Greater control over project scope and approved effort.
AI-Powered Project Management System
Plan Projects. Control Scope. Track Every Hour. Collaborate in One Platform.
Manage your entire project lifecycle from a single platform. Create projects, define project scope, assign team members, break work into tasks and subtasks, allocate approved hours, monitor time spent, manage meetings, maintain timesheets, create and edit documents, send emails, collaborate through WhatsApp, resolve tickets, and securely store project information.
Ananya Iyer notified
ST-118.2 Payment API integration
PRJ-2026-014 · Tue 13 Oct
Kaveri Retail Customer Portal
Completion
64%
21 of 33 tasks done
Approved hours
200 h
Scope v2
Consumed
152 h
76% used
Remaining
48 h
Across 4 phases
Hours by phase · consumed of approved
- Design27.5 / 30
- Development92.5 / 110
- Testing18 / 40
- Project mgmt14 / 20
Next milestones
- Portal beta30 Oct
- UAT complete20 Nov
- Go-live30 Nov
People, Tasks, Time and Budgets Together
COPS 360 Project Management brings your people, tasks, time, communications, files, and project budgets together—helping your organisation maintain accountability, control scope, and deliver projects more effectively.
Everything in One Platform, from A to T
Jump straight to the part of the project lifecycle you need, or filter by what you want to do.
Project Creation and Management
Create and manage projects with a complete overview of the work, people, resources, timelines, and deliverables.
Key Features · 14
- Create projects with a unique project ID and name.
- Add project descriptions, objectives, and business requirements.
- Define the project owner, project manager, and participating teams.
- Assign team members, departments, and external collaborators where permitted.
- Define project start dates, target completion dates, and milestones.
- Configure project status, priority, category, and client details.
- Set project budgets and planned effort in hours.
- Define project scope, deliverables, exclusions, and acceptance criteria.
- Attach project documents, specifications, proposals, and contracts.
- Create project phases and work breakdown structures.
- Track project progress and completion percentage.
- View upcoming deadlines, overdue tasks, risks, and dependencies.
- Maintain project history, updates, comments, and approvals.
- Archive completed projects while preserving authorised access to historical records.
Project record · PRJ-2026-014
Kaveri Retail Customer Portal
- M1 · Requirements sign-offDue 15 Sep · approved 15 Sep by Neha Kapoor
- M2 · UI design approvalDue 05 Oct · approved 07 Oct, 2 days late
- M3 · Portal betaDue 30 Oct · 11 of 16 deliverables complete
- M4 · UAT completeDue 20 Nov · depends on M3
- M5 · Go-liveDue 30 Nov · client acceptance required
- Comment from Neha Kapoor on M2Today 10:12 · “Approved with two copy changes”
- Milestone M2 approved07 Oct · Suresh Rao
- Kavya Reddy added to Design18 Sep · Ananya Iyer
- Scope v2 approved · 200 hours12 Sep · Suresh Rao
- Project created28 Aug · Ananya Iyer
Project Scope and Work Breakdown Structure
Define exactly what the project includes, who is responsible for each part, and how much time has been approved.
Key Features · 12
- Create a detailed project scope document.
- Define deliverables, milestones, activities, and acceptance criteria.
- Specify included and excluded work.
- Divide the project into phases, tasks, and subtasks.
- Assign a responsible owner and supporting team members to each work item.
- Define estimated effort for each task and subtask.
- Allocate approved hours by employee, role, department, or project phase.
- Set planned start and end dates.
- Record assumptions, dependencies, constraints, and risks.
- Maintain scope versions and approval history.
- Require approval for scope changes that affect cost, effort, or deadlines.
- Record additional work as an approved change request rather than silently expanding the original scope.
Scope control: Work should be tracked against approved deliverables and allocations. If additional work is needed, the project manager can approve a revised scope, timeline, or hour budget before the team proceeds.
