Changelog
v2.3.0
Released September 29th, 2020
Latest Version
- Adds v8.x compatibility
- PMA-161 - Improve client search for new projects
- PMA-163 - Correct aggregation of recent uploads
- PMA-165 - Improve associate ticket UI
Previous Versions
v2.2.0
Released September 23rd, 2019
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- PMA-90 - Provide option to Apply Tax on invoices from Billing Timers
- PMA-102 - Correct Week and Weeks language strings
- PMA-105 - Improve queries to avoid mismatch collation issues
- PMA-110 - Allow task list to be sorted
- PMA-111 - Show uploaded date of PMA attachments in client area
- PMA-116 - Provide more accurate description of timer durations
- PMA-129 - Ensure Import Tasks button is enabled/disabled appropriately
- PMA-130 - Remove support for custom status color of PMA projects
- PMA-134 - Ensure project log updated when adding timer entry
- PMA-140 - Correct entity rendering on add new task
- PMA-146 - Improve view of Due Date editing on Project Management Details
- PMA-147 - Add dates to Project Management Project Time Logs report
- PMA-150 - Implement ability to delete task templates
v2.1.0
Released January 21st, 2019
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- FEATURE-1792 - Implement Active Filtering of Clients Dropdown
- FEATURE-2016 - Add support for Amazon S3 and S3 compatible storage providers for file uploads
- ADDON-6026 - Correct Project Management widget caching
v2.0.5
Released August 28th, 2018
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- PMA-117 - Correct project permissions within the Project Management addon
- PMA-106 - Improve decoding of HTML entities for edit screen of project task
- ADDON-6025 - Correct display of not applicable project due dates on Dashboard Widget
v2.0.4
Released April 17th, 2018
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- PMA-114 - Ensure charset is itemized in mod_project table schema definition
- PMA-115 - Refine Recent Activity tab for PHP 7.1 compatibility
v2.0.3
Released September 20th, 2017
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- PMA-66 - Allow timer entries to be deleted [Also known as: PMA-71, PMA-91]
- PMA-75 - Ensure time entry can be assigned to a task when editing [Also known as: PMA-92]
- PMA-76 - Correct client association when creating a Project from a ticket
- PMA-77 - Correct Due Date calendar selection when adding a task
- PMA-78 - Correct consecutive usage of Due Date picker for Tasks
- PMA-81 - Restore ability to edit admin user associate with tracked time
- PMA-83 - Correct Delete button in edit task modal [Also known as: PMA-100]
- PMA-85 - Ensure clients can see and files upload by admin users [Also known as: PMA-97]
- PMA-86 - Correct JS paginate for products and optimise progress bar
- PMA-88 - Use HTTPS for gravatars
- PMA-94 - Ensure End Time records are properly stored
- PMA-95 - Display task total time on tasks list [Also known as: PMA-82]
- PMA-96 - Ensure project task time in the client area shows only hours and minutes
- PMA-98 - Correct project status update when using API updateproject [Also known as: CORE-9079]
v2.0.2
Released July 18th, 2017
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- PMA-65 - Modify default view filter to only include active/incomplete tasks
- PMA-69 - Allow timers to be toggled multiple times without page reload
- PMA-70 - Update UI styling of in-ticket timer management
v2.0.1
Released July 11th, 2017
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- [PMA-68] - Ensure reports are able to render successfully
- [PMA-65] - Update default view filter to only include active/incomplete tasks
- [PMA-57] - Fix projects from earlier versions failing to load under certain conditions
v2.0
Released June 26th, 2017
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- [PMA-10] - Implement V2.0 UI refresh
- [PMA-11] - Implement email notifications
- [PMA-15] - Implement ability to watch projects
- [PMA-21] - Allow multiple file uploads with project messages
- [PMA-22] - Allow quick start of time tracking
- [PMA-27] - Allow tickets to be unlinked from a project
- [PMA-30] - Implement invoice search for associating invoices
- [PMA-31] - Allow image attachments to be previewed without downloading
- [PMA-35] - Implement live client search for project assignment
- [PMA-40] - Only allow billable time to be invoiced when project is assigned to customer
- [PMA-41] - Improve handling of no active payment gateways when attempting to invoice
- [PMA-44] - Add pagination to project log
- [PMA-47] - Improve UX of multiple file attachments in messages
