1. EFF Factor Training Program
IV. Responsibilities of Department Admin
Part One
Creation of Projects & Estimates
(for Dept. Admin, Dept Head & Admin)

2. In this Example: Prashant Bhosale-Department Admin
Click Here
Click on Departments
And Go to that Department under which you want to create a new project
Example: SC

3. Select Customer from Dropdown List
Click on New Project.
Click Here
Select Customer from Dropdown List
Click Here
Click Here
And Add Job Name by clicking on +Quick add Job template (Assuming that a ready Job Template is not available)
1001
Similar Job done for Nirmal Enterprises took 2 Days.
Enter Job Name & Click on OK
You may use this space for recording any relevant Information in respect of the job
Fill in the rest of the Fields And Click on Save Button
Click Here

4. Got to the next page by clicking on continue to project
NOTE:
This page is useful when projects are created from job template and some task are required to removed for that project.

5. PROJECT PAGE:
After click on continue to project button you get a new completely blank project with the information filled earlier like:
Customer Name
Job Name
Title
Summary
Start Date & End Date

6. and to Add task click on Add a new task to this project
Every project i.e. job should have one or more task/s to capture logs from the employees,
Select Option First
and to Add task click on Add a new task to this project
All work
Enter Task Name & Instruction
And Click on Save button
You may use this space for recording any specific instruction in respect of the Task
After Saving, “Task gets created ”
Click Here
NOTE:
In the similar way, we have created another project
(Max Solutions PQR 1002).
Click Here

7. and to Add task click on Add a new task to this project
In this project we will prepare 2 tasks and assign employees to the tasks respectively.
and to Add task click on Add a new task to this project
Select Option First
Task 1
Enter Task Name & Instruction
And Click on Save button
Repeat the same process as before to add one more task
You may use this space for recording any specific instruction in respect of the Task
Click Here
And after saving the two tasks get created
Click Here

8. Now, we will create Budget by assigning employees to the tasks
Select the employee from the dropdown List
Enter the no. of days within which the task is expected to be completed
And then Finally click on Save Button
Click here
One can assign multiple employees to a single task in a similar way.
Repeat the same process as before for assigning employees to Task 2.
Observe that the summary table on the top is also getting updated.

9. Estimates In this Example: Prashant Bhosale-Department Admin
Click Here
Click on Departments
And Go to that Department under which you want to create an Estimate
Example: SC

10. Fill in the rest of fields & click on Save Button
Click on +New Estimate.
Select Customer & Job from Dropdown List(Assuming that Job Templates are already created)
Click Here
Click Here
Click here
Fill in the rest of fields & click on Save Button
1004
Click Here
New Contract Fees agreed Rs.30,000
(Appointment Letter dated 21st Jan 2018)
Click Here
Click Here

11. Estimates Allocations
After click on save button in estimate creation above you get a new completely blank estimate with no Budget(assignment of employee)
Select the Users (Employee) from the Drop Down Box and Enter the no. of days within which the task is expected to be completed
Click Here 1
Click Here
One can assign Multiple Employees to a single task
After clicking on Convert to project You see the list of task & option to Remove a redundant task if any and then click Continue to project
Repeat the same process as before to assign employees to other tasks
One can modify the assignment by using edit, delete or Remove Task
After being satisfied click on Convert to Project and the estimates gets converted into project with a copy left behind to use again

12. Wherever a job with more or less similar employee allocations is repeated for different customers or same customer for different contracts - You can use the same estimate next time by changing title or for any other client by changing customer name.
You can also edit or delete assignments as well as contents in the summary before conversion to project

13. (Creation of Projects & Estimates)
Best Practices
(Creation of Projects & Estimates)