Proggio is a project and portfolio management SaaS platform that offers a unique approach to visualizing and managing projects. It is designed to provide a more visual and collaborative way of planning and executing projects:
\nVisual Project Management: Proggio provides a visual representation of projects. Instead of the traditional Gantt chart view, Proggio uses a more intuitive graphical approach. It displays projects in a timeline format where tasks are represented as blocks or cards. This visual approach makes it easier to understand project timelines, task dependencies, and the overall project and portfolio structure.
\nDynamic Timelines: Proggio's timelines are dynamic, meaning that changes in one part of the project automatically impact other related tasks and are visually reflected on the project map. When a user adjusts task durations or dependencies through the application front end, the timeline updates in real-time on the screen, allowing users to see the effects of changes instantly.
\nTimeline Collaboration: Collaboration is a key aspect of Proggio's approach. Stakeholders can review timelines together, contribute to tasks, comment on updates, and share information directly within the platform. This enhances communication and transparency among team members and stakeholders.
\nTop-Down Planning: Proggio encourages a top-down planning approach, where you start by defining the project's high-level goals and then break them down into smaller tasks. This helps ensure that project tasks align with the overall project objectives and company goals.
\nAutomated Reports and Dashboards: Proggio generates automated reports based on project data. These reports provide insights into project progress, timelines, task completion, and potential bottlenecks. Reports can be shared with team members, managers, or stakeholders to keep everyone informed.
\nTask Dependency Management: The platform allows you to define task dependencies easily, indicating which tasks need to be completed before others can start. This helps in understanding the critical path and identifying potential delays.
\nResource Management: Proggio enables you to allocate resources to tasks and visualize resource utilization across the project. This helps in avoiding overallocation and optimizing resource usage.
\nRisk Management: You can identify and track potential risks within the project. By visualizing the impact of risks on the timeline, you can proactively address them before they affect the project's progress.
\nBudget Management: You can define and customize budget items and set budget targets per project. By visualizing the impact of risks on the timeline, you can proactively address them before they affect the project's progress.
\nFor the most accurate and up-to-date information about Proggio and its approach to project management, visit the official Proggio.com help center or email support@proggio.com.
\nHere are the user management features of Proggio:
\nUser Access Level and Roles: Proggio allows administrators to invite and assign different roles to users, such as executive managers, project managers, team members (task owners), and guests. Each role comes with specific access level permissions that define what actions a user can perform within the platform (admin, editor, or viewer).
\nInvitations and Onboarding: Administrators can invite team members and stakeholders to join projects on Proggio. Invitations are sent via email, and users need to create accounts or log in to access the platform. Onboarding processes include setting up profiles, defining preferences, and getting acquainted with the platform's features through in-app guides.
\nAccess Control: The user management system allows administrators to control who has access to specific projects or project data. This ensures that sensitive information is only accessible to authorized individuals.
\nCollaboration: Users can collaborate within the platform by commenting on tasks, sharing updates, and discussing project-related matters. Some of the views are also shareable as a link or via a screenshot.
\nUser Profiles: Each user has a profile where they can update their information, profile picture, and other relevant details. This information helps team members identify each other and fosters a sense of collaboration.
\nUser Activity Tracking: Proggio provides activity logs or audit trails that record user actions within the system. This helps administrators track changes, updates, and interactions for accountability and transparency.
\nSecurity and Data Privacy: User management includes considerations for data security and privacy. Proggio implements measures such as encryption and secure authentication to protect user data and comply with relevant market standards and privacy acts. Read more here: https://www.proggio.com/privacy-policy/
\nUser Removal: In the case of team changes or project completion, administrators can remove users from projects or the system and reassign their tasks to other people in bulk. This helps maintain data integrity and security.
\nProggio allows the creation, customization, and management of various custom fields for tasks and projects:
\nLog in to your Proggio account.
\nNavigate to a project or task.
\nLook for an option to \"Add Custom Field\" from settings.
\nDefine the name and type of the custom field (e.g., text, date, number).
\nSave the custom field settings.
\nPopulate this field with data as needed for each task.
\nCustom Project Fields: Proggio also allows customization of project-level fields. These fields can store additional information about your projects. The process for customizing project fields is similar to that for task fields, but at the project level.
\nCustom Field Types: Custom fields in Proggio support various data types, including text, numbers, dates, checkboxes, dropdown lists, and more. The available field types may vary based on Proggio's features and updates.
\nUsing Custom Fields: Once you've added custom fields, you can use them to filter, sort, and report on your tasks and projects. This customization allows you to tailor Proggio to your specific project management needs.
