Integration with Other Modules

Overview #

Corcava’s project management system seamlessly integrates with other platform modules to provide a unified business management experience. Based on thorough code analysis, the project management features connect directly with time tracking, client portal, invoicing, contact management, and communication systems to create a comprehensive workflow that eliminates the need to switch between different tools.

Understanding these integrations will help you maximize the value of your project management work by leveraging connections with other business processes.

Time Tracking Integration – Seamless Time Tracking on Tasks #

Direct Time Tracking Connection #

Task-Level Time Tracking:

The time tracking system integrates directly with project management at the task level:

Time Tracking Features:

• Task-Specific Tracking – Track time directly on individual tasks
• Project-Level Aggregation – Task time automatically rolls up to project totals
• Real-Time Display – Tracked time appears on task cards as “Tracked Time: HH:MM:SS”
• Desktop App Integration – Time tracking desktop application connects to specific tasks
• Manual Time Entry – Add time retroactively and associate with specific tasks

Time Tracking Benefits:

• Accurate Billing – Precise time allocation for client billing
• Task Performance – Understand time investment for different types of work
• Team Productivity – See individual and team time allocation across projects
• Client Transparency – Detailed time reports for client communication

Time Tracking Workflow #

How Time Tracking Integrates:

1. Start Time Tracking – Begin tracking time on specific project and task 2. Automatic Association – Time intervals automatically linked to projects and tasks 3. Visual Display – Tracked time appears on task cards in real-time 4. Project Totals – Individual task time contributes to project time totals 5. Reporting Integration – Time data flows into reports and invoicing systems

Time Display Features:

• Task Cards – Each task shows total tracked time directly on the card
• Project Summaries – Projects show daily and weekly time totals
• User-Specific Views – See time tracked by specific team members
• Historical Data – Access complete time tracking history for tasks and projects

Time Tracking Integration Benefits:

✅ Seamless Workflow – Time tracking happens within project management interface ✅ Accurate Data – Precise time allocation to specific tasks and projects ✅ Visual Feedback – Immediate visibility of time investment on task cards ✅ Billing Accuracy – Direct connection between work performed and billing data

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Client Portal – What Clients See of Project Progress #

Client Portal Integration #

Client Project Visibility:

Clients with PROJECT_VIEWER role access a dedicated portal showing their project information:

Client Portal Features:

• DashboardClient – Special client-focused dashboard interface
• Project Progress – Clients see progress on their assigned projects
• Time Reports – Transparent time tracking reports for client review
• Screenshot Access – Optional access to time tracking screenshots
• Professional Interface – Clean, client-appropriate project presentation

Client Portal Capabilities:
Project Information Access:

• Project Lists – Clients see projects they’re assigned to
• Task Progress – View task completion and current status
• Team Member Information – See who is working on their projects
• Time Investment – Transparent view of time spent on their work
• Financial Summaries – Project cost and billing information

Client Communication:

• Project Chat – Direct communication with project team
• Progress Updates – Regular updates on project milestones
• File Access – View and download relevant project files
• Invoice Access – View and pay invoices through portal

Client Portal Benefits #

For Clients:

✅ Complete Transparency – Full visibility into project progress and team activity ✅ Real-Time Updates – See progress as work happens ✅ Professional Experience – Clean, branded interface for project information ✅ Direct Communication – Easy communication with project team

For Teams:

✅ Client Satisfaction – Transparent process improves client relationships ✅ Reduced Communication – Clients can self-serve project information ✅ Professional Presentation – Polished interface enhances team credibility ✅ Automatic Updates – Client portal updates automatically as work progresses

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Invoicing Integration – Converting Tracked Time to Invoices #

Invoice Generation from Time Data #

Time-to-Invoice Workflow:

The invoicing system directly integrates with time tracking data to generate accurate client invoices:

Invoice Integration Features:

• Automatic Time Collection – Invoices pull time data from project work
• Bill Rate Application – Different billing rates applied to different projects/users
• Multi-Currency Support – Handle international clients with currency conversion
• Uninvoiced Time Tracking – Identify time that hasn’t been billed yet
• Professional Invoice Generation – Create branded invoices from tracked project time

Invoice Types:
Client Invoices:

• Time-Based Billing – Invoices generated from tracked time on client projects
• Project-Specific Items – Invoice line items show project and task details
• Team Member Attribution – Invoice shows which team members worked on what
• Rate Integration – Bill rates applied automatically to tracked time

Team Invoices:

• Payroll Integration – Generate team member payments from tracked time
• Pay Rate Application – Team member pay rates applied to their tracked time
• Project Cost Analysis – Understand true project costs including team time
• Multi-Project Payroll – Team member invoices span multiple projects

Invoice Integration Workflow #

From Time Tracking to Invoice:

1. Time Tracking – Team members track time on project tasks 2. Time Accumulation – Time data accumulates for projects and clients 3. Invoice Generation – Create invoices based on tracked time data 4. Rate Application – Billing rates automatically applied to time data 5. Professional Delivery – Send branded invoices to clients with detailed time breakdown

Invoice Integration Benefits:

✅ Accurate Billing – Invoices based on actual work performed ✅ Detailed Documentation – Invoice line items show specific work completed ✅ Transparent Pricing – Clients see exactly what they’re paying for ✅ Automated Process – Reduce manual invoice creation time ✅ Multi-Currency Support – Handle international clients seamlessly

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Contact Management – Linking Tasks to Contacts and Deals #

Contact Integration Features #

Contact-Task Connections:

The system provides integration between contact management and project tasks:

Contact Integration Capabilities:

