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Operations Operations · Tafkiro Module

Project Management.

Projects, tasks, timesheets, billing, resource allocation, project costing.

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Operations module
Project Management
What changes

Tracks billable utilization to within 2% accuracy across consultants, with revenue recognition that satisfies IFRS 15 and ASC 606 automatically as milestones complete.

15
Key features
3
AI capabilities
Features

What Project Management covers.

15 capabilities across 4 functional areas — all on the same database, sharing one record for every transaction, customer, and vendor.

Planning & Setup
4 capabilities
Project templates
Reusable project templates with standard tasks, milestones, resources, and budget structures. Templates cut project setup time significantly and enforce delivery standards.
Gantt & scheduling
Interactive Gantt with task dependencies, critical path identification, and baseline tracking. Drag-and-drop rescheduling with automatic dependency cascade.
Milestones & phases
Phase-based project structure with milestone billing triggers. Phase completion gates enforce quality checkpoints before the next phase is accessible to the team.
Budget planning
Bottom-up project budgeting by cost type — labor, material, subcontractor, and expense. Budget approval workflow before project activates for time and expense entry.
Execution & Tracking
4 capabilities
Task management
Task assignment, priority, effort estimate, and due date per work item. Sub-tasks and checklists within tasks. Status and progress tracked in real time by the project team.
Issue tracking
Formal issue log with priority, owner, resolution date, and impact on schedule and budget. Issues linked to tasks and milestones; escalation path configured per project type.
Timesheets
Mobile-first timesheet entry against project, task, and activity. Weekly timesheet approval by project manager is required before hours can be invoiced to the client.
Expense claims
Project-coded expense claims with receipt attachment. Approval workflow per claim; reimbursable vs non-reimbursable flagged per expense type and project contract.
Resourcing
3 capabilities
Resource allocation
Assign team members to projects by role and skill. Utilization visualization 13 weeks forward; over-allocation alerts surface before the commitment is made to the client.
Capacity planning
Team capacity view across all live projects. Identify resourcing gaps and over-allocations before they affect delivery commitments — not after a milestone slips.
Skill matching
Resource pool with skill, certification, and availability tags. Smart matching surfaces available resources by required skill for each project role — reducing assignment time.
Billing & Finance
4 capabilities
Billing methods
T&M, fixed-fee, milestone, and retainer billing — mixed billing methods per project. Billable hours and expenses pull directly from approved timesheets and expense claims.
Revenue recognition
IFRS 15 / ASC 606 compliant revenue recognition — percentage of completion or milestone basis — triggered automatically as progress is recorded and milestones close.
Project profitability
Real-time cost vs revenue by project. Margin at completion forecasted from current cost run-rate vs remaining scope — visible to PM and finance at all times.
Intercompany projects
Projects spanning multiple legal entities with intercompany recharges calculated and posted automatically. No manual intercompany clearing at period end.
Tafkiro AI

How AI works inside Project Management.

Every AI capability runs continuously in the background. Outputs surface inside your normal workflow — approvals, queues, alerts — where your team already works. Nothing to open, nothing to trigger.

/ 01
Project risk scoring
Tracks milestone slippage, resource utilization gaps, and budget burn rate to flag at-risk projects 3–4 weeks early — not the day a deadline is missed.
Example · Live output
Project ALPHA: risk elevated → milestone 3 slipped 8 days · budget burn 12% ahead
/ 02
Resource optimization
Matches open project assignments to available team members by skill, current utilization, and delivery history. Surfaces conflicts before they become a PM's emergency.
Example · Live output
Maya Chen available from Week 14 — matches Project BETA skill requirements (React, 3yr)
/ 03
Effort prediction
Estimates task effort from actuals on similar project types and team compositions in the same account. Predictions improve as more project data accumulates.
Example · Live output
3 similar projects averaged 42 hrs for this task type → estimate: 38–46 hrs
Best fit

Where Project Management matters most.

The module ships with industry-specific defaults, report layouts, and compliance configurations for each vertical — not a generic setup you adapt after go-live.

Industry
Professional Services
Engagements · Timesheets · Billing · Utilization
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Industry
Construction
Sites · Materials · Labor · Progressive billing
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Industry
Engineering & EPC
Project costing · BOQ · Subcontracts · Retention
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Same platform

Modules that integrate with Project.

Every module shares one database. Data posted in Project Management is immediately visible to these modules — no sync, no API bridge, no reconciliation.

Inventory & WarehouseManufacturing & MRPAsset ManagementQuality ManagementSupply Chain PlanningWarehouse Management
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in action?

Book a personalized demo with our enterprise team. We'll show you how Tafkiro works for your specific industry, your specific scale, and your specific operations.