Create Project
Role: Project Management Admin and Project Management Officer
This form is used to register a new project workspace in Arkbox so resources, users, and activities can be organized under it.
Project Name Required
- The official name of the project.
- This becomes the primary label everywhere in Arkbox, such as lists, filters, and reports.
Example: Name Project
Project Code
- Internal tracking code for reporting or documentation.
- Helpful when your organization uses structured project IDs.
Example: PRJ-001, BT-BOOK-CHAPTER
Project Type Required
- Select the project type that best matches the work you are creating.
- The project type is configured earlier in Admin → Project Management → Project Type.
- It helps ArkBox organise projects clearly across project lists, filters, and reports.
- It also controls project behaviour in some workflows.
- If Bible is selected, the Team Leader field appears as an optional field.
Project Manager Required
- The person responsible for the project.
- This user gets management visibility and accountability.
- This field is always required and is not conditional.
Conditional Field: Team Leader Optional
- This field appears only when the Project Type selected is Bible.
- The Team Leader can be assigned for workflow coordination.
- This field is optional.
Leave Policy Optional
- Select the leave policy to associate with the project.
- This controls which holidays, off-days, and working hours are used when calculating the project's duration and active working days.
- If no leave policy is selected, the system calculates duration using standard calendar days.
Planned Start Date Required
- Intended start date.
- Used for timeline tracking and dashboards.
Planned End Date Required
- Intended completion date.
- Enables progress and delay monitoring.
Comments Optional
- Add helpful project details, notes, or internal context.
- Visible to anyone viewing project details.
Example:
Location: Chennai office. Priority: High. Customer: Internal training team.
Action Buttons
| Button | What it does |
|---|---|
| Cancel | Closes the form without saving |
| Create Project | Registers the project and creates its workspace |
| Close Top Right | Exits the window |
What Happens After You Click Create Project
- Arkbox creates a dedicated project space.
- The project appears in project lists and filters.
- Resources, users, and tasks can now be linked to this project.
- Reporting and tracking start based on the dates and the assigned manager.