What
An exciting and unique feature in Mercury is the ability to create Projects. It gives the capability to manage a client project from start to end.
Projects is a feature that allows Vacancies and Placements and other financial elements to be collated against a Project for a particular client.
Projects is a feature that allows Vacancies and Placements and other financial elements to be collated against a Project for a particular client.
Where
Home > Projects > Select +New button on the top ribbon > Complete data as required > click Save button on the top ribbon
How
Projects is a fantastic feature. Designed to drive a client Project that requires a number of different vacancies collated together, with the financials listed to keep the Project on budget.
To create a new project, select Projects from the site map and select the +New button on the top ribbon:
Complete the fields within the Details section on the General tab:
Below details are in the Financials tab:
Below is an explanation of how all of the fields are calculated:
Next to Details is the Timeline. There is also the option to have an Approval process set up on projects. This can be set up at implementations stage or at any later stage. Please speak to your CSM to set this up.