Projects

Client work, members, files, milestones, tasks, bugs, project payments, and reports.

Turn the module on

Add-ons Manager: Active. Plan includes Projects. Give the user a role that can view projects, and project payments if they should record money against a project.

Sidebar: Dashboard → Project Dashboard (projects, bugs, team, payments). Under Projects: project list, Project Payments, Projects Report, System Setup.

Projects list — Company desk → Projects.

System setup

Tabs: categories, statuses, payment methods, task stages, bug stages. Create stages before you add tasks or bugs.

Projects

Fields: name, customer, category, status, assigned user, start/end dates, budget, progress, description, notes, active. A project number is generated. You can duplicate a project.

On the project: add members (company users) and upload files.

Milestones, tasks, bugs

Entity	Fields
Milestone	Title, cost, start/end, status (incomplete / ongoing / complete), progress, notes
Task	Title, stage, milestone, assigned user, priority (low / medium / high), due date, description
Bug	Title, stage, assigned user, priority, due date, description

Project payments

Menu: Project Payments

Fields: project, payment method, payment date, due date, amount, discount, status (draft / posted), reference, notes.

When Billing is active and the project has a client: Create invoice on the project bills remaining budget. On a posted project payment, Create invoice creates a billing invoice already marked paid (the money was already collected on the project).

Reports

Portfolio report: budget vs collected, counts of tasks / bugs / milestones, CSV export. Open a project for its own report.