What it is for
Projects is where work is planned and tracked. It suits delivery work with a shape — client projects, internal initiatives, anything with a start, an end and people responsible for parts of it. It is not a ticketing system and not a personal to-do app, though it does both adequately.
The structure is four levels and you do not have to use all of them. A task is a piece of work with an owner and a date. A project is a set of tasks with a purpose. A portfolio is a set of projects reported together. A goal is an outcome that projects contribute to. Most teams use tasks and projects and nothing else, which is fine.
Home
Good afternoon, Dana
The screens
| Screen | Address | What it does |
|---|---|---|
| Home | /pm/home | Your work and recent activity. |
| Inbox | /pm/inbox | Mentions, assignments and changes that involve you. |
| My Tasks | /pm/my-tasks | Everything assigned to you, across every project. |
| Projects | /pm/projects | The project list and each project's board, list and timeline. |
| Portfolios | /pm/portfolios | Groups of projects reported together. |
| Goals | /pm/goals | Outcomes, with the projects contributing to them. |
| Search | /pm/search | Across tasks, projects and comments. |
| Members | /pm/admin/users | Who is in the module. |
Where the comments are
Most of what a team knows about a piece of work ends up in task comments rather than in documents. That is worth knowing when you are looking for a decision that was made six months ago — search across comments is usually a faster route to it than any file store.
pm.erp.io redirects here permanently, with and without the mount, so old bookmarks and links in emails keep working.
In this section
Creating and running a project in erp.io: the three views, project settings, membership and archiving.
TasksAvailableThe task in erp.io Projects: fields, subtasks, comments, My Tasks, and search across everything a team has ever written on a task.
PortfoliosAvailableGrouping projects for reporting in erp.io Projects — what a portfolio rolls up, and when one is worth having.
GoalsAvailableConnecting projects to outcomes in erp.io Projects — what a goal is, how progress is derived, and why most goals fail as measurements.
Projects inboxAvailableMentions, assignments and changes that involve you in erp.io Projects, and how it relates to notifications elsewhere in the suite.
What this does not do
There is no capacity planning, utilisation view, or allocation across people.
Tasks do not record time spent. Project profitability is not computed here.
Tasks can reference each other; there is no critical path that reschedules automatically.
Clients do not log in here. That is the Client Portal.
Timeline is a view, not a planner you drag to reschedule a chain.
Questions
Can clients see a project?
Not in this module. Share work through the Client Portal instead.
Does it track time?
No.
Can we template a project?
Yes — duplicate an existing project as a starting point.