The job of this console
Pick the how-to for the menu you are about to use. Delivery still hangs off Purchase Order → Project → Task → Task activity.
Project module
Project Overview
Navigate from portfolio dashboards to delivery operations including taskboard, capacity planning, and collaboration tools.
Portfolio planning and delivery execution — projects, deliverables, work items, planner, and collaboration tools.
Delivery map
From portfolio to the work item that holds the hours
This hub orients you from portfolio dashboards through delivery operations — list, board, capacity, collaboration — without pretending any of those screens is an independent system of record.
Docs · Project
Route
/project/*
Project Manager · Contributor · Resource Manager
Seat at the table
Delivery and resource personas. Finance reads accounts and POs on their own how-tos.
The working rhythm
Choose a screen below, read its briefing, then work in Projects with the Guide button when it is mapped.
Moments that bring you here
New PM. First capacity cycle. After a PO spawned a project. When someone asks where ‘deliverable’ lives (it is Task).
ⓘ
Chain of source entities
Project, Task (deliverable), and TaskActivity (work item) stay canonical. This index does not write them.
Overview
The Project module is the execution core of the workspace. It connects sales outcomes to active delivery and day-to-day team coordination.
Use this index to jump into portfolio analytics, task execution pages, and collaboration utilities. For task workflows (create project, taskboard updates, team capacity), see Project scenarios in the Scenario User Guide.
Screen layout
Project DashboardOpen guide →Project ListOpen guide →Project DetailsOpen guide →DeliverablesOpen guide →Deliverable DetailsOpen guide →Work ItemsOpen guide →AccountsOpen guide →Task BoardOpen guide →Task ActivityOpen guide →Team CapacityOpen guide →ReportsOpen guide →FeedbackOpen guide →NotesOpen guide →CalendarOpen guide →File ManagerOpen guide →ChatOpen guide →Global SearchOpen guide →
Header & filters
Access Project in the main sidebar. Page visibility can vary by role for collaboration pages like File Manager and Chat.
Summary & charts
Overview page itself is navigational. Summary charts live on Project List, Taskboard, Task Activity, and Reports pages.
Main content & actions
Use the page index above or the left section menu to open detailed guides for each sub-page.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Module index gridLinks to all 18 project module guides.
- ✓Cross-linksDashboard, taskboard, reports, collaboration tools.
Before you start
💡
PM weekly loop
Dashboard → estimate gaps on Project List → Taskboard WIP → Team capacity timeline.
📝
Shared vs private
Project sharing flags affect search and register visibility — set on project details.
Who uses this screen
Project managers, delivery leads, and team members navigating the eighteen-screen Project module — portfolio, tasks, capacity, collaboration, and reporting in Tracopus Luxury UI.
ℹ️
Delivery command center
Project module is where PO-backed work executes: tasks, deliverables, files, chat, and reports. Start at Dashboard or Project List daily.
Key concepts
Portfolio
Collection of delivery projects with status, dates, account, PO link, and team assignment.
Deliverable
Milestone or work package within a project — holds estimates and linked work items.
Work item / activity
Actionable task with checklist, assignee, status, and optional deliverable link.
Taskboard
Kanban view of work items across columns — drag-and-drop status changes.
Team capacity
Utilization, roster, timeline, and Gantt views for resource planning.
Lux summary strip
Collapsible KPI and chart row on list screens — filters drive all panels.
Permissions
| Role | Access on this screen |
|---|---|
| Individual contributor | Taskboard, work items, notes, chat, file access on assigned projects. |
| Project manager | Full module except admin settings; create projects, deliverables, reports. |
| Portfolio manager | Dashboard, project list, capacity, reports across teams. |
| Account lead | Accounts register, project list filtered to client, read-only finance fields. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Module grid | Links to all 18 project guides. | Primary navigation. |
| Sidebar | Project page list. | Matches app menu order. |
| Cross-links | Dashboard, taskboard, reports highlighted. | Onboarding paths. |
| HRMS link | Timesheet bills against projects. | See timesheet guide. |
| Sales link | PO spawn creates projects. | See purchase-order-details. |
| Search guide link | Global search across module. | search.html |
Common mistakes
⚠️
Jumping to taskboard without project context
Filters too broad — set project filter first for meaningful WIP view.
⚠️
Ignoring estimate gaps
Project list Estimate gaps panel flags planning debt — fix before status reviews.
FAQ
How many project screens do I need daily?
Most roles: Dashboard, Project List, Taskboard, and Timesheet (HRMS).
Where do I create a project?
Project List CREATE or from Sales PO detail — not from index.
Is chat separate from file manager?
Yes — chat for conversations; file manager for structured document tree.
Mobile parity?
Mobile covers tasks, projects, timesheet — see Mobile module guides.
Workflows
1. Portfolio check
Open Dashboard and Project List to understand current health.
2. Delivery execution
Use Deliverables, Work Items, and Taskboard to run daily work.
3. Planning & collaboration
Use Team Capacity, Calendar, Notes, Chat, and File Manager.
Tips & best practices
Tip: For report exports, open Reports from this module — dashboards answer trends while reports return row-level data.
More guidance
💡
Remember
Collection of delivery projects with status, dates, account, PO link, and team assignment.
ℹ️
How many project screens do I need daily?
Most roles: Dashboard, Project List, Taskboard, and Timesheet (HRMS).