Project Manager Guide

The Projects module provides tools for planning, executing, and delivering projects of any size. From simple task lists to complex multi-phase projects with client portals.

Core capabilities

• Project creation with milestones and phases
• Task management with Kanban, list, and Gantt views
• Resource allocation and workload balancing
• Client portal for external stakeholder visibility
• Time tracking and budget monitoring
• Environmental and social impact dashboards (ESG)

Your home is the Projects Dashboard with portfolio overview.

• Project Portfolio — all projects with status indicators
• My Tasks — tasks assigned to you across all projects
• Upcoming Milestones — deadlines in the next 30 days
• Resource Utilisation — team capacity and allocation

• /projects — Project portfolio overview
• /projects/client-portal/[projectId] — Client-facing project view
• /projects/environmental-dashboard — ESG impact metrics
• /calendar — Project timeline and milestones
• /employee/tasks — Personal task management

Creating a New Project

1. Go to Projects → New Project.
2. Enter project name, client, start/end dates, and budget.
3. Define phases and milestones.
4. Add team members and assign roles.
5. Create initial tasks and assign to team members.
6. Optionally enable the client portal for external visibility.

Managing Daily Tasks

1. Use the Kanban board for visual task management (To Do → In Progress → Done).
2. Drag tasks between columns to update status.
3. Click a task to add comments, attachments, or update estimates.
4. Use @mentions to notify team members.

• Break projects into phases with clear milestones for better tracking.
• Use task templates for recurring project types to save setup time.
• Enable the client portal to reduce status-update meetings.
• Review resource allocation weekly to prevent team burnout.
• Log time on tasks for accurate project costing and future estimation.