Project Management module for UltimatePOS is a feature-rich complete project management system. It helps to manage projects, task, time log and many others feature from one dashboard.
Some key Features
Managing projects is the core feature of this module.
Manage unlimited projects, classify projects into multiple different categories, assign status, add a lead, assign multiple members to work on the project, start & end date for it.
View all projects in a list view or kanban board. Kanban board gives a complete overview of all projects in one glance.
Each project has a detailed overview, detailed activity log, tasks, time log, document & notes, and invoices.
Projects can be filter based on the status, categories and more.
Add unlimited tasks in projects. The task can have a subject, a text editor for description, start-end date, priority, status & multiple members assigned to it.
Also, you can view tasks in kanban view to get detailed of all tasks in one glance.
Employees or Task members can log the hours spend for each task with start & end time. This helps to know the detailed & total hours spend by members for that task.
A very detailed activity log which logs all actions performed by anyone in the project. This helps you know who changed what and when.
Document & Notes:
Add all documents & notes related to a project, so that other project members can check them. Also, mark it private to hide from other members.
Invoice client for projects by adding different tasks, quantity(Hours spend or other units), unit price, & total. Also, the option to provide a discount.
Payment related to invoices can be added and mark them as due/partial/paid.
Invoices for projects are reflected in the Profit & Loss report to get an accurate calculation of your finances.
Settings are only accessible by leads of a project. Feature for a project can be enabled/disabled here & different permission can be set for members.
My Tasks: ✍
See all tasks assigned to you in different projects, filter them with there statuses, due date & priority. This helps employee to prioritize tasks and start working accordingly.
Admin can view tasks of all member here and filter tasks by an employee and all other as a present for others.
- Time Log report (By Project / Employee): Get a complete view of time spend by an employee in different pojects or time spent in a particular project by different employees.
- More reports coming soon 🙂
Checkout the Documentation
Note that this is not a Standalone application, it is an “Optional” extension to UltimatePOS Advance
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