The projects module in Tribe helps you capture, monitor, and manage all aspects of your projects in one place. It allows you to track progress against budgets, hours, and milestones, ensuring you always have a clear overview. You can plan milestones, record activities and external costs, and invoice directly from a project. By following this guide, you will learn how to set up, configure, and use the projects module effectively for your organisation.
Table of Contents
What Does The Projects Module Offer?
Overview Per Project
Overview Per Milestone
Planner Per Project
Occupancy For Projects
Projects Dashboard
How Do I Activate The Projects Module?
What Does The Projects Module Offer?
The projects module allows you to record and manage all elements of your projects:
Define project duration, budget, and total budgeted hours.
Set project milestones, each with a start and end date, hourly budget, and overall budget.
Record activities related to the project or link them to specific milestones.
Capture external costs to monitor budget usage.
Invoice directly from the project.
View completed and planned hours using the planner.
Note: Setting milestones and using external costs is optional. The module can be customised to suit your way of working.
Overview Per Project
When creating a project, you define:
Budget and hours: Total planned for the project.
Start and end dates: Define the project duration.
Project members: Employees working on the project.
People involved: Client employees or other external parties.
The Project Dashboard provides a complete overview of the project’s status. Milestones are displayed at the top, and each has its own tab with dedicated dashboards. Activities, hours, and external costs can be recorded directly within these tabs.
Overview Per Milestone
For each milestone, you can define:
Start and end date
Hourly budget
Total budget
Each milestone has its own dashboard and tabs, allowing you to track progress in detail. You can record activities, hours, and costs per milestone for precise reporting.
Planner Per Project
The planner provides an overview of all completed and planned activities for the project:
View daily, weekly, or monthly schedules.
Track which activities have been completed and which are upcoming.
This helps ensure projects stay on track and resources are used efficiently.
Occupancy For Projects
Occupancy gives insight into the availability of project members based on their workable hours:
Assess which employees have capacity for new assignments.
Allocate project hours without exceeding an employee’s availability.
This ensures balanced workloads and improves planning accuracy.
Projects Dashboard
The Projects Dashboard offers:
Widgets to monitor project planning and progress.
Overview of current projects and project status.
Access for each employee to maintain their own timesheet.
How Do I Activate The Projects Module?
Tribe CRM administrators can activate the module as follows:
Click the Organisation icon in the top right of the blue bar.
Select Account Settings.
Click Add/Remove Modules.
Tick the Projects Module option and click Get Started.
The module will then be available for use, with dashboards, planners, and project tracking features ready to configure.
Quick Summary
The projects module in Tribe provides a central place to manage project budgets, hours, milestones, and activities. You can track employee availability, record costs, and invoice directly from projects. The guide outlines how to set up and activate the module, giving you a clear overview of project progress and resource allocation.