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- Project Management
- Data model
The tables behind Project Management
Project Management ships with 19 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 19
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Project frame
Projects holds the initiative; project templates, Teams, priority levels and project members support its setup.
Delivery plan
Tasks, task dependencies and Milestones carry the work, order and checkpoints.
People and evidence
Users, task assignments, task comments, task attachments and task time entries tie people and work together.
Communication
Project status updates, Mentions and activity feed keep written updates and activity context.
Configuration
Tags, custom fields and Users2 hold further labels, extension definitions and user records.
Every table, by feature
- Project setup5
- Task planning4
- Team execution5
- Milestones3
- Status communication4
- Portfolio review6
- Shared and settings5
- Projects
The project container. Every task, milestone, status update and time entry attaches here.
Linked to Users, Teams, Project templates, Priority levels - Project members
Membership and role within a project, layered on top of the global app role.
Linked to Projects, Users - Project templates
Saved project skeletons that seed new projects with tasks, milestones and default durations.
Linked to Teams - Teams
Functional groupings used for project ownership and team workload views.
Linked to Users, Teams - Priority levels
Configurable priority ladder applied to projects and tasks.
- Tasks
The unit of work, supporting phases, tasks and sub-tasks with dependencies.
Linked to Tasks, Priority levels, Projects - Task dependencies
Predecessor relationships between tasks for the schedule engine.
Linked to Tasks - Projects
The project container. Every task, milestone, status update and time entry attaches here.
Linked to Users, Teams, Project templates, Priority levels - Milestones
Dated project checkpoints tied optionally to a completing task.
Linked to Tasks, Users, Projects
- Tasks
The unit of work, supporting phases, tasks and sub-tasks with dependencies.
Linked to Tasks, Priority levels, Projects - Task assignments
Many-to-many assignment of users to tasks with one primary owner.
Linked to Tasks, Users - Task comments
Threaded discussion on a task with mentions and attachments.
Linked to Tasks, Users, Task comments - Task attachments
Files attached to a task or pinned inside a comment.
Linked to Tasks, Task comments, Users - Task time entries
Per-task, per-day time capture of hours worked.
Linked to Tasks, Projects, Users
- Milestones
Dated project checkpoints tied optionally to a completing task.
Linked to Tasks, Users, Projects - Tasks
The unit of work, supporting phases, tasks and sub-tasks with dependencies.
Linked to Tasks, Priority levels, Projects - Projects
The project container. Every task, milestone, status update and time entry attaches here.
Linked to Users, Teams, Project templates, Priority levels
- Project status updates
Periodic written PM update on the project alongside the auto health score.
Linked to Projects, Users - Projects
The project container. Every task, milestone, status update and time entry attaches here.
Linked to Users, Teams, Project templates, Priority levels - Tasks
The unit of work, supporting phases, tasks and sub-tasks with dependencies.
Linked to Tasks, Priority levels, Projects - Milestones
Dated project checkpoints tied optionally to a completing task.
Linked to Tasks, Users, Projects
- Projects
The project container. Every task, milestone, status update and time entry attaches here.
Linked to Users, Teams, Project templates, Priority levels - Tasks
The unit of work, supporting phases, tasks and sub-tasks with dependencies.
Linked to Tasks, Priority levels, Projects - Milestones
Dated project checkpoints tied optionally to a completing task.
Linked to Tasks, Users, Projects - Project status updates
Periodic written PM update on the project alongside the auto health score.
Linked to Projects, Users - Activity feed
Append-only activity trail for a project covering every create, status change, assignment and comment.
Linked to Projects, Tasks, Users - Task time entries
Per-task, per-day time capture of hours worked.
Linked to Tasks, Projects, Users
Keys and references
Projects links tasks, milestones, members, status updates and time entries. Tasks links assignments, predecessors, comments, attachments and effort. Users identifies project owners, managers, assignees and authors. A saved list screen reads its source table; it does not create a separate record store.
Migration order
- Prepare Users, Teams and the reference choices the pilot will use.
- Import Projects and check owner, manager, dates and visibility.
- Add project members, Tasks and task hierarchy.
- Add task dependencies, task assignments and Milestones.
- Bring over comments, attachments, time entries, status updates and activity only where source identity and dates can be reconciled.
Set up Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.