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PM (Project Management)

Core Project Management module for managing projects, timesheets, resources, and capacity planning with reporting.

Features​

  • Project management - Full lifecycle management with status, priority, type, and budget tracking
  • Project members - Add team members with roles (member, lead, coordinator, manager) and allocation
  • Timesheets - Log time entries against projects and tasks with approval workflow
  • Resource allocation - Allocate team members to projects with hours and percentages
  • Capacity planning - View resource availability and capacity across projects
  • Project statuses - Customizable project status workflow
  • Reports - Overview, time tracking, budget, and resource utilization reports
  • Task integration - Project task boards and lists (requires TaskSystem addon)
  • Client linking - Associate projects with CRM companies (requires CRMCore)

Requirements​

Dependencies: None

Optional integrations:

  • CRMCore - For linking projects to companies as clients
  • TaskSystem - For project task management with Kanban boards

Installation​

PMCore is a core module that is always enabled. It cannot be toggled on or off as it is part of the base system.

Access PM features from the sidebar:

  • Project Management > PM Dashboard - Project statistics and charts
  • Project Management > All Projects - List and manage all projects
  • Project Management > Timesheets - Manage time entries across projects
  • Project Management > Resources - View and manage resource allocations
  • Project Management > Capacity Planning - View team capacity utilization
  • Project Management > Reports > Overview - Overall project statistics
  • Project Management > Reports > Time Report - Time tracking analysis
  • Project Management > Reports > Budget Report - Project budget analysis
  • Project Management > Reports > Resource Report - Resource utilization report
  • Project Management > Settings - PM configuration

Usage​

Creating a Project​

  1. Navigate to Project Management > All Projects
  2. Click New Project
  3. Enter project details:
    • Project name and code
    • Description
    • Status, type, and priority
    • Start and end dates
    • Budget and hourly rate
    • Billable toggle
    • Client (if CRMCore is enabled)
    • Project manager
    • Additional team members
  4. Click Create Project

Managing Project Members​

  1. Open a project detail page
  2. View the team in the members section
  3. Click Add Member to add team members
  4. For each member, set:
    • Role (member, lead, coordinator, manager)
    • Hourly rate
    • Allocation percentage

Project Tasks​

When TaskSystem addon is enabled:

  1. Open a project
  2. Navigate to the Tasks section
  3. View tasks in list or Kanban board view
  4. Create, assign, and track tasks within the project
  5. Tasks can be marked as milestones

Timesheets​

  1. Navigate to Project Management > Timesheets
  2. Click Create to log a new time entry
  3. Select the project and optionally a task
  4. Enter date, hours, and description
  5. Mark as billable if applicable
  6. Submit for approval
  7. Managers can approve or reject timesheet entries

Resource Allocation​

  1. Navigate to Project Management > Resources
  2. View current resource allocations
  3. Create new allocations by selecting a user, project, and time period
  4. Set allocation percentage and hours per day

Capacity Planning​

  1. Navigate to Project Management > Capacity Planning
  2. View resource capacity across the team
  3. Identify overallocated and available resources

Project Statuses​

Customizable project statuses managed at Project Management > Settings (under project statuses):

  • Add custom statuses
  • Toggle statuses active/inactive
  • Set a default status
  • Reorder via drag-and-drop

Additional Project Actions​

From a project detail page:

  • Duplicate - Create a copy of the project with members
  • Archive - Mark the project as completed

Reports​

Overview Report​

Access at Project Management > Reports > Overview:

  • Total, ongoing, and completed projects
  • Budget totals and spending
  • Projects over budget

Time Report​

Access at Project Management > Reports > Time Report:

  • Filter by date range, project, and user
  • Total hours, billable hours, and non-billable hours
  • Cost and revenue summaries
  • Breakdown by project

Budget Report​

Access at Project Management > Reports > Budget Report:

  • Filter by status and type
  • Budget vs actual cost per project
  • Profit margin calculations
  • Over-budget identification

Resource Report​

Access at Project Management > Reports > Resource Report:

  • Filter by date range and department
  • Available, allocated, and actual hours per resource
  • Utilization percentage
  • Overallocated and underutilized resource identification

Settings​

Configure PM settings at Project Management > Settings:

  • Default project status
  • Default project priority
  • Default billable setting
  • Other PM configuration options

Settings access requires the pmcore.manage-project-settings permission.

Project Dashboard​

The PM Dashboard provides:

  • Total, active, completed, and overdue project counts
  • Completion rate
  • Budget statistics
  • Project status distribution chart
  • Monthly project creation trend
  • Recent and overdue project listings

Changelog: View version history

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