Organizational modules
Create global custom modules to organize and manage processes that span all of your projects. From project requests and programs to goals and strategy, track every organizational element and see its progress across projects.
Project Modules
Add custom modules to each project to manage your niche requirements. With assorted custom fields to choose from, create modules to track every element aligned to your workflow, from risks to materials.
Custom view
Filter views based on specific criteria for each custom module, and save it privately or share with others.
Summary fields
Summarize an overall picture by rolling up information spread across modules, milestones or projects.
Formula fields
Do away with manual computing and get immediate calculations done by setting up formula fields.
Module Gallery
The module gallery offers numerous ready-to-use, predefined industry modules which you can quickly add to your portal or projects, and get started. Customize them further if needed, and build exactly what you need.
Connected Modules
Connect dependent or related modules mono or bi-directionaly, so you can see crucial information of one module under the other and vice versa, and generate meaningful reports for the same.
Automation
Automate actions for custom modules just as for other work items. When defined conditions are met, specific user actions or time triggers the automation of field updation, webhooks, custom functions or email alerts.
Reports and dashboards
Generate reports for your custom modules by defining the chart type, criteria for x and y-axes, and plot options. Display these portfolio and project-level reports as widgets on the homepage or project dashboards, respectively.
