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The Platform

Features

Everything CAQA Projects does, feature by feature. Each one works off the same project records, so nothing here is a bolt-on.

Projects

Setup that takes minutes, not meetings.

Every project starts as one record: the brief, the owner, the dates, the budget and the documents that belong to it. Status is written on the record itself, so the answer to “where is this up to?” is never in someone's inbox.

Templates carry your delivery method from one project to the next, and closure locks the record with its history intact.

One recordTemplatesStatus at a glanceFull history

Tasks

The plan only matters if the work under it is real.

Every task carries an owner, a due date, an estimate and its own thread of checklists, files and comments. Work is discussed where it is done, not in a parallel chat that nobody can find later.

Tasks roll up to their project automatically, so progress on the ground becomes progress on the plan without anyone re-typing it.

Owners and datesEstimatesChecklistsComments in context

Milestones

Some dates are just dates. Milestones are promises.

Mark the delivery points, approval gates and external deadlines the project answers to, and they stand out from ordinary work on every view - list, Gantt and dashboard alike.

When upstream work moves, the platform shows the pressure on the next milestone immediately, while there is still time to do something about it.

Delivery pointsApproval gatesSlippage earlyVisible everywhere

Dependencies

Projects rarely fail in one place. They fail in the joints.

Link tasks that depend on each other and the schedule keeps its own honesty: move a predecessor and every dependent date shifts with it, visibly, instead of quietly going stale.

Chains of linked work are easy to trace in both directions, so you can see what a delay touches before you accept it.

Linked tasksHonest datesChain tracingImpact preview

Gantt charts

The oldest view in project management is still the clearest.

The Gantt view draws the whole schedule on a timeline: bars for tasks, diamonds for milestones, lines for the dependencies between them. Drag a bar and the linked work moves with it.

Save a baseline when the plan is agreed, and the chart shows drift against it for the rest of the project - quietly, on every visit.

Timeline viewDrag to rescheduleDependency linesBaseline drift

Kanban boards

Not all work wants a timeline. Some work wants a board.

Kanban boards show work as cards moving through columns you define - backlog to done, draft to approved, whatever your delivery actually looks like. Boards can be per project or per team.

The same tasks power the board and the Gantt, so choosing a view never splits the truth in two.

Custom columnsTeam boardsSame data as GanttDrag and drop

Resources

Overcommitment never announces itself. It has to be seen.

Resource views lay every person's allocations across every project on one calendar, so the overloaded fortnight and the quiet one are equally obvious.

Assign work with the whole picture in view, and rebalance before the burn-out or the bench time, not after.

Cross-project viewAllocation calendarCapacity in viewRebalance early

Budgets

A budget is a plan for money. It deserves the same rigour as the schedule.

Set the budget in the same place the work lives: labour from estimates and timesheets, expenses and purchases as they land. Planned and actual sit side by side, line by line.

Roll-ups carry every project's position to the portfolio, so the money conversation uses the same numbers everywhere.

Planned vs actualLabour and expensesLine by linePortfolio roll-up

Risks

The risks you write down are the ones you can manage.

Each project carries a risk register: what could go wrong, how likely, how bad, who owns it and what the treatment is. Reviews are quick because the register is already where the project is.

Risks that materialise convert to issues with their history attached, so nothing gets re-discovered mid-incident.

Risk registerLikelihood and impactOwnersTreatments

Issues

Every project hits problems. Well-run projects can show you the list.

Issues are logged against the project with an owner, a severity and a running record of what is being done. Escalations are visible instead of verbal.

Closure needs a resolution note, so the log doubles as the lessons file for the next project.

Issue logOwners and severityEscalation trailResolution notes

Timesheets

Nobody likes timesheets. So the platform makes them almost incidental.

Time is logged against the task in hand, in the same screen the work is managed from. Weekly views make the gaps obvious and the catch-up quick.

Every hour flows through to budgets, billing and profitability automatically - captured once, used everywhere.

Time on tasksWeekly viewFeeds budgetsCaptured once

Client access

Clients deserve visibility. Your team deserves a workroom.

Client access gives outside stakeholders their own view of the project: status, milestones, shared documents and the conversations you choose to have there.

Everything else - drafts, internal notes, the risk register - stays inside. You decide what the window shows.

Client viewShared milestonesApproved documentsInternal stays internal

Project profitability

Delivered on time and lost money is still a failed project.

Profitability views bring each project's revenue together with its true costs - labour from timesheets, expenses and purchases from the budget - into one margin you can trust.

Because it is computed from live records rather than a quarter-end spreadsheet, you see margin while the project can still be steered.

True marginLive, not quarterlyLabour cost inSteer in time

Portfolio dashboards

The portfolio view is where all of it pays off.

Dashboards roll every project up to one page: health, schedule position, budget position and open risk, refreshed from the working records underneath.

Drill from the portfolio to the project to the task in three clicks, and the number on the board always traces to the work that produced it.

One-page portfolioLive roll-upsDrill-downTraceable numbers

See these features on your own project

A short walkthrough with the team beats any feature list - bring a live project and we will plan it in front of you.

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