Related FAQ's

How do I add a project in OfficeGX?

To add and manage projects in OfficeGX, follow the steps below:

  1. Login to officegx.com as an Administrator or any Employee with project management access.
  2. From the Left Menu, go to:
    Project > List
  3. On the Project List page, click “Add Project” to open the form.
  4. Fill in the following fields:
    • Name (required): Name of the project (e.g., ERP Solutions).
    • Description: A short summary of the project.
    • Project Manager (required): Select a user from the dropdown.
    • Start Date and End Date: Define the project's time range.
    • Account: Select the client/account related to the project.
    • Display Order: Set a numeric value to control the project display order.
    • Average Day Hours: Define estimated working hours per day.
    • Is Active: Keep this checked to make the project active.
  5. Click Submit to save the project.

After the project is added, click on it to expand and access the following tabs:

  • Assigned Users: Select and assign team members to the project from the available users list.
  • Sprints: Click “Add New Sprint”, then enter:
    • Name
    • Start Date
    • End Date
      Click Save to create the sprint.

You can edit or delete projects, users, or sprints anytime using the action icons on the right side of each entry.