Apexloop

Project management

Manage projects, tasks, budgets and communication in one system.

Create your own project management system without being locked into a fixed structure. Projects, milestones, tasks, risks, budgets, documentation, approvals, communication and reporting all run on one data model.

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What you get

Projects and tasksAny hierarchy of projects, phases, milestones, sprints and tasks.
Connected dataRelationships between projects, customers, requirements, risks and documentation.
AutomationAutomatic notifications, escalations, approvals and data updates.
Multiple viewsKanban, Timeline, Calendar, Gantt, Datagrid and Dashboards.
ResponsibilitiesAssignment to individuals and groups including field-level permissions.
ReportingSummaries, KPIs and aggregations across projects using formulas.

Data model

Build your own project management methodology

You are not limited by predefined objects. Customise project management exactly to your process.

ProjectsCore project records including status, budget, deadlines and responsible people.
Milestones and phasesHierarchical project structure with dependencies and automatic summaries.
TasksTasks with subtasks, priorities, deadlines, blockers and workflows.
RisksRisk register including probability, impact and mitigations.
DocumentationProject documentation, meeting notes, specifications and guides.
StakeholdersCustomers, suppliers, team members and external collaborators.

Datový model

OblastCo řešíPříklad
ProjectMain project entityName, status, budget, manager
MilestoneKey project checkpointAnalysis complete
TaskWork itemAPI implementation
RiskIdentified project threatSupplier unavailability
DocumentProject documentationSpecification, meeting notes, contract
Automation

Automate routine project manager work

Automations respond to data changes, deadlines and external events.

Deadline notifications

Automatic alerts before a task starts or ends.

Approval workflow

Status transitions after defined conditions are met.

Email communication

Send reports, meeting notes or notifications directly from a project.

Recurring processes

Automatic creation of regular tasks and control activities.

Typical project flow

  1. 1Project creationCreating a project from a template with a default structure.
  2. 2Phase planningDefining milestones, responsibilities and deadlines.
  3. 3Managing executionTeam updates task status, records documentation and communication.
  4. 4MonitoringDashboards and aggregations display the current project state.
  5. 5Project closureArchiving, evaluation and automatic generation of final reports.
Permissions

Everyone sees only what they need

Permissions can be set down to individual field level.

PM

Project Manager

Project management

BudgetEdit
RisksEdit
ApprovalsEdit
TM

Team Member

Execution

BudgetHidden
TasksEdit
RisksRead only
CL

Client

Reporting

BudgetRead only
Internal notesHidden
Project statusRead only

Reporting

Real-time overview of all projects

Calculations and aggregations work across the entire project structure.

Budget summaryAutomatic totals of costs from projects, phases and tasks.
Change historyAudit trail of all important changes.
Completion statusProject completion calculated from child items.
At-risk projectsAutomatic identification of problematic projects.
CapacitiesOverview of team and resource utilisation.
Management reportsAutomatically generated PDF and email reports.

Replace spreadsheets, isolated tools and manual reporting

Manage the entire project lifecycle in one system you can adapt to your processes.

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  • Any data model
  • Automation without coding
  • Kanban, Timeline and Calendar
  • Granular permissions