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A project is an essential component of your workflow in Pike, providing a structured way to manage and track your initiatives. It allows you to organize your work, collaborate with your team, and ensure that all aspects of your project are aligned with your goals.

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Creating projects

Creating a new project in Pike is easy. You can add new projects under the sidebar page Projects:
  1. Click the + Create project button in the top right corner of the page.
  2. Fill in the required fields:
    • Title (required): A clear, descriptive name for your project.
    • Team (auto-filled): The team responsible for the project.
    • Status (auto-filled): The current state of the project.
To understand more about the properties available for a project upon creation go to Creating projects.

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Managing Your Project

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Quick Actions for Efficiency

Project is designed for easy management:
  • Click directly into any attribute in the projects view to update it quickly.
  • Attach files to the project for easy reference and collaboration.
  • Add or update the project description to provide context and details.

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Editing a Project

To edit a specific project, simply click on the project title or any attribute within the project view. This action will allow you to modify the project details seamlessly.

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Managing phases

Scrolling to the bottom of the project view, you can manage phases effectively:
  • Add: Create new phases with corresponding dates to track key deliverables.
  • Edit: Modify existing phases to reflect changes in the project timeline.
  • Remove: Delete phases that are no longer relevant to the project.

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Custom project statuses

Customise your project statuses on a workspace level by going to: Workspace settings -> Project statuses. Create your custom statuses in the pre-defined, non editable status categories (backlog, planned, in progress, completed and cancelled). A project status can have a custom colour, name and description. NB: The order of statuses in the “In Progress” category, define the progress of the status icon. Customer Project Statuses

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Proposed and confirmed projects

Projects can be Proposed or Confirmed. Use Proposed for pipeline work that is not locked in yet, and Confirmed for work you are staffing and delivering against. That split drives the Proposed / Confirmed filter on:
  • Members → Resource allocation - stack confirmed and proposed demand on the heatmap, or isolate one side
  • Log → Time - focus time entries on the pipeline stage you care about
  • Finance → Overview - align finance metrics with proposed or confirmed work
Configure and assign statuses (including Proposed) under Workspace settings → Project statuses, then set the status on each project from the projects list or project overview. To enhance your project management experience, explore the following related pages:

Tasks Management

Learn more about managing tasks within your project.

Project Finance

Set budgets, track invoices and forecast earnings.

Project Settings

Manage important project details and settings.

Project Time

Track planned and actuals, billable hours distribution and time budget.