Projects

Organization · Management · Coordination

Project Management

Projects are the foundation of the TALENTS System, representing the work you need to staff and manage. Each project includes comprehensive management features with supervisor assignment, cost tracking, timeline management, and status monitoring through draft, active, inactive, closed, and completed states.

Project creation

Create projects with title, supervisor, dates, and cost tracking.

Status management

Track project lifecycle through 5 distinct status states.

Advanced operations

Clone, export, bulk delete, and comprehensive filtering.

Key Features

Essential project tools.

📋

Project Creation

Create projects with title, supervisor assignment, dates, and cost configuration.

👥

Supervisor Assignment

Assign company users as project supervisors with role-based permissions.

📅

Timeline Management

Set project start and end dates with automatic validation.

💰

Cost Tracking

Track project costs with hourly or daily billing options and currency support.

📊

Status Management

Monitor project lifecycle: draft, active, inactive, closed, completed.

🔍

Advanced Filtering

Filter by status, supervisor, search terms with server-side pagination.

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Project Cloning

Clone existing projects with optional jobs, shifts, and applicant copying.

📤

Export & Import

Export projects to Excel and import project data in bulk.

Projects Management Overview

Visual guide to project management features.

This video demonstrates the complete project management workflow including project creation, status management, supervisor assignment, and advanced features like cloning and bulk operations.

Status Workflow

Project lifecycle management.

📝

Draft

Initial project setup phase. Projects are being configured but not yet active.

✅

Active

Project is live and accepting applications. Jobs can be created and staff assigned.

⏸️

Inactive

Project temporarily paused. No new applications accepted but existing work continues.

🚫

Closed

Project terminated. No further activity allowed, historical data preserved.

🎉

Completed

Project successfully finished. All work completed and documented.

Project Types

Various project categories.

⚡

Short-term Projects

Quick assignments lasting days to weeks.

📅

Long-term Projects

Extended engagements lasting months.

🔄

Recurring Projects

Regular, repeatable work patterns.

🚨

Emergency Projects

Urgent staffing needs requiring immediate attention.

Data Grid Features

Advanced table capabilities.

🔍

Real-time Search

Search by project title or supervisor name with instant results.

👤

Multi-supervisor Filter

Filter projects by multiple supervisors with autocomplete selection.

📊

Status Tabs

Quick filter by project status with live count badges.

📄

Server-side Pagination

Handle large datasets with configurable page sizes and "show all" option.

🔄

Column Sorting

Sort by any column including title, supervisor, dates, and status.

✅

Bulk Operations

Select multiple projects for bulk deletion with confirmation dialog.

👁️

Column Visibility

Show/hide columns and customize table layout to your needs.

⚙️

Density Controls

Adjust row density and table settings for optimal viewing.

Permissions

Required permissions for project operations.

Action	Permission
View Projects List	`projects.view`
Create Project	`projects.create`
Edit Project	`projects.update`
Delete Project	`projects.delete`
Clone Project	`projects.update`
Export Projects	`projects.view`
View Project Overview	`projects.view`
Bulk Delete	`projects.delete`

API Variables

Available merge variables for project operations.

Variable	Description
`{{ project.id }}`	Unique project identifier
`{{ project.title }}`	Project name/title
`{{ project.status }}`	Current project status
`{{ project.supervisor_name }}`	Assigned supervisor full name
`{{ project.start_date }}`	Project start date
`{{ project.end_date }}`	Project end date
`{{ project.total_cost }}`	Total project cost
`{{ project.currency }}`	Project currency code

Data Grid Visual Examples

Visual demonstrations of project management interfaces.

Data Table Projects

Main projects list with advanced filtering and bulk operations

Update Project

Project editing interface with form validation and status management

Project Overview

Comprehensive project analytics and statistics dashboard

Best Practices

Project management guidelines.

Practice	Recommendation
Project Planning	Define clear scope, timeline, and deliverables before activation
Supervisor Assignment	Assign experienced supervisors with proper permissions
Status Management	Regularly update project status to reflect current state
Cost Tracking	Set appropriate billing type (hourly/daily) and monitor budgets
Data Management	Use export feature for regular backups and reporting

Troubleshooting

Common issues and solutions.

Issue	Fix
Cannot create project	Check user has `projects.create` permission
Projects not loading	Verify company ID is set and user is authenticated
Clone option missing	Ensure user has `projects.update` permission
Export failing	Check server permissions and available disk space
Status not updating	Validate status value is one of: draft, active, inactive, closed, completed
Date validation error	Ensure end_date is after or equal to start_date
Bulk delete not working	Verify projects belong to user's company and have delete permission