PM Guide
Manage projects, allocate budgets, track team capacity, and let the intelligence layer catch problems before they escalate.
PM Guide
As a PM or admin you control the full project lifecycle — from importing a FiC quote to archiving a completed project. This guide covers every step.
Core concepts
PayMe organises work around three nested levels:
Project (budget envelope)
└── Period (monthly / quarterly / custom slice)
└── Allocation (member + discipline + hours)
└── Task (work item with estimate)
└── Time entry (logged hours)Allocated hours is the planned budget. Logged hours is actual time recorded. They live in separate columns throughout the UI — never conflate them.
Navigation
| Section | What you do here |
|---|---|
| Projects | Create, configure, and manage the full project lifecycle |
| Team | Monitor workload, resolve overload, manage schedules |
| Intelligence | Budget health, deadline nudges, slack detection, scope creep |
| Reports | Budgets, utilisation, time history, client profitability |
| Telegram PM Tools | Bot tools for PMs: workload, who-can-help, simulate, forecast |
Key flows
Starting a new project from a quote
- FiC sync runs hourly — accepted quotes appear in Projects → New from quote.
- Review the imported budget and client name, confirm.
- Apply a template (optional) to auto-create allocations by discipline.
- Assign members to each allocation.
- Set the project deadline and billing type.
- Activate — members can now create tasks.
Monitoring a running project
- Budget page shows burn % vs completion % per member and period.
- The intelligence layer sends Telegram nudges when burn outpaces completion.
- The Slack detection badge appears on project cards when a member's actual hours lag well behind their allocation.
Closing out
- Mark allocations as completed when a member finishes their work (or let members do it themselves).
- Move the project to completed — triggers billing status tracking.
- Archive when invoiced and no further activity expected.