Updated: October 11, 2024

Project and Scope of Work (SOW)

In Enji, project reports, people allocation, and financial management are conducted within the context of projects. To get the most out of this data, create a SOW for each project.

Project Management

New project

Open Enji -> Settings -> Project List and click "+".

Complete the fields:

  • Project name (required field): The name of the project as it will appear in the Enji system.
  • Is active: Leave the checkbox checked. If unchecked, the project will be considered inactive, and data for it will not be updated.
  • Type: The type of project, which could be Commercial (the project work is paid for by the client) or Internal (for internal company projects).
  • Tech Stack: The technologies planned to be used in the project development.
  • Industries: The project's industry. Values can be added directly to the form by selecting the "+" button in the input field.
  • Country of Origin: The country of the project's client.
  • Chat workspace, Team Channel, Connect Slack, and Invite to Telegram: These fields and buttons are used to link the messenger through which project communication will take place. At this step of adding a project, they can be skipped and revisited when setting up the corresponding Enji Bot (Slack, MS Teams, Telegram).
  • Manual Hours Upload: Check this box only for projects where worklogs cannot be automatically parsed from Jira. This will allow for manual upload of worklogs via Management -> Employee Hours.
  • Description: A free-form description of the project. It is displayed in the project list and provides management with an understanding of the project's essence.

Click Save to implement the changes.

Scope of Work

Now, add employees who will work on this project. Scroll down the window and select "+" in the Project Team section.

1. Complete the fields:

  • Full name: Select the employee from the list.
  • Role: Choose the role this employee will have in this project.
  • End Date: Fill in only if the end date for the employee's work on the project is known in advance. If not, leave the field blank.
  • Is standuper: Check this box if the employee is required to submit daily stand-ups for this project. If the box is unchecked, the employee will still be able to submit stand-ups, but the Enji Bot will not send them reminders and alerts.
  • Expected Hours: The number of hours the employee should work on the project per month. If left blank, it will automatically fill with the default value of 160 hours after saving.
  • Daily Hours: The number of hours the employee should work per day. If left blank, it will automatically fill with the default value of 8 hours after saving.
  • Acceptable Deviation: Specifies how many hours per day the employee is allowed to exceed the Daily Hours limit. Alerts use this value. If the limit is exceeded, the employee will receive a notification.
  • Paid Hours: The number of hours per month for which the client will be billed. For example, Expected Hours might be 160 hours, and Paid Hours 80, as the agreement with the client is that they will pay for only 80 hours of work per month.

2. Click Save to implement changes.

Users need to add all employees who will work on the project to the Scope of Work. To complete project setup, make sure to connect the following data sources:

Project task tracker (e.g., Jira)

Project code repository (e.g., GitHub)

Project communication tool (e.g., Slack)