> ## Documentation Index
> Fetch the complete documentation index at: https://docs.wenite.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Project Management Overview

> Creating projects, the project detail page, and permissions.

## 1. What is Project Management?

Project Management lets you structure a client's engagement: you group events (surveys, workshops, actions) on a timeline, schedule them on a calendar, attach files to them, and assign team members. This keeps the full course of an engagement organized in one place.

You find it under **Projects** in the left-hand navigation panel of a client.

## 2. Creating a project

Click the create button to start a new project. In the creation modal, you fill in:

* **Project name** (required)
* **Description** (optional)
* **Assignees** — the team members assigned to the project

After creating the project, you're taken to its detail page.

## 3. The project detail page

A project is organized into tabs: **Overview**, **Calendar**, **Events**, **Dashboard**, and **Files**. At the top, you manage the title, status, and description (directly editable) and assign assignees.

The project itself has its own status, separate from the status of its individual events:

| Project status | Meaning                                               |
| -------------- | ----------------------------------------------------- |
| **Active**     | The engagement is ongoing.                            |
| **Closed**     | The engagement has finished.                          |
| **Archived**   | Kept for reference, hidden from the default overview. |

### 3.1 Overview

The Overview shows:

* The **upcoming events** (the next scheduled items)
* The **timeline** with all scheduled events in chronological order
* The **unscheduled events** (without a date)

### 3.2 Calendar

The Calendar shows scheduled events in a **month, week, or day view**. You can drag events to reschedule them, and click an event to open its details.

### 3.3 Events

Here you manage all events for the project. For each event, you see its status, date, linked survey, and assignees. See the [Events & Tasks guide](/product/project-management/events-and-tasks) for event types, statuses, and how tasks work.

### 3.4 Files

On the **Files** tab, you manage the project's files. You can upload files and later link them to specific events.

### 3.5 Dashboard

The Dashboard gives a summary view of the project's progress.

<Note>
  The exact contents of the Dashboard tab may be limited or still under development. Verify the current functionality in the portal before relying on it.
</Note>

## 4. Permissions

Like the other features, Project Management falls under the permission model (see the [Users & Permissions guide](/product/crm/users-and-permissions)). For each user, you determine whether they can view and/or manage projects, and which tabs are visible.

## 5. Recommended workflow

1. **Create a project per client engagement** and assign the right assignees.
2. **Schedule via the calendar** by dragging events; leave loose items in "Unscheduled" until they get a date.
3. **Bundle documents** on the Files tab and link them to the corresponding events.
4. **Restrict tab visibility per user** through Permissions if a colleague only needs part of the project.

See the [Events & Tasks guide](/product/project-management/events-and-tasks) for how to add events, set their status, link surveys, and use tasks.