Projects, Tasks and Milestones,With a Clear Working Record.
Maintain project records, tasks, milestones, comments and time entries alongside your ERP evaluation. Demonstrate the reporting and financial handoffs your delivery team needs.
Project workflows to demonstrate
Start with the implemented record and task workflows, then validate scheduling, access, integrations and reporting against your acceptance criteria.
Project records and status
Create and update project records and filter them by status, priority, type, manager or dates. Use a representative project to demonstrate required fields, ownership, permissions, changes and reporting. Agree the import and administrative responsibilities for your configuration.
Tasks and subtasks
Create tasks linked to a project, assign work and maintain parent-child task relationships. Update status and progress, including start and completion dates. Demonstrate a changed requirement, reassignment and an incomplete subtask before accepting the operating process.
Milestones and recorded dependencies
Add, update and remove project milestones and maintain task dependency records. Use a delayed task to establish what changes automatically and what requires a project-manager decision. Critical-path calculation, automatic rescheduling and the exact Gantt interaction need separate demonstration.
Task time records
Log hours, dates and descriptions against task records and review accumulated actual hours. Confirm who can enter, correct and approve time and how the records reach required reports. Direct billing, payroll transfer and revenue recognition are separate acceptance requirements; time entry alone does not establish those handoffs.
Task comments and collaboration requirements
Add and maintain task comments and demonstrate how your team finds the relevant project context. Validate notifications, document uploads, access boundaries, version history and external collaboration connections individually. A task comment or attachment record is not proof of a complete document-management or live collaboration platform.
Budget records and reporting acceptance
Maintain recorded project budget totals and review spent and remaining values in the required reports. Reconcile the source and timing of actual costs with finance. Resource-capacity calculations, workload optimisation, risk dashboards, project profitability and automated billing require a demonstration using your own live records before they are accepted.
Review the workflows your team needs.
Confirm the modules, deployment, services, integrations and usage included in your proposal.
- Project records and status filters
- Tasks, subtasks, assignments and progress
- Milestone records and task dependencies
- Task comments and time-entry records
- Recorded budget totals and report review
- Scheduling, capacity, financial handoffs and services agreed by proposal
Tailor this module to your business.
Your system is fully flexible. Tell us what you need — new fields, workflows, reports, custom logic — and our team builds it for you.
Bring a delayed task and a budget change to the walkthrough.
Review task ownership, dates, time records and the required reports. Confirm the source of resource, risk and financial metrics, plus any billing or scheduling integration, before agreeing the scope.