• Contact Tasks – Create tasks directly associated with specific contacts
• Project-Contact Links – Link projects to specific client contacts
• Task Contact Assignment – Assign tasks to specific contacts for context
• Contact Activity Tracking – Project work appears in contact activity history

Contact Task System:

• Contact-Specific Tasks – Tasks created within contact management system
• Separate Task Type – ContactTask system separate from project board tasks
• Status Tracking – Contact tasks have their own status and workflow system
• Due Date Management – Contact tasks include due date tracking and management

Contact Integration Benefits #

Business Relationship Management:

• Contact Context – Project work connected to specific business contacts
• Relationship History – Complete history of work done for specific contacts
• Communication Integration – Project discussions connected to contact records
• Business Intelligence – Understand work patterns and contact relationships

Project Context Enhancement:

• Client Focus – Project work clearly connected to client contacts
• Communication History – Project work becomes part of contact communication history
• Relationship Tracking – Understand which contacts drive which project work
• Business Development – Use project work history for future business development

Contact Integration Benefits:

✅ Complete Client Picture – See all work done for specific contacts ✅ Relationship Management – Project work enhances client relationship records ✅ Business Intelligence – Understand contact value and work patterns ✅ Communication Context – Project discussions connected to contact history

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Email Integration – Creating Tasks from Emails #

Email Integration Capabilities #

Email-Project Connections:

Based on code analysis, the system includes email integration features:

Email Integration Features:

• Email Campaign Integration – Email campaigns can target contacts from projects
• Invoice Email Integration – Automatic invoice delivery via email
• Team Communication – Email notifications for project activities
• Client Communication – Professional email communication about projects

Email Automation:

• Invoice Delivery – Automatic email delivery of invoices to clients
• Project Updates – Email notifications for project milestones and updates
• Team Notifications – Email alerts for task assignments and completions
• Marketing Integration – Email campaigns targeting project contacts

Email Integration Benefits #

Professional Communication:

• Branded Emails – Professional email communication with clients
• Automatic Delivery – Reduce manual email sending for project updates
• Template Integration – Use email templates for consistent communication
• Contact Integration – Email campaigns leverage contact data from projects

Team Coordination:

• Assignment Notifications – Email alerts when assigned to tasks
• Progress Updates – Email summaries of project progress
• Invoice Delivery – Professional invoice delivery to clients
• Marketing Coordination – Email campaigns coordinated with project work

Email Integration Benefits:

✅ Professional Communication – Branded, consistent email communication ✅ Automated Delivery – Reduce manual email work ✅ Template Consistency – Professional email templates for all communication ✅ Contact Leverage – Use project contact data for email campaigns

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Integration Benefits and Workflow Efficiency #

Unified Workflow Advantages #

Seamless Data Flow:

The integration between modules creates a unified workflow where information flows automatically between different business processes:

Workflow Integration:

• Time → Invoicing – Tracked time automatically becomes billable hours
• Projects → Client Portal – Project progress automatically visible to clients
• Contacts → Projects – Contact relationships enhance project context
• Tasks → Reporting – Task completion contributes to performance analytics
• Email → Communication – Professional communication integrated with project work

Business Process Enhancement:

• Reduced Data Entry – Information entered once flows to all relevant modules
• Consistent Data – Same data used across all business processes
• Professional Presentation – Consistent branding and presentation across all client touchpoints
• Automated Workflows – Reduce manual work through intelligent integration

Integration Benefits for Different Users #

For Project Managers:

✅ Complete Project View – See time, costs, client communication in one place ✅ Automated Reporting – Project reports automatically include time and cost data ✅ Client Communication – Professional client updates with minimal manual work ✅ Team Coordination – All team activities visible in integrated interface

For Team Members:

✅ Simplified Workflow – Track time and manage tasks in same interface ✅ Clear Context – Understand client and business context for all work ✅ Automatic Documentation – Work automatically documented across systems ✅ Professional Communication – Team communication integrated with business processes

For Clients:

✅ Complete Transparency – See all aspects of project work and investment ✅ Professional Experience – Consistent, branded experience across all touchpoints ✅ Easy Communication – Direct communication with project team ✅ Clear Billing – Understand exactly what work was performed and billed

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Getting Started with Module Integration #

Quick Start Guide #

Step 1: Set Up Time Tracking Integration

1. Connect time tracking to your projects and tasks 2. Verify time appears on task cards as work progresses 3. Check project time totals in project views 4. Review time data in reporting sections

Step 2: Configure Client Portal Access

1. Set up clients with PROJECT_VIEWER role 2. Assign clients to specific projects 3. Test client portal access and project visibility 4. Configure client communication and file access

Step 3: Connect Invoicing Workflow

1. Set up bill rates for projects and team members 2. Track time on billable project work 3. Generate invoices from tracked time data 4. Review uninvoiced time reports for billing opportunities

Step 4: Leverage Contact Integration

1. Link projects to specific client contacts 2. Create contact-specific tasks when appropriate 3. Use contact data for project communication 4. Review contact activity history including project work

Integration Best Practices #

✅ Consistent Data Entry – Enter information once and use across modules ✅ Regular Integration Review – Periodically check that integrations are working properly ✅ Team Training – Ensure team understands how modules work together ✅ Client Communication – Use integrated data for professional client updates ✅ Process Optimization – Leverage integrations to reduce manual work

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Next Steps #

Now that you understand integration with other modules, you’re ready to explore:

• [Best Practices & Workflows](best-practices.md) – Recommended project management approaches
• [Troubleshooting & FAQs](troubleshooting-faqs.md) – Common issues and solutions

Remember: The power of Corcava’s project management system comes from its integration with other business modules. By understanding and leveraging these connections, you can create efficient workflows that reduce manual work while providing professional, transparent communication with clients and comprehensive business intelligence for your team.