Why use Projects?

Using Projects is a way to group different lots and samples that share a common characteristic.

You can assign custom characteristics to your batches and lots. For instance, if you register multiple lots sourced from Honduras within the same year, you can conveniently organize them under the project name "Honduras."

You can later run different reports, such as the Green Inventory Report, to filter information on projects.
 

Creating Projects

By following the steps below, you can create Projects:

1. Log in to the online platform C-sar.
2. Navigate to More on the main menu bar.
3. You will find Projects by clicking on the drop-down.
4. By selecting +Add new project, you can create a new project. 
   

   

5. Enter the Project name and Project description.
   

   

6. By clicking on "Create project," you can successfully add your new project.
7. The new project will appear at the bottom of your Project dashboard. 

Managing Projects

• Editing Projects
• Archiving Projects
• Viewing archived Projects

Tag your lots with projects and track them throughout production. 

You can use projects with: 

• Green lots (PG or SG numbers)
• Roasts (PR or PG numbers)
• Profiles

You may add a project to existing lots by editing the particular lot. For example, you navigate to the Inventory dashboard and select a lot.

By clicking on Edit lot and Customize fields dropdown, you can add Project as general information you would like to capture.

Editing Projects

By following the steps below, you can edit Projects:

1. Navigate to More > Projects. 
2. Click on Edit corresponding to the project you would like to edit.
   

   

Archiving Projects

By following the steps below, you can archive Projects:

1. Navigate to More > Projects. 
2. Select Archive corresponding to the project you would like to archive.
   

   

Viewing archived Projects

By following the steps below, you can view archived Projects:

1. Navigate to Projects.
2. On the right-hand side of the page, click on the drop-down next to Customize.
3. Toggle the Include archived projects button.
   

   

4. Click the Unarchive button that corresponds to the project you would like to unarchive.
   

   

Congratulations! You are now able to create and manage Projects. 

Your opinion matters. If you have further questions, feedback, or concerns, please submit a support ticket directly from support.cropster.com.