Orax SDI Cloud Reference

  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
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Project overview and sorting

Projects are sorted into individual tabs based on the "status" of the project.

Active projects are listed under the first tab on the Project page. Completed and all other statuses are listed under their applicable tabs.

Of specific note are Templates. You may create projects with a "Template" status and then import their plans to your new projects. This is a simple way to managed similar recurring projects or standardising your project plan for a specific type of project.

The Skills & Availability tab makes it possible to lookup resources in the HR module for projects based on specific Skills or functional expertise.


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