Adding New Projects

Projects are the foundation of our project management platform. This feature allows organisations to create and manage projects, assign people to specific jobs within that project, and keep track of project progress. In this documentation, we will go over the steps on how to add a new project in our platform.

1. Navigate to the Projects Section To add a new project, go to the Projects section of the platform. You will see a list of existing projects and a button to create a new project.
2. Click the ‘Create New Project’ Button Click on the ‘Add New Project’ button. This will take you to a form to input project details.
3. Fill in Project Details Fill in the details for the new project. Note that when you input an ‘estimated project value’ the system will check to see if you’re organisation has any required project information for that amount. If there is, these fields will appear at the bottom of the form. See here for more information on ‘required project information’.
4. Assign Project Manager You will need to assign a project manager to the project. This person will be responsible for managing the project and ensuring it is completed on time and within budget.
5. Save Project Once all the project details are filled in, you can save the project. The new project will now appear in the Projects list and be available for further setup and management.
6. Add People to the Project You can now add people to the project by creating new jobs and assigning them to staff members. See the rest of the project management documentation to see what else you are able to do with projects.

That’s it! Your project is now set up and ready for management.

Deleting a Project

To delete a project, follow the steps below:

1. Navigate to app.thebossapp.com.au/home
2. Click “REGISTERS”
3. Click “Projects”
4. Click into the Project that you would like to delete.
5. Click and confirm “Delete”