// 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