More Options

The More Options menu is available for each project in the Projects list. It provides additional actions that allow users to access project-level configurations and detailed information.

Click on the three-dot (⋮) icon next to a project name to view the available options.

The options include:

• Project Details

• Setting

These options help users manage project-specific configurations and view complete project information without leaving the project workspace.

Project Details

The Project Details option provides a consolidated view of all information related to the selected project. It allows users to review configured project attributes, ownership, workflow, and other associated details.

The top panel in the Project Details view provides a quick summary of key project attributes. It allows users to identify the project, view ownership details, and understand the project configuration at a glance.

What you see on the screen

Project Details | Top Panel

Label	Action	Description/ Example
Project Name	Click to update project name or basic details.	Displays the name of the project. Example: ITSM Web application
Project Code	View only field, no actions can be taken	Displays a unique project identifier. Example: 190
Type	Displays the project methodology/type	Waterfall

The top panel provides a read-only summary of project metadata. Any updates to these fields (if permitted) are reflected immediately and tracked in audit logs.

Summary

The Summary section provides an overview of the project’s basic information, including description, timeline, and status. This section allows users to review and update key project attributes required for tracking and planning.

All fields in this section support inline editing. Changes are saved automatically when the user modifies a field and leaves it.

What you see on the screen

Project Details | Summary

Label	Action	Description/ Example
Project Description	Enter or update project details using a rich text editor	Example: Implementation of ITSM modules, including Incident and Change Management
Baseline Start Date	Displays or selects the planned project start date	Example: Feb 26, 2026 06:30 PM
Baseline End Date	Displays or selects the planned project end date	Example: Mar 30, 2026 06:30 PM
Revised Start Date	Update revised start date if schedule changes	Example: Feb 27, 2026 06:30 PM
Revised End Date	Update the revised end date based on the updates	Example: Mar 30, 2026 06:30 PM
Actual Start Date	Select the actual project start date	Example: Select Date
Actual End Date	Select the actual project completion date	Example: Select Date
Status	Displays and updates project status	**Example:**Draft → Initiation

Ensure that date fields are updated correctly, as they impact project scheduling and reporting.

Teams

The Teams section allows users to associate project teams and manage team members involved in the project. It provides visibility into who is working on the project, their assigned roles, and the distribution of tasks.

What you see on the screen

Project Details | Teams

Label	Action	Description / Example
Select Team	Select a team	Allows users to choose and associate a team with the project (e.g., ITSM Team).
Username	View team members	Displays the list of users in the selected team along with their email IDs.
Projects	View associated projects	Shows the projects each user is part of (e.g., ITSM Web application).
Role	View/manage roles	Displays assigned roles such as Project Manager, Dev Team, or Test Team. Roles can be updated based on project needs.
Tasks	Monitor task count	Displays the number of tasks assigned to each user to track workload distribution.
+ Add	Add team or members	Allows users to add new teams or include additional members to the project.
Teams / Roles Tab	Switch view	Enables switching between the team-based and role-based views of users.

Business Hours

The Business Hours section is used to associate a predefined business hours profile with the project. This defines the project's working schedule and is used for time-based calculations, such as SLAs and task timelines.

To create or update hours, navigate to the Business Hours module.

What you see on the screen

This section displays the selected business hours profile along with its configuration details, including:

• Profile Name – Name of the selected business hours profile

• Description – Additional details about the profile

• Timezone – Timezone configured for the business hours

• Schedule Type – Indicates whether it is set to 24×7 or specific working days/hours

• Working Days and Time – Defined working days along with start and end times

• Exclude Hours – Configured non-working periods such as holidays or excluded time ranges

Workflow

The Workflow section is used to view and configure the project's workflow. This workflow defines the different stages of the project lifecycle and the transitions between them.

Users can view a predefined workflow from the available options. This section is read-only for configuration, and users cannot create or modify workflows here.

To create or update workflows, navigate to the Workflow module.

What you see on the screen

This section displays the selected workflow along with its structure and stages, including:

• Workflow Name – Name of the selected workflow (e.g., Default Project Workflow)

• Stages – Different phases of the workflow, such as Initiation, Hold, Close, etc.

• Statuses – Statuses within each stage (e.g., Draft, Not Started, Paused)

• Transitions – Visual flow showing how tasks move from one stage/status to another

• Workflow Diagram – Graphical representation of the workflow with nodes and connections

Milestone

The Milestone section displays all project milestones. It provides a consolidated view of milestone details, including ownership, timelines, status, and task progress, allowing users to track project progress at key checkpoints.

Click here for detailed information about Project Milestone.

What you see on the screen

Label	Action	Description / Example
Search	Search milestones	Allows users to search milestones by name.
Filter	Apply filters	Filter milestones based on specific fields. Fields: Milestone Name, Owner, Status Conditions: in, not in, contains, not contains, equal to, not equal to
Add Milestone	Click to add a milestone	Opens a pop-up window to facilitate the creation and addition of a new milestone to the project. Please refer to the Add Milestone section for detailed instructions on adding project milestones.
Milestone	View milestone name	Displays the name of the milestone (e.g., Architecture Phase 1).
Owner	View owner	Displays the user assigned as the milestone owner.
Baseline Start Date	View start date	Displays the milestone's planned start date.
Baseline End Date	View end date	Displays the milestone's planned end date.
Status	View status	Displays the milestone's current status (e.g., To Do, Open).
Tasks	View task count	Displays the number of tasks associated with the milestone along with progress (e.g., completed vs total).
Edit	Modify milestone	Allows users to edit milestone details.
Delete	Remove milestone	Allows users to delete the milestone from the project.

