How to configure projects in the Zuper web app?

How to configure projects in the Zuper web app?

To use the projects module efficiently, it is important to configure project settings.  We pre-define and manage the project category and project statuses under the settings. 

Navigation: Settings --> Configuration Settings --> Project Settings  
 


Configuring projects

1. Select the “Settings” icon from the left navigation menu, and under configuration settings, click “Project Settings.” You can configure the following: 
  1. Project category. 
  2. Project status.

Project category

Project category refers to the classification or grouping of projects based on similarities. To configure the project category, follow these steps:

1. Under configurations, click "Project Category." You can view the categories created earlier. To create a new project category, click "+ New Category" at the top right corner of the page. 


2. A pop-up appears. Enter the following details
  1. Category Name*:  This is the name you assign to the project category,
  2. Category prefix: This is an optional prefix that can be used as a shorthand or identifier for the category.
  3. Category color: Choose a color to represent the category visually. This color can help quickly distinguish between different categories when viewing project lists.

  1. Estimated Duration*: Provide an estimated duration that a project might take to complete. 
  2. Category description: Provide a brief description explaining the purpose or scope of projects within this category. 
Once you've entered these details, click "Save Category" to save the new project category.
Note: The symbol "*" indicates that the field is mandatory.

3. After creating the project categories, you can also reorder them according to your preference. To do so, click the "Reorder" button at the top right of the page.


4. On the reorder page, you can drag and drop the project categories to rearrange them as needed. After rearranging, click the "Reorder" button again to save the new order.


5. The new order will be created successfully. You can also edit/delete the created project category by clicking the edit and delete icon available next to the project category name. 

Project status

Project status refers to the current state or condition of a project in relation to its goals, timeline, and milestones. In Zuper, the project status types include Open, In-progress, Closed, On Hold, and Cancelled, which can be tailored to fit your specific preferences. To configure project status within project categories, follow these steps:

1. Under Configurations, click "Project Status" and choose the project category from the dropdown menu. 


2. To add status for the selected project category, click "+ New Status"


3. A pop-up appears. Enter the following details to create a project status.
  1. Status Name*: This is the name assigned to a particular status within the project category.
  2. Status Type*: Select the appropriate status type from the dropdown menu to which the specified status name applies.
  3. Status Description: Provide a brief description explaining the purpose of the status within this category. 


  1. Status Color: Choose a color to represent the Status visually. This color helps you easily identify the status of a project and differentiate projects by status when viewing them in a list.  
  2. Restrict to Custom Roles: Select either "Yes" or "No" from the dropdown menu. When you choose "Yes," you're prompted to choose the  "custom roles*,"  who are allowed to change the project status, while "No" allows changes by all users.
  3. Allow Remarks: Select either "Yes" or "No" from the dropdown menu.  If "Yes" is selected, you're prompted to choose the "Remark Type*" to add remarks to the status; if "No" is chosen, remarks cannot be added.

Once you've entered these details, click the "Add Status" button.
Note: The symbol "*" indicates that the field is mandatory.

4. The status will be added successfully to the project category. You can then edit/delete the status as needed by clicking the edit or delete icon available next to the status name. 


5. You can also rearrange the order of the status names. Simply drag and drop the statuses to a desired row within the list. 


By following the outlined steps, you can easily organize project statuses and categories, ensuring clarity and coherence in project management.

    • Related Articles

    • How to manage timelogs in projects from the Zuper web app?

      The timelogs section in the projects module allows you to view the timelogs of all users/technicians who have worked on the project, providing a detailed record of each user’s work hours spent on assigned jobs within the project for specific dates. ...

    • How to navigate and manage projects listing page in the Zuper web app?

      The projects listing page provides an overview of the projects you have access to with summarized information like project number, name, status, and other records. (For step-by-step instructions on how to create a project, click here). Once created, ...

    • How to create a project and add jobs in the Zuper web app?

      Projects module in the Zuper web app allows you to create and manage multiple complex projects namely construction, interior designing, cleaning, and more. These projects often involve multiple jobs within it and can take several months to complete. ...

    • How to plan and manage a project in the Zuper web app?

      From the jobs section within the project module, you can manage the entire project schedule using either the Gantt or List view. Specifically, you can: Plan and manage project schedule by creating or adding jobs Create milestones to mark significant ...

    • How do you manage the customer portal settings in the Zuper Web App?

      Navigation: Settings -> Configuration Settings ->Customer Portal Once the customer portal is turned on in Company policy, the users will now be enabled to configure the customer portal, including Branding, appearance, navigation, etc., 1. Select the ...