Creating & Structuring Projects
Creating & Structuring Projects
A project in Kinexa Tata holds everything for one engagement: tasks, milestones, time, and budget.
Creating a Project
- Go to Tata → Projects → + New Project
- Enter name, client, and description
- Set start and target end dates
- Define the budget (Rp) and billing type (fixed price / time & materials)
Project Team
Add team members and assign roles (project manager, member, viewer). Members only see projects they're part of.
Project Structure
Organize work with:
- Milestones — major phases or deliverables
- Tasks — actionable work items
- Subtasks — breakdown of larger tasks
Views
- Board (Kanban) — drag tasks across statuses
- List — sortable task table
- Gantt — timeline with dependencies
- Calendar — deadlines at a glance
Templates
Save a project as a template to reuse a standard structure (e.g. "Implementasi Website") for new clients.
Tip
Set the project budget up front so the time-tracking and reports can show budget vs actual as work progresses.