Stage 1: Project Planning

  • Create Project, add managers, and budgets
  • Use AI Assistant to draft project documents
  • Create tasks under the project
  • Add files and set task timelines.
  • Assign Tasks to Team members and they will get alerts.

Stage 2: Project Execution

  • Team members are invited and login to their Project Planner Accounts.
  • When logged in, the team member will see the assigned tasks with all details such as work instructions, deadlines, and files.
  • On the task board, one can set task priorities and get more organized.
  • If more people need to work on a task, one can add them and alerts are sent immediately.
  • As the team is working, the AI assistant generates alerts to guide the team and speed up task completion.
  • The chat messaging and alerts among team members help to eliminate bottlenecks in the project.
  • As the work progresses, the team can report work progress and attach work reports.
  • When necessary, clients can be added as guests to monitor progress.
  • When a team member completes a task, they change the status and the managers will be alerted.
  • The completed tasks are automatically moved to the bottom of the task board, while high priority tasks are moved to the top of the board. 

Stage 3: Project Portfolio Management

  • Managers and team leaders get more tools for project portfolio management, which include:
  • Project budget management
  • Project Expenses management
  • Clients and stakeholders management
  • Project Items and procurement
  • Project Evaluation Reports
  • Project financial reports
  • Team performance reports.