ProductProjects
Overview
User guide for Overview in the Numezis company portal.
Overview
Projects group delivery setup, tasks, time, and expenses for margin tracking.
Where in the app
/c/companies/:companyId/projects/:projectId/delivery-setup/c/companies/:companyId/projects/:projectId/delivery-setup/edit/c/companies/:companyId/projects
Step-by-step
- Open Projects from the company portal. (UAT-C-PROJECT-DELIVERY-SETUP-001)
- Create a project with customer link and delivery setup. (UAT-C-PROJ-LFC-001)
- Assign team and budgets. (UAT-C-PROJ-LFC-001)
- Track time and expenses against the project. (UAT-C-PROJ-LFC-001)
- Review the audit trail on the record. (Expected: activity event with actor and timestamp.) (UAT-C-PROJ-LFC-001)
- If access is denied, verify module activation at tenant and company level before retrying. (UAT-C-PROJ-LFC-001)
Permissions and modules
Projects module enabled.
Feature coverage
| Key | Title | Module | Docs impact | Summary | Risk | UAT |
|---|---|---|---|---|---|---|
projects.delivery-setup | Project Delivery Setup CRUD | projects | required | Project Delivery Setup CRUD | high | UAT-C-PROJECT-DELIVERY-SETUP-001 |
projects.lifecycle | Create Project and Manage Lifecycle | projects | optional | Create Project and Manage Lifecycle | medium | UAT-C-PROJ-LFC-001 |