Adding Project to a Program

In Vertical management option user will see icons which show programs under which projects. Flow will be-

Vertical Management (Name of Vertical) —> Programs —> Projects
(After creating projects User need to create Project Head from Team members)

User should know these points which is mentioned below

  • Only NGO head and program director can assign Project Head.
  • Only NGO head and program director can create project.
  • Only NGO head and HR can create Team Member
  • After creating the project, a popup box will appear on the screen asking for creating a milestone or go to the list.
  • When we click on a milestone, we get a button to add a milestone.
    • Once a milestone is created, a dialog box will come asking if you want to create a task. If yes, click on it and create task.