Projects
The Projects module helps you manage larger initiatives that involve multiple tasks, milestones, and team collaboration.
Overview
Projects in Ascent allow you to:
- Organize complex work into tasks
- Track milestones and deadlines
- Collaborate with team members
- Monitor progress and budgets
- Report on project status
Viewing Projects
Navigate to PSA → Projects to see your projects.
Project List
The project list shows:
- Project name
- Client
- Status (Active, On Hold, Completed)
- Progress percentage
- Due date
- Budget status
Project Statuses
| Status | Description |
|---|---|
| Planning | Project being defined |
| Active | Work in progress |
| On Hold | Temporarily paused |
| Completed | Project finished |
| Cancelled | Project cancelled |
Creating a Project
- Click + Create Project
- Enter project details:
- Name - Project name
- Client - Associated client
- Description - Project overview
- Start Date - When work begins
- Due Date - Target completion
- Budget - Estimated hours or cost
- Project Manager - Lead team member
- Click Create
Project Structure
Tasks
Break projects into manageable tasks:
- Task name and description
- Assignee
- Due date
- Status (To Do, In Progress, Done)
- Estimated vs actual hours
Milestones
Key checkpoints in the project:
- Milestone name
- Target date
- Associated tasks
- Completion status
Phases
Group related tasks into phases:
- Phase 1: Planning
- Phase 2: Implementation
- Phase 3: Testing
- Phase 4: Deployment
Working on Projects
Task Board
Kanban-style view of tasks:
- Drag tasks between columns
- Quick status updates
- Visual progress tracking
Gantt Chart
Timeline view showing:
- Task durations
- Dependencies
- Critical path
- Progress bars
Task List
Traditional list view with:
- Sortable columns
- Bulk actions
- Filtering options
Time Tracking on Projects
Log time against project tasks:
- Open a task
- Add time entry
- Time rolls up to project totals
Budget Tracking
Monitor project budgets:
- Estimated hours
- Actual hours logged
- Remaining budget
- Budget alerts
Team Collaboration
Assignments
- Assign tasks to team members
- Set due dates and priorities
- Track individual workload
Comments
- Add comments to tasks
- @mention team members
- Attach files
Notifications
- Task assignments
- Due date reminders
- Status changes
- Comments and mentions
Project Reports
Progress Report
- Overall completion percentage
- Tasks by status
- Milestone status
Time Report
- Hours by team member
- Hours by task/phase
- Budget vs actual
Status Report
- Executive summary
- Risks and issues
- Upcoming milestones
Best Practices
- Break work down - Smaller tasks are easier to manage
- Set realistic deadlines - Account for dependencies
- Track time - Log hours against tasks
- Regular updates - Keep task statuses current
- Review milestones - Celebrate achievements
- Communicate - Keep stakeholders informed