2. Where can I modify the basic project details?
   The basic project details can be modified in the first tab of the Project Management module.

Adding Implementation Partners

4. How do I add an implementation partner to a project?
   Navigate to the "Additional Details" section, click on the search bar, and select the desired partner from the list.

ADDING MILESTONES

FAQs for Managing Projects, Milestones, and Tasks

General Overview

1. What is the focus of this tutorial?
   This tutorial demonstrates how to efficiently manage projects, align them with global objectives, and track progress at all stages of their lifecycle.

2. What features does the tool offer for project management?
   The tool provides options to add milestones, tasks, and subtasks, track deadlines, and monitor daily activities for a comprehensive overview of your projects.

3. How can I add a milestone to my project?
   Click on the "Add Milestone" button and fill in the required details, such as:

• Milestone name

• Start and end dates

• Manager

• Auditor

• Status

3. Can I edit or remove milestones once added?
   Yes, milestones can be modified or deleted through the same interface if necessary.

Managing Tasks

6. How do I add tasks to a milestone?
   After setting up a milestone, you can add tasks by entering their name, start date, and end date.

6. Can I break tasks into smaller components?
   Yes, within each task, you can add subtasks and set individual deadlines to ensure detailed tracking.

ADDING PARTNER

FAQs for Adding Partners to Your Organization

General Overview

1. What is the purpose of the Partners Module?
   The Partners Module allows organizations to add, manage, and track project implementers and developers as partners.

2. Who can I add as a partner?
   You can add any organization with a valid GST Number or Tax ID as a partner.

Adding a Partner

3. How do I add a partner to my organization?

• Navigate to the Partners Module.

• Click on the "Add Partner" button.

• Search for the organization using their GST Number or Tax ID.

• Click "Send Request" to initiate the partnership process.

3. Can I view the status of my partnership requests?
   Yes, you can check the status by clicking on "View Requests." Pending requests will be listed here.

Partner Acceptance Process

5. What happens after I send a partnership request?
   The request is sent to the implementation partner. You must wait for them to log in, view the request, and approve it.

6. How does the implementation partner approve the request?

• The implementation partner logs in to their account.

• They navigate to the Partners Module and click on "View Requests."

• In the list of received requests, they click the three-dot menu next to the request and select "Approve."

7. How do I know if my partnership request has been approved?
   Once the implementation partner approves your request, their details will appear in your Partners list.

PULSE-CARBON

FAQ for Carbon Savings/Offsets Tutorial

General Overview

1. What is the purpose of this module?
   This module is designed for projects that save carbon through the distribution of products or units. It facilitates entering data related to distributions, calculating forecasted carbon credits, and tracking the project's carbon impact.

2. Who should use this module?
   Project managers and team members involved in projects aiming to reduce emissions through distributed products like solar home systems, cookstoves, or water purifiers.

Units Distributions Table

3. How do I add distribution data?

• Navigate to your project and click the Carbon tab.

• In the Units Distributions table, enter monthly distribution data for each quarter of a given year.
  

9. How often should I update the data?
   Regular updates ensure accurate tracking and forecasting of the project's carbon impact.

10. Who can assist me if I encounter issues?
    Contact the support team for assistance with any challenges or questions about the module.

• For each fiscal year, assign portions of the total budget to quarters (e.g., 25% of the budget per quarter).

• Further break down the quarterly budget by month and allocate the planned spending.

• Click Save to finalize.
  

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5. How do I add an invoice to track actual spending?

• Click on Add Invoice in the Finance section.
  

• Fill in details like:

• Invoice number (unique identifier).

• Vendor or service provider name.

• Invoice issue date.

• Amount billed.

• Quantity or units associated with the expense.

• Invoice category.

6. Can I compare planned spending with actual spending?
Yes, navigate to the Finance tab of your project, where you will see a bar graph representing planned (from budget documents) and actual spending (from invoices). Additionally toggle between CapEx, OpEx, and others to see specific spending categories.