EcofyxOperational area
Projects
Ready-to-use application
Projects, milestones and deadlines
Structure project kickoff, follow milestones and risks, and formalize deliveries.
What this template is designed to organize
Structure project kickoff, follow milestones and risks, and formalize deliveries.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Project charter
Key fields:
- Project name
- Sponsor or requesting area
- Planned start
- Planned finish
- Objective and expected benefit
- Included scope
- Deliverables and success criteria
Project milestone control
Key fields:
- Project
- Milestone or deliverable
- Planned date
- Progress (%)
- Blockers or dependencies
- Next action
- Delivery evidence
Project risk control
Key fields:
- Project
- Risk identification
- Risk description
- Category
- Probability
- Impact
- Risk owner
Project deliverable acceptance
Key fields:
- Project
- Deliverable submitted for acceptance
- Acceptance criteria
- Tests and evidence reviewed
- Decision
- Approver or customer representative
- Pending-items deadline
How this template organizes the routine
Structure project kickoff, follow milestones and risks, and formalize deliveries. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Projects, milestones and deadlines
Operational table on desktop and equivalent cards on mobile, with record history and row-level actions.
Available filters
StatusProjectOwner
Visible dashboard columns
- Project
- Status
- Next deadline
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Registered projects
Milestones this month
High risks
Deliverables this month
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Create project
- Record milestone
- Record risk
- Record deliverable
- Update project
Attention points
Check these alerts to identify records that may need follow-up.
- Critical risk
- Overdue milestone
Operational workflow
Review the available statuses and the actions that move a record from one status to another.
Project milestone workflow
Not started→In progress→Needs attention→Overdue→Completed→Cancelled
- Start milestoneNot started → In progress
- Flag for attentionIn progress → Needs attention
- Record milestone delayIn progress → Overdue
- Return milestone to normalNeeds attention → In progress
- Resume milestoneOverdue → In progress
- Complete milestoneIn progress → Completed
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Projects, milestones and deadlines template for?
Structure project kickoff, follow milestones and risks, and formalize deliveries.
Which forms are included in this template?
Project charter, Project milestone control, Project risk control, Project deliverable acceptance.
How are records organized in Ecofyx?
Data is organized in the Projects, milestones and deadlines dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The flow is internal; external participation uses an invitation or a restricted link.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Projects, milestones and deadlines
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.