# 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.

![](https://content.gitbook.com/content/E4mkwSP8a1BSD9BFNFav/blobs/arHujYo9AX8O6CpB17Zq/Unknown%20image)

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.

2. **Planning**

* Project scope, timelines, resources, and deliverables are finalized.
* Dependencies and milestones are configured.

3. **Approval**

* Stakeholders review the project plan.
* Approval mechanisms include:
  * All members' approval
  * Percentage-based approval

4. **Execution**

* Project activities are actively carried out.
* Tasks are assigned and tracked.

5. **Review**

* Project outcomes are evaluated.
* Validation ensures deliverables meet expectations.

6. **Closure**

* The project is formally completed and closed.
* Final documentation and sign-offs are completed.

<figure><img src="https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2F3xowknJaPZXoZ2wralcx%2FProject%20Workflow%20Lifecycle.svg?alt=media&#x26;token=5acd47ea-1056-40af-babf-b39b33537955" alt=""><figcaption></figcaption></figure>

Project Workflow **| Status / State Options**

<table><thead><tr><th width="153">Status / State</th><th width="381.800048828125">Description</th><th>Example</th></tr></thead><tbody><tr><td><strong>Open / Initiation</strong></td><td>The project is created and initialized</td><td>New project created</td></tr><tr><td><strong>Planning</strong></td><td>Project details and execution plan are defined</td><td>Scope finalization</td></tr><tr><td><strong>Approval</strong></td><td>Stakeholders validate the project</td><td>Manager approval</td></tr><tr><td><strong>Execution</strong></td><td>Project work is actively in progress</td><td>Tasks being executed</td></tr><tr><td><strong>Review</strong></td><td>Output is evaluated and validated</td><td>QA / stakeholder review</td></tr><tr><td><strong>On Hold</strong></td><td>The project is temporarily paused</td><td>Waiting for dependency</td></tr><tr><td><strong>Closure / Closed</strong></td><td>The project is completed and archived</td><td>Project delivered</td></tr></tbody></table>

{% hint style="info" %}

* 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**
  {% endhint %}

### **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.

2. **In Progress**

* Work begins on the task.
* Active execution phase.

3. **On Hold**

* Task is temporarily paused.
* Typically due to blockers or dependencies.

4. **Review**

* Completed task is validated.
* Ensures quality and correctness.

5. **Done**

* Task is successfully completed.
* Ready for closure.

6. **Closed**

* Task is finalized and archived.
* No further changes allowed.

<figure><img src="https://8249392-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE4mkwSP8a1BSD9BFNFav%2Fuploads%2FbZNUzoWYDYawRVLN58Mn%2FProject%20Task%20Workflow.svg?alt=media&#x26;token=45e95fb9-fa60-4852-8cbb-9d27cd81e9e8" alt=""><figcaption></figcaption></figure>

**Task Workflow | Status / State Options**

<table><thead><tr><th width="165.79998779296875">Status / State</th><th>Description</th><th>Example</th></tr></thead><tbody><tr><td><strong>To Do / Open</strong></td><td>Task is created and pending execution</td><td>New task assigned</td></tr><tr><td><strong>In Progress</strong></td><td>Task is actively being worked on</td><td>Development started</td></tr><tr><td><strong>On Hold</strong></td><td>Task is paused due to blockers</td><td>Waiting for approval</td></tr><tr><td><strong>Blocked</strong></td><td>Task cannot proceed due to issues</td><td>Dependency missing</td></tr><tr><td><strong>Review</strong></td><td>Task is under validation</td><td>QA review</td></tr><tr><td><strong>Done</strong></td><td>Task is completed</td><td>Work finished</td></tr><tr><td><strong>Closed</strong></td><td>Task is finalized</td><td>Task archived</td></tr></tbody></table>

{% hint style="info" %}

* Enables **granular task tracking** within projects
* Supports:
  * Automated notifications
  * Conditional logic
  * Re-triggerable actions (Is Resend)
* Ensures **structured execution and visibility**
  {% endhint %}