- [PMA-49] - Add ability to search/filter list of projects by client name/email
- [PMA-50] - Add ability to send email templates in relation to a project
- [PMA-51] - Allow projects to be duplicated/copied
- [PMA-52] - Add ability for a project to have no due date
- [PMA-53] - Add project search to intelligent search
- [PMA-54] - Add department and client name/submitter to Associated Tickets view
v1.1
Released March 16th, 2012
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- TASKS: A new streamlined task list view
- TASKS: Drag'n'Drop re-ordering support for tasks
- TASKS: The ability to assign specific staff and due dates to tasks
- TASKS: The ability to add notes to a task
- TASKS: The ability to browse and filter projects by task
- OVERVIEW: The ability to see from the projects overview screen tasks completed vs outstanding
- PROJECTS: Ability to manually associate invoices with tasks
- PROJECTS: The ability to edit staff messages
- CLIENT AREA: Client Area Project Overview
- CLIENT AREA: Configurable Access Permissions
- TICKETS: Ability to create tasks directly from within tickets
- TICKETS: Ability to start & stop timers directly from within tickets
- TICKETS: Ability to create multiple projects from a single ticket
- PROJECTS: Added new staff permission to allow only viewing projects assigned to them
Mitch Menghi @Mitch
So here is the final verdict..... for an OFFICIAL WHMCS addon by WHMCS themselves and no improvements or updates since 2020 (5 years now) is in anyone's opinion a pretty poor effort. This module has so much potential but lacks the development resources to make it something great. This addon shouldn't even be a paid addon it should be FREE and packaged with any WHMCS paid plan because of the lack of development. If the team at WHMCS hasn't noticed by now there is a growing need for WHMCS to become not just a billing and hosting management platform but also a platform for designers and developers that offer hosting as an option and in that scenario they need a CRM and also a Project Management platform that is robust for their daily work. WHMCS is missing out on a massive and huge opportunity here.
Niki Jacob @niki5509
I am so upset. I loved this years ago but could not get the add on to even work with the new version of WHMCS, so I grabbed the WHMCS version and that was horrible. so I am thinking of the retaining and billing addon here.
John Kipling @WHMCS-John
Hi Niki,
WHMCS Staff MemberI'm sorry to hear you've experienced an issue with the Project Management Addon. It's fully compatible with all current versions of WHMCS. Please get in touch so our 24/7 support team can resolve with any outstanding problems: https://www.whmcs.com/submit-a-ticket/
Nathan @nathan2346
Used to be function. After waiting soooo long, they finally updated this. However, they removed core features and broke other things. Now it is much less useful.
Sam Menchyk @sam189
Over all its adequate. It could stand to have some more robust features. I am using v2.0.5 for reference.
#1. Too many emails.
I'll start with the negative.The biggest annoyance is that it emails anytime ANYTHING is modified, added, removed etc. It gets quite annoying. When I do end of month billing, I end up with 60-70 emails notifying me that I made a change in the project manager. There should be a feature that allows you to turn email notification on/off.
#2. Granular Billing Rates For Different Clients
Another feature I would like to see is a way to bill different clients different rates. My hourly rate differs depending on the client I am working with. For example my normal hourly rate is $125/hour. Referral rate is $115/hour. Maintenance work is negotiated and is different for different clients. Setting rates on jobs would be incredibly helpful
#3. An alternative to #2 would be... if you could set different rates for different tasks, that would be even better! I have several tasks that are billed at different hourly rates. When I create an invoice, I have to manually edit those tasks before converting to an invoice. DBA $125/hour, consulting is $85/hour, HTML/CSS/JS $115/hour, Graphic Design is $95/hour. Being able to set those rates into standard tasks would be amazingly helpful too.
Aside from that, I have been using it for years and it works well for my web development & hosting needs. I love how it integrates into the billing and invoice creation system and how clients can keep abreast of whats going on. If the issues above were dealt with, I'd give it a 5 start rating, but for now its just a 3. This should not deter from using it, its still a very good product!
