Introduction and get started

Introduction

The Project Management (PM) Module is a structured system for project management, allowing you to manage:

• Organizations
• Teams
• People
• Projects
• Tasks
• Tickets
• Timetrackings
• Notes
• Invoices
• Expenses

PM comes with an easy to use Dashboard and Navigation links

How to get started?

1. Click on Project Management link located under Navigation, or go to http://example.com/pm. This will display PM Dashboard.
2. Create three new entries: an Organization, a Project, one or more People. To create those entries click on the plus sign next to the appropriate Dasboard item. Then fill each form.

   Note: There are many other ways to create entry:

• When you view an organization: Create a project or other entry for the organization by selecting a plus sign from the list to the right of the page.
• When you list projects, tasks, etc: Click on the plus sign in the top right corner of the list heading. Select the plus sign to create a new item.
• Using Drupal core node content type: All items PM content type are nodes and you can create them in Create content by selecting the relevant node type. You can also create entries from their parent.
3. For details about all PM Dashboard items, click any of the following links:
   • Organizations
   • Teams
   • People
   • Projects
   • Tasks
   • Tickets
   • Timetrackings
   • Notes
   • Invoices
   • Expenses