Scheduling & Resources

Project Workplans

Plan & Track Tasks and Milestones

The Project Workplan is the project’s schedule broken down into tasks, each of which can have their own blog and wiki. The Project Workplan displays the resources assigned to each task and allows the user to modify the details as required. The Project Manager can view and monitor task progress, modify task details, organize and schedule the work in the Project Workplan. The resources who are assigned the task can update the percentage of the work they have completed or the hours of the work they have completed measured against the number of hours that have been assigned to the task. With Workplans, Project Managers can:
  • View all current tasks and milestones by which the project is tracked
  • Schedule tasks as stand-alone or contingent upon other tasks
  • Modify details quickly and easily with integrated blogs and wikis for each task
  • Group tasks into project phases, planned checkpoints, or deliverables on each phase
  • Estimate time to complete the assigned work
  • Assigned tasks automatically appear on the person’s list of assignments
  • Load and save Microsoft Project-compatible project files

Resource Management

Maximize Resource Utilization allows you to organize and monitor resources for more effective allocation of your resource pool. It improves your resource planning and skills assessment capabilities, plus helps you estimate resource needs and schedule available resources more efficiently.
  • Quickly see which resources are over or under-allocate
  • Create task reports by resource
  • Access team directory including skills, roles, and contact info
  • Streamline resource sharing
  • Compare actual vs. scheduled resource utilization

Workflow Management

Manage Document Routing & Approval

Route documents and forms through customized, user-defined workflow processes in which documents, information, or tasks are passed from one team member to another for action. presents a graphical representation of your workflow and shows the current workflow step at a glance. The workflow allows you to:

  • Create rules using simple, user-defined processes
  • Route documents and forms
  • Create workflow activity audit trails
  • Assign approval requirements for each step in a workflow
  • Notify team members when business process hits workflow inbox
  • Monitor and track status of business processes for management team

Project Phase/High Level Review & Planning

Use Tools that Work with Your Processes Phase Review tools help you formalize your methodologies for project phase management. You construct each phase, the sequence of those phases and define the deliverables due upon phase completion. Progress on a phase can be tracked with schedule-based progress reporting or manually reported progress. Phase Review allows you to:
  • Manage deliverables, milestones, or tasks by phase
  • Save project lifecycle processes as Templates for use in new projects
  • Schedule automatic progress reporting
  • Control and mitigate risks
  • Support large, multi-phase projects

Agile Support

Manage Sprints with Tools for Agile Development works with a range of development methodologies. In an Agile environment, can be used to manage sprints throughout their life cycle and the product backlog.

Managing Sprints:

  • Completed sprints provide a record of past work, and document that all tasks in that sprint have been completed.
  • The current sprint represents what the team is currently working on.
  • The product manager creates a sprint from tasks in the product backlog.
Managing the Product Backlog:
  • The product backlog is used to track all tasks that will be considered for future development but that are not currently associated with a sprint.
  • Each task in the product backlog is associated with a user story in the project wiki.
  • Tasks are generally added in vague terms, and can be fleshed out over time.
  • The product backlog can be customized to track any sort of priority or decision criteria you need to manage the backlog.


See for yourself what can do for you. We will be happy to set up a free trial for you. Just fill out the form at right and we will contact you with the details of your trial setup. is based on an Open Source platform. The majority of customers use the Enterprise Edition, which includes significant enhancements not found in the community edition, as well as world class support and a maintenance subscription. We also offer custom enhancements and training to customers using the Enterprise edition.

Your 30-day guided, fully-supported evaluation of release 9.4 Enterprise Edition offers:

  • Enterprise-grade support through Service Level Agreements (SLA), including guaranteed response times, call tracking and issue escalation and upgrade support.
  • Rigorous testing by dedicated QA Engineers for bugs, stability, scalability, and security issues within the customer's environment.
  • Bug Fixing and Tracking, with highest priority given to Enterprise Service Level Agreement (SLA) issues and requests through world class support team:
  • Upgrades and Maintenance
  • Comprehensive, on-site training provided by both and training partners for beginning users, workplan development, advanced project management, and system administration.

Please note that while our Enterprise edition can be hosted in-house or "in the cloud," all free trials will be set up on's secure servers.

Tech-savvy users are free to download and deploy the Community Edition of on their own. The community edition offers community support only: online documentation, installation notes, community wiki, forums and FAQs are available online. The community edition is recommended only for experienced project managers who have access to both software development and IT resources that can be dedicated to helping them install, deploy, and maintain their PPM implementation. The current community release for is 9.2.

For more information about the community edition, please see Comparison of Editions.