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Working with Projects
What are Projects?
Last Updated: June 3, 2025This article explains the concept of a project and project management Definition of a Project Projects are a set or group of tasks designed to achieve a particular outcome or result. They might be internally funded or designed to make...
Creating a New Project
Last Updated: June 3, 2025This article explains how to create a new project Navigate to Project Creation To start a new project click on Projects > List Projects in the top menu, you will see a list of your projects. Fill-out Basic Project Information...
Copying Projects
Last Updated: June 3, 2025Copy a project when you want to quickly set-up a new project which is similar to an existing one. Select the Project to Copy To copy a project click on Projects > My Projects in the standard menu. Copied Project...
Keeping Track of Your Projects
Last Updated: June 3, 2025How to view, list and search for projects, as well as tracking key metrics or performance criteria on your projects Project List Go to ‘Projects’ to open the search list of projects that you own or which you are working...
Other Options for Filtering Project Lists
Last Updated: June 3, 2025Explains advanced filtering options for project search list Advanced Filters in Project Search List After clicking on ‘Show Filters’ (5) additional filter options are provided as follows: There is also a search bar located above the project grid. You can...
Creating Projects from a Template
Last Updated: June 3, 2025How to create projects from a template Why Use Project Templates Project templates are extremely useful because many companies carry out similar or standard projects repeatedly, particularly in the case of projects that are externally billable to clients. Rather than...
Inviting Resources to your Project
Last Updated: June 3, 2025Explains how to invite people, the project resources tab and who can view which projects Assigning a Resource to your Project via a Task You need to assign resources to your project in order to give them access to open...
Changing Project Dates
Last Updated: June 3, 2025Changing start and end dates for a project, and its impact on tasks in that project Project Start and End Dates – Initial Set-up When you create a new project the start (1) and finish dates (2) default to the...
Project Status
Last Updated: June 3, 2025Monitoring project status via workflow or task completions Monitoring Project Progress via Workflow iBE.net allows you to create status networks or workflows to monitor your projects. For example the workflow stages in the life-cycle of a project might be: idea,...
Defining Project Phases
Last Updated: June 3, 2025Explains how to organize your project into milestones or phases What are Project Phases Project phases are simply a way to organize groups of tasks within your project into stages or milestones. Examples of phases might be: Phases are normally...