The Design
Zoho
Projects has been designed in such a way that an organization can
effectively manage any number of projects it undertakes, handling
various user groups for each project and also communication flow
between different parties like company, project team members and the
clients.

The
aim of Zoho Projects is to manage these projects and resources
effectively from a single interface, offer transparency to different
parties to the project and diligent use of resources available.Under this application, you can easily define the following:
General settings
You can select the skin or the look and feel of the application, change login/password
Company settings
You can change the name, timezone & logo of your company
People View
Add, delete or edit any user name or his profile
Client View
Add, delete, or edit any client users
The
UI permits different user categories to use the application easily. It
is divided into various modules or tabs and they have been well
integrated to permit easy work flow. From each of these tabs, there are
options to create other new items of other modules so that it
facilitates better usability.
The modules are:
| Dashboard | This
tab gives you the highlights of the entire project. It shows the tasks
planned for the week ahead, latest documents uploaded, latest forum
posts and recent project activities.
|
| Tasks & Milestones | This tab manages the milestones and tasks with options to create, edit and delete milestones and tasks.
|
| Calendar | This tab shows the calendar for a project, showing the schedules of milestones, meetings and tasks.
|
| Meetings | You can schedule meetings and intimate the participants by sending notifications and reminders.
|
| Document | You
can upload documents relevant to the project here, this can be referred
by all the users. You can also see versions of documents that are
updated by users.
|
| Timesheet | This
tab is useful for recording the log time of users for various
activities assigned to them. This helps billing decisions to a large
extent.
|
| Reports | These are basically charts in pictorial and list views showing activities plotted against time line.
|
| Users | This
is the main tab as it offers provision to add users, delete or edit
users and update their profiles in a project.This is privileged
according to the user role.
|
| Forums | This
helps interaction and discussion amongst the various user groups in a
project. New forum posts can be added, edite or deleted here. Also
comments to posts, attachments to posts, attachments to comments are
some useful provisions. |
Helpful note - "invite" spelled incorrectly under "Meetings"
can I create a presentation under a project? I couldn't find a way.
@gauravagarwal,
As of now, it is not possible to create presentation in Zoho Projects but can uplaod an presentation into Documents module of Zoho Projects.
can I do a "schedule of values?"
A Guest asked about "SCHEDULE OF VALUES". This sounds like they are in the construction industry. I would like to hear from people in the construction industry and how they use Zoho Project.
If you don't post here, you can email me at gregg.gillaspy@gmail.com
Thanks!