You’re on your way to managing your projects and resources in a more efficient way! You’ll find TekStack’s Delivery app gives you all the basics for effective management of your project as well as some great in-depth features.

This article addresses the fundamentals of project set up. More detail about TekStack Delivery can be found in related articles. Projects can be set up in many ways and your experience as a project manager and with TekStack software will impact your process.

Here we’ll outline one suggested process for the set up from scratch. If you use a template, most of this work is done for you. See Set Up a New Project - Quick Start.

1. From the left navigation, in Projects, click the + icon to create a new project.

Decide if you want to use a project template or not. Templates can make your life easier by coming pre-populated with all the tasks, user stories and actions you need. If your team runs similar projects regularly, use a template to save time.

2. Fill in the following fields. All of these are required.

Name – Defines the project name.

Account – Enter the account associated with this project.

Classification – Choose the appropriate classification for your project. This setting is configurable for your organization.

Default Billing Type – Choose between using Time and Materials (hourly rates) or Fixed Price. You can always change this depending on the billing for the task or user story.

Start Date – Choose the date the project starts.

Currency – This currently defaults to the configured currency. It comes from the currency associated with the account.

Price List – Choose the price list which aligns with the currency. Click the field and press Enter to see the available price lists.

3. Click Save to open the Project Overview. It defaults to the Schedule tab which shows the Gantt chart of your project.

You will see tabs where you can add more information. They include Schedule, Details, Timeline, Team, Time, Milestones, User Stories, R.A.I.D., Requirements, Invoices, Documents and Related.

To learn more about the tabs and the information they contain, see Learn More about the Project Overview.

4. Add tasks and user stories to your project. For more information on how to do this, see Set Up Project Tasks.

5. Add a project team. You can do this in the Team tab in the Project form. To do this, your resources must be associated with the project roles. This is set up in Configuration.

6. Assign tasks and user stories to team members. In the project task, see the Resources tab. You can find more information in Set up Project Tasks. If you need to find available resources, you can use the Find Resource function. See Book Resources to a Project.

If you have used a template, many of the roles and budget hours will be set up. Therefore, assigning resources, will be one of your most important work items.
If no resources are booked to a task or user story, you will see the Find a Resource button. If resources are booked, the button will not appear.

You have now set up the basics of your project. Check out the related articles to round out the details and requirements for your project.