M-04 · PMO
Project Planning
The plan and its progress, one record.

What it does
Tasks, milestones and owners held against the project rather than in a separate schedule. What was planned and what has happened stay in the same place, so they cannot drift apart.
- Milestones and task breakdown per project
- Owners and deadlines assigned from the plan
- Progress visible on the dashboard as work is logged
- Approved quotations arrive as projects, already populated
Works with
Modules are integrated by default — these share the same records.
Project Planning is one of 16 modules, all sharing one login, one customer and one chart of accounts.