Руководство по меню – Назначение каждого пункта подменю
В э том руководстве описаны все пункты под Project Roadmap в боковой панели. Используйте его, чтобы найти нужное и понять, что (если нужно) настроить в первую очередь.
Как пользоваться руководством
- Найдите пункт подменю, который вас интересует (они перечислены в порядке появления ниже).
- Прочитайте назначение и требуется ли настройка.
- Выполните шаги настройки при необходимости.
- Используйте ссылки для перехода к полной документации.
Пункты подменю (в порядке на боковой панели)
1. Task Bookmarks
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|---|
| What it does | Shows a list of tasks you've bookmarked for quick access. |
| Where | Project Roadmap → Task Bookmarks |
| Configuration | None. Just use it. |
| How to add bookmarks | In any project's task table, click the star icon next to a task. |
| Full docs | Task Management → Task Bookmarks |
2. Timesheet Approvals
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|---|
| What it does | Approve or reject time logged by staff via task timers. |
| Where | Project Roadmap → Timesheet Approvals |
| Configuration | None. Works as soon as staff use task timers. |
| How it works | When staff start a task timer in Perfex, a pending approval record is created. Use this page to approve or reject. |
| Actions | Sync – Pull in any missing records from task timers. Approve / Reject – Per record. |
| Filters | Pending, Approved, Rejected |
| Full docs | Collaboration → Timesheet Approvals |
3. Resource Allocation
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|---|
| What it does | Shows hours and task count per staff member per project. |
| Where | Project Roadmap → Resource Allocation |
| Configuration | None. |
| Use it for | Seeing who is assigned to what and how many hours/tasks they have. |
| Full docs | Reporting & Analytics → Resource Allocation |
4. Resource Utilization Report
5. Analytics
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|---|
| What it does | Project health trends and team efficiency metrics. |
| Where | Project Roadmap → Analytics |
| Configuration | None. |
| Use it for | Trends over time, completion rates, velocity. |
| Full docs | Reporting & Analytics → Analytics Page |
6. Custom Fields (Admin only)
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|---|
| What it does | Add extra fields to projects and tasks (text, date, select, etc.). |
| Where | Project Roadmap → Custom Fields |
| Configuration | You define the fields here. |
| Steps | 1. Go to Custom Fields. 2. Add Field. 3. Set label, type, relation (project/task). 4. Save. |
| Full docs | Settings → Custom Fields |
7. Notification Settings
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|---|
| What it does | Choose which events send you notifications (task assigned, deadline, project updates, etc.). |
| Where | Project Roadmap → Notification Settings |
| Configuration | Per-user. Each staff member configures their own. |
| Full docs | Collaboration → Real-Time Notifications |
8. Automated Workflows
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|---|
| What it does | Automatically trigger actions when events happen (e.g. task completed → notify client). |
| Where | Project Roadmap → Automated Workflows |
| Configuration | Add workflows here. Requires Manage permission. |
| Steps | 1. Add Workflow. 2. Choose trigger (task_completed, task_assigned, milestone_completed, project_updated). 3. Choose action (notify_client, notify_team, add_activity). 4. Save. |
| Full docs | Settings → Automated Workflows |
9. Task Templates
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|---|
| What it does | Reusable task structures. Create once, apply to any project. |
| Where | Project Roadmap → Task Templates |
| Configuration | Create templates here. |
| Steps | 1. Add Template. 2. Enter name, description, task data. 3. Save. 4. Use Template → select project → apply. |
| Full docs | Task Management → Task Templates |
10. Centralized File Storage
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|---|
| What it does | View all project files in one place across all projects. |
| Where | Project Roadmap → Centralized File Storage |
| Configuration | None. |
| Use it for | Download, view version history. |
| Full docs | Collaboration → Centralized File Storage |
11. Branded Portal Settings (Admin only)
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|---|
| What it does | Customize colors of the client portal (project updates, milestone approvals). |
| Where | Project Roadmap → Branded Portal Settings |
| Configuration | Set Primary and Secondary colors. |
| Full docs | Client Portal → Branded Portal |
12. Email Digest
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|---|
| What it does | Receive daily or weekly project summary emails. |
| Where | Project Roadmap → Email Digest |
| Configuration | Per-user. Enable, choose frequency (daily/weekly). |
| Important | For automated sending, add a cron job. See below. |
| Cron setup | Add to crontab: 0 8 * * * php /path/to/perfex/index.php projectroadmap cron_email_digest |
| Full docs | Collaboration → Email Digest |
13. Custom Report Builder
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|---|
| What it does | Define saved report configurations (filters + columns) and run them on task data. |
| Where | Project Roadmap → Custom Report Builder |
| Configuration | Create report configs here. |
| Steps | 1. Add Report Config. 2. Set name, filters (JSON), columns (JSON). 3. Save. 4. Run Report. |
| Full docs | Reporting & Analytics → Custom Report Builder |
14. AI Suggestions Settings (Admin only)
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|---|
| What it does | Enable AI suggestions (assignee, due date) and optionally connect OpenAI/Anthropic. |
| Where | Project Roadmap → AI Suggestions Settings |
| Configuration | Enable, choose provider (rule-based only, OpenAI, Anthropic), add API key if using LLM. |
| Note | Rule-based suggestions work without any API key. |
| Full docs | AI Suggestions |
Быстрый справочник: Чек-лист настройки
| Feature | Needs setup? | Where to configure |
|---|
| Task Bookmarks | No | - |
| Timesheet Approvals | No | - |
| Resource Allocation | No | - |
| Resource Utilization | No | - |
| Analytics | No | - |
| Custom Fields | Yes | Project Roadmap → Custom Fields |
| Notification Settings | Yes (per user) | Project Roadmap → Notification Settings |
| Automated Workflows | Yes | Project Roadmap → Automated Workflows |
| Task Templates | Yes (create templates) | Project Roadmap → Task Templates |
| Centralized File Storage | No | - |
| Branded Portal | Yes | Project Roadmap → Branded Portal Settings |
| Email Digest | Yes (per user + cron) | Project Roadmap → Email Digest |
| Custom Report Builder | Yes (create configs) | Project Roadmap → Custom Report Builder |
| AI Suggestions | Yes (optional API) | Project Roadmap → AI Suggestions Settings |
Права доступа
Настройка в Setup → Staff → Roles:
| Permission | What it allows |
|---|
| View | Access all Project Roadmap features and view data |
| Edit | Edit tasks, milestones, and other project data |
| Manage | Manage workflows, custom fields, AI settings, portal settings |