Managing projects
Project management
Projects are at the core of Adcompro. Learn how to efficiently manage projects with milestones, tasks and budget tracking.
Creating a project
Go to Projects and click New project. Fill in the following details:
- Project name — A clear, descriptive name
- Client — Link the project to an existing client
- Status — Active, on-hold, or completed
- Budget — Optional total budget for the project
Milestones
Milestones divide your project into manageable phases. Each milestone has:
- Name and description — What needs to be delivered?
- Pricing model — Fixed price or hourly rate
- Fee type — Included in project price or billed separately
- Start and end date — Planning and deadlines
Tasks
Within each milestone, you can create tasks for specific work items:
- Tasks inherit the pricing model from their milestone
- Assign tasks to specific team members
- Track progress per task
Budget tracking
Adcompro automatically calculates the consumed budget based on logged hours and rates. You see in real-time:
- Total spent vs. budget per milestone
- Percentage progress
- Expected overrun (if applicable)
Recurring projects
With the Recurring Projects plugin, you can set up recurring projects that are automatically created based on a schedule (monthly, quarterly, etc.).