Project Management

Project Management on the Infraon platform is used to plan, execute, and track projects by organizing work into structured components, including projects, tasks, teams, workflows, and milestones. It provides a centralized workspace where users can manage the full lifecycle of a project, from creation through execution and monitoring, while maintaining visibility and control over progress, ownership, and timelines.

To access the module, navigate to Workspace → Project Management. This opens the project workspace where projects are listed in the left panel, and key sections such as Summary, Tasks, Teams & Roles, Notifications, Project Settings, and Audits are available for the selected project.

The module is designed to support controlled project execution by combining task management, workflow-driven status transitions, role-based access, and real-time updates.

How does it work

Projects can be created using a blank configuration or an existing project template. During creation, users define project details, select a workflow, configure teams and roles, and set up tasks.

After creation, tasks can be added, edited, deleted, cloned, or imported via CSV. Tasks can be updated directly from the table view and linked with milestones and dependencies.

Project progress can be tracked using:

• Dashboard for summary and insights

• Table view for status tracking

• Gantt Chart for timeline and dependencies

Teams, roles, and workflows can be configured to control access, ownership, and status transitions, including approval and review stages.

In the left panel of the Project Management module, you can access the sections described below.

Project Workflow Lifecycle

The Project Workflow defines the end-to-end lifecycle of a project—from initiation to closure. It ensures structured progression, stakeholder validation, and controlled execution across all project phases.

How the Project Workflow Operates

The workflow progresses through a sequence of predefined states:

1. Initiation

• The project is created and enters an initial/open state.

• Basic details such as scope, owner, and objectives are defined.

1. Planning

• Project scope, timelines, resources, and deliverables are finalized.

• Dependencies and milestones are configured.

1. Approval

• Stakeholders review the project plan.

• Approval mechanisms include:

  • All members' approval

  • Percentage-based approval

1. Execution

• Project activities are actively carried out.

• Tasks are assigned and tracked.

1. Review

• Project outcomes are evaluated.

• Validation ensures deliverables meet expectations.

1. Closure

• The project is formally completed and closed.

• Final documentation and sign-offs are completed.

Project Workflow | Status / State Options

Status / State	Description	Example
Open / Initiation	The project is created and initialized	New project created
Planning	Project details and execution plan are defined	Scope finalization
Approval	Stakeholders validate the project	Manager approval
Execution	Project work is actively in progress	Tasks being executed
Review	Output is evaluated and validated	QA / stakeholder review
On Hold	The project is temporarily paused	Waiting for dependency
Closure / Closed	The project is completed and archived	Project delivered

• Supports approval workflows with configurable rules

• Enables conditional transitions using “If Conditions.”

• Automates actions like:

  • Email notifications

  • SMS alerts

  • State transitions

• Ensures audit tracking and traceability

Project Task Workflow Lifecycle

The Project Task Workflow defines how individual tasks move from creation to completion within a project. It ensures clear task tracking, execution control, and validation.

How the Task Workflow Operates

1. To Do

• Task is created and awaits execution.

• Assigned to a user or team.

1. In Progress

• Work begins on the task.

• Active execution phase.

1. On Hold

• Task is temporarily paused.

• Typically due to blockers or dependencies.

1. Review

• Completed task is validated.

• Ensures quality and correctness.

1. Done

• Task is successfully completed.

• Ready for closure.

1. Closed

• Task is finalized and archived.

• No further changes allowed.

Task Workflow | Status / State Options

Status / State	Description	Example
To Do / Open	Task is created and pending execution	New task assigned
In Progress	Task is actively being worked on	Development started
On Hold	Task is paused due to blockers	Waiting for approval
Blocked	Task cannot proceed due to issues	Dependency missing
Review	Task is under validation	QA review
Done	Task is completed	Work finished
Closed	Task is finalized	Task archived

• Enables granular task tracking within projects

• Supports:

  • Automated notifications

  • Conditional logic

  • Re-triggerable actions (Is Resend)

• Ensures structured execution and visibility