1.Navigating the Projects Directory:

1. Log into Lynx PMIS.

2. Click on Projects in the main left navigation bar.

3. Use the Search Bar or Filter Dropdown at the top of the page to organize projects by status, department, or assigned manager.

4. Click on any Project Card or Project Name row to view its main overview dashboard.

[IMAGE PLACEHOLDER: Projects directory grid view showing project status cards and search filter controls]

2.Creating a New Project:

1. From the main Projects directory, click the + Create Project button in the top-right header.

2. Fill in the Project Details form:

   • Project Title: Clear, official name of the project.

   • Project Code: Unique alphanumeric identifier (e.g., PRJ-2026-001).

   • Project Owner / PM: Select the designated Project Manager from the user list.

   • Schedule Baseline: Input the Planned Start Date and Planned End Date.

   • Budget / Weightage: Input total project contract value or overall weightage.

3. 
   

4. Click Save & Create.

[IMAGE PLACEHOLDER: Create Project pop-up modal showing required fields and baseline date pickers]

3.Adding Primary Tasks to a Project:

1. Open the target project from the Projects directory.

2. Click on the Tasks tab or navigate to Projects → Create Project → Create Task.

3. Click + Add Task to build Level-1 WBS items.

4. Define task properties:

   • Task Title & Description

   • Assignee: Lead responsible for execution.

   • Start & Due Dates

   • Task Weightage (%): Assign the weight percentage of this task relative to the overall project (must total 100% across all project tasks).

5. 
   

6. Click Save Task.

[IMAGE PLACEHOLDER: Project task setup panel showing task list creation and weightage percentage allocation]

4.Adding Subtasks (Level-2 WBS):

1. Open a primary task from the project task list.

2. Navigate to Projects → Create Project → Create Subtask (or click + Add Subtask inside the task detail drawer).

3. Enter the subtask title, specific assignee, start/end dates, and sub-weightage percentage.

4. Click Create Subtask.

[IMAGE PLACEHOLDER: Subtask creation window showing nested parent-child relationship under main task]

💡 Best Practices for Project Setup

💡 Lock Baselines Early: Establish and finalize your project's planned start and end dates before logging actual site progress. Updating baseline dates mid-project alters your S-Curve reference lines.

💡 Maintain 100% Total Weightage: Verify that all top-level task weightages sum to exactly 100%. Incorrect weightage totals will result in mathematical discrepancies in actual progress reporting.

❓ Frequently Asked Questions (FAQ)

Q1: Can I archive a completed project without deleting its historical data?

A: Yes. System Admins and Project Managers can edit the project status to Archived or Completed. This removes the project from active daily workspaces while preserving all historical S-Curves, task logs, and chat records for future auditing.

Q2: Who can delete a project from Lynx PMIS?

A: To protect project records from accidental erasure, only users with System Admin privileges can permanently delete a project.

📞 Support & Assistance

Need help configuring project baselines or structuring complex WBS levels?

• 📧 Email: lynxpmis.support@gmail.com

• 📞 Help Desk: 019-3304704