1. Projects Overview
Managing your projects is very easy and intuitive. The place to start is the Project List Page. You access this page via the main menu:
Main Menu > Projects


From this page, you are able to view and do the following:
(1)Create a new project
(2)Edit an existing project
(3)Delete a project
(4)Quickly manage additional project setting, via the quick actions, drop menu.
(5)Filter projects, using a detailed filter panel. You can filter by project dates, categories, statuses, etc.
(6)Toggle (hide/show) the Quick Stats panels
(7)As the admin user, you can select to view all projects or only the projects that you are assigned to.
(8)Search your projects, using the free text search box.

2. Create Projects
Roz CRM allows you to easily manage your projects. You are able to create projects, which you, your team, and your client, are all be able to share information and collaborate.
Creating A Project
You can create a new project by clicking on the
(1) Quick Add icon or by clicking on the
(2) Add Project Button.

Basic Mandatory information
Project Title*
Client*
Start Date*
Optional information
Deadline
Assigned users
Project Manager
This user will have admin-level access to the project. They will be able to edit all the project’s information and settings. They will also be able to view all user’s tasks, assign users to tasks. The project manager is not able to delete the project.
Billing information
This allows you to specify how the project will be billed. The available options are:
Fixed Billing
Hourly Billing
Estimated Hours enable you to monitor your working hours against what you have allowed for.
Estimated Costs enable you to monitor your expenditure against what you have budgeted for.
Assigned Users Permissions
You are able to specify if team members can collaborate on tasks. This means they will be able to view each other’s tasks and also work within the tasks (commenting, attaching files, etc)
Client Project Permissions
You are able to specify the level of access the client will have on the project.
View Tasks
The client will be able to comment, attach files, complete checklist, etc, within a task
Create Tasks
The client will be able to create new tasks for the project View Time Sheets
View Expenses Project Progress
You can set the progress to be calculated automatically (based on the completed tasks) or you can set it to be updated manually (you will be able to set the progress yourself)
Category
You can create categories via the settings dashboard. Categories can be anything that allows you to properly sort your projects (e.g. Design, Urgent, Web Development, etc)
Tags
Tags can be any text that allows you to easily identify or highlight important
information about the project.
Editing A Project
To edit a project, click on the Edit Icon, as shown in the image below:
Deleting A Project
To delete a project, click on the Delete Icon, as shown in the image below:
When you delete a project, all the items/resources linked to that project will also be
deleted. The list below highlights some of the items that will be deleted.
Invoices
Tasks
Files
Comments etc 



3. Project Management
The Project Management section of the dashboard gives you easy access to all the resources linked to a project. From this section, you have access to view and manage items such as:
Overview
View the progress of the
project View the project
members
View the dates of the project
View the billing structure of the
project
View a summary of invoices
and payments
Event Timeline
This shows you a historic summary of all the activity around a project.
Support Tickets
This section lists all the tickets that are associated with the client. You are also able
to easily manage the support tickets from this section. Including, creating, editing,
and deleting support tickets.
Financial
This section includes all the project’s financial resources,
such as: Invoices
Estimates
Expenses
Timesheets
Notes
You can create notes relating to the project. These notes are not visible to the
client. They are visible to the rest of your team.




Previous : Client
Next : Milestones and Tasks