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How to Manage Projects

This guide covers the practical steps for creating, updating, and closing projects in Kezi ERP.

Creating a Project

To start a new project:

  1. Navigate to Project Management > Projects.
  2. Click Create.
  3. Fill in the Project Details:
    • Project Name: A descriptive name (e.g., "Website Redesign").
    • Customer: The client you are doing work for.
    • Manager: The person responsible for the project.
    • Billing Type: Select Fixed, Time & Materials, or Non-billable.
    • Dates: Start and estimated end date.
  4. Click Create.

The project starts in Draft status.

Activating the Project

When planning is complete and work is ready to begin:

  1. Open the Draft project.
  2. Click the Activate action (or change status to In Progress).
  3. The project is now live. Team members can strictly log time against it.

Adding Tasks

Break down the work into tasks:

  1. Open the project.
  2. Go to the Tasks tab.
  3. Click Create Task.
  4. Enter the Task Name (e.g., "Design Mockups"), Assignee, and Estimated Hours.
  5. Save.

Monitoring Progress

To check how your project is doing:

  1. Dashboard: View the Project Overview widget for a high-level summary.
  2. Project View: Open the project to see:
    • Budget Tab: Variance between planned and actual costs.
    • Timesheets Tab: All hours logged by the team.
    • Invoices Tab: billed amounts.

Closing a Project

When all work is done and the final invoice sent:

  1. Open the project.
  2. Change the status to Completed.
  3. This prevents any further time logging or cost accumulation.

Note: You can re-open a completed project if new work arises, but it is better to create a new project or a "Phase 2" project for clarity.