Create and manage projects

Projects at /projects organize delivery work around a customer, service, owner, budget, deadline, tasks, milestones, files, and activity.

#Access and permissions

Reading requires the Projects module and permitted record scope. Creating a project, changing project settings, creating milestones, completing milestones, and managing templates require SUPER_ADMIN or MANAGER.

Employees can create and update project tasks where the server action and record scope permit them. They cannot use manager only project administration controls.

#Create a project

Open /projects/new as a SUPER_ADMIN or MANAGER.

1. Enter the project name, code, and description.
2. Choose the status and owner.
3. Link a customer for client work, or leave it Internal.
4. Link a service where the Services module provides the delivery catalog.
5. Set the deadline and budget.
6. Start with an empty task board or choose a saved template.
7. Select Create project.

Project statuses are Planning, In Progress, On Hold, Done, and Cancelled.

#Use the project list

The list supports status, client, and owner filtering plus list and grouped project views. Cards show timeline health, deadline, budget, owner, and task completion.

If no projects exist, authorized managers receive a create action. Read only users receive an explanatory empty state without a control they cannot use.

#Edit project settings

Open /projects/[id] and use the Settings tab. Managers can change name, description, owner, status, budget, dates, and supported links. Mark a project Done only after verifying incomplete tasks and milestones.

Cancelled is a business state, not deletion. It keeps the project history available for reporting and audit.

#Common problems