manage projects professionally and deliver on time.

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