Scope and WBS
Scope v2 · 200 approved hours
- 1Design30 hApproved
- 1.1T-112 Portal UI design18 h
- 1.2T-124 Responsive layouts12 h
- 2Development110 hApproved
- 2.1T-118 Customer order sync18 h
- 2.1.1ST-118.1 Order sync database schema6 h
- 2.1.2ST-118.2 Payment API integration8 h
- 2.1.3ST-118.3 Error handling4 h
- 2.2T-121 Invoice download page + 6 more92 h
- 3Testing40 hApproved
- 4Project management20 hApproved
Included
Dealer portal (web), order and invoice views, payment gateway
Excluded
Native mobile apps, migration of orders before 2022
CR-03 · Loyalty points widget
Awaiting approvalRequested by Neha Kapoor (client) · not in the approved scope
Team Allocation and Approved Hour Budgets
Allocate the right people and the right amount of time to each project.
Key Features · 12
- Assign employees to one or more projects.
- Define each member's role, responsibilities, and deliverables.
- Allocate project hours by individual team member.
- Allocate hours by task, subtask, phase, or work category.
- Define planned hours, approved hours, and actual hours separately.
- Set daily, weekly, or project-level allocation limits where configured.
- View total allocated hours versus available capacity.
- Prevent overlapping or unauthorised allocations where configured.
- Restrict time entries to authorised projects and tasks.
- Notify project managers when a team member approaches an hour limit.
- Require approval for extra hours or revised allocations.
- Maintain a complete record of allocation changes and approvals.
Time allocation example
A project may have 200 approved hours, allocated across development, testing, design, and project management. Each team member receives a defined allocation. Their time entries are recorded against the relevant project tasks and subtasks.
The system can flag unallocated work, excess hours, duplicate entries, and time logged against the wrong project. Strict prevention of additional time should be configurable so that authorised exceptions, approved overtime, and emergency work can be handled through an explicit approval process.
Allocations · PRJ-2026-014
152 of 200 approved hours used
- AIAnanya Iyer · PM70%
Planned 18 hApproved 20 hActual 14 h6 h left
- KRKavya Reddy · Design92%
Planned 28 hApproved 30 hActual 27.5 h2.5 h left
- RMRohit Menon · Dev88%
Planned 64 hApproved 70 hActual 61.5 h8.5 h left
- SKSahil Khan · Dev78%
Planned 38 hApproved 40 hActual 31 h9 h left
- ADArjun Das · QA45%
Planned 40 hApproved 40 hActual 18 h22 h left
- Design · 1 member92%
Planned 28 hApproved 30 hActual 27.5 h2.5 h left
- Development · 2 members84%
Planned 102 hApproved 110 hActual 92.5 h17.5 h left
- Testing · 1 member45%
Planned 40 hApproved 40 hActual 18 h22 h left
- Project management · 1 member70%
Planned 18 hApproved 20 hActual 14 h6 h left
Task and Subtask Management
Break projects into manageable activities and track each one from assignment to completion.
Key Features · 14
- Create tasks and subtasks within a project.
- Assign an owner, contributors, and reviewer.
- Add descriptions, requirements, priorities, and due dates.
- Define estimated hours and approved time budgets.
- Add checklists, dependencies, and acceptance criteria.
- Set task statuses such as To Do, In Progress, In Review, Blocked, and Completed.
- Track time separately for every task and subtask.
- Add comments, attachments, and progress updates.
- Record reasons for delays or blocked work.
- Notify responsible members of new assignments and approaching deadlines.
- Review and verify completed tasks.
- Maintain task history and changes.
- View overdue work, incomplete subtasks, and pending approvals.
- Create recurring tasks and reusable project templates where required.
Tasks · PRJ-2026-014
7 tasks this sprint · 2 need attention
Task-Level Time Tracking and Timesheets
Know how much time is spent on every activity, not just the project as a whole.
Key Features · 13
- Start and stop a timer against a specific task or subtask.
- Record manual time entries where permitted.
- Capture start time, end time, duration, date, and work description.
- Link every time entry to a project and work item.
- Prevent or flag simultaneous timers and overlapping entries.
- Compare estimated, approved, and actual hours.
- Record billable and non-billable time where applicable.
- Submit daily or weekly timesheets.
- Allow managers to review, approve, reject, or request corrections.
- Lock approved time entries to prevent unauthorised editing.
- Record changes, corrections, and approval history.
- Export timesheets in supported formats.
- Generate employee-wise, task-wise, project-wise, and client-wise reports.
