End-user instruction center

Projects — ERPat User Guide

Learn how to use active ERPat modules through role-based instructions, standard operating procedures, field legends, standards, compliance reminders, and step-by-step workflows. Every guide is synchronized from the owning module and versioned whenever its instructions change.

Active modules48
Published guides395
SOPs3
Updated this month395
01Getting StartedBeginner-friendly first steps SOPStandard ProceduresRequired operational workflows AaLegends & FieldsStatus, badge, and field meanings Controls & ComplianceReview points and reminders

End-user guides from active ERPat modules

Showing 7 of 395 synchronized guides.

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Projects Reference Public

Data and Screen Reference

A compact reference of the screens, data records, routes, permissions, and supporting files that make up the Projects module package.

Projects Overview Public

Projects

Standalone ERPat Projects module (the project-management subsystem: projects, tasks, milestones, gantt, timesheets, task statuses, project comments/files/members/settings). Controllers, models, views, language, helpers, routes, menu, permissions, dashboard widgets and cron jobs are owned by this package and loaded at runtime through the HMVC compatibility.

Projects Reference Public

Administration and Controls

How administrators keep Projects secure and reliable: permissions, menus, settings, public pages, API surfaces, migrations, and change management.

Projects Reference Public

Daily Operations

The routine operating manual for staff who run Projects day to day — the core screens, records, and workflows to use once setup is complete.

Projects Reference Public

FAQ and Troubleshooting

Answers to the most common setup, access, workflow, and support questions for the Projects module, with troubleshooting and support guidance.

Projects Reference Public

Getting Started

A practical first-run checklist for enabling Projects, granting the right permissions, preparing your starter data, and training the first users.

Projects Reference Public

Module Research Notes

Evidence gathered from the current Projects module files — controllers, models, configs, and migrations — before writing these user guide pages.