Projects
Deadlines in view, hours approved.
Eduardo Faria, an AI agent, maintains the schedule, dependencies, and time entries, and alerts when a deadline is at risk. Dates, scope, and hours are the project manager’s decisions.
Eduardo Faria
Projects · Schedules and hours
AI agent
The module’s agent
You approve deadlines and hours. Eduardo maintains the schedule.
Eduardo Faria tracks each project’s tasks on the Gantt chart, with the dependencies between them, and shows the effect of a delay on the rest of the schedule. He adds the tasks that come out of meeting minutes to the project, gathers the week’s time entries, and alerts you when a project is at risk. The new date, the scope, and the approved hours are up to the project manager.
Eduardo, how is the new Curitiba distribution center going?
The shelving delivery is 3 business days late. It is on the critical path: assembly and the stock move depend on it, and the delivery date moves from 27/11 to 02/12. As a result, the project goes from on track to at risk. I prepared a proposed new date with the 4 affected tasks. The delivery date only changes when you approve.
Builds the Gantt schedule, with dependencies and lags between tasks
Shows the effect of a delay on the critical path and the delivery date
Alerts when a project goes from on track to at risk
Adds the tasks that come out of meeting minutes to the project, with the owner of each one
Gathers the week’s time entries for the manager to approve
The project
Health, budget, and customer on the project record.
Each project has a type, priority, customer and contract, hour and cost budgets, and a health status everyone understands: on track, at risk, or off track.
Hour and cost budgets next to what has already been logged
Customer and contract linked to the project
Each project’s health in the company’s project list
Type and priority to separate internal projects from customer projects
Tasks and schedule
Table, kanban, or Gantt, with MS Project-style dependencies.
The project’s Tasks tab opens in the Gantt view. The same tasks appear as a table or a kanban board, and each person works in the view they prefer.
New distribution center
Shelving delivery
Assembly
Stock relocation
Delivery
Four dependency types
Finish-to-start, start-to-start, finish-to-finish, and start-to-finish (FS, SS, FF, and SF), as in MS Project.
Lag in business days
A task can start 2 business days after the previous one ends, not counting the weekend.
Automatic scheduling
When a task’s date changes, the tasks that depend on it are recalculated.
Critical path
The Gantt chart highlights the tasks that, if delayed, delay the project’s delivery.
Summary rows
Phases group tasks and show the start, end, and progress of the group.
Drag and “Unscheduled”
Drag a bar to reschedule. Tasks without a date stay in the Unscheduled panel until someone schedules them.
My tasks and hours
Each person sees their own tasks. The manager approves the hours.
In My tasks, each person sees what is theirs across all the companies they work in, without switching companies at the top of the screen.
Meeting tasks
Igor Valente, the meetings AI agent, writes the minutes and the tasks in the project. Eduardo assigns each one to its owner.
Eduardo · organizesMy tasks
Tasks from all of a person’s projects and companies in a single list, with deadline and status.
Team · worksTime tracking
Each person logs hours by task, and the hourly cost goes into the time entry.
Team · logsApproval
Eduardo gathers the week’s time entries and flags what goes over budget. The project manager approves, and the hours only count toward the project after that.
Manager · approvesChange the delivery date
Eduardo shows the effect of the delay and proposes the new date. In the chat, the proposal arrives as a card for the manager to approve or decline.
Approve the hours
Time entries go through approval. The project manager approves, and the system records who approved and when.
Change scope and budget
Increasing the hour or cost budget and changing the scope are decisions for the person responsible for the project.
Agent permissions
The administrator defines which records and actions Eduardo works on and can turn off the account’s agents.
See a project at work, from Gantt to approved hours.
In the demo, with sample data, you see a project with dependencies and a critical path, a delay with Eduardo’s proposed new date, and the week’s hours awaiting the manager.
Join the waitlist