Timesheet · Rohit Menon
Tue 13 Oct · week 42
ST-118.2 Payment API integration
Est 8 h · approved 8 h · actual 7.0 h
ST-118.3 Error handling
Est 4 h · approved 4 h · actual 0.0 h
Today's entries
| Time | Work item | Hours |
|---|---|---|
| 09:30–11:00 | ST-118.1 Order sync database schemaIndexes for dealer order lookup · billable | 1.5 |
| 11:15–13:15 | ST-118.2 Payment API integrationGateway callbacks and retries · billable | 2.0 |
| 14:00–15:00 | T-121 Code reviewManual entry · non-billable | 1.0 |
Week 42 · 12.5 h logged · Mon 8.0 · Tue 4.5
Scope Guardrails and Hour Consumption Alerts
Control scope creep and prevent unapproved effort from going unnoticed.
Key Features · 11
- Set approved hours for the entire project and each work item.
- Set individual allocations for each team member.
- Display consumed hours, remaining hours, and percentage used.
- Configure alerts at defined thresholds, such as 75%, 90%, and 100%.
- Notify the owner and project manager when budgets are nearly exhausted.
- Flag attempts to log time against completed, unauthorised, or out-of-scope tasks.
- Require approval for extra hours, scope changes, or additional deliverables.
- Block new time entries when a hard limit is reached, if configured.
- Allow approved exceptions for urgent work and overtime.
- Maintain an audit trail for overrides and budget changes.
- Generate reports showing where projects exceed their planned effort.
The system should distinguish between recording time already worked and authorising future work. If a limit is reached, it should not erase or hide legitimate time already spent; instead, it should flag the overrun and apply the configured approval process.
Guardrail · ST-118.2
Payment API integration · approved 8 h
Consumed
7.0 h
Remaining
1.0 h
Used
88%
Alerts and audit trail
- 75% reached · Rohit Menon and Ananya Iyer notified · 12 Oct
- Flagged · 0.5 h logged against completed task T-109 · 12 Oct
Project Timelines, Milestones and Dependencies
Plan work in the correct sequence and identify schedule risks early.
Key Features · 10
- Create project timelines and milestone dates.
- Set planned start and completion dates for tasks.
- Define dependencies between tasks and subtasks.
- Identify critical tasks and blockers.
- View project schedules in calendar, list, or Gantt-style views where supported.
- Track baseline dates against revised dates.
- Monitor delayed milestones and overdue deliverables.
- Adjust schedules through authorised changes.
- Notify team members of deadline changes.
- Track project completion and milestone approvals.
Schedule · PRJ-2026-014
Sep to Nov 2026 · today 13 Oct
| Milestone | Baseline | Revised | Status |
|---|---|---|---|
| M2 UI design approval | 05 Oct | 07 Oct | Late |
| M3 Portal beta | 26 Oct | 30 Oct | On track |
| M4 UAT complete | 16 Nov | 20 Nov | Planned |
| M5 Go-live | 30 Nov | 30 Nov | Holding |
Meetings and Project Calendar
Plan meetings and maintain their records alongside the project.
Key Features · 11
- Schedule project meetings and reviews.
- Invite internal team members and permitted external participants.
- Add agendas, objectives, and supporting documents.
- Record meeting date, duration, and related project or task.
- Maintain minutes of meetings and decisions.
- Create action items directly from meeting notes.
- Assign owners and deadlines to action items.
- Track decisions, unresolved issues, and follow-ups.
- Attach recordings or transcripts where supported and authorised.
- Send meeting invitations and reminders through configured channels.
- View project deadlines, meetings, milestones, and tasks in a calendar.
Project calendar · week 42
3 meetings · 1 milestone this week
Fri 16 · Weekly status report
Sprint planning · minutes
Mon 12 Oct · 45 min · Ananya, Rohit, Sahil, Kavya, Arjun
Decision
Move payment retries into this sprint; defer the CSV export.
Action items
Design walkthrough · agenda
Wed 14 Oct · 3:00 PM · 30 min · linked to T-124
- 1. Responsive dashboard mockups
- 2. Dealer invoice page states
- 3. Open question: loyalty widget placement
Weekly client review
Thu 15 Oct · 11:00 AM · 45 min · online
Integrated Documents, Excel, Files and URLs
Create, store, edit, and access project information without needing to manage separate local files for every activity.
