How to remove the cost report of an action?

In the Plans tab, open the project that contains the action you’d like to remove the cost report. On the action you’d like to remove the cost report, click on the context menu  and on “report cost.” Upon opening the action, you may remove the cost report of the action in the “costs” tab. Click […]

How to edit the cost of an action?

In the Plans tab, open the project that contains the action you’d like to edit the cost. On the action you’d like to edit the cost, click on the context menu  and on “report cost.” Upon opening the action, you may edit the cost of the action in the “costs” tab. Click on the context […]

How to report the cost of an action?

In the Plans tab, open the project that contains the action you’d like to report cost for. On the action you’d like to report cost, click on the context menu  and on “report cost.” Upon opening the action, you may report the cost under “costs“. Fill in:   Price: price/cost that the action generated Description: […]

How to remove a progress report?

On the action you’d like to remove the progress report, click on the context menu  and then on “Report progress.” After clicking on “report progress,” you’ll then be able to remove a report of progress that was previously entered. Click on the context menu  of the progress report, and then “remove.” After clicking “remove,” you’ll […]

How to edit the progress of an action?

On the action you’d like to edit the report of progress, click on the context menu  and then on “Report progress.” After clicking on “report progress,” you’ll then be able to edit the report of progress that was previously entered. Click on the context menu  of the progress report, and then “edit.” After making the […]

How to report the progress of an action?

Inside the project, in the list of actions you have registered in it, click on the context menu  of the action and click “report progress.” After clicking “report progress,” the page to report the progress of the action will appear. You should fill out: Time: estimated hours it took to perform the action Progress: Estimated […]

How to export the actions of a project?

To export the actions of a project in a spreadsheet form (.xlsx), after accessing the project, click on the context menu  and select “export.” After clicking on “Export,” a file will be downloaded to your machine. Click the file to view. The information exported will be the same in the columns set up to be […]

How to change the status of an action?

To change the status of an action, access the project in which the action is registered. With the project open, it’s then possible to change the status the action. Click on the context menu  of the action you’d like to change the status of. The possible status are: Waiting for Start: as soon as we […]

How to remove an action?

To remove an action, access the project in which the action is registered. With the project open, it’s then possible to remove the action. Click on the context menu  of the action you’d like to remove. After clicking remove, a massage will appear on your screen. To confirm the removal of the action, click on […]

How to register an action in a project?

To register an action, you must have registered a project. With the project open, it is possible to start the creation of actions. Access the “Plans” tab, open the project you want to create actions for and click on “Register Action.” To register an action, the following should be filled in: Name (required): name of […]