The job of this console
Keep the file true, open deliverables and work items from here, and collaborate without creating a side tracker. Attachments live on the project, not a personal drive as source.
Project · Details
Project Details
Deep-dive page for one project including metadata, team, activity, attachments, and delivery-linked tabs.
Single-project workspace with tabbed sections for overview, team, files, calendar, activity, and feedback.
One project file
Metadata, team, activity, and the delivery tabs
Project details is the deep-dive for one project: metadata, team, activity, attachments, and delivery-linked tabs. It is the same Project row the list opened.
Projects → Project list → details
Route
/project/details/:projectId
Project team · Project Manager
Seat at the table
People on the project and managers. Finance may see commercial tabs when enabled.
The working rhythm
Open from list or search, edit what you are allowed, move to deliverables or board, return to the file for team and attachments.
Moments that bring you here
Kickoff. A team change. An auditor asking for the project file. Before a status review.
ⓘ
One Project row
Tabs are views and children (Task, TaskActivity), not a second project.
Overview
Open from Project List at route /project/details/:projectId. This page is the command center for a specific project.
Screen layout
Hero: Project title, status, key dates, estimate summary.
Tabs: Overview, Dashboard, Activity, Team, Files, Calendar, Alerts, Deliverables, Feedback.
Side actions: Edit/update fields (permission-based).
Header & filters
No list-level SHOW/SORT controls on detail pages. Navigation is tab-based and scoped to the selected project.
Summary & charts
Charts are project-scoped in the Dashboard tab and activity sections; they summarize only this project's records.
Main content & actions
Use tabs to manage full lifecycle: metadata, members, work artifacts, schedule, communications, and stakeholder feedback.
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).
- ✓Project heroName, status, dates, account, PO link, team.
- ✓Tab barOverview · Members · Deliverables · Files · Settings · …
- ✓Members panelAdd/remove team with roles.
- ✓Status workflowProgress project through delivery states.
- ✓Billable settingsType, automation, sharing flags.
- ✓Activity feedRecent changes on the project.
Before you start
✅
Kickoff complete
Members added · PO on hero · first deliverable dated · billable settings confirmed.
📝
Activity feed
Use for client-visible audit — avoid informal sensitive comments.
Who uses this screen
Project managers and team leads managing one delivery engagement — members, deliverables, files, settings, and status workflow from the project hero.
ℹ️
Single project hub
Central workspace after clicking a row on Project List — tabs organize members, deliverables, files, and settings.
Key concepts
Project hero
Name, status badge, dates, account, PO reference, team, billable settings.
Tab bar
Overview, Members, Deliverables, Files, Settings, Activity — org may hide tabs.
Members panel
Add/remove people with project roles (PM, member, viewer).
Status workflow
New → assigned → in progress → completed → closed.
Billable settings
Billable type, automation flags, sharing visibility.
Permissions
| Role | Access on this screen |
|---|---|
| Project manager | Full edit all tabs; status transitions; member management. |
| Team member | View project; edit assigned deliverables/tasks; upload files if granted. |
| Account manager | Read-only overview; comment on activity. |
| Portfolio manager | Edit status and reassign PM. |
📝
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 |
|---|---|---|
| Edit hero | Name, dates, description. | Some fields lock when closed. |
| Status dropdown | Advance workflow. | May trigger notifications. |
| Members tab | Add/remove roles. | PM at least one required. |
| Deliverables tab | Shortcut to hierarchy. | Or use deliverables register. |
| Files tab | Project-scoped documents. | Links file-manager context. |
| Settings tab | Billable, automation, sharing. | Finance-sensitive. |
| Activity feed | Recent changes. | Audit trail. |
Common mistakes
⚠️
Closing project with open tasks
Orphan work items — complete or reassign before Closed status.
⚠️
Wrong sharing flag
Private projects invisible in search — set shared when cross-team collaboration needed.
⚠️
Missing PO on contracted project
Add PO ref on hero before first invoice.
FAQ
How do I add deliverables?
Deliverables tab or project/deliverables register filtered to this project.
Can members change status?
Usually PM-only — members update tasks on taskboard.
Where is chat?
Separate chat screen — channels may auto-link to project.
Billable automation?
Settings tab — auto-rules org-specific; confirm with admin.
Workflows
- Open project from list.
- Review Overview and Dashboard for current state.
- Open Deliverables and Activity to drive execution.
- Use Team/Files/Calendar for coordination.
Tips & best practices
Tip: Read-only rendering appears when cross-team visibility allows viewing but not editing.
More guidance
💡
Remember
Name, status badge, dates, account, PO reference, team, billable settings.
ℹ️
How do I add deliverables?
Deliverables tab or project/deliverables register filtered to this project.