Key Features · 15
- Upload documents, spreadsheets, PDFs, images, and project files.
- Create and edit documents within the system through a supported document editor.
- Create and edit spreadsheets through a supported spreadsheet editor.
- Save documents directly against the relevant project, task, meeting, or ticket.
- Store external URLs and web references with titles, descriptions, and related records.
- Attach a URL and upload the actual file when both are required.
- Organise documents into project folders and categories.
- Maintain version history where supported.
- Track document owners, update dates, and access permissions.
- Preview supported file types within the platform.
- Share approved files with authorised team members.
- Search project files and documents.
- Download or export documents in supported formats.
- Set document review dates and expiry reminders.
- Maintain an audit history for important file actions.
Important: In-system document and spreadsheet editing requires an integrated editor or compatible document service. A stored URL is a reference to the original resource; it does not automatically copy or preserve the contents of the external website.
Files · PRJ-2026-014
14 files · 5 URLs
- DOCScope document v2.docxProject · v2 · Ananya Iyer · 12 SepApproved
- XLSHour allocation tracker.xlsxProject · v7 · edited today 10:40Editing
- PDFSOW signed · Kaveri Retail.pdfContracts · review due 31 Mar 2027Review set
- DOCSprint planning minutes.docxMeeting · Mon 12 Oct
- URLDesign prototypeReference link · T-124 · opened 14 times
- URLPayment gateway API docsReference link + uploaded PDF v1.3Link + file
| A · Member | B · Approved | C · Actual | D · Left | |
|---|---|---|---|---|
| 2 | Kavya Reddy | 30 | 27.5 | 2.5 |
| 3 | Rohit Menon | 70 | 61.5 | 8.5 |
| 4 | Arjun Das | 40 | 18 | =B4-C4 → 22 |
Email Directly from the Project Management System
Manage project communication without constantly switching to a separate email application.
Key Features · 12
- Connect authorised company email accounts.
- Compose and send emails from a project, task, meeting, or ticket.
- Send to team members, clients, vendors, and approved contacts.
- Use reusable email templates.
- Attach project documents and relevant files.
- Save sent emails against the relevant project record.
- View supported incoming and outgoing email history.
- Reply to conversations and maintain email context.
- Create follow-up reminders.
- Generate AI-assisted email drafts where enabled.
- Track delivery or engagement events where supported by the email provider.
- Apply email permissions and audit controls.
Email sending, synchronisation, attachments, and delivery tracking depend on the configured provider and integration.
Email · from PRJ-2026-014
New message to Kaveri Retail
- Re: UI design approvalNeha Kapoor · 07 Oct · saved to project
WhatsApp Integration and Business Communication
Bring project-related WhatsApp communication into the workflow wherever supported by an authorised WhatsApp Business integration.
Key Features · 12
- Send project updates to authorised contacts.
- Share task assignments, deadlines, and meeting reminders.
- Notify users of overdue tasks and pending approvals.
- Send approved document links and file attachments where supported.
- Send and receive supported WhatsApp messages.
- Use approved templates for business-initiated messages where required.
- Maintain message history against the relevant project or customer record where supported.
- Trigger configured notifications for selected project events.
- Use AI-assisted message drafting where enabled.
- Create follow-up tasks from relevant conversations.
- Manage team access to connected communication records.
- Maintain consent, opt-in, and communication preferences where applicable.
WhatsApp Business API capabilities, message templates, delivery rules, attachments, and charges depend on the integration and Meta's applicable policies. Personal WhatsApp accounts should not be assumed to provide the same capabilities.
WhatsApp Business · approved templates
Project alerts · Rohit Menon
Send a template
Project Ticket and Issue Management
Manage questions, defects, service requests, and blockers through a structured ticketing process.
Key Features · 13
- Create tickets linked to projects, tasks, customers, or team members.
- Categorise tickets as bugs, change requests, support issues, risks, or general requests.
- Set priority, severity, owner, and target resolution date.
- Assign tickets to individuals or teams.
- Track status from Open through In Progress, Pending, Resolved, and Closed.
- Add comments, files, screenshots, and supporting URLs.
- Record root cause, resolution, and closure notes.
- Link related or duplicate tickets.
- Escalate overdue or high-priority issues.
- Define response and resolution targets where required.
