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Project Management Feature

Overview

Project Management (/projects) enables businesses to track projects, milestones, and deliverables with timeline views, progress tracking, and public sharing capabilities. Projects can be linked to contacts, deals, and team members, providing comprehensive project oversight and client visibility.

Features

1. Project Management

Create Projects: - Add new projects with: - Project name, description - Start date, end date - Status (Planning, In Progress, On Hold, Completed, Cancelled) - Project owner - Team members - Milestones - Deliverables

Edit Projects: - Update project information

Delete Projects: - Remove projects

Project Details View: - Comprehensive project profile - All project information - Timeline view - Milestones - Deliverables - Team members - Activity log - Notes

2. View Modes

Grid View: - Card-based layout - Project cards with key info - Status indicators - Progress bars - Quick action buttons

Timeline View: - Visual timeline layout - Gantt-style timeline - Project duration visualization - Milestone markers - Dependency lines - Interactive timeline

3. Project Status Tracking

Status Types: - Planning (blue) - In Progress (green) - On Hold (yellow) - Completed (green) - Cancelled (gray)

Status Indicators: - Visual status badges

Status Transitions: - Change project status

Status History: - Track status changes

4. Project Statistics

Active Projects: - Count of in-progress projects

Delayed Projects: - Count of delayed projects

Completed Projects: - Count of completed projects

Visual Cards: - Quick stats display

3. Project Views

Grid View: - Project cards display - Status indicators - Progress bars - Quick actions - Pagination support

Timeline View: - Gantt-style timeline - Visual project timeline - Milestone markers - Deliverable markers - Date range display

5. Project Organization

Milestones: - Track project milestones - Milestone name - Target date - Status - Dependencies

Deliverables: - Track project deliverables - Deliverable name - Due date - Status - Assignee

Team Assignment: - Assign team members - Multiple team members - Role assignment - Responsibility tracking

6. Project Actions

Quick Actions: - View project details - Edit project - Delete project - Change status - Add milestone - Add deliverable - Assign team member

The Projects list offers a project-type filter and pagination. There is no bulk-select toolbar (no bulk status change or bulk team assignment).

7. Pagination

50 Projects Per Page: - Efficient loading - Page navigation

8. Public Project Timeline

Shareable Links: - Public project timelines - Generate shareable URL - Public view (no login required) - Read-only access - Client-friendly view

6. Project Progress

Progress Tracking: - Overall progress percentage - Milestone-based progress - Deliverable-based progress - Visual progress bars - Progress updates

7. Public Project Sharing

Public Sharing: - Generate public token - Share public URL - Public timeline view - Milestone visibility - Deliverable visibility - No authentication required

8. Project Relationships

Relationships: - Link to customer contact - Link to deal - Assign project owner - Team member assignments

9. Project Types

Project Type Support: - DELIVERY - Delivery project type (default) - Has start and end dates - Tracks milestones and deliverables - Progress tracking - Budget management

  • SUPPORT - Support project type
  • No end date requirement
  • Support ticket management
  • SLA tracking and configuration
  • Support-specific workflows
  • Ticket number generation

Type-Specific Features: - Type-based organization - Type-specific fields - Different views per type - Type-specific permissions

Use Cases

Use Case 1: Create Project with Milestones

Scenario: Business wants to track a client project with milestones.

Steps: 1. Go to Projects 2. Click "New Project" 3. Enter project name: "Website Redesign" 4. Set start and end dates 5. Set budget: $50,000 6. Assign project owner 7. Link customer contact 8. Save project 9. Add milestones: - Design Phase (Due: Week 2) - Development Phase (Due: Week 6) - Testing Phase (Due: Week 8) - Launch (Due: Week 10) 10. Verify milestones created

Expected Outcome: Project created with milestones for tracking.

Use Case 2: View Project Timeline

Scenario: Project manager wants to see project timeline.

Steps: 1. Go to Projects 2. Switch to Timeline view 3. View all projects on timeline 4. See milestone markers 5. See deliverable markers 6. Check project dates 7. Identify overlaps

Expected Outcome: Visual timeline showing all projects and milestones.

Use Case 3: Share Public Project Timeline

Scenario: Business wants to share project progress with client.

Steps: 1. Open project details 2. Click "Share" 3. Generate public token 4. Copy public URL 5. Share URL with client 6. Client views public timeline 7. Client sees milestones and progress

Expected Outcome: Client can view project timeline without login.

