CLEANING & FACILITY SERVICES ERP · MICROERP GUIDEProjects & Tasks.
Projects & Tasks.
Help & documentation.
Coordinate project milestones, timesheets, budgets and delivery.
Open Projects & Tasks in four steps.
- Sign in to Cleaning & Facility Services ERP. Use cleaning-facility-services.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Projects & Tasks. Pick it from your Cleaning & Facility Services ERP workspace, or go straight to cleaning-facility-services.easymanagex.com/project/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
42 screens in 6 sections. Each link opens the screen in your Cleaning & Facility Services ERP workspace; you see only what your role allows.
Home
Work
Delivery
- Control center
/project/delivery - Risks
/project/risks - Issues
/project/issues - Assumptions
/project/assumptions - Change control
/project/changes - Baselines
/project/baselines - Deliverables
/project/deliverables - Acceptance
/project/acceptance - Billing readiness
/project/billing-readiness - Timesheets
/project/timesheets - Staffing
/project/staffing - Governance
/project/governance - Status reports
/project/status-reports - Decisions
/project/decisions - Actions
/project/actions - Financials
/project/financials - Release readiness
/project/release - Closure
/project/closure
Insights
Why it suits Cleaning & Facility Services.
Projects & Tasks is suggested in the Cleaning & Facility Services ERP workspace because it covers these everyday workflows:
What you can see depends on your role.
Projects & Tasks checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Projects & Tasks. Your data stays inside your own organisation.