Project & SubProject Management — business view

1. Business Summary

Lightweight containers grouping jobs by customer engagement; auto-created when a job is intake'd if needed, or maintained manually.

2. Business Value

Organizes work, simplifies reporting, and links delivery to opportunities/accounts.

3. Users / Stakeholders

Project managers, account managers.

4. Workflows

• Auto-creation as part of job intake.
• Manual creation.
• Sub-projects allow further decomposition for very large engagements.

5. Sub-Features

• Auto-create alongside Job/PO/Contact.
• Activities, notes, cases, follow-ups, tickets at the project level.

6. Business Rules

• Project name, start date, end date, brand, creator are required.

7. Data Entities

Project, SubProject.

8. Entry Points

• Project screens; auto-creation hook in job intake.

9. Inputs & Outputs

• Inputs: project metadata.
• Outputs: project record, linked jobs.

10. Integrations

• Triggers TMS workflow when its jobs use Memsource.

11. Calculations / Logic

• N/A.

12. Status Lifecycle

• Limited explicit statuses; status comes from linked jobs/tasks.

13. Permissions

• PMs, AMs, brand-scoped.

14. Reports & KPIs

• Projects per account, jobs per project, status of linked jobs.

15. Risks & Observations

• Lightweight container; the heavy lifting is in linked Jobs/Tasks.

16. Source Code Evidence

• app/Plugin/projects/Model/Project.php, SubProject.php.