Introduction
Efficient project management is essential for tracking progress, assigning responsibilities, and maintaining transparency in work allocation.
uKnowva HRMS provides a dedicated project management feature within the timesheet module, enabling users to add, edit, delete, and monitor project details with ease.
This functionality helps in streamlining workflows, ensuring accountability, and maintaining accurate records of all ongoing and completed projects.
This guide will walk you through the process of managing project details in uKnowva HRMS, allowing you to add new projects, update existing ones, and organize project information effectively.
Step 1: Accessing the Project Section
To manage project details, navigate to the Timesheet menu from the side navigation panel and click on the Project sub-menu.
This will open a new interface displaying a table with all existing projects and their corresponding details.
The table includes headers such as Project Name, Action, Client, and Status, allowing users to view key project information at a glance.
Step 2: Adding a New Project
To create a new project, click on the + icon above the project list.
This will open a new interface where you can enter the required project details.
Provide a Project Name, Start Date, End Date, Project Manager, and select the Client from the drop-down list. You can also add a brief project description.
Additionally, there are toggle options to mark the project as Published, Billable, and to allow or restrict timesheet entry for all employees.
If timesheet entry is restricted for all employees, you will need to specify project members by adding their details in the Project Member section, including their name, start date, and end date.
To add more members, click the + icon, and to remove any entry, click on the bin icon.
Once all necessary information is filled in, click on the Save button to finalize the project or use the Cancel button to discard the changes.
Step 3: Editing or Deleting a Project
To update an existing project, locate it in the project list and click on the pen icon under the Action column.
This will open the project details in editable mode, allowing you to modify any necessary information.
After making the required changes, click on the Save button to confirm or use the Cancel button to discard modifications.
If a project needs to be removed, select the checkbox next to the project name and click on the bin icon to delete it.
Step 4: Viewing Project Details
To view the details of a specific project, click on the project name from the list.
This will display comprehensive project information, including all associated details, like name, client, project manager, project data, description, billable or not, published or not, etc.
This feature allows for easy reference and quick access to critical project data.
Step 5: Importing and Exporting Project Data
uKnowva HRMS also provides an import and export feature for managing projects in bulk.
To import project details, click on the Import .CSV button.
A pop-up window will appear, providing instructions for bulk importing projects using a CSV file.
Download the CSV import template file, enter project details in the specified format, and then upload the completed file using the Choose File or Browse button option.
Finally, click on the Upload File button to complete the import process.
To export project details, click on the Export button. This allows users to download and save a structured project list for reporting or backup purposes.
Step 6: Filtering Project Details
To locate specific projects quickly, use the filtering options by clicking on the Funnel icon.
This opens filtering criteria such as Project, Client, Project Manager, and Project Timeline. Select the relevant filters and click on the Search button to apply them.
To clear the filters and reset the list, click on the Reset button.
Conclusion
That’s it!
You’ve now successfully managed project details in uKnowva HRMS.
By following this process, you ensure that all project records are well-organized, up to date, and easily accessible.
The ability to add, edit, delete, and filter projects enhances project tracking and simplifies overall management.
If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..