Creating and managing projects

Projects are the core of Modeve ERP. This section guides you through creating, managing, and completing projects effectively.

1. Creating a New Project

1. Log in to Modeve.

2. From the left sidebar, click Projects.

3. Click the + New Project or Create Project button (usually at the top right).

4. Fill in the project details:

   • Project Name (e.g., “Learning Centre Opening – Tai Po”)

   • Project Code (optional, auto-generated if left blank)

   • Client (select from existing or add new)

   • Start Date and End Date / Deadline

   • Budget (optional)

   • Description — Brief overview of the project

   • Project Members — Add team members and assign roles (Project Manager, Member, Viewer, etc.)

   • Labels / Tags (e.g., “Franchise”, “Marketing”, “Urgent”)

5. Click Create Project.

2. Project Overview Page

After creation, you will see the project dashboard with these main tabs:

• Overview — Summary, progress, key milestones, and activity feed.

• Tasks — List or Kanban view of all tasks.

• Files / Documents — Upload and organize project files.

• Discussion / Comments — Team communication within the project.

• Time Logs — Track time spent (if enabled).

• Invoices / Budget — Link expenses and invoices to the project.

• Settings — Edit project details, archive, or delete (admin rights required).

3. Managing Projects

• Add Tasks — Inside a project, click + New Task. Set assignee, due date, priority, checklist, and attachments.

• Kanban Board — Drag and drop tasks between columns (To Do → In Progress → Review → Done).

• Milestones — Set major checkpoints to track overall progress.

• Gantt Chart (if available) — Visualize timeline and dependencies.

• Progress Tracking — Update % completion manually or automatically based on tasks.

• Project Status — Change between Active, On Hold, Completed, or Archived.

4. Best Practices

• Keep project names clear and consistent.

• Assign clear owners for each task.

• Use labels and filters to organize multiple projects.

• Upload important documents in the Files tab for central access.

• Regularly review the activity feed to stay updated.

• Close or archive completed projects to keep the workspace tidy.

5. Viewing All Projects

From the main Projects page you can:

• Filter by status, client, or member.

• Search by keyword.

• Switch between List view, Grid view, or Calendar view.

Tip: For franchised learning centres, create a template project that can be duplicated for new shop openings.

Need Help?
Contact your company Modeve administrator or email [email protected].