Overview
User guide for Overview in the Numezis company portal.
Projects group delivery setup, tasks, time, and expenses for margin tracking.
Where in the app
/c/companies/:companyId/projects/c/companies/:companyId/projects/:projectId/delivery-setup/c/companies/:companyId/projects/:projectId/delivery-setup/edit
Step-by-step
- Open Projects from the company portal.
- Create a project with customer link and delivery setup.
- Assign team and budgets.
- Track time and expenses against the project.
Permissions and modules
Projects module enabled.
Feature coverage
| Key | Title | Risk | UAT |
|---|---|---|---|
projects.delivery-setup | Project Delivery Setup CRUD | high | UAT-C-PROJECT-DELIVERY-SETUP-001 |
projects.lifecycle | Create Project and Manage Lifecycle | medium | UAT-C-PROJ-LFC-001 |