Ishtar.Projects user manual

What is Ishtar.Projects?

Ishtar.Projects is a project management solution designed to manage projects more efficiently, intelligently, and quickly. With a centralised overview of each project, efficient task management, and useful automation, the entire project process is optimised. Customisable templates allow organisations to tailor projects to their specific needs and workflows.

 

Homepage

After launching the application, or by clicking the 'home' button, you will arrive at the homepage of Ishtar.Projects. This page provides a general overview of all projects within your organisation. Only projects to which you have access rights will be displayed.

If you are looking for a specific project, you can filter the overview using one or more search terms.

  1. Start by selecting the desired column on the left side.
  2. Enter your search term.
  3. Press "Enter" or click the search button to activate the filter.

 

You can add additional filters if needed. Keep in mind that the results depend on all active filters combined. For example, in the illustration below, two filters are active in different columns.

To modify an active filter, select it, adjust the search term, and reactivate it by pressing "Enter" or clicking the search button.

To remove a filter, click the delete button next to it . To clear all filters in one click, press the "reset filter" button . Once all filters are cleared, all projects (that you have access to) will be displayed again.

 

Customising the Overview

In addition to filtering, you can customise the display of the project overview according to your preferences.

  • Choose which columns should be visible and in what order.
  • Select the sorting column and adjust the number of projects displayed per page.
  • These settings are automatically saved, so you don’t have to reconfigure them every time.

By clicking the button in the top right corner , you can access a menu showing all available columns. You can select or deselect columns, and the overview updates immediately.

 

To change the column order, click and hold a column header, drag it to the desired position, and release it.

 

By default, projects are sorted in descending order by project number. To adjust the sorting:

  • Hover over a column header; if an arrow appears, the column can be sorted.
  • Click once to sort in ascending order (A-Z or 0-9).
  • Click again to sort in descending order (Z-A or 9-0).
  • A third click resets the default sorting.

The number of projects displayed per page can be adjusted in the bottom right corner. For example, selecting 25 will display only the first 25 projects. You can navigate through pages using the navigation buttons.

 

Navigation

The left-side menu provides shortcuts to different sections of the application. This menu may vary per user depending on roles and permissions.

You can expand or collapse the menu using the toggle button Schermafbeelding 2023-07-18s 100348. Clicking on a shortcut will immediately open the corresponding section.

ShiftsMenu

 

Project Management

To add a new project, click the "Add Project" button in the top right corner . This opens the project details screen, where all relevant information about the project is stored.

 

Entering Project Details

The first tab contains essential project information, where you can enter key details for the new project.

  • The project number is displayed in the first field.
  • This number is auto-generated and cannot be changed. The number may update after saving if another user has added a project in the meantime.
  • Enter a clear and concise name for the project.
  • Additional details can be added in the description field.

If applicable, you can indicate whether this project belongs to an existing project. Use the dropdown menu to select the main project that the new project will be part of.

 

Linking a Customer to the Project

  • In the "Customer" field, select an existing customer for whom the project is being created.
  • If the customer does not exist, you can add a new customer using the "Add Customer" button . This will open Ishtar.CRM, where you can enter all customer details.
  • Once saved, the new customer will automatically be selected in Ishtar.Projects, and you can continue entering the project details.

If a Microsoft Team has been created for the customer in Ishtar.CRM, you can automatically create a channel within that Team for this project.

 

Project Timeline

  • The start date is automatically set to today’s date.
  • The deadline is calculated as start date + the predefined duration set by the administrator in the configuration settings.
  • Both dates can be adjusted manually if needed.

 

Automatic Progress Calculation

You can choose to automatically calculate the project’s progress if your organisation is also using Ishtar.Time.

  • Based on the planned project duration and the hours logged by employees in Ishtar.Time, the system can visualise project progress dynamically.

 

Accessing Additional Project Features

As long as the project has not been saved, only the "Info" tab is accessible. Additional features will be available after saving.