Within a project you can add several relevant information. View this video for information about the different tabs or read the instructions below:
In the Overview you can Edit Project details and edit/add tags to a project or remove the project. Read more about tags.
Create new roles under Current roles. Here you have timelines showing current roles. You can scroll over time.
Here you can also add events such as meetings, notes or tasks and see Current events. Read more about events.
Under the different tags you can add, remove information.
Roles gives you an overview of all roles within the project. The three dots icon gives you possibility to add/remove consultants from the role, edit, duplicate and remove a role. Click into the role to work with matching and announcing roles.
Use the filters for selecting roles in the list and the icons for different listviews.
Under Events, list all events and use the filters to sort your lists. Add, edit or remove events.
In the Persons tab, you get a full overview of all Persons within the projects. Add Sales responsibles, Project responsibles and Customer contacts. See also all consultants assigned to the roles included in the project.
Disconnect persons from project by selecting disconnect under the icon with the three dots.
Attachments and links - add files and links to the project.
Details - edit project details.