Projects
Projects tracked through real pipeline stages with tasks underneath them, and funding status flagged automatically rather than discovered in a review meeting.
Problems Solved
- •Project status is whatever the last standup said.
- •Funding gaps aren't visible until they're a crisis.
- •A task slips silently, and everything depending on it slips with it before anyone notices.
Benefits
- Real-time project status, not a weekly summary
- Funding risk surfaced before it's a problem
- Downstream delay risk visible before a task is actually blocked
Features
How It Actually Works
Project created
Creating a project also auto-creates its own linked chat channel with the owner as a member -- project discussion has a home from the first minute, not a separate step to set one up.
Tasks worked
Tasks move through status and board position as work actually happens; time logged against a task feeds the same real numbers Skills & Workload and Timeline draw from.
Dependencies enforced
A task can't move to In Progress or Done while a real, unfinished dependency exists -- and a breadth-first search over that same dependency graph proactively flags any task that's about to be blocked because something earlier in its real chain is already overdue.
Funding status computed
Every project's funding status (e.g. AWAITING_PAYMENT, FUNDED, OVERDUE) is computed live from its budget against real linked invoices -- not a manually maintained flag someone forgets to update.
Milestones & sprints tracked
Milestones carry their own funding status the same way, so a PM can see exactly which phase of a project is actually paid for.
A real project record, with funding status flagged automatically from its linked invoices.
Getting Started
- 1Enable Projects from the Module Marketplace
- 2Link a project to a Client and set a budget to get live funding-status flagging -- skip the budget and the project still works, just without that signal
Used In These Industry Clouds
Works Well With
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