Create project

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The project serves as a super-folder, where all the calculations, invoices, costs and hours are collected.

In Poool, you create a project by entering important information such as the customer and the project name. You then create tasks and tickets and assign employees. You will be able to maintain an eye over the progress of the project with a detailed plan. Poool dashboards and reports help you to monitor and optimise everything.

Navigate to the project area under Projects → Management.

Click on the + Project button.

Enter the relevant information such as customer, project name and other details.

Assign responsibilities to employees to the project by entering the employees in the corresponding fields for Responsible / Co-responsible.

Track the project progress and ensure that the project is completed on time and within budget by regularly reviewing the project plan.

Use Poool dashboards and reports to monitor and optimise project progress and associated metrics. Navigate to the Dashboard section or the Reporting section and create a project dashboard or a project report.

Save the information entered regularly by clicking on the Save button.

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With these steps, you have successfully created a project in Poool and can track and optimize the progress of the project to ensure that the project is completed on time and budget.