Project

Once projects are created, they are listed under the Projects section in the left panel. Users can select a project to view, manage, and track project activities.

Based on assigned roles (such as Project Manager, Project Implementor, and other configured roles), users can access the project, work on tasks, and manage milestones from this page.

What you see on the screen

Projects can be viewed in two formats:

• Table View

Displays project tasks and milestones in a structured grid format with columns such as Task ID, Title, Description, Priority, Status, and Assignee. This view is suitable for managing and updating task details in a tabular format.

• Gantt Chart View

Displays project tasks and milestones on a timeline. It helps in visualizing:

• Task duration

• Start and end dates

• Dependencies and scheduling

Users can track project progress over time and adjust timelines accordingly.

• Dashboard View

The Dashboard View provides a centralized, read-only overview of the selected project through predefined widgets that display project progress, task status, milestones, budget, deliverables, and asset-related insights.

The dashboard is automatically populated with project data and is refreshed as project information changes. Unlike the platform Dashboard module, these widgets are predefined and cannot be added, removed, edited, or rearranged.

Dashboard widgets are read-only and display information for the currently selected project only.

Task Summary	Displays the total number of tasks and the count of tasks grouped by each workflow status (such as To Do, On Going, Blocked, Done, and Closed). Click a task status to view the corresponding tasks for the selected project. View: Summary Cards
Project Schedule	Displays key project schedule information, including revised, baseline, and actual start/end dates, schedule variance, and project methodology. View: Table
Project Budget	Displays the project's budget details, including estimated cost, actual cost, budget variance, and Cost Performance Index (CPI). View: Table
Project Completion Percentage	Displays the overall project completion percentage calculated based on completed tasks. View: Summary Card
Expected Profit	Displays the project's projected profit based on the configured project financial information. View: Summary Card
Milestone Completion Percentage	Displays the overall completion percentage of project milestones. View: Summary Card
Task Status Breakdown by Priority	Displays the distribution of project tasks grouped by priority. Click a priority segment to view the corresponding tasks. View: Pie Chart
Task Status Overview Pie Chart	Displays the distribution of project tasks across workflow statuses. Click a workflow status segment to view the corresponding tasks. View: Pie Chart
Task Status Breakdown by Assignee	Displays the number of tasks assigned to each project member, categorized by workflow status. Click an assignee or status to view the corresponding tasks. View: Chart
Milestone Status	Displays the completion status and progress percentage for each project milestone. Click a milestone to view its associated details. View: Chart
Task Status Breakdown by Task Type	Displays task distribution grouped by task type and workflow status. Click a task type to view the corresponding tasks. View: Chart
Project Deliverables	Displays all project deliverables and their current status. Click a deliverable to view its details. View: Table
Task Status Breakdown by Category	Displays task distribution grouped by category and workflow status. Click a category to view the corresponding tasks. View: Chart
Task Completion Trend (Actual vs Planned)	Displays a comparison of planned and actual task completion over time, helping to monitor schedule adherence. View: Chart
Project Attachments	Displays all files attached to the project, organized by attachment category. Users can select an attachment to download or view it. View: Table
Task Status Breakdown by Asset Region	Displays task counts grouped by the region of mapped assets and their workflow status. Click a region to view the corresponding tasks. View: Chart
Task Status Breakdown by Geo/State	Displays task counts grouped by the geographical location or state of mapped assets, along with their workflow status. Click a location to view the corresponding tasks. View: Chart

• Meeting View

Displays project-related meetings in calendar and list formats integrated from the Meeting module. Users can schedule, track, and manage project-related meetings, view attendee lists, meeting statuses, and schedules, and access meeting details to support collaboration and follow-up.

Project Details | View

Label	Action	Description / Example
Column Configuration	Click to configure columns	Select the columns to display in the table view. Options include: Task ID, Title, Description, Priority, Status, Assignee, Owner, Requester, Reviewer, Manager, Type, Estimated Effort, and more.
Search	Enter keyword	Search for tasks or milestones within the selected project by relevant fields such as Title or Task ID.
Filter	Apply filter criteria	Filter tasks based on parameters such as Status, Priority, Assignee, or other available fields.

Action Icons | Project

Label	Action	Description / Example
Add Task	Click to add	Create a new task within the selected project. Tasks represent individual work items and can be assigned to users with defined priorities, statuses, and timelines.
Add Milestone	Click to add	Create a milestone to group related tasks or represent a key phase in the project lifecycle. Helps organize tasks and track major progress points.
Expand All	Click to expand	Expands all tasks and subtasks in the hierarchy, allowing users to view the complete structure of tasks under milestones.
Collapse All	Click to collapse	Collapses all expanded tasks and subtasks to provide a simplified and compact view of the project structure.
Zoom In	Click to zoom	Zooms into the timeline in Gantt view to view tasks and durations in finer detail (e.g., day-level visibility).
Zoom Out	Click to zoom out	Zooms out of the timeline to get a broader view of the project schedule (e.g., week/month-level visibility).
Zoom to Fit	Click to adjust	Automatically adjusts the timeline to fit all tasks and milestones within the visible screen for a complete project overview.
CSV Export	Click to export	Exports project task and milestone data to a CSV file based on the selected column configuration. The export may include calculated scheduling and reporting fields, depending on the project configuration.
PDF Export	Click to export	Exports the current project view to a PDF. The generated PDF captures the project information displayed on the screen, making it suitable for reporting, sharing, and project documentation purposes.
Import CSV	Click to import	Import tasks into the project in bulk using a CSV file. Useful for creating multiple tasks at once.
CSV Edit	Click to edit	Download, modify, and re-upload task data using CSV format for bulk updates.

CSV Edit

Manage Task Dependencies

The CSV Edit option also allows users to create, update, or remove task dependencies in bulk by editing the exported CSV file and re-importing it into the project.

For an overview of predecessor and successor relationships, visit "Task Dependencies" under "View Task".

The exported CSV includes dependency-related columns that can be updated to define predecessor relationships between tasks.

Dependency Configuration Rules | CSV Edit

Field	Description/ Example
Predecessor Task	Specifies the task that the current task depends on. Example: Task ID 10
Dependency Type	Defines the relationship between predecessor and successor tasks.Supported values: FS, SS, FF, SF
Lag Days	Specifies the number of days to delay the successor task after the dependency condition is met.Example: 5
Multiple Dependencies	A task can contain multiple predecessor relationships separated using the supported CSV format.
Remove Dependency	Clear the dependency value in the CSV file, then re-import it to remove the relationship.

Example:

Current Task	Predecessor Task	Dependency Type	Lag Days
User Acceptance Testing	Development Complete	FS	2
Production Deployment	User Acceptance Testing	FS	1

The exported CSV file includes the fields selected in the column configuration. Additional calculated fields such as Start Variance and Final Variance are also included to help track schedule deviations between baseline and actual dates.