Settings

Custom fields, AI suggestions, notifications, branded portal, automated workflows, and role-based permissions.

---

Custom Fields (Admin)

• Location – Project Roadmap → Custom Fields
• Access – Admin only

Add a Custom Field

1. Click Add Field
2. Set Field label
3. Choose Type: text, textarea, select, number, date
4. Set Relation type: project or task
5. Configure:
   • Required – Yes/No
   • Display order
   • Active – Show/hide

Edit or Delete

• Use the options next to each field to edit or delete

---

AI Suggestions Settings (Admin)

• Location – Project Roadmap → AI Suggestions Settings
• Access – Admin only

Options

Setting	Description
Enable	Turn AI suggestions on/off
Provider	Rule-based only, OpenAI (GPT), or Anthropic (Claude)
API Key	Your OpenAI or Anthropic API key (for LLM enhancement)
Model	e.g. gpt-4o-mini, claude-3-5-haiku-20241022

See AI Suggestions for full usage.

---

Notification Settings

• Location – Project Roadmap → Notification Settings
• Purpose – Per-user preferences for task and project notifications

Configure which events trigger notifications for your account.

---

Branded Portal Settings (Admin)

• Location – Project Roadmap → Branded Portal Settings
• Access – Admin only
• Purpose – Customize client portal appearance

Setting	Description
Primary color	Main accent (e.g. borders, headings)
Secondary color	Secondary accent

Colors are used in the project updates and milestone approval sections shown to clients.

---

Automated Workflows (Manage)

• Location – Project Roadmap → Automated Workflows
• Access – Manage permission or Admin

Add a Workflow

1. Click Add Workflow
2. Enter Workflow name
3. Select Trigger event:
   • task_completed
   • task_assigned
   • milestone_completed
   • project_updated
4. Select Action:
   • notify_client
   • notify_team
   • add_activity
5. Save

Delete a Workflow

• Click the delete button next to the workflow
• Confirm

---

Role-Based Permissions

Configure in Setup → Staff → Roles for the Project Roadmap module.

Permission	Description
View	Access project roadmap features, view data
Edit	Edit project roadmap data (tasks, milestones, etc.)
Manage	Manage workflows, custom fields, AI settings, portal settings

---

Support

Thank you for using the Project Roadmap module for Perfex CRM.

Getting Help

Resource	Link
CodeCanyon	Project Roadmap on CodeCanyon
Author	Themesic Interactive
Support	Use the support tab on the CodeCanyon item page

Quick Links: CodeCanyon | Perfex CRM