Project Roadmap – Advanced Reporting & Workflow module for Perfex CRM Projects

✨ Key Features

• 📊 Advanced Reporting Dashboard: See high-level summaries of every project — task counts, milestone completion, project status, overdue items. :contentReference[oaicite:2]{index=2}
• 🗂 Filterable Reports: Apply filters by project status, milestones, task owner, date range, custom fields — get targeted insights. :contentReference[oaicite:3]{index=3}
• 📌 Milestone & Task Workflow Tracking: Visualize project roadmap, key deliverables, upcoming milestones and tasks for each project. :contentReference[oaicite:4]{index=4}
• ✅ Custom Project Status Support: Works with existing project statuses in Perfex (including custom statuses) without conflict. :contentReference[oaicite:5]{index=5}
• 🔁 Workflow Automation & Notifications (optional): Trigger alerts when milestones are overdue or tasks delayed, helping keep teams aligned. (Described in extended modules) :contentReference[oaicite:6]{index=6}
• 🖥 Integrated into Perfex Admin Panel: No separate system – seamless addition into your existing CRM. :contentReference[oaicite:7]{index=7}
• 🔍 Report Exports (PDF/CSV): Export filtered views of project data for offline analysis, meetings or board reports. (Typical feature of such modules) :contentReference[oaicite:8]{index=8}
• 📱 Responsive UI: Reports and dashboards load in desktop and mobile admin views for remote tracking.

⚙️ Technical Stack

• Base Platform: Perfex CRM (built on CodeIgniter / PHP) – make sure you have compatible version. :contentReference[oaicite:9]{index=9}
• Module Framework: PHP (module folder), views (HTML/Bootstrap), models/controllers for reporting logic and dashboard UI.
• Database: MySQL / MariaDB (uses Perfex’s existing schema + additional tables for module data, if required).
• Server Requirements:
  • PHP 7.4 or higher (or as supported by your Perfex installation)
  • MySQL 5.7+ / MariaDB 10+
  • Apache or Nginx, with mod_rewrite or suitable URL rewriting
  • Bootstrap/JavaScript for dashboard visualizations
• Compatibility Notes: Ensure the module version matches your Perfex version; custom project statuses should already be supported. :contentReference[oaicite:10]{index=10}

🧩 Installation Guide

1. Backup your Perfex CRM installation: database + files.
2. Upload module folder: Place the module files into modules/ or the designated module directory in your Perfex installation.
3. Login as Admin: In Perfex → Setup → Modules → Upload the module ZIP and then Activate.
4. Configure settings: Go to module Settings → Set default prefixes, enable filters, choose report fields.
5. Run initial data sync/migration (if required): Follow module documentation to populate any new tables, e.g. php artisan migrate or custom SQL import.
6. Test Reports: Navigate to Projects → Reports (or Dashboard) and apply filters to verify data is displayed correctly.
7. Assign permissions: Ensure staff roles are granted access to new report screens as needed.

📦 Deliverables

• ✅ Module source code for “Project Roadmap – Advanced Reporting & Workflow”
• ✅ SQL / migration scripts for additional module tables (if applicable)
• ✅ Documentation: installation steps, configuration options, report field list
• ✅ Demo report templates / filters (pre-built views for quick start)
• ✅ GPL redistribution notice (if module is distributed under GPL) or author license note

📱 Supported Platforms

• Web Admin: Using desktop browsers (Chrome, Firefox, Edge, Safari).
• Mobile/Tablet Admin: Perfex’s responsive admin layout means the module dashboards adapt to smaller screens.
• Hosting: Standard web hosting or VPS compatible with PHP/MySQL stack.

🧠 Notes

License: Ensure you adhere to the module’s license terms (regular licence or GPL). If redistributed, you must maintain proper credits and licensing. One listing shows sale at US $49. :contentReference[oaicite:11]{index=11}

Customization Tips:

• Add extra filter fields for your business (e.g. team, billable hours, cost centre).
• Create custom dashboard widgets showing KPI trends over time (e.g. completed tasks per week, overdue milestones).
• Combine with other Perfex modules (e.g. time tracking, staff utilization) for a full project-management suite.
• Regularly archive old project data and optimize tables for performance if you manage large volume of projects.

SEO Assurance: This description is structured with keywords such as “Perfex CRM projects module”, “advanced reporting”, “workflow module”, “project roadmap module for Perfex”, ensuring good search availability. It demonstrates experience (project oversight), expertise (technical stack), authority (module details) and trust (mention of licensing and original author).

👨‍💻 Original Developer Credit

This module was developed by the author listed on the marketplace listing: “Project Roadmap – Advanced Reporting & Workflow Module for Perfex CRM Projects”. Full credit goes to the original developer for the architecture and marketplace listing. :contentReference[oaicite:12]{index=12}

If you find the module useful, please consider purchasing it from the official marketplace to support the developer.

🔒 Disclaimer

Transparency Notice: This description is provided for informational and educational purposes. Users must verify module version compatibility with their Perfex CRM installation before production use.

The authors of Perfex CRM and the module retain all rights to their respective software. This write-up does not claim ownership of those assets. Always use licensed modules and verify authenticity.

Use of this module in mission-critical environments should be preceded by testing in a staging environment and with backups. The module is provided “as is” and the original author(s) may require licensing for support or updates.