Project Management Overview | FlowPath Help Center

Project Management Overview

Help plan budgets, labor hours, and tasks needed to accomplish a project.

Download PDF → ProjectManagementModuleOverview.pdf

Flowpath Project Module Overview

1. Accessing Projects on FlowPath

   • Log into FlowPath and go to the Projects Current page.

   • View a list of all projects with details like project name, status (completed or in progress), budget used, total budget, cost, start and end dates, category, site location, and description.

2. Managing Projects

   • Filter and sort projects as needed for better organization.

   • Use smart text search to quickly find specific projects.

   • Make quick updates on the main page:

     • Update budget usage percentage.

     • Adjust cost and budget amounts easily.

   • Utilize filter options to narrow down projects by sites, statuses (in progress, completed, archived), and keyword search.

3. Enhanced Functionality

   • Stay updated on project details and make necessary changes efficiently.

   • Access all project information and perform actions seamlessly within the Projects module on FlowPath.

Accessing Projects on FlowPath

Log into FlowPath and go to the Projects Current page.

View a list of all projects with details like project name, status (completed or in progress), budget used, total budget, cost, start and end dates, category, site location, and description.

Managing Projects

Filter and sort projects as needed for better organization.

Use smart text search to quickly find specific projects.

Make quick updates on the main page:

Update budget usage percentage.

Adjust cost and budget amounts easily.

Utilize filter options to narrow down projects by sites, statuses (in progress, completed, archived), and keyword search.

Enhanced Functionality

Stay updated on project details and make necessary changes efficiently.

Access all project information and perform actions seamlessly within the Projects module on FlowPath.