Project Management Overview
The Project Management module is the central hub for managing security assessment projects from initiation through completion. It provides comprehensive tools for team assignment, resource scheduling, timeline visualization, and automated status reporting.
Core Components
Section titled “Core Components”The module is organized into three interconnected areas:
Projects
Section titled “Projects”Complete project lifecycle management including creation, team assignment, component allocation, and timeline tracking. Projects link to SOW documents from the Sales module and serve as the foundation for all scheduling and reporting activities.
Schedule
Section titled “Schedule”Multi-faceted resource management system featuring consultant assignments, availability tracking, PTO management, requirement matching, and interactive Gantt timeline visualization. Enables optimal resource utilization across the organization.
Status Reports
Section titled “Status Reports”Templated reporting system with scheduled cadence and automated email delivery. Provides consistent client communication with customizable templates for milestones, metrics, and progress updates.
Key Features
Section titled “Key Features”
Team Assignment with Skill Matching
Section titled “Team Assignment with Skill Matching”Intelligent consultant matching based on required skills, certifications, and availability. The system scores potential team members and recommends optimal assignments.
Resource Scheduling
Section titled “Resource Scheduling”Visual timeline management with drag-and-drop assignment, conflict detection, and utilization tracking. Supports multiple view scales from weekly to quarterly perspectives.
Gantt Timeline Visualization
Section titled “Gantt Timeline Visualization”Interactive timeline showing consultants as rows with project assignments as colored bars. Includes PTO visualization, utilization percentages, and assignment status indicators.
Utilization Tracking
Section titled “Utilization Tracking”Real-time monitoring of consultant allocation with color-coded utilization levels. Identifies under-utilized resources and over-allocation conflicts.
Automated Status Reporting
Section titled “Automated Status Reporting”Scheduled report generation with email delivery to configured recipients. Templates support milestones, metrics, highlights, challenges, and next steps.
flowchart LR
A[SOW Accepted] --> B[Create Project] --> C[Assign Team] --> D[Schedule] --> E[Execute]
E <--> F[Status Reports]
E --> G[Complete]
Project Status Lifecycle
Section titled “Project Status Lifecycle”Projects progress through defined states:
| Status | Description |
|---|---|
planning | Project created, team and schedule being configured |
active | Project in execution, work being performed |
on_hold | Project temporarily paused |
completed | All work finished, project closed |
cancelled | Project terminated before completion |
Resource Assignment Workflow
Section titled “Resource Assignment Workflow”Assignments follow a structured approval process:
| Status | Description |
|---|---|
proposed | Initial assignment suggestion |
pending_approval | Awaiting consultant acceptance |
confirmed | Assignment accepted and scheduled |
active | Work currently in progress |
completed | Assignment work finished |
cancelled | Assignment removed |
Utilization Levels
Section titled “Utilization Levels”The system tracks and categorizes consultant utilization:
| Level | Utilization | Indicator |
|---|---|---|
| Under-utilized | < 20% | Needs more assignments |
| Low | 20-50% | Capacity available |
| Optimal | 50-80% | Healthy workload |
| High | 80-100% | Near capacity |
| Over-allocated | > 100% | Conflict resolution needed |
Module Structure
Section titled “Module Structure”The Project Management module is organized into four main areas:
- Projects - Project CRUD, team assignment, and component management
- Scheduling - Resource scheduling, availability, and Gantt timeline
- Status Reports - Templated reporting with scheduled delivery
Integration Points
Section titled “Integration Points”The Project Management module integrates with:
- Sales Module - Projects link to accepted SOW documents
- Services - Service definitions drive component requirements
- Users/Consultants - Team members with skills and certifications
- Organizations - Client and organization information
- Email System - Automated status report delivery
Navigation
Section titled “Navigation”Access the Project Management module from the main console sidebar under “Project”. The module provides:
- Projects - Create and manage project records
- Schedule - Resource scheduling with multiple views:
- Timeline/Gantt view
- Assignments management
- Availability tracking
- PTO management
- Requirements and matching
- Status Reports - Report generation and delivery