About Projects

The owner and whoever runs the project managers.

Each project manager knows their own jobs. Nobody can see the whole portfolio: which projects are over budget, which are overdue, which punch lists are blocked or have no owner, and how many hours the company has actually put in this month.

Cards for Active Projects, Portfolio Complete, Hours Logged, Projects Over Budget and Overdue Projects, then Due This Week, Blocked Work and Unassigned Work. A Portfolio Timeline draws every active project as a bar with Week, Month and Quarter zoom and Today and Fit controls. Four charts: Projects by Status, Delivery Throughput, Budget vs Actual and Punch List Work Mix. A Project Manager Scorecard closes the page with projects, estimated hours, actual hours and percent complete per manager, with Needs Attention flags.

• Over budget and overdue, named. The two cards that cost money drill straight to the projects behind them.
• Work that is stuck or ownerless. Blocked Work and Unassigned Work open the exact punch lists, so nothing sits idle because nobody noticed.
• The whole portfolio on one timeline. Overlapping projects are visible before two of them need the same crew in the same week.
• Managers compared like for like. The scorecard sets estimated against actual hours per manager, the same period, the same columns.

Project managers and the office, every morning.

The active book of work is buried in a list that also holds drafts and finished projects, and "which of ours is behind?" needs a sort and a mental filter every time.

Only projects in the Active status. Quick-filter chips for All, Behind, Due Soon and Over Budget, a search by project number, name, customer or PM, and a grid of project number, name, customer, PM, estimated hours, actual hours, delta, percent complete, estimated completion and a schedule indicator. The New Project modal is shared with All Projects: name, office, status, customer, building, project manager, template, estimated start and completion, and notes.

• Schedule health instead of a status pill. Every row here is Active, so the column that would say "Active" says whether the project is on time instead.
• Behind, Due Soon, Over Budget in one click. The three chips are the three questions a Monday stand-up asks.
• Hours against estimate on every row. The delta column is the early warning; it turns before the completion date does.

Anyone looking for a specific project, current or past.

Completed projects vanish from the working list and drafts have nowhere to live. Looking up what was done for a customer two years ago means asking whoever ran it.

The full grid, drafts and completed work included, with a Status column: project number, name, customer, PM, estimated and actual hours, delta, percent complete and estimated completion. Opening a row lands on the project record: a header where the status changes (Draft to Active freezes the baseline), four cards (Estimated Hours, Hours Logged, Over Estimate, Due This Week), and the same punch lists as a Gantt, an editable List and a Board by status. Clicking a punch list opens a slide-out with plan and actual side by side.

• The record of everything. Every project the company has ever run, searchable by number, name, customer or manager.
• Three views of one plan. Drag a punch list on the Gantt and the List and Board show the same change; the List is the system of record.
• A baseline that cannot drift. Activating a project freezes the estimate that Budget vs Actual measures against, so the comparison stays honest as dates move.
• Done or not done. A punch list carries no percent-complete bar on purpose; progress is counted in finished punch lists and logged hours.

Whoever sets up projects, and the manager who wants every project planned the same way.

Every new project starts from a blank page. The phases and punch lists get typed again, differently each time, and the hours estimate depends on who set it up.

A template list on the left and the selected template's tree on the right: phases holding punch lists, each punch list with a default estimated hours figure and a sort order. Rename, Clone and Delete a template; Add Phase and Add Punch List build the tree. Templates carry no dates, owners or status; those exist only once a project is created from one.

• A project in one click. Pick the template in the New Project modal and the whole phase and punch list structure is created with its hours.
• The same plan every time. Two sprinkler retrofits planned from the same template can be compared, because they were planned the same way.
• Estimates that improve. When actual hours keep beating the template's default, change the default once and every future project inherits it.