Overview
The Project Management module (beta) allows you to group everything related to a project in one place: tasks and time entries.
Think of it like a folder on your computer: you put everything related to the project in it, making tracking simpler and more efficient.
Important: This module is available to Pro and Premium customers.
Key Benefits / Use Cases
Centralize tracking (tasks + time) in a single Project view
Create tasks faster with Project, Customer, and Location preselected
Reduce errors by limiting the list of visible projects (using assigned resources)
View basic profitability (revenue vs costs) directly within the project
Replace or complement certain parent/child task setups with a clearer, consolidated view
How to Use Project Management
Access the module and view the project list
Open ProgressionLIVE.
Click the Project Management icon (to the left of Tasks).
View the project list (open an existing project or create a new one).
Note: On the list screen, a banner allows you to send feedback (missing features, pain points, ideas).
👉 Share your feedback here:
https://www.progressionlive.com/fonctionnalite/gestion-de-projet/
Create or edit a project
Each project includes the following basic information:
Summary (short project description)
Primary manager
Status (3 statuses for now)
Description
Customer and Location
Budgeted project cost (informational for now)
Assigned resources
Contact information and Notes
Important: Field customization is not available yet (planned for a future phase).
Add a task from a project
Open a project.
In the Tasks section, click Add a task.
Confirm that the Project field is already selected.
Verify the Customer and Location (pre-filled from the project).
Complete the task as usual, assign a resource if needed, then click Save.
Link a task to a project when creating a task
Create a new task (from the Tasks module).
Select a Project.
The Customer and Location are automatically populated from the project.
Complete the task as usual.
Note: In this workflow, the Project is the primary entity that determines the customer and location.
Add time entries to a project
You can log time on a project even if it is not linked to a task.
Open the Timesheet module.
Add a time entry.
Select the Project.
Choose the employee, activity, duration, and save.
Edit a time entry from the project
Open the project.
Go to the Time section.
Click a time entry to edit it (e.g., adjust the duration).
Click Save.
View basic project profitability
Each project includes a revenue vs expenses calculation based on:
Revenue: what has been billed
Expenses: time entry costs (hourly rates) and task-related costs (e.g., materials)
Important: To avoid double counting, costs (time entries / hourly rates) and billing (labor billed on tasks) are handled separately. Make sure your settings and billing practices are consistent.
Best Practices
Assign resources to projects to limit which projects employees can see
Use descriptions and notes as temporary documentation
Link tasks to the project at creation to keep customer and location data aligned
Current Limitations and Next Steps
The module is currently in beta. Short-term priorities include:
Documentation / file management (plans, files, etc.): under discussion
Billing and history: coming soon
Advanced budget tracking: planned
More statuses and customization: planned
FAQs
Who has access to the Project Management module (beta)?
The module is included with Pro and Premium accounts.
Can I log time on a project without linking it to a task?
Yes. You can create a project-related time entry without attaching it to a task.
What are assigned resources used for?
They limit visibility so employees mainly (or only) see projects they are assigned to.
Is the project budget automatically tracked?
Not yet. The budgeted cost is informational for now.
What’s missing the most right now?
File/document management and billing with history.