Projects
Manage projects from start to finish with comprehensive project management tools.
The Projects module is the core of Compass, enabling you to:
- Create Projects — Start new projects or use blueprints as templates
- Track Progress — Monitor milestones, tasks, and timelines
- Manage Resources — Assign team members, budgets, and travel
- Collaborate — Share notes and documents
- Link Data — Connect projects to budgets, contacts, surveys, and more
Key Features
Project Dashboard
View all your projects, filter by status, and access project details. Select multiple rows to use Bulk Delete and remove several projects at once (requires write permission).
Project Plan (Under Development)
When released, this will allow you to view project timelines with milestones.
Blueprints
Use standardized project templates to ensure consistency across projects.
Project Tabs
Each project has the following tabs:
| Tab | Description |
|---|---|
| Overview | Project summary and key information |
| Project Plan | Timeline and milestones (under development) |
| Tasks | Project tasks |
| Timesheets | Time tracking |
| Budgets | Linked budgets |
| Travel | Project-related trips |
| Notes | Project notes and documentation |
| Contacts | Associated people |
| Related Projects | Linked projects |
| Surveys | Project surveys |
| Files | Project files and attachments |
| Dayrates | Consultant dayrates |
| Billings | Project billings |
| Expenses | Project expenses |
Documentation Topics
Creating a Project
Set up new projects
Project Dashboard
View and manage all projects
Project Plan
Project timeline (under development)
Task Management
Assign and track project tasks
Project Budgets
Link and manage project budgets
Project Travel
Plan trips and travel
Project Notes
Document project information
Project Contacts
Manage team members
Project Documents
Manage project files
Dayrates
Set consultant rates
Project Settings
Configure project options
Blueprints
Use project templates
Quick Start
New to Projects? Start here:
- Creating a Project — Create your first project
- Project Dashboard — Understand the overview
- Task Management — Add tasks to your project