- Convert approved tickets into tasks or change requests.
- Maintain a full history of ticket activity and decisions.
- Generate reports on open tickets, resolution time, recurring issues, and workload.
Tickets · PRJ-2026-014
5 open · 1 blocking the release
Secure Project Vault
Keep sensitive project information in a restricted-access area.
Key Features · 8
- Store confidential project documents and approved sensitive information.
- Define who can view, upload, download, edit, or share records.
- Separate vault access from general project access.
- Maintain file access and activity history where supported.
- Store contracts, credentials, sensitive references, and other approved records using appropriate security controls.
- Configure retention and archival rules.
- Review access permissions periodically.
- Support secure document handover when team members change roles or leave a project.
Sensitive credentials should be stored in a dedicated secrets manager or encrypted vault with strong access controls—not in ordinary notes, task comments, or unrestricted attachments.
Project Notes and Knowledge Capture
Capture important information without losing context across chats, meetings, and files.
Key Features · 10
- Create notes linked to a project, task, ticket, meeting, or customer.
- Record decisions, assumptions, instructions, and technical information.
- Add headings, checklists, links, and attachments where supported.
- Assign note owners and control visibility.
- Mark notes as personal, team-visible, or restricted where configured.
- Pin important notes for quick access.
- Search notes across authorised records.
- Convert notes into tasks, tickets, or meeting action items.
- Maintain note history where supported.
- Use AI-assisted summaries where enabled.
Team Collaboration and Project Updates
Give everyone a shared view of progress and responsibilities.
Key Features · 10
- Project discussion and activity feeds.
- Task comments and team mentions.
- File sharing and collaborative document links.
- Project announcements and change notifications.
- Status updates from team members.
- Blocker and risk reporting.
- Review comments and approval decisions.
- Notifications through the application, email, or WhatsApp where configured.
- Team workload and availability views.
- Clear ownership of deliverables and action items.
Activity · PRJ-2026-014
Today
- AI
Ananya Iyer posted an announcement
Portal beta stays on 30 Oct. Design sign-off moved to Wed after the client review.10:05 · Announcement · sent in app and by email - AD
Arjun Das reported a blocker on T-118
@Rohit Menon payment callback times out after 30 s on staging. Logged as TKT-341.10:48 · Blocker · High - SK
Sahil Khan shared Invoice page states.pdf for review
11:20 · Reviewer Ananya Iyer - SR
Suresh Rao approved 2 extra hours on ST-118.2
11:36 · Approval decision · recorded in audit trail
Workload this week
- Rohit Menon34 h
- Kavya Reddy22 h
- Arjun Das16 h
AI-Powered Project Assistant
Use AI to make project information easier to find and routine coordination faster.
Example questions include:
AI can assist with summaries, search, draft messages, risk indicators, and report preparation. Answers depend on connected records, data quality, permissions, and the capabilities enabled in the implementation. Sensitive actions should require user confirmation and the appropriate approvals.
COPS 360 AI · Projects
Asking as Ananya Iyer · project manager
3 projects are using hours faster than they are completing work.
- Sunrise Clinics App · 70% complete88% used
- Vertex HRMS Migration · 85% complete91% used
- Kaveri Retail Customer Portal · 64% complete76% used
At the current rate, Sunrise Clinics App would need about 400 h against 320 approved.
3 subtasks have used 90% or more of their time budget.
- ST-121.3 PDF invoice template4 / 4 h
- ST-124.2 Responsive dashboard mockups7.5 / 8 h
- ST-118.1 Order sync database schema5.5 / 6 h
3 timesheets for week 42 are not approved yet.
- Sahil Khan · 38.5 h submitted MonPending
- Arjun Das · correction requestedReturned
- Kavya ReddyNot submitted
2 milestones are overdue.
| Milestone | Due |
|---|---|
| Sunrise Clinics App · API freeze | 09 Oct |
| Vertex HRMS · Data migration sign-off | 11 Oct |
Kaveri Retail M2 was approved on 07 Oct, two days late, and is now closed.
This week: 3 meetings, 7 action items, 2 open decisions.
- Sprint planning · retries moved into sprint3 actions
- Design walkthrough · Wed 14 Oct2 actions
- Client review · Thu 15 Oct2 actions
Open: loyalty widget placement, and whether CR-03 changes the go-live date.
