Portfolio Dashboard
All projects, milestones and warnings at a glance.
Project portfolio
Select a project to open it.Milestone Center
Upcoming and overdue milestones across all projects.Warning Center
Schedule, ownership and planning warnings.Customer Master Data
Central customer and contact records shared by all projects.
Select a customerChoose a customer from the list or create a new master record.
Customer
Linked projects
Contacts
Reusable customer contacts for projects, quotations and future sales modules.| Name | Department / Role | Phone | Status | Actions |
|---|
Project Data
Project information
Project-specific values are stored with this project. Customer and contact data come from the central Customer Master Data module.Marks the complete project as closed in portfolio and reports.
Stored with this project only. The company logo used on reports is maintained under Administration.
Positions & Stages
Position details
Dates, progress, owner, milestone and position-specific description.Stage master
Stages used by all positions in this project.Position / Stage overview
Read-only matrixOverall Project Status
Position overview
| Position | Progress | Current stage | Health | Delivery |
|---|
Project timeline
Progress by position
Progress by stage
Customer & Delivery Report
Snapshots
Point-in-time project copies stored in MariaDB.Administration
Central ADMIN-only configuration and audit functions.
Company master data
System-wide company identity used on reports.Printed in the upper-right corner of reports.