Projects

The Projects module is a full project management system designed for service businesses. Organize work into phases and tasks, assign team members, track time, and monitor budgets — all linked back to customers and invoices.

Creating a Project

• Customer — Link the project to a customer (optional)
• Manager — Assign a project manager responsible for delivery
• Type — Fixed Price or Time & Materials
• Timeline — Set start and end dates with automatic health tracking
• Budget — Define project budget with currency support
• Tags — Categorize projects for reporting

Project Health

Projects have a health indicator based on progress vs. timeline:

• On Track — Progress matches or exceeds timeline expectations
• At Risk — Some tasks behind schedule
• Off Track — Significant delays or budget overruns

Phases

Break projects into logical phases (e.g., Discovery, Design, Development, Launch). Each phase can have its own start/end dates and contains tasks.

Tasks

• Title & Description — What needs to be done
• Assignee — Team member responsible
• Status — Todo → In Progress → Review → Done → Cancelled
• Priority — Low, Medium, High, Urgent
• Dates — Start date and due date
• Estimated Hours — Planned effort
• Actual Hours — Tracked via timesheets
• Sub-tasks — Break down complex tasks into smaller items
• Comments — Team discussion per task

• List View — Table view of all tasks with sorting and filtering
• Kanban Board — Drag-and-drop task management by status
• Gantt Chart — Timeline visualization of phases and tasks with dependencies

Team members can log time against tasks and projects:

• Weekly timesheets with day-by-day entries
• Billable vs. non-billable hours
• Configurable billable rates per task or project
• Approval workflow: Draft → Submitted → Approved/Rejected
• Total hours tracked against project budget and estimates

Monitor project financials in real-time:

• Budget vs. Actual — Compare planned budget with actual spending
• Alert Thresholds — Get notified when spending reaches a percentage of budget
• Expense Links — Link project expenses directly to the budget
• Purchase Orders — Track POs against project budgets