// MODULE: PROJECT MANAGEMENT
Break Down Projects, Assign Tasks, and Track Progress End-to-End
The Project Management module provides a centralized framework to plan, execute, and monitor complex initiatives. From milestones and timelines to task assignments and resource allocation, teams gain clear visibility and accountability across every stage.
Core Features
- Project Hierarchies: Create projects, subprojects, and milestones with nested structure
- Task Assignments: Delegate tasks with deadlines, priorities, and estimated effort
- Progress Tracking: Monitor status, completion percentage, and time logged
- Attachment Support: Link Documents History, Notes History, or Comments to projects and tasks
- Grouping & Filters: Organize by department, project type, funding source, or custom tags
- Timeline Views: Gantt and phase-based layouts for visual scheduling
Used In
- Cross-functional initiative planning and execution
- Construction schedules and facility upgrades
- IT rollouts integrated with IT Management and Inventory Control
- Grant-funded program deliverables with Custom Reporting
- Service work orchestration combined with Work Orders
Optional Integrations
- 📁 Project Templates — Build and reuse full project blueprints from templates
- 📋 CRM / Contact Logs — Link clients and stakeholders to project histories
- 🗺️ Site & Location Management — Tie projects to physical sites and facilities
- 📦 Materials & Parts List — Include BOMs and material requirements in project plans
- 🧾 Invoices & Quotes — Generate project-based quotes and invoices
- 📝 Project Work Orders — Integrate detailed work order workflows specific to projects
Keep every project on track.
From planning to delivery, Project Management ensures transparency, ownership, and seamless collaboration.