Manage Projects
Edit/Copy/Delete Projects
To edit, copy, or delete a project from the project list view, click . You can also bulk delete the projects by selecting the projects and clicking Delete. To delete or copy a project from the project details page, use Actions. You can spot edit the ...
Recover Deleted Projects
Based on your role and access permission, you can recover deleted projects within 30 days of deletion. To recover the deleted project, select Trashed Projects from the project filter drop-down. Click the Actions icon besides the project to restore or ...
Resource Management
On the projects list view, click Resource Management to get an overview of how tasks are allocated to the technicians across projects. Resource management will be available only for the project members. You can filter the view by project member and ...
View Projects
To access a project, navigate to Projects. On the displayed page, you can view and track all the projects in which you have a role to play. You can choose a view from the following options: List View Compact view that lists details of projects in ...
Project Details
Under Details, you can view project details and update them as required. To modify the project details, click Edit on the menu bar. Milestones Milestones help you track the progress of a project. Milestones are critical events involving major ...
Add Projects
Role Required: Project Admin or other roles with explicit permissions Go to Projects, click New Project. You can either build the project from scratch or use a predefined template. Provide the basic information about the project, specify the ...
Project Roles
The Projects module will be available only if you are assigned to a project. You can be assigned to any of the following project roles by your admin: Roles Responsibilities Project Admin This role has full control over project management. Besides ...
What is a project?
ServiceDesk Plus Cloud comes with a built-in project management module, where you can create, track, and manage your projects centrally. The project management module helps you utilize resources effectively, ship deliverables on time, control IT ...