Projects: Interacting with a Project

The Maha Platform allows you to gather a group of users to take unified financial actions under a project. ??

Projects keeps a record of all these projects (current and disabled/inactive) that have been created by you or another user within your team.

1. Click in the ribbon

2. Click Finance

3. Click Projects

4. Click and click Edit Project, Merge Project, or Disable Project to perform the associated action

   • Click Enable Project to turn back on a project that has been disabled (is labelled inactive)

5. Click on project to view project details and project members by clicking on the project

   • Within a selected project, click and click Edit Project project, Disable Project, or Manage Members

6. Click Members to view users of the project

   • Click Manage Members to add and remove users and edit user roles