2 tickets are blocking the portal beta.
- TKT-341 Payment callback times out · Rohit MenonIn Progress
- TKT-344 Brand assets delayed · clientOpen
TKT-344 also blocks T-124 Responsive layouts on the critical path.
14 files and 5 URLs are linked to PRJ-2026-014.
- Scope document v2.docxProject
- Hour allocation tracker.xlsxProject
- SOW signed · Kaveri Retail.pdfContracts
- Design prototypeURL
- Payment gateway API docsURL + file
Here is a draft for Neha Kapoor. Review it before sending.
12 notes summarised. 2 decisions are still open.
- Decided · payment retries max 3, 30 s apart12 Oct
- Decided · CSV export deferred to phase 212 Oct
- Open · loyalty widget placementKavya
- Open · CR-03 impact on go-liveSuresh
2 team members have less time left than their open work needs.
| Member | Left | Open work |
|---|---|---|
| Kavya Reddy · Design | 2.5 h | 6 h |
| Rohit Menon · Dev | 8.5 h | 12 h |
I can prepare an extra-hours request for Ananya Iyer to review.
Project Dashboards and Reports
Give project managers and leadership a clear view of delivery, effort, risks, and outstanding work.
Key Features · 14
- Project status and completion percentage.
- Planned versus actual hours.
- Approved, consumed, and remaining hours.
- Hours by employee, task, subtask, phase, and project.
- Billable and non-billable time where applicable.
- Team allocation and capacity.
- Overdue tasks and milestones.
- Scope changes and additional-hour approvals.
- Timesheet submission and approval status.
- Meeting action items and unresolved decisions.
- Open tickets, blockers, and resolution status.
- Document activity and pending reviews.
- Project budget and effort variance.
- Exportable reports in supported formats.
Portfolio dashboard · Oct 2026
4 active client projects
Approved hours
960 h
4 projects
Consumed
719 h
75% used
Overdue tasks
9
2 milestones
Open tickets
14
3 blockers
Hours by project
6 timesheets
awaiting approval
3 scope changes
+42 h requested
8 action items
from meetings, open
Roles, Permissions and Audit Controls
Give users the access they need without exposing everything to everyone.
Key Features · 8
- System administrator, project manager, team lead, contributor, client, and read-only roles.
- Project-level and task-level permissions.
- Restrictions on hour budgets, timesheets, documents, vault access, and communications.
- Approval controls for scope changes and extra hours.
- Record of changes to project plans and allocations.
- Audit history for time entry edits and approvals.
- Controlled sharing with external clients.
- Project closure and archival permissions.
Roles and permissions · PRJ-2026-014
Choose a role to see its access
Audit history
- Time entry edited · ST-118.2Rohit Menon · 2.0 h → 2.5 h · approved by Ananya Iyer · 12 Oct
- Allocation changed · Kavya Reddy28 h → 30 h · Suresh Rao · 05 Oct
Complete Project Workflow
Twelve steps from the first project brief to a closed, approved project.
- Create the project and define its objectives and scope.
- Establish deliverables, milestones, budget, and planned hours.
- Assign teams and allocate approved hours to members and tasks.
- Create tasks and subtasks with estimates, owners, and deadlines.
- Track work and time against each subtask.
- Review timesheets, progress, budget consumption, and scope exceptions.
- Schedule meetings, maintain notes, and assign action items.
- Create and edit project documents, spreadsheets, and URLs within linked project records.
- Send project emails and supported WhatsApp communications from the platform.
- Track issues and service requests through ticket management.
- Store restricted information in the project vault.
- Review dashboards, obtain approvals, complete deliverables, and close the project.
Business Benefits
Clear accountability for every task and subtask.
Better visibility into time spent and remaining hours.
Earlier identification of delays, blockers, and budget overruns.
Less switching between project tools, email, chat, and file storage.
Centralised meeting notes, tickets, documents, and URLs.
More consistent timesheet and approval workflows.
Better project reporting and client communication.
Improved protection of sensitive project information.
AI-assisted search, summaries, and routine coordination.
COPS 360 Project Management
Plan with Clarity. Execute with Control. Deliver with Confidence.
Manage your entire project lifecycle from a single platform.
