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Working with projects
How to create a new project
- Within Mamut Online,
click Work Areas -
Contact - Projects Add New
- - or --
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. (external link).
- 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
-- or --
Click Save & New if you
want to create a new project.
You have now created a new project in Mamut Online.
How to find and view existing projects
Click Projects in the Contact
work area
-- or --
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.
-- or --
Click Lists - Projects.
- Select the relevant project in the list that appears
on the screen.
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
-- or --
Click Save & New if you
want to create a new project.
You have now edited a project.
How to delete a project
-
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.
Read more about:
About the Project Register
The Project Register List
Project Status Overview
Version 11.1. The documentation may refer to services and/or functions that are not included within your solution. If you wish to get more information regarding this, please contact Mamut.
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