⬜ Project Management Module in AurPOS

The Project Management module in AurPOS is an effective tool for planning, organizing, and tracking tasks and projects within your business. With this module, you can manage tasks, log time, issue invoices, attach documents, and analyze performance through detailed reports.
This guide provides a comprehensive explanation of each tab within the module and how to use it effectively.

✅ Projects Home Page (Dashboard)

The main interface displays a complete overview of all ongoing projects, with filtering options based on:

• Status: Not Started – Cancelled – Completed

• Category: e.g., Marketing – Web

• End Date

✳ Project Management Actions

Clicking the three-dot menu next to each project reveals:

• View / Edit / Delete

• Overview

• Tasks

• Time Logs

• Documents & Notes

• Invoices

• Project Settings

✅ Task Management Within Projects

✳ Filter Options:

• By project

• Assigned to

• Task status

• Priority (High – Medium – Low)

• End date

✳ Adding a New Task:

1. From the Projects page, select "Task" from the dropdown Action

2. Click on the Add button

3. Fill in the following details:

   • Subject

   • Assigned employee

   • Priority

   • Start and end dates

4. Click Save

✅ Project Reports

The module offers customized reports to monitor performance and time spent.

✳ Available Report Types:

• Time Log Report by Employee

• Time Log Report by Project

✳ How to View a Report:

1. Navigate to the Reports tab

2. Choose the type of report

3. Click View to display the report

✳ Filter Options:

• By project

• Assigned employee

• Date range

✅ Project Categories

Categorizing projects helps in organizing them by type or department.

✳ Category Management:

• View Existing Categories: e.g., Marketing – Web

• Add New Category:

  1. Click on Add

  2. Enter the category name and description (optional)

  3. Click Save

• Edit or Delete a category via the "Actions" menu beside each one

✅ Project Settings

From the dropdown menu next to each project, you can access Settings to customize project behavior and permissions.

✳ Key Settings:

• Enable or disable Time Logs

• Enable Documents & Notes

• Task view mode: List or Kanban Board

• Enable Invoicing Features

• Set a custom task ID prefix (e.g., #TASK)

✳ User Permissions:

You can define who can:

• Add or edit tasks

• Upload documents

• Generate project invoices

✅ Additional Functionalities

✳ Add a New Project:

1. Go to the Projects tab

2. Click New Project

3. Enter all required details

4. Click Save

✳ Add Time Logs:

1. Within the project, go to the Time Logs tab

2. Click Add

3. Fill in the necessary details (date, task, duration, user)

4. Click Save

✳ Attach Documents and Notes:

1. Go to the Documents & Notes tab

2. Click Add

3. Enter a title and upload the relevant file

4. Enable "Private" if visibility should be restricted

✳ Create Project Invoices:

1. Navigate to the Invoices tab

2. Click Add

3. Fill in invoice details based on completed tasks

4. Click Save

✨ Tips for Effective Project Management:

• Use Kanban View to visually track task progress

• Clearly categorize projects for faster filtering and searching

• Log time daily to maintain accurate project timelines

• Upload related documents in a dedicated tab for easy access

✨ Important Note:

All data within the Project Management module can be exported in various formats (Excel, CSV) for sharing with the team or external analysis.