Menü Rehberi – Her Alt Menü Öğesinin Ne Yaptığı
Bu rehber, yan çubuktaki Project Roadmap altındaki her öğeyi açıklar. İhtiyacınız olanı bulmak ve önce ne yapılandırmanız gerektiğini (varsa) anlamak için kullanın.
Bu Rehberi Nasıl Kullanılır
- İlgilendiğiniz alt menü öğesini bulun (aşağıda sırayla listelenir).
- Ne yaptığını ve kurulum gerekip gerekmediğini okuyun.
- Gerekirse yapılandırma adımlarını izleyin.
- Tam dokümantasyona atlamak için bağlantıları kullanın.
Alt Menü Öğeleri (Yan Çubuktaki Sırayla)
1. Task Bookmarks
| |
|---|
| 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
| |
|---|
| 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
| |
|---|
| 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 |
Hızlı Referans: Yapılandırma Kontrol Listesi
| 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 |
İzinler
Setup → Staff → Roles içinde yapılandırın:
| 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 |