Project Management

Overview

Manage the full lifecycle: create projects, assign leader/members, set dates and status, and connect stats/reports.

Project list / overview page
Project overview: Project list and detailed information view

Create a Project

  1. Click "New Project" from the project list
  2. Enter name and key (2–10 chars, uppercase/numeric, starts with a letter)
  3. Set leader and dates (start/end), then create
  4. Optionally link to a portfolio
Plexo new project creation modal showing project name, key, leader, and date settings

Project Details

Use the Information tab to edit basics, leader/members, see progress/ETA and resource metrics.

  • Edit basics (name/key/dates/status)
  • Manage project leader and members
  • Auto-calculated progress and estimated completion date
  • Resource margin and key indicators
Plexo project information page displaying basic details, leader and member management, progress and resource metrics

Status Policy

Follows SRS status rules. Some transitions are automatic; editing is restricted in terminal states.

  • PLANNED/REOPENED → IN_PROGRESS when first elapsed is recorded
  • When total remain is 0 → CLOSED suggested (user confirmation required)
  • COMPLETED/CLOSED/CANCELLED are View Only

Roles

  • Project Leader: can change dates/members/status; adjust estimates
  • Project Member: can edit own curEst/elapsed (except terminal states)
  • Manager: can modify estimates across all projects

Permissions Summary

  • Check System permissions first, then context permissions (RBAC)
  • Bulk/advanced estimate edits require Leader/Manager privileges