Project management is the cornerstone of ActionAtlas, designed to give creative agencies complete visibility and control over their work. As the keystone of the platform, the project management system provides powerful tools that drive financial excellence and operational efficiency.
The ActionAtlas project management interface
The Central Role of Projects
In ActionAtlas, projects serve as the central hub that connects all aspects of your creative agency's operations:
Financial Control
Projects track all financial aspects of client work, from initial budgets to final billing, providing real-time profitability analysis.
Resource Orchestration
Manage team assignments, track capacity, and allocate resources efficiently to ensure project success.
Timeline Management
Track milestones, deadlines, and deliverables to keep projects on schedule and clients informed.
Documentation Hub
Store and access all project-related files, communications, and approvals in one central location.
Accessing Your Projects
ActionAtlas offers multiple ways to access and manage your projects, allowing team members to work efficiently based on their role and needs:
Primary Navigation
The main access point for project management is through the navigation menu on the left-hand side of the screen. Clicking on the "Projects" tab takes you directly to the Projects Dashboard, which displays your company's entire project portfolio.
Additional Access Points
- Client Profiles – View all projects associated with a specific client
- My Work – Quick access to projects assigned to you
- Recent Items – Easily return to recently viewed projects
- Global Search – Find projects by name, number, or associated client
- Calendar View – Access projects through timeline and milestone views
Tip: Pin your most frequently accessed projects to your dashboard for instant access whenever you log into ActionAtlas.
The Project Dashboard
The Project Dashboard provides a comprehensive overview of all projects within your organization. This central hub offers different ways to visualize and interact with your project portfolio:
List View
Displays projects in a detailed format with sortable columns for project metrics. Ideal for analytical review and comparing multiple projects at once.
Grid View
Presents projects as visual cards with key status indicators and progress metrics. Perfect for visual thinkers and quick status assessment.
Dashboard Features
The Project Dashboard offers powerful tools to help you manage your project portfolio effectively:
- Advanced Filtering – Filter by status, client, project manager, or custom criteria
- Custom Views – Save preferred filters and layouts for quick access
- Batch Actions – Perform operations on multiple projects simultaneously
- Export Capabilities – Generate reports in various formats for stakeholder review
- Status Indicators – Visual cues for project health, timeline, and budget status
Project Management Capabilities
Each project in ActionAtlas is equipped with robust management tools designed specifically for creative agencies:
Project Organization
- Work Breakdown – Organize projects into phases, tasks, and subtasks
- Dependencies – Set task relationships and sequence work appropriately
- Milestone Tracking – Monitor key delivery dates and project progress
- Custom Fields – Add project-specific metadata for enhanced organization
Resource Management
- Team Assignments – Assign team members to specific tasks
- Capacity Planning – Visualize team availability and workload
- Skill Matching – Find the right talent for specific project needs
- Time Tracking – Monitor hours spent on tasks and overall project progress
Financial Management
- Budget Tracking – Monitor planned vs. actual costs in real-time
- Expense Management – Track and approve project-related expenses
- Profitability Analysis – Monitor project margins and financial performance
- Client Billing – Generate invoices based on project progress
Note: Project settings can be customized to match your agency's workflow and client requirements, including approval processes, notification preferences, and reporting frequency.
Projects and Work Orders
ActionAtlas provides seamless integration between projects and their associated work orders:
Work Order Management
Work orders represent specific deliverables or service packages within a project. From the project interface, you can:
- Create new work orders linked to the project
- View all work orders associated with a project
- Track work order status and progress
- Manage financial aspects of individual work orders
- Generate reports on work order performance
This hierarchical structure allows for organized management of complex projects with multiple deliverables or service components.
Integration with Other Modules
The project management system in ActionAtlas connects seamlessly with other platform modules:
Client Management
Projects link directly to client accounts for streamlined communication and billing.
Financial Module
Project budgets and expenses feed directly into financial reporting and forecasting.
Resource Management
Projects connect to resource calendars for capacity planning and allocation.
Document Management
All project files and assets are organized within the document system.
Communication Tools
Project discussions, approvals, and notifications are centralized.
Analytics & Reporting
Project data feeds into dashboards and custom reports for business intelligence.
Need Help?
Our support team is here to assist you with any questions about project management in ActionAtlas.
Contact Support