Projects Work Management

module: projects-work-management
intent: null            # setup | advice | review | fix | build | convert | export
scale: null             # Starter | Growth | Scale, only if the answer changes it
areas:
  "Projects": null
  "Work": null
  "Team": null
  "Current process": null
  "Outcome": null
requested_outputs: []   # csv | sql | json | notion | xlsx - requested formats only
confirmed_facts: []     # only what the user actually said
open_questions: []      # the unanswered ones, in the order worth asking

Project Name,Actual Cost,Budget,Currency,Invoices,Client / Stakeholder,Client Account,Client Satisfaction Score,Deliverables,Department,End Date,Milestones,Notes,Priority,Progress %,Project ID,Project Manager,Project Type,Sprint,Start Date,Status,Team Members
Website Redesign,98000.00,250000.00,INR,"INV-1041, INV-1042",Northwind Traders,Northwind Traders,4,"Wireframes, Build, Launch",Delivery,2026-04-30,"Wireframes, Build, Launch",Client check-in on 12 Feb; scope revisit agreed for March.,Low,60,,Sneha Iyer,Fixed Price,Sprint 3,2026-01-05,Active,"Priya Nair, Rohit Verma"

CREATE TABLE projects_work_management (
  project_name VARCHAR(255),
  actual_cost NUMERIC(14,2) NOT NULL,
  budget NUMERIC(14,2) NOT NULL,
  currency VARCHAR(255),
  invoices VARCHAR(255),  -- relation -> target record
  client_stakeholder VARCHAR(255),
  client_account VARCHAR(255),  -- relation -> target record
  client_satisfaction_score NUMERIC NOT NULL,
  deliverables VARCHAR(255),
  department VARCHAR(255),
  end_date DATE NOT NULL,
  milestones VARCHAR(255),
  notes TEXT,
  priority VARCHAR(100) NOT NULL,
  progress_pct NUMERIC NOT NULL,
  project_id SERIAL PRIMARY KEY,
  project_manager VARCHAR(255),
  project_type VARCHAR(100) NOT NULL,
  sprint VARCHAR(255),
  start_date DATE NOT NULL,
  status VARCHAR(100) NOT NULL,
  team_members VARCHAR(255),
  created_at TIMESTAMP DEFAULT NOW(),
  updated_at TIMESTAMP DEFAULT NOW()
);

CREATE INDEX idx_projects_work_management_status ON projects_work_management (status);

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "title": "Projects & Work Management",
  "type": "object",
  "additionalProperties": false,
  "properties": {
      "Project Name": { "type": "string" },
      "Actual Cost": { "type": "number" },
      "Budget": { "type": "number" },
      "Currency": { "type": "string" },
      "Invoices": { "type": "string" },
      "Client / Stakeholder": { "type": "string" },
      "Client Account": { "type": "string" },
      "Client Satisfaction Score": { "type": "number" },
      "Deliverables": { "type": "string" },
      "Department": { "type": "string" },
      "End Date": { "type": "string", "format": "date" },
      "Milestones": { "type": "string" },
      "Notes": { "type": "string" },
      "Priority": { "type": "string" },
      "Progress %": { "type": "number" },
      "Project ID": { "type": "integer" },
      "Project Manager": { "type": "string" },
      "Project Type": { "type": "string" },
      "Sprint": { "type": "string" },
      "Start Date": { "type": "string", "format": "date" },
      "Status": { "type": "string" },
      "Team Members": { "type": "string" }
  },
  "required": [
      "Actual Cost",
      "Budget",
      "Client Satisfaction Score",
      "End Date",
      "Priority",
      "Progress %",
      "Project Type",
      "Start Date",
      "Status"
  ]
}

| CSV column | Notion property | Set after import |
|---|---|---|
| Project Name | Title | Use as the database title |
| Actual Cost | Number (format: currency) | Convert to Number, set format to Currency |
| Budget | Number (format: currency) | Convert to Number, set format to Currency |
| Currency | Text | Leave as Text |
| Invoices | Relation (link to the target database) | Convert to Relation, link to the target database |
| Client / Stakeholder | Text | Leave as Text |
| Client Account | Relation (link to the target database) | Convert to Relation, link to the target database |
| Client Satisfaction Score | Number | Convert to Number |
| Deliverables | Text | Leave as Text |
| Department | Text | Leave as Text |
| End Date | Date | Convert to Date |
| Milestones | Text | Leave as Text |
| Notes | Text | Leave as Text |
| Priority | Select (add options after import) | Convert to Select, add options: "Low", "Medium", "High", "Urgent" |
| Progress % | Number | Convert to Number |
| Project ID | Text (preserve source ID) | Keep imported IDs as Text; optionally add a separate Unique ID property |
| Project Manager | Text | Leave as Text |
| Project Type | Select (add options after import) | Convert to Select, add options: "Fixed Price", "Time and Material", "Retainer", "Internal" |
| Sprint | Text | Leave as Text |
| Start Date | Date | Convert to Date |
| Status | Select (add options after import) | Convert to Select, add options: "Planning", "Active", "On Hold", "Completed", "Cancelled" |
| Team Members | Text | Leave as Text |