Use Case 4: Track Project Progress

Scenario: Project manager wants to update project progress.

Steps: 1. Open project details 2. View current progress 3. Complete milestones 4. Complete deliverables 5. Update progress percentage 6. Verify progress bar updates 7. Check timeline reflects progress

Expected Outcome: Project progress tracked and displayed.

Test Cases

Test Case 1: Create Project

Test: Verify project creation

Steps: 1. Go to Projects 2. Click "New Project" 3. Fill in required fields: - Name: "Test Project" - Start Date: Today - End Date: Next month 4. Add optional fields: - Budget: $10,000 - Description: "Test description" 5. Save project 6. Verify project appears in list 7. Open project details 8. Verify all data saved

Expected Result: Project created successfully

Test Case 2: Add Milestone

Test: Verify milestone creation

Steps: 1. Open project details 2. Go to Milestones tab 3. Click "Add Milestone" 4. Enter milestone name 5. Set due date 6. Save milestone 7. Verify milestone appears 8. Verify milestone on timeline

Expected Result: Milestone created and displayed

Test Case 3: Add Deliverable

Test: Verify deliverable creation

Steps: 1. Open project details 2. Go to Deliverables tab 3. Click "Add Deliverable" 4. Enter deliverable name 5. Link to milestone 6. Set due date 7. Save deliverable 8. Verify deliverable appears

Expected Result: Deliverable created successfully

Test Case 4: Update Progress

Test: Verify progress tracking

Steps: 1. Create project with milestones 2. Complete first milestone 3. Verify progress updates 4. Complete second milestone 5. Verify progress increases 6. Check progress bar 7. Verify percentage correct

Expected Result: Progress tracked correctly

Test Case 5: Public Sharing

Test: Verify public sharing

Steps: 1. Open project 2. Click "Share" 3. Generate public token 4. Copy public URL 5. Open URL in incognito window 6. Verify timeline visible 7. Verify no login required 8. Verify milestones visible

Expected Result: Public sharing works correctly

Test Case 6: Timeline View

Test: Verify timeline view

Steps: 1. Create multiple projects 2. Switch to timeline view 3. Verify projects displayed 4. Verify milestones shown 5. Verify dates correct 6. Check timeline scaling 7. Verify navigation works

Expected Result: Timeline view displays correctly

API Integration

Create Project

Endpoint: POST /rest/v1/projects

Request: 

{
 "organization_id": "org-uuid",
 "name": "Website Redesign",
 "description": "Complete website redesign project",
 "status": "PLANNING",
 "progress": 0,
 "start_date": "2025-01-15",
 "end_date": "2025-04-15",
 "budget": 50000,
 "currency": "USD",
 "owner_id": "user-uuid",
 "customer_contact_id": "contact-uuid",
 "deal_id": "deal-uuid"
}

Create Milestone

Endpoint: POST /rest/v1/project_milestones

Request: 

{
 "project_id": "project-uuid",
 "name": "Design Phase",
 "description": "Complete design mockups",
 "due_date": "2025-02-01",
 "status": "PENDING",
 "order_index": 1
}

Create Deliverable

Endpoint: POST /rest/v1/project_deliverables

Request: 

{
 "project_id": "project-uuid",
 "milestone_id": "milestone-uuid",
 "name": "Homepage Design",
 "description": "Complete homepage mockup",
 "due_date": "2025-01-25",
 "status": "PENDING"
}

Best Practices

  1. Project Planning
  2. Set realistic dates
  3. Define clear milestones
  4. Break down into deliverables

  5. Assign appropriate owners

  6. Progress Tracking

  7. Update progress regularly
  8. Complete milestones promptly
  9. Track deliverable completion

  10. Monitor project health

  11. Communication

  12. Use public sharing for clients
  13. Keep stakeholders informed
  14. Update project status

  15. Document changes

  16. Organization

  17. Use project types
  18. Link to contacts/deals
  19. Assign team members
  20. Set appropriate budgets

Troubleshooting

Project Not Appearing

Issue: Created project not visible

Solutions: - Check view filters - Verify organization context - Check permissions - Refresh page

Timeline Not Displaying

Issue: Timeline view not showing projects

Solutions: - Verify projects have dates - Check date range - Refresh timeline - Verify permissions

Issue: Public timeline not accessible

Solutions: - Verify public sharing enabled - Check public token generated - Verify URL correct - Check project visibility

Last Updated: January 2025