Delivery governance

Project Management Specification

Run projects from proposal to closeout with governed phases, tasks, teams, risks, issues, finances, and documents in one operating record.

Overview

What this area does

The project management workspace is the platform core. It connects project setup, methodology templates, task execution, commercial controls, document approvals, and reporting so teams can manage delivery with discipline instead of chasing updates across spreadsheets.

Current status

Progress for Project Management

Core PMO delivery is usable with dashboards, projects, phases, tasks, workflow board, reports, finance, risks, issues, and documents.

Operational 92%
5
Projects
75
Tasks
119
Phase templates
Available Now
  • Project dashboard
  • Project CRUD
  • Phase templates
  • Tasks and workflow
  • Reports and exports
  • Risks, issues, finance, documents
Recommended Next
  • Portfolio capacity view
  • Advanced resource planning
  • Baseline variance reporting
Detailed specifications

Every major capability explained

Use this as a plain-language specification for what the Project Management area supports.

Project Setup

Create projects with ownership, date windows, status, progress, health, project type, customer, contract value, commercial metadata, and the responsible team structure.

Methodology Phases

Use project types and phase templates to standardize how work moves through PMBOK, PRINCE2, Six Sigma, and internal delivery models.

Task Execution

Manage tasks by project and phase with assignments, status, priority, predecessors, actual dates, comments, attachments, and payment milestone flags.

Workflow Board and Gantt

Move work across a board for daily execution and review the Gantt timeline for planning, sequencing, dependencies, and delivery visibility.

Risk and Issue Control

Capture risks and issues against each project so managers can track exposure, ownership, escalation, and resolution beside the delivery plan.

Finance and Documents

Track finance entries, payments, milestones, contract data, document uploads, submission, approval, rejection, and download activity from the same project record.

Operating flow

How to use this feature area

Follow these steps when setting up or operating this part of ERP Platform.

1

Create or select the project type and lifecycle phases.

2

Create the project and confirm contract, dates, customer, and owner.

3

Generate template tasks or add custom tasks for the active phase.

4

Assign staff, organizations, risks, issues, finance entries, and documents.

5

Use the workflow board, Gantt view, reports, notifications, and audit trail to manage execution.