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PM (Project Management)

Core Project Management Module. Optionally integrates with SystemCore for customer linking and CRMCore for deal-to-project conversion.

Features​

  • Project creation and management - Full project lifecycle management
  • Milestones tracking - Define and track project milestones
  • Resource allocation - Assign team members to projects
  • Project statuses - Customizable project status workflow
  • Customer linking - Associate projects with customers (with SystemCore)
  • Deal conversion - Convert won deals to projects (with CRM)

Requirements​

Dependencies: None

Optional integrations:

  • SystemCore - For linking projects to customers
  • CRM - For converting deals to projects

Installation​

Via Admin Panel​

  1. Go to Settings > Addons
  2. Find PM
  3. Click Enable

Via Command Line​

php artisan module:enable PMCore

Usage​

Creating a Project​

  1. Navigate to Projects > All Projects
  2. Click New Project
  3. Enter project details:
    • Project name
    • Description
    • Start and end dates
    • Customer (if SystemCore is enabled)
    • Project manager
  4. Click Create Project

Managing Milestones​

  1. Open a project
  2. Go to the Milestones tab
  3. Click Add Milestone
  4. Define:
    • Milestone name
    • Due date
    • Description
    • Associated tasks
  5. Track milestone completion as tasks are finished

Resource Allocation​

  1. Open a project
  2. Go to the Team tab
  3. Click Add Member
  4. Select team members and assign roles
  5. Set allocation percentage if tracking capacity

Project Statuses​

Default project statuses include:

  • Not Started
  • In Progress
  • On Hold
  • Completed
  • Cancelled

Customize statuses under Projects > Settings > Statuses.

Converting Deals to Projects​

When CRM is enabled:

  1. Mark a deal as Won in CRM
  2. Click Convert to Project on the deal
  3. The system creates a new project with:
    • Deal name as project name
    • Customer linked automatically
    • Deal value as project budget
  4. Continue with project setup

Customer Integration​

When SystemCore is enabled:

  • Link projects to existing customers
  • View all projects for a customer from their profile
  • Filter projects by customer
  • Include customer information in project reports

Project Dashboard​

The project dashboard provides:

  • Active projects count
  • Overdue milestones
  • Resource utilization
  • Project timeline view
  • Recent activity feed
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