Projects are the main management element in Keruy™, bringing together tasks, documents, communications, finances, and participants around a common goal. It helps systematize workflows, control tasks execution, and see the big picture of a client or business operation
Its purpose:
centralization of all related processes and documents
control over stages, statuses, and execution progress
budget planning and expense control
organization of teamwork and task assignment
prompt response to delays and changes in work
Location
"Projects" are located on the left navigation panel, under the "Work" section
The project list is displayed in a table format. Its view can be customized based on your own criteria using filters, columns, and other tools
Creation
You can create a new "Project" by clicking "+" on the navigation panel or the "+Create" button on the main page of the module
In the form, specify the project name in any format (for example, "Installation of ventilation system - 183 Danyla Halytskoho Str.")
If you have many similar projects (with the same type of work or tasks), you can create a template based on an existing project and use it when creating new ones
When importing data from a template into a new project, stages, tasks, and custom fields are transferred
Record Structure
The main page of the project contains a number of tabs located in the top menu and work tools in the upper right part of the page
It should be noted that the user can customize the appearance of the project card and the set of active tabs on their own in the "Settings" of their Keruy™ space, in the "Functionality" block
Here you can enable or disable the required tabs, select document types for working with the project, determine the available reports to be run directly from the project, and configure default properties
Main
The main page of the project displays primary information entered during its creation, general financial analytics, and stages of project implementation
Project Economics
Project economics are formed based on documents created within the project. In the settings, you can independently select documents and their statuses that will participate in forming the analytics
Project Stages
These are the sequential phases of work execution that a project goes through from start to finish. They help monitor implementation progress, define the current status of the project, and react timely to delays or problems
You can select stages from the proposed list and click "Add" them, or configure your own according to your business needs by going to "More stage settings"
Creating a New Stage
To create a new stage, click the "Add" button on the settings page of the "Project Stages" reference book
In the stage creation form:
Specify the name
Select the icon that will be displayed before the name (icon names are in English)
Choose a color from the suggested list (color names are in English)
Tasks in Projects
This is a tool that helps break down the project workflow, distribute responsibility among participants, and structure work execution into logical stages
Using this feature, you can create tasks inside the project by clicking the "Create" button, as well as track their completion process
The task dashboard can be displayed as a list or columns according to their statuses. Tasks can be dragged between columns, simultaneously updating their status automatically
Motivation in Tasks
If the "Motivation" option is enabled in the task functionality, a tab with the same name will be available in the project card. It is designed to distribute rewards to employees for completing tasks
Reward accrual distribution can be performed manually or using functional buttons. If a task has several assignees, this tool allows distributing the reward among them
When calculating the final motivation amount, you can immediately create a "Payroll" document. Once created, it will automatically appear in the "Accounting" tab among other project documents
Proposal
A document containing the cost, scope, and list of works or goods that the company offers to perform or provide within a specific project
A Proposal is the basis for agreeing on the cost and scope of work with the client. It is closely linked to budgeting and project planning
Within a single project, you can create multiple proposals, and after approval, decide which ones to include in the project budget and which ones to exclude
Accounting
A tab containing all documents related to the project. Here you can "Create" a new document or view those already generated on its basis
File Manager
A tab for storing, organizing, and viewing all files related to a specific project. File Manager is an archive of documents, drawings, photos, specifications, and other important materials belonging to the project
Communication
A complete history of changes made and information exchanged between project participants. This is a centralized space where messages, notes, comments, reminders, and call records belonging to a specific project are stored
Details
A tool for making changes to the general information about the project. Here you can edit data, change deadlines, add notes, and other clarifications
Adding Participants
Participants are company employees who have been granted access rights to specific project information. Here you can define who exactly will participate in the project. The user who created the project automatically becomes its first participant
When multiple participants are assigned to the project, their initials are displayed in the upper right part of the page
Project Reports
The "Reports" feature allows you to view detailed analytics on projects
The types of reports that can be run for a project are configured in the "Functionality" tab of the service
Deleting a Project
A project cannot be deleted. If a project is inactive, paused, or no longer relevant, but keeping all entered data and processes is important, you can move it to the "Archive"