\nStop scrolling and start strategizing! Proggio’s patented ProjectMap views allow you to see your entire portfolio on any screen. Zoom from years to days and from portfolios down to a single task’s to-do items—all in one view. With real-time project data and collaboration all in one place, you’ll be able to:
\nMeet business goals faster
\nAutomatically align your team
\nAdapt to changes quicker
\nConfidently drive your team to success
\n![\"An](\"https://lh6.googleusercontent.com/ufXqajVohHVo_hCR5fsWgrnKprFB30eZPQcbCIhDmyUcUP1J9R5vO4NC0wbd5UH_YEZruEZRBIfTkb7ITTEmc7-E9bNZ-rFEywBg362DIMM5AK2DGUGFzRiqmS1_dxzkrjXDNqUlYstLIha4jyHwbIE\")
\n\nThe rate limit restricts the number of requests in a minute. You may not need to wait for the full minute before retrying your requests.
\n","schema":"https://schema.getpostman.com/json/collection/v2.0.0/collection.json","toc":[],"owner":"6648505","collectionId":"ba709cf3-fdbf-48bc-9f2c-fb4efa3f6164","publishedId":"2s9YC1YF8k","public":true,"customColor":{"top-bar":"FFFFFF","right-sidebar":"303030","highlight":"36A9E1"},"publishDate":"2023-09-12T07:20:08.000Z"},"item":[{"name":"Typical use cases","item":[],"id":"7b2d74e5-bd4b-41c0-adaf-743d503d4d0a","description":"Here is a list of typical use cases among our customers and the steps to implement them.
\nATTENTION - take special notice about the ‘Pro Tips’ to prevent mistakes and interruptions to your business processes.
\nBefore proceeding, please authenticate and obtain a token using an API Key to enable the execution of actions.
\nCreate project
\nGet user list (in case you want to assign the project to a user)
\nGet team settings (in case you want to add metadata)
\nUpdate project plans (start/end dates, links)
\nSelect the projects' id you need to update
\nSelect the activities' id you need to update
\nGet activity links
\nGet linked activities
\nGet links of linked activities
\nRepeat
\nUpdate all dates according to the links mapping
\nCreate activity
\nGet user list (in case you want to assign the task to a user)
\nGet team settings (in case you want to add task metadata)
\nCreate sub-tasks inside activities
\n\nUpdate existing activities (metadata fields)
\n[For tasks start/end dates and links, see above]
\nDelete task
\nGenerate token to make API requests using the API key.
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\n","urlObject":{"path":["users"],"host":["http://localhost:8000/api/v1"],"query":[{"description":{"content":"default: 0
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\n","urlObject":{"path":["users",":id"],"host":["http://localhost:8000/api/v1"],"query":[],"variable":[{"description":{"content":"The user id of the user that you want to delete.
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\n","urlObject":{"path":["projects"],"host":["http://localhost:8000/api/v1"],"query":[{"description":{"content":"the item used as the first item in the page of results. (default 0)
\n","type":"text/plain"},"key":"startAt","value":"0"},{"description":{"content":"how many results to return per page. (default 50)
\n","type":"text/plain"},"key":"maxResults","value":"100"},{"disabled":true,"key":"search","value":"Create New Project
It is optional to add metadata fields of the project in accordance with the team's custom-fields.
In order to get list of those fields - issue Get Team Settings command.
Create New Project
It is optional to add metadata fields of the project in accordance with the team's custom-fields.
In order to get list of those fields - issue Get Team Settings command.
Get project by ID
\n","urlObject":{"path":["projects",":id"],"host":["http://localhost:8000/api/v1"],"query":[],"variable":[{"description":{"content":"use 'user-availability' to get the user availability project.
\n","type":"text/plain"},"type":"any","value":"user-availability","key":"id"}]}},"response":[{"id":"9ef48399-e83f-4ac8-8232-545c8cb4133e","name":"Success","originalRequest":{"method":"GET","header":[{"key":"Accept","value":"*/*"},{"key":"Authorization","value":"{{token}}"}],"url":{"raw":"http://localhost:8000/api/v1/projects/:id","host":["http://localhost:8000/api/v1"],"path":["projects",":id"],"variable":[{"key":"id","value":"93298"}]}},"status":"OK","code":200,"_postman_previewlanguage":"text","header":[{"key":"Content-Type","value":"*/*"}],"cookie":[],"responseTime":null,"body":"{\n \"success\": \"Update project information and custom fields.
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