PRODUCT CAPABILITIES

Connect projects, execution, and investment

Seven connected modules create a complete operating loop—from project setup to management review.

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CAPABILITY MAP

Not a feature list. A continuous data chain.

Every module shares the same projects, work items, people, and time data—eliminating duplicate maintenance and manual report assembly.

01Project Management

See every project in one place

Manage project spaces, groups, product portfolios, product lines, owners, members, and status in one consistent structure.

  • ✓ Multi-level project spaces
  • ✓ Consistent classification
  • ✓ Owners and members
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Projects2026-08-08 ♢ D
6 spaces · 24 projectsOrganize projects by space and expand each group to review progress, members, and work items.
› Customer Delivery 8 projectsItems 126 Members 12 Hours 188h Avg. progress 68% Healthy
› Product R&D 6 projectsItems 84 Members 9 Hours 142h Avg. progress 74% Healthy
› Internal Projects 5 projectsItems 37 Members 8 Hours 56h Avg. progress 52% Healthy
› Operations 5 projectsItems 62 Members 6 Hours 91h Avg. progress 81% Healthy
DEMO DATA
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02Work Item Collaboration

Turn goals into accountable work

Create project work items with clear types, owners, progress, dates, milestones, and follow-up records.

  • ✓ Unified work items
  • ✓ Multiple assignees
  • ✓ Progress and milestones
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Project Detail2026-08-08 ♢ D
Smart Retail UpgradeCustomer Delivery · In progress · Owner Alex Chen
Work ItemsTeam MembersTimeline
Type / IDWork itemOwnerProgressDue dateStatus
RequirementR-018Configure membership benefitsTaylor Wong70%08-16In progress
TaskT-044Complete API integration and self-testJordan Lee45%08-12In progress
TestQ-012Run core regression scenariosCasey Chen20%08-18Not started
TaskT-048Prepare release checklistAlex Chen80%08-20In progress
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03Project Board

Keep execution moving across every stage

View project work by stage and scan owners, progress, and key dates directly from each card.

  • ✓ Project-scoped views
  • ✓ Stage-based workflow
  • ✓ Fast access to detail
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Project Board2026-08-08 ♢ D
Not started3
RequirementDefine acceptance scope

Smart Retail Upgrade

D08-12
TaskConfirm test data

Smart Retail Upgrade

D08-18
In progress5
RequirementConfigure membership benefits

Smart Retail Upgrade

D08-12
TaskComplete API integration

Smart Retail Upgrade

D08-18
Ready for review2
RequirementCore scenario regression

Smart Retail Upgrade

D08-12
TaskData consistency check

Smart Retail Upgrade

D08-18
Completed18
RequirementConfirm project members

Smart Retail Upgrade

D08-12
TaskPrepare base environment

Smart Retail Upgrade

D08-18
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04Daily Worklogs

Give every hour a clear destination

Log daily work against a project, work item, work type, description, and completion percentage.

  • ✓ Inline time entry
  • ✓ Policy controls
  • ✓ Submitted-data policy
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My Worklogs2026-08-08 ♢ D
Worklog date2026-08-08
StatusDraft
Today7.5h / 8h
Time recordsActivity
ProjectWork typeLinked itemWork descriptionHoursProgress
Smart Retail UpgradeProject workComplete API integrationIntegrate the benefits API and complete self-testing4h70%
Membership PlatformProduct R&DBenefits configurationReview benefit calculation rules and edge cases2h60%
Internal ProjectsInternal work—Attend the project review and update risks1.5h100%
Current total 7.5 hours Below standard hours
DEMO DATA
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05Investment Analytics

Understand where people and time really go

Analyze submitted time by date, project, department, and product line, with access to the underlying records.

  • ✓ Flexible reporting periods
  • ✓ Product-line investment
  • ✓ Project and member rankings
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Investment & Time2026-08-08 ♢ D
Product-line investmentTotal 428h
428hsubmitted hours
  • Retail Platform 168h
  • Membership Platform 126h
  • Data Platform 84h
Project time rankingTop 5
1 Smart Retail Upgrade120h
2 Membership Platform98h
3 Data Platform Build76h
4 Mobile App Redesign54h
Member time rankingTop 5
AAlex Chen88h
JJordan Lee79h
CCasey Chen70h
TTaylor Wong61h
DEMO DATA
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06QA Collaboration

Bring test assets into the project workflow

Manage test cases, folders, steps, tags, and requirement links directly in PMS Desk.

  • ✓ Multi-level case folders
  • ✓ Structured test steps
  • ✓ Requirement links
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Test Cases2026-08-08 ♢ D
Smart Retail Upgrade · Test AssetsCases, folders, steps, and requirement links are managed directly in PMS Desk.
PriorityTest caseLinked requirementTagsEstimate
P0Grant membership benefitR-018 Benefits ConfigurationCore flow1h
P1Prevent duplicate benefit claimR-018 Benefits ConfigurationEdge Cases0.5h
P1Reverse benefits after refundR-021 Refund Flow UpdateRegression1.5h
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07Permissions & Auditability

Give every role the right view

Control features and business data through roles, permission points, and project-level data scope.

  • ✓ Three standard roles
  • ✓ Permission matrix
  • ✓ Scoped data visibility
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Permissions2026-08-08 ♢ D
Project ManagersManages projects, work items, and team time
Projects
View projectsView projects within assigned data scope
Create projectsCreate new execution projects
Delete projectsSystem administrators only
Time & analytics
Team worklog remindersSee missing worklogs within management scope
Investment & TimeView investment analytics within project scope
DEMO DATA