ProMatrix module

Projects & Tasks

Project planning, task breakdown, Gantt chart, time tracking, team workload, and project economics.

In production
About the module

The whole project: deadlines, people, money

The module links execution to money. A project is broken down into phases and tasks, tasks are assigned to employees from the org structure, logged hours flow into costs, and documents and contracts are pulled in from document management and CRM. For design bureaus, the module works in tandem with Engineering: assignments to disciplines, review comments, and issuing document sets.

Who works in the module
Project managerResource ManagerAssigneeProject Sponsor
An object's path through the module
01

Initiation

02

Plan

03

Execution

04

Inspection

05

Receiving

06

Close

Features

What the module can do

8 feature blocks available once the module is enabled.

01

Project hierarchy

Portfolios, projects, phases, tasks, and subtasks with dependencies and milestones.

02

Gantt chart

Deadlines, critical path, drag-and-drop rescheduling, baseline and variances.

03

Kanban boards

Flexible team boards, custom statuses, WIP limits, quick task moves.

04

Time tracking

Time logging, timer, project timesheet, manager approval.

05

Resource workload

Who is working on what, who is overloaded, who is free — with vacations from the HR module factored in.

06

Project economics

Budget, planned and actual costs, margin, plan vs. actual by phase.

07

Project documents

Contract, brief, acceptance certificates, and correspondence — in the project card, not in folders on a drive.

08

Reporting

Status reports, schedule and budget variances, plan change history.

Video

Feature demo

This section is set up for screen recordings. Videos are added as they are produced.

8:00 Coming soon
Basics

Creating a project and plan

7:10 Coming soon
Planning

Gantt and critical path

4:30 Coming soon
Accounting

Time logging

6:55 Coming soon
Finance

Project economics

Purchasing

How to buy this module

The module is licensed separately or as part of the system, by subscription or perpetually. You can estimate the cost for your setup in the calculator.

With a server

Client-server edition: collaboration, sync, chats and conferencing. The server runs on your side, on ours, or in a hybrid setup.

Local, no server

Installed on a workstation with its own database. Standalone operation, perpetual license; the server side can be added later.

Subscription or perpetual

A monthly fee with updates and support, or a one-time purchase with support under a separate contract.

With implementation

Process setup, data migration from your current systems and user training — as a separate stage.

See the module on your own data

We'll load your sample documents and processes into a demo environment so you can see the system in a familiar setting.