Project Budget

The Project Budget section is used to define and track a project's financial allocation by recording both estimated and actual costs.

Each budget entry created in this section is linked to a Cost Center, which acts as the source of funds. The cost center defines the available budget and approval controls, while the project budget shows how the allocated budget is utilized at the project level.

In this setup:

• The Cost Center holds and governs the total budget.

• The Project Budget consumes or allocates a portion of that budget for specific project activities.

This relationship ensures that:

• Project spending is aligned with approved financial limits

• Budget usage can be tracked against the respective cost center

• Financial control and approval workflows defined in the Cost Center are enforced at the project level.

Add Budget

On the Project Budget page, click the + Add option located at the top-right corner to create a new budget entry. This opens a side panel where you can enter the required budget details.

Refer to the table below for a structured overview of each field.

Add Budget | Project Budget

Label	Action	Description / Example
Budget Title *	Enter title	Enter a name for the budget entry Example: IT Infrastructure Setup
Cost Type *	Select type	Select the cost type from the dropdown (e.g., Hardware, Software, CapEx, OpEx).
Cost Center *	Select cost center	Select the associated cost center from which the budget will be allocated (e.g., IT Infrastructure).
Budget *	Enter amount	Enter the budget amount to be allocated for this entry (e.g., 500000).

Attachments

The Attachments section allows users to upload and manage project-related files. These files can include project documents, scope files, timelines, and other supporting materials required for project execution and reference.

Users can upload files, categorize them, and access them directly from the project for better documentation and traceability.

You can perform:

• Upload files related to the project

• Categorize attachments for better organization

• Download uploaded files

• Delete attachments when no longer required

• View file details such as name, size, and upload date

Add Attachments

To add an attachment, click the + Add option located at the top-right corner.

You can either:

• Drag and drop files into the upload area

• Click Browse to select files from your system

Supported file formats include: png, jpeg, jpg, txt, doc, docx, csv, xls, xlsx, pdf, msg, eml. Maximum file size: 20 MB

Add Attachments | Project Details

Label	Action	Description / Example
File Upload	Drag & drop / Browse	Upload files by dragging them into the upload area or selecting from your system.
Category *	Select category	Select the category for the attachment (e.g., Project Charter, Scope Documents, Schedules & Timelines, Risk Register).
Description	Enter description	Add additional details about the file (e.g., Initial project charter document).
Upload	Click to upload	Upload the selected file(s) to the project.
Cancel	Click to cancel	Close the panel without uploading files.

Relation

The Relation tab allows users to associate the project with related records in the system, improving visibility and traceability across linked activities. Users can connect the project with records such as Tickets, Problems, Changes, and Requests, ensuring that all dependent or related work items are centrally accessible.

This helps track dependencies, understand the impact of changes, and maintain a unified view of all project activities.

Field Configuration

The Field Configuration section allows users to control how project and task fields behave based on roles and status. It defines field visibility, editability, and mandatory conditions within the project.

This configuration ensures that users see only the relevant fields based on their role and the project or task's current status.

Field Configuration in Project Management is integrated with the global Field Configuration module and applies specifically to the selected project.

What you see on the screen

Project Details | Field Configuration

Label	Action	Description / Example
Name	View	Displays the name of the field configuration
Role Name	View	Displays the role to which the configuration is applied
Status	View	Displays the status/stage where this configuration is applicable
Actions	Edit / Delete	Modify or remove the configuration
Add	Click to add	Create a new field configuration

Add Field Configuration

Click + Add to create a new configuration. This opens the Add Field Configuration panel.

Add Field Configuration | Fields

Label	Action	Description / Example
Name *	Enter text	Define the name of the configuration
Type *	Select from the dropdown	Select the configuration type (Project / Task)
Role Name *	Select from the dropdown	Choose the role for which the configuration is applied
Status *	Select from the dropdown	Select the status where this configuration should be active

• Field Configuration can be defined separately for the project and the task.

• Project configuration controls project-level fields, while Task configuration applies to task-level fields based on workflow status.

Communication

The Communication section provides a centralized view of all project-related interactions. It includes emails, SMS, and comments exchanged within the project context. Users can also add internal notes for collaboration.

This section helps track communication history and ensures all stakeholders are aligned.

What you see on the screen

Project Details | Communication

Label	Action	Description / Example
All	View	Displays all communication types (Email, SMS, Comments)
Email	Filter	Displays only email conversations
SMS	Filter	Displays only SMS communications
Comment	Filter	Displays only comments
Mail	Click to compose	Send an email related to the project
Add Notes	Click to add	Add internal notes for the project

Add Notes

Users can add notes to capture important updates, discussions, or observations related to the project.

Label	Action	Description / Example
Add Notes	Enter text	Add project-related notes
Public / Private	Select visibility	Define whether the note is visible to all users or restricted
Save	Click to save	Save the note to the communication timeline

Recent Activities

The Recent Activities section provides a detailed audit trail of all changes made within the project. It tracks updates across different modules such as Summary, Teams, Workflow, Field Configuration, Attachments, and Relations.

This section helps users monitor project changes and maintain accountability.

What you see on the screen

Project Details | Recent Activities

Label	Action	Description / Example
Search Configuration	Enter text	Search for specific activity logs
Activity Timeline	View	Displays a chronological list of all activities
User	View	Displays the user/system that performed the action
Date & Time	View	Displays when the activity occurred
Activity Details	View	Displays details of changes made (e.g., field updates, associations)