Project Management

Projects are a core feature of EastBook, serving as the central workspace for teams or individuals working towards specific business goals.

Overview

Core Business Workspace

Projects are a core feature of EastBook that creates collaborative workspaces for teams or individuals working towards specific objectives.

Essential Workspace

Integrated workspace for achieving specific objectives through team or individual collaboration

Creating a Project

Start a New Project

Create projects to establish collaborative workspaces for your team and centrally manage all related business data.

Input Fields

Project Date

Required

Enter the date when the project was created or started. Defaults to the creation date.

Project Number

Required

Project number is automatically generated by the system. You can modify it if needed.

Project Title

Required

Enter the title of the project.

Project Description

Enter detailed description of the project.

Project Members

Select members who will participate in this project.

Related Entities

Select related companies from the list of registered companies in Data Management > Entity Information.

You can add or modify members and related companies after project creation as needed.

Project Page

Project Information and Management

The project page consists of a header displaying project information and tabs for Posts, Files, and Transaction records.

Project Header Features

Bookmark

Add the current project to your favorites for quick access. Bookmark project added as Shortcut in Dashboard

Status

Select the project status from Process, Complete, or Cancel.

Process

Project in progress

Complete

Completed project

Cancel

Cancelled project

Project Tabs

Post

View and create all posts related to the project. Posts are set to private by default, and the designated members for post distribution are set as project participants during project creation.

Members not included in the project can be added to share posts if needed, and conversely, members included in the project may not have access to certain posts. Entity accounts are parent accounts of projects - if a company is selected as a related entity, posts created in the project can also be viewed from the Data Management > Entity Information company account.

Learn More About Posts

Discover how to use the Post feature for integrated business data management.

Files

View all files attached to posts within the project at a glance. In Eastbook, Posts serve as context storage where all files are stored together with posts. The Files tab aggregates and displays only the attached files from each post without showing post content, making it easy to find and manage project-related files.

Transaction

Create transaction records related to the project. Additionally, provides profitability analysis for the project.

Learn more about Transaction records

Learn about transaction creation and project profitability analysis features.