Configure Job Projects

Created by Binita Goswami, Modified on Tue, 25 Nov at 11:06 PM by Binita Goswami

This tutorial guides you through configuring job projects within Dreamzcmms. You will learn how to set project details, dates, and budget information to manage your projects effectively.

Introduction

02

Navigate to Jobs Section

Click the Jobs menu to access job-related features.

Navigate to Jobs Section

03

Open Project Tab

Click the Project tab to view and manage projects.

Open Project Tab

04

Select Name Field

Click the Name field to enter the project name.

Select Name Field

05

Enter Project Name

Enter your project name in the Name field.

Enter Project Name

06

Open Projected Start Date

Click the Projected Start Date field to set the planned start date.

Open Projected Start Date

07

Choose Projected Start Date

Select the desired projected start date from the calendar.

Choose Projected Start Date

08

Open Projected End Date

Click the Projected End Date field to set the planned end date.

Open Projected End Date

09

Select Projected End Date

Click the calendar area to choose the projected end date.

Select Projected End Date

10

Confirm Projected End Date

Select the specific projected end date from the calendar.

Confirm Projected End Date

11

Open Actual Start Date

Click the Actual Start Date field to set the real start date.

Open Actual Start Date

12

Choose Actual Start Date

Select the actual start date from the calendar.

Choose Actual Start Date

13

Open Actual End Date

Click the Actual End Date field to set the real end date.

Open Actual End Date

14

Select Actual End Date

Click the calendar area to choose the actual end date.

Select Actual End Date

15

Confirm Actual End Date

Select the specific actual end date from the calendar.

Confirm Actual End Date

16

Access Budget Information

Click the Budget Information section to enter budget details.

Access Budget Information

17

Select Budget Amount Field

Click the budget amount field to input the budget value.

Select Budget Amount Field

18

Enter Budget Amount

Enter the budget amount for the project.

Enter Budget Amount

19

Open Budget Revision Section

Click the Budget Revision Information section to update revisions.

Open Budget Revision Section

20

Save Project Details

Click the Save button to save the project information.

Save Project Details

21

Click edit icon

Click the additional options like Edit to update existing data

Click edit icon

22

Save Changes Again

Click the Save button to confirm all changes.

Save Changes Again

23

Access Final Options

Click the final options area to complete the setup.

Access Final Options