Enjoy free smooth onboarding!
Enjoy free smooth onboarding!
Projects
8 Docs
Project Compliance
Last Updated: March 9, 2026Compliance activities on all Tasks of the Project are assembled on the Compliance page for further update. Each compliance record bears the officer, comment, compliance (Failed/Pass/Pending), date and other information. A click on a compliance record opens the window, showing expanded details and updating capabilities. On editing a compliance record (only Compliance...
Project Tasks
Last Updated: March 9, 2026Tasks are the essential part of a Project, it helps to define the very work to be put in, who to do them, how and when they are done, experiences and issues encountered and much more. Project progress are tracked from Tasks. On Profitaa, Tasks are defined on the Roadmap, assigned to specific Project...
Project Budget
Last Updated: March 9, 2026A comprehensive overview of all financial activities on the Project, the various packages budget, spent, progress bar and remaining budget. To adjust a Package budget, click the Package name. When the package window appears, update the budget and click save. The changes will effect on the Budget page. As new packages are defined (if...
Project Resources
Last Updated: March 9, 2026Resources in forms of Inventory /Procurement and Finance used on Projects are logged automatically on the Resources Page, as they are posted at the various points (Production Sites) and Account Department. Production Sites: When inventory materials are been released to artisans, the site managers have the options of selecting project active projects, appending the...
Project Roadmap
Last Updated: March 8, 2026The most defining part of Projects in Profitaa is the Roadmap design, which offers the facility to defined all stages of the project including budgeting. The hierarchy is Project->Package->Module->Task. Package: Packages are the immediate hierarchy of a project, this could represent your project major milestones. When you add a new package (click...
Project Team
Last Updated: March 8, 2026Key users of the Project System are known as Team. These are Employees in Profitaa that are selected with roles on a Project. These roles are permission based also, that means it determines what they will be able to do on the Project. To get started, click on “New” to add a new member to...
Projects – Getting Started
Last Updated: March 8, 2026In getting started with Projects on Profitaa, be prepared to understand these terms; budget, packages, modules, tasks, resources, teams, gantt, calendar, roadmaps, risk management, compliance. Not to worry, they are fun to learn and easy to do with on Profitaa. In creating a new Project, click the “NEW” button; Enter a unique...
Projects Dashboard
Last Updated: March 8, 2026The summary of all Projects, recent tasks and their statuses /days remaining, budget and resources used as well as project activities graph. This is different from each project dashboard which displays similar statistics.