Working with projects

How to create a new project

Within Mamut Online Desktop, click Work Areas - Contact - Projects - Add New

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New - Project.
Enter the desired No./Project class and name as well as a more detailed description in the Description field.
When you fill out the Planned start date and Planned end date the program will automatically fill out the project's Planned duration.
Select whether the project is Internal, External or a Job in the Type drop-down list. If you want to be able to Re-bill purchases, invoiced hours or fixed price amount, you will need to set the project to external or job.
Adjust the % Complete according to the progress of the project. You can create your own percentages in the Properties register in Mamut Business Software. Read more about the Properties register in Mamut Business Software here.
Select if the project is linked to a department.
Enter the project's Priority in the drop-down list.
Select the employee in your company who will be Responsible for the project.
Enter Notes if necessary.
The Available in accounting check box is defaulted to this setting. Deselect this if you do not want the project to be available in the program's accounting modules.
Click this icon to enter the project's URL, if it has a website.
Click Save & Close to be redirected to the previously accessed page

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Click Save & New if you want to create a new project.

You have now created a new project in Mamut Online Desktop.

How to find and view existing projects

Click Projects in the Contact work area

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Click Lists - Projects.

Tip! If the project list contains multiple projects you can use the filter options in the upper part of the screen to search for the project you want to take a closer look at. The possible filter options in the first drop-down list are Status, Name and Project Class. You are also able to use the search options in the second drop-down list to make your search even more precise.

Now the list with all of the projects will appear on the screen.

How to edit an existing project

Click Work Areas - Contact - Projects.

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Click Lists - Projects.
Select the relevant project in the list that appears on the screen.
Tip! If you have a lot of registered projects, the Search for function can help you to easily identify the project you are looking for, simply use the drop-down lists to define your search.
Select the project you want to make changes to and click Edit in the upper toolbar.
Click Save or Save & Close in order to confirm the changes and to be redirected to the previously accessed page

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Click Save & New if you want to create a new project.

You have now edited a project.

How to delete a project

Open the project you want to delete as described in the procedure above.
Click Edit in the toolbar. The toolbar will now also show the Delete symbol.
Click Delete. If you want to cancel the Delete operation, simply click Cancel.

You have now deleted a project.

Note! A project cannot be deleted if it is referenced in other modules. If the project is no longer active you can set it to Inactive in the Status drop-down menu.