John Kipling @WHMCS-John
Hi @sam189,
WHMCS Staff MemberThanks for your review, I'm pleased to hear the addon module is helping with your project management needs.
We welcome feature requests on our dedicated site: https://requests.whmcs.com which allows us to track demand and prioritise our work. Please feel free to submit your suggestions there for voting and discussion from other users.
For example email notifications were a feature added at the request of users, and so we'd welcome your discussion on how to further improve this in future in this thread: https://requests.whmcs.com/topic/allow-disable-of-email-notifications-in-project-manager-addon
If you have any further questions, please don't hesitate to contact technical support.
Michael CMS @cmsbased
We have been using project management addon for several years with great success. Native integration with WHMCS makes it easy to control deadlines, billing and overall customer communication.
Annie Middleton @NinePlanetsLLC
Used to be OK, now useless. It look years for them to finally update it and when they did they removed a TON of features and made the product useless. Everything takes longer than it used to now. VERY slow fix any of these issues that they have created.
Blue Net Box @BlueNetBox
This is an expensive to-do list. That's what it is.
It is cool to keep track of the to-do list and perhaps use the timer and bill time. Apart from this, I don't see any proper good usage.
However, for me it is practically useless since I have no way to send emails to the users automatic when, for instance, I add a comment or finish a task.
The admins get messages for everything (which I found useless really) and clients not a single message. We still need to message them manually using the ticket system.
John Kipling @WHMCS-John
Hi Blue Net Box,
WHMCS Staff MemberThanks for your review. I understand you'd like the ability to send email notifications to clients when performing certain tasks on projects. This isn't an idea we've had suggested before, so I've created a Feature Request on your behalf to help us track interest in implementing such an idea: https://requests.whmcs.com/topic/client-email-notification-emails-of-project-actions
Gary Barr @gary9489
This could be something, but it isn't. Very-VERY slow to develop or fix problems, major things don't work... Like if a client uploads a file, the user thinks it went fine.. And the file IS on your system... But no notification, and it doesn't show up in the files area, you have to manually FTP in and find it, but how would you even know to do that? MOST features are buggy. It's mostly a glorified to-do list right now. wbTeamPro PM is dramatically better and more powerful. I really wished they would get their act together on this, but it seems to be ran more like a weekend hobby, than a serious tool for companies that need Project Management. And I'm an idiot that paid for this.
John Kipling @WHMCS-John
Hi Gary,
WHMCS Staff MemberThanks for your review and preceding support ticket reporting the attachment issue. I'm pleased to see we were able to resolve the matter (case ID PMA-85) in the very next WHMCS release.
I understand you'd like to see a notification email for staff when a file is attached by a client. This isn't an idea we've had suggested before, so I've created a Feature Request on your behalf to help us track interest in implementing such an idea: https://requests.whmcs.com/topic/email-notification-of-attachment-to-a-project
Cas Eliëns @cascer1
This used to be a great addon. While the basic functionality is still present, there are a lot of issues that WHMCS seems to ignore. The last update was ages ago and every time I report something they tell me they'll take care of it 'soon'.
It throws 500 errors on some reports, doesn't properly show actions in the global activity log and looks like it was created over 5 years ago (which I believe it was, together with the last update).
John Kipling @WHMCS-John
Hi Cas,
WHMCS Staff MemberThanks for your review. I hope you've been enjoying version 2 of the Project Management Addon, with a more contemporary UI and some popular features requested by users; including staff notification emails.
Gloria Grayson @Gloria
While the basic concept behind this addon is great. It lacks practical functionality. After using it for 2 years, we've abandoned it and move over to the more robust and user friendly wbteampro project management addon. Sorry WHMCS but you guys have fallen too far behind on this one.
Vito F @pixavi
Great and easy to use but it needs more love and updates. The last update was 2012 and since theme no new features!
Sean M @sean
Used the project management addon in the past, it is an excellent addition to WHMCS if you are wanting to keep track of time management and more.