Define the project
Create from a template or new header—customer, owner, type, dates and description.
Project Management & Calendar
Enterprise Implementation and Sales Project Delivery
Plan projects, structure phases and WBS tasks, manage dependencies on an interactive Gantt, reuse delivery templates, and keep execution visible across the portfolio.
IxpertOnCloud connects project work with an operational calendar—so activities, meetings and follow-ups stay linked to projects, phases and WBS tasks, with notifications and review workflows for the team.
Project register
Phases & WBS
Gantt & critical path
Templates
Calendar linked
Plan phases & tasks
Build WBS phases, durations, dependencies and working-calendar schedules.
Schedule on Gantt
Track critical path, baseline variance, milestones and cascade changes.
Execute with Calendar
Push WBS work to Calendar; manage activities, meetings and reviews.
Project delivery
One Portfolio for Implementation, Sales, Internal and Hypercare Work
IxpertOnCloud Project Management is built for enterprise implementation and sales project delivery. Teams manage the full lifecycle from Planning through Active, On Hold, Completed or Cancelled—with clear ownership, progress and planned end dates.
Project types supported in the application include Implementation, Sales, Internal and Hypercare. Customer records link from ERP; sales leads can be linked from CRM on the project header.
Core project capabilities
Register, Plan, Assign and Track Delivery
Project Dashboard
See portfolio health at a glance and jump into delivery workspaces.
- KPI counts for Total, Active, Planning, On Hold, Completed, Implementation and Sales projects
- Recent projects with code, name, type, customer, status, % complete and end date
- Quick navigation to Projects, Gantt, Tasks, Templates and Create from Template
- Open each project’s plan directly from the grid
Project Register
Maintain a searchable register of every project in the portfolio.
- Search by code, name or customer
- Filter by status and project type
- Grid columns for code, name, type, customer, status, % complete, end date and owner
- Create new projects or create from a template
- Edit, open Plan, open Gantt, or soft-delete a project
Project Header & Phase Setup
Capture the delivery header and an initial phase plan before opening the full plan.
- Required code and name; status, type, description, start and calculated end
- Customer lookup from ERP; owner from users; sales lead search and open from CRM
- Editable phase grid: include flag, sequence, code, name, description, days, dates and depends-on
- Recalculate dates; open Full Plan for tasks and dependencies (edit mode)
- New projects default to Planning status
Project Plan — Phases, Tasks & Dependencies
Manage the work breakdown with working days versus calendar days and rescheduling controls.
- Phases / WBS: sequence, code, phase, depends-on, days, start/end, status, % complete; save, end-from-duration and reschedule successors
- Tasks: code (with milestone marker), title, days, dates, status and % complete
- Dependencies: predecessor and successor phases with dependency type
- Working Calendar: optional skip of off-days and holidays; configure Mon–Sun work days; add or delete holidays
- Task statuses: Backlog, Todo, In Progress, Review, Done
- Header shows project code, status, % complete, planned end, working days and calendar days
Project Tasks Workspace
WBS tasks stay in sync with Calendar tasks and notifications.
- Filter by project across the portfolio
- WBS Tasks tab: project, phase, task, assignee, due date, status, calendar link indicator
- To Calendar action to push a WBS task into the Calendar module
- Calendar Linked tab: subject, project, phase, PM task, start/end, status and creator
- Create a calendar task with project, phase, optional PM task link, subject, description and datetimes
- Open the full Calendar module from the workspace
Interactive scheduling
Gantt Chart with Critical Path, Baseline and Cascade
Dependencies, critical path, baseline variance, drag scheduling and cascade updates—built for delivery control.
Timeline & Controls
- Select a project; toggle Tasks, Arrows, Baseline and Cascade on drag
- Filter All, Critical, Overdue or Milestone items
- Scale by Days, Weeks or Months; width Narrow to Widest; Classic, Compact or Contrast styles
- Today line, weekends, phase and task bars, progress fill and milestone markers
- Labels for Crit, Overdue and Float; dependency arrows between bars
- Drag to move, resize start or resize end; optional cascade to successors
Dependencies, Baseline & Export
- Dependency types: FS, SS, FF and SF with lag days
- Inline dependency editor: from, to, type, lag and save
- Save baseline with baseline name and capture time
- Export to Excel and PDF; open the Project Plan from Gantt
- Legend for Planning, In Progress, Completed, On Hold, Overdue, Critical, Task and Baseline
Repeatable delivery
Project Templates and Create from Template
Template Library
- List templates by code, name, type and phase count
- View, edit or use a template to start a project
- Author templates with code, name, category, type, active flag and description
- Define phases with sequence, code, name, days and description
- Saving a template rebuilds tasks and sequential FS dependencies
- Inline create: project code, name, customer, start and calculated end
Create from Template Wizard
- Choose template; set code, name, customer, owner, type, project start and description
- Review and adjust the phase grid (include, days, dates, depends-on)
- Recalculate dates before create
- Opens the Project Plan after the project is created
- Dashboard empty-state guidance: clone the HR template to start
Operational calendar
Activities, Tasks, Events and Meetings—Linked to Projects
The Calendar module plans day-to-day work with sub-tasks, progress roll-up, assignees and notifications—and optionally binds items to Project, Phase and PM Task.
Calendar Views & Item Types
- Views: Calendar and To-Do List (with mobile-friendly month agenda)
- Scheduler: Day, Work Week, Week, Month and Timeline (7-day)
- Item types: Activity, Task, Event and Meeting
- Filters by type, overdue, status counts; My / Team / All Tasks (permission-gated)
- Follow-up presets: Today, Tomorrow, This Week, Next Week, No Date or custom
- Show or hide completed items
Execution, Review & Collaboration
- To-Do grid with subject tree, drag onto parent, reminder, due date, assignees and status
- Multi-select edit and mark complete; quick task-update panel with conversation thread
- Full form: all-day, start, deadline, label, parent, availability (Free / Tentative / Busy / Out of Office)
- Notify minutes before; recurrence (Daily, Weekly, Monthly); location and description
- Assignee roles: Assignee, Participant, Observer—with per-person task status
- Task statuses: Pending, In Progress, Pending Review, Completed; Assigner Accept & Close / Reopen
- Unread notifications with mark-read; resources link/unlink
- Optional Project, Phase and PM Task fields on calendar items
How Project Management and Calendar Connect
- WBS tasks sync with Calendar tasks and notifications
- Push a WBS task to Calendar from the Project Tasks workspace
- Create calendar tasks already linked to project, phase and PM task
- Activity progress can roll up from child sub-tasks
- Project Plan “Working Calendar” (work days / holidays) is separate from the appointments Calendar module
Portfolio visibility
PM Reports
Portfolio Summary
- Code, name, type, customer, status, % complete, planned end and owner
- Refresh the portfolio view from the reports workspace
Differentiators
Why Teams Use Ixpert Project Management
Delivery-Ready Templates
Standardize implementation and sales phases, then create projects with schedule overrides.
Real Scheduling Control
Gantt with critical path, float, baseline, drag/cascade and FS/SS/FF/SF dependencies.
Working-Day Awareness
Optional working calendar, week pattern and holidays so plans reflect real capacity.
ERP & CRM Context
Link customers from ERP and sales leads from CRM on the project header.
Calendar Execution
Keep WBS work and day-to-day activities, meetings and reviews in one connected loop.
Portfolio Clarity
Dashboard KPIs and portfolio summary keep status, progress and owners visible.
Deliver Projects with Clear Plans and Connected Follow-Through
See how IxpertOnCloud Project Management and Calendar support implementation and sales delivery from template to Gantt to daily execution.