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

Description

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

Project Roadmap is a powerful add-on for Perfex CRM Projects that provides advanced reporting, customizable workflows, visual roadmap views, and deep project analytics. Designed for agencies, software firms, and project-driven businesses, this module elevates your project management capabilities—turning Perfex into a full-fledged roadmap & analytics engine. Comes with GPL licensing, lifetime free updates, and limited email support from wpshop.net.

🔍 Feature Highlights

• 📈 Custom Reports & Dashboards: Choose metrics per project—progress, delays, task counts, burn rates, resource utilization.
• 🗺️ Gantt / Roadmap Views: Visualize project timelines, dependencies, milestones, and task sequencing.
• 🔄 Workflow Automation: Define triggers and status transitions (e.g. “On Hold → In Progress” when task approved).
• 🧩 Milestones & Phases: Segment projects into phases, set dependencies, enforce gating logic.
• 📊 Time & Cost Analytics: Track logged hours vs. estimates, cost variances, forecast overruns.
• 🔔 Notifications & Escalations: Auto alerts when deadlines are missed or milestones slip beyond buffer.
• 🛡️ Access & Roles Control: Grant per-role viewing/editing rights – project manager, stakeholder, client.
• 📦 Export & Share: Export roadmap charts, PDF reports, or embed live dashboards for clients.

📖 Detailed Overview

With the Project Roadmap module installed, every project in your Perfex CRM gains a visual roadmap and advanced analytics layer. Rather than relying on basic task lists, you get phase-based planning, dependency management, and automated workflows. Use the module to enforce best practices: e.g., block tasks until dependencies complete, require approvals before a phase advances, and trigger alerts when timelines slip.

The reporting engine lets you define your own dashboards per project or globally. See which projects are at risk, which teams are under- or over-utilized, and where bottlenecks exist. Compare across projects to spot trends and make data-driven decisions. Everything is integrated with Perfex’s native Projects and Tasks modules, making adoption seamless.

📋 Comparison Table

Capability	Project Roadmap Module	Standard Perfex CRM
Roadmap / Gantt Views	✔ Interactive roadmap & dependency charts	✘ Only timeline/task list views
Workflow Automation	✔ Custom triggers, status flows, escalations	✘ Manual transitions only
Reporting & Analytics	✔ Custom dashboards, metrics, export	✔ Basic built-in reporting (clients, expenses, etc.) :contentReference[oaicite:0]{index=0}
Milestones & Phases	✔ Hierarchical phases with gating logic	✘ Flat task structure only
Notifications & Escalations	✔ Auto alerts on delays or dependency breaks	✘ Static notifications only
Export & Sharing	✔ PDF / embed / live dashboards	✘ Basic print or screen only

🛠️ Installation Guide

1. Download & Extract: Get the module package from your wpshop.net account.
2. Upload Files: Place the module folder under modules/ProjectRoadmap in your Perfex installation.
3. Install in Perfex: In Perfex Admin → Setup → Modules, locate “Project Roadmap” and click Install.
4. Permissions: Assign module permissions to roles (Project Manager, Admin, Staff) as needed.
5. Initial Configuration: Under module settings, configure default workflows, alert thresholds, colors, and export templates.
6. Data Migration: Optionally map existing tasks/projects into roadmap phases or define dependencies retroactively.
7. Start Using: Open a project → you’ll see the “Roadmap” tab, reporting dashboard, and workflow settings per project.
8. Customize (Optional): Extend with custom triggers, integrate with modules like Report Builder or automation rules from third-party vendors.

🔑 Licensing Information

The Project Roadmap module is distributed under the GPL (General Public License), meaning you may use, modify, and distribute under GPL terms. The purchase from wpshop.net includes lifetime free updates and limited email support for installation, configuration, and bug fixes. Custom feature development, deep integrations, or heavy UI redesigns are outside free support scope.

❓ FAQs

1) Does it require additional Perfex modules?

No, it builds on Perfex’s built-in Projects & Tasks, though installing a Report Builder add-on may enrich reporting capabilities. :contentReference[oaicite:1]{index=1}

2) Can I export the roadmap to PDF or for clients?

Yes. You can export charts and dashboards to PDF or generate shareable embed codes for client portals.

3) Are workflows per-project or global?

Both. You can define global default workflows and override per project as needed.

4) Will this slow down Perfex with many projects?

The module uses efficient queries and caching; for large installations, you may need to ensure indexes and server optimization.

5) Can I customize alert thresholds and escalation rules?

Yes. In settings, define thresholds (e.g. tasks overdue by X days), escalation emails, and roles to notify.

6) Do I get updates and support?

Yes. You receive lifetime free updates and limited email support via wpshop.net.

🌟 Why Choose Project Roadmap?

Because it transforms Perfex CRM Projects from basic task trackers into strategic planning engines. With visual roadmaps, dependency logic, automation, and deep analytics, you gain control over deadlines, resource allocation, and project risks. The module is built to scale—so your roadmap remains your guide even when you have dozens of concurrent projects.

Upgrade your project management today! Download Project Roadmap – Advanced Reporting & Workflow Module for Perfex CRM Projects from wpshop.net, enable visual planning, automate workflows, and turn insights into action—powered by GPL freedom, lifetime updates, and trusted limited email support.