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Project Management

Inner orbit • Work

Plan, track, and deliver projects with clarity. Boards, timelines, dependencies, and collaboration — bonded through Essentials and connected to CRM, HR, Invoicing, Payroll, and Compliance.

Projects, Milestones & Tasks

Create structured projects with milestones. Break work into assignable tasks with owners, due dates, and priorities.

Boards & Timelines

Kanban for flow, timeline (Gantt-style) for planning. Zoom from the big picture to the next handoff.

Dependencies & Critical Path

Link tasks, surface blockers, and highlight at-risk timelines automatically.

Collaboration

Comments, mentions, and file attachments at the project or task level. Notifications flow through Essentials.

Templates & Checklists

Standardize recurring projects with proven templates, starter checklists, and role-aware owners.

Resource & Capacity Signals

Lightweight allocation and workload hints so you don’t overload teams.

Docs in Context

Link specs, decisions, and support docs so work and knowledge stay together.

Basic Reporting

Progress, velocity, and overdue trends. Export-ready summaries for leadership.

Connected to your nucleus

Essentials is the bond. Identity, directory, notifications, billing, and audit keep projects, people, customers, and money in sync.

Work ↔ Project Management
Notifications & MessagingDocs & Support

Execution stays visible and predictable — fewer surprises, cleaner handoffs.

People ↔ HR Management
Identity & AccessUnified Directory

Roles, departments, and managers sync automatically to owners and approvals.

Customers ↔ CRM
Unified Directory

Projects link to accounts and contacts; delivery context sits next to relationship context.

Money ↔ Invoicing & Payments / Payroll
Billing & Subscriptions

Completed milestones can generate invoices; approved time/earnings flow to payroll.

Sales ↔ Commissions (Premium add-on)
Notifications

When enabled, milestone events can drive commission eligibility with review and audit.

Compliance ↔ Contractor Compliance
Identity & AccessDocs & Support

Assignments and payouts gate on compliance status with clear reason codes.

Typical flows

From kickoff to invoice — without copy-paste or tool-hopping.

Kickoff from CRM

Closed-won deal creates a project from a template, with stakeholders and milestones pre-filled.

Plan & Assign

Define tasks, owners, dependencies, and dates. Capacity hints reduce overload.

Execute & Unblock

Kanban keeps flow moving; dependencies call out blockers before they stall delivery.

Review & Handoff

Milestone reviews capture notes, docs, and acceptance — no orphaned context.

Bill & Recognize

Milestone completion can generate invoices; approved time/earnings post to payroll.

Report & Improve

Track progress, slippage, and throughput. Feed insights back into templates.

Release path

Phase 2 — Full Release: Jun–Jul 2026
  • Foundations: projects/milestones/tasks, boards, timeline views
  • Collaboration: comments, files, notifications via Essentials
  • Operations: templates, dependencies, basic capacity signals
  • Integrations: CRM handoff, invoicing triggers, payroll earnings
  • Premium link: optional commissions eligibility from milestones

Project Management is an inner-orbit module. Essentials provides identity, directory, notifications, billing, and audit. Optional links: CRM for kickoffs, Invoicing for milestone billing, Payroll for earnings, Compliance for assignment/payout gates, and Premium Commissions for revenue-tied incentives.