Set up a Unit

Within a project, a unit is a series of related tasks which, when carried out in the correct order, contribute to the successful completion of the overall project

Visual Walkthrough

To set up a Unit you are going to use dynamic search bar by typing "Units"

To add a new Unit , click the “+” button “New Record”.

After pressing the + button, you will be taken to the following screen. To create a Unit, the Company Code,Branch Code, Project Code, Sub Project Code, Unit Code are a mandatory fields. However, you can also enter additional information such as Unit Type, Unit Status among others.

Video Walkthrough