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Installation

Requirementsโ€‹

RequirementVersion
Perfex CRM2.3.x or higher
PHP7.2+

Step-by-Step Installationโ€‹

1. Extract the Packageโ€‹

  • Download the module from CodeCanyon
  • Extract the ZIP file to your computer
  • Locate the upload.zip file (contains the module files)

2. Install via Perfex CRMโ€‹

  1. Log in to your Perfex CRM admin panel
  2. Go to Setup โ†’ Modules
  3. Click Install (or Upload)
  4. Select the upload.zip file
  5. Wait for the upload to complete

3. Activate the Moduleโ€‹

  1. Find Project Roadmap in the modules list
  2. Click Activate
  3. Complete any verification steps if prompted (license/CodeCanyon purchase code)

4. Verify Installationโ€‹

  • The Project Roadmap menu item will appear in your sidebar
  • Click it to access the module
  • You can now open any project and see the Project Roadmap views

Post-Installationโ€‹

After activation, use the Menu Guide to see what each submenu does and what needs configuration.

If you want toโ€ฆGo to
Set permissionsSetup โ†’ Staff โ†’ Roles (View, Edit, Manage for Project Roadmap)
Add custom fieldsProject Roadmap โ†’ Custom Fields
Enable AI suggestionsProject Roadmap โ†’ AI Suggestions Settings
Set up email digestsProject Roadmap โ†’ Email Digest (+ cron for automated sending)
Configure workflowsProject Roadmap โ†’ Automated Workflows

Updating the Moduleโ€‹

  1. Backup your database and files
  2. Deactivate the module
  3. Install the new version (upload.zip)
  4. Reactivate the module