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Working with Projects
What are Projects?
Last Updated: January 5, 2026Definition 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 internal improvements or projects delivering results to an outside customer or...
Creating a New Project
Last Updated: January 5, 2026Navigate 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 Click on the save button in the main toolbar...
Copying Projects
Last Updated: January 5, 2026Select the Project to Copy To copy a project click on Projects > My Projects in the standard menu. Copied Project Details You will be taken to the details page for the new project you are creating where you can...
Keeping Track of Your Projects
Last Updated: January 5, 2026Project List Go to ‘Projects’ to open the search list of projects that you own or which you are working on. Like all search views, the project list contains some filter options and a multi-column table, with: 11.This column displays the...
Other Options for Filtering Project Lists
Last Updated: January 5, 2026Advanced 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 enter the project ID or description, and relevant...
Creating Projects from a Template
Last Updated: January 5, 2026Why 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 entering all the tasks, resources, dates, services...
Inviting Resources to your Project
Last Updated: January 5, 2026Assigning a Resource to your Project via a Task You need to assign resources to your project in order to give them access to open the project and to let them know that they are working on your project if...
Changing Project Dates
Last Updated: January 5, 2026Changing 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: January 5, 2026Monitoring 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, approval, setup, planning & budgeting, execution, benefits realization...
Defining Project Phases
Last Updated: January 5, 2026What 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 recommended for larger projects containing more than 40 tasks. There...