Other Options

Upload your reference documents - images, excel, word documents over here. How does it help you? Keep a repository of everything related to any particular project. No need to search on your C drive for the files. 

How to use? 

Any images, excel documents, pdfs, PPT, word document, gif can be put through the Files section - Click on ‘Add document’ to upload any mentioned format. 

How does it help you? 

Keep track of all due date, disbursed date, planned amount etc.. from Tranches tab. 

How to use? 

Click on ‘Add Tranche’ - A new window for to fill tranche details will appear. 

How does it help you? 

One page view of the delayed ,upcoming or ongoing tasks in your pipeline relevant to any project. 

How to use? 

One can use Project Tasks to update individual tasks on their percentage completion, comment by various users, and upload files. - Click on the task to be updated. - Update the ‘Task completion status’, ‘Choose File’ to upload an attachment and click on ‘Add Update’ to complete it. 

How does it help you?

See various tasks across all your projects - what is pending, what is overdue or what is on time across all your projects. 

How does it help you?

This is a place where all the changes on the project by different users are visible. 

How to use? - Click on ‘Create Note’ to create a message on the Updates Wall. 

How does it help you?

Of all the data uploaded, you can now extract monthly and quarterly reports of the project. 

How to use? 

Click on ‘Create New Project Report’ - In the next window, you can select Quarterly or Monthly and then select the respective quarter or month, one wants the report from. 

How does it help you?

This calendar will provide you a view of all the tasks across all the projects in a calendar view. 

How to use? 

Click on ‘My Calendar’ and use it to view the tasks.