Simplify project management, keep customers up-to-date with progress and bill for your projects, all within the WHMCS platform.
Take the hassle out of project management with the Project Management Addon for WHMCS.
Featuring time tracking, invoicing, and collaboration tools, the Project Management Addon for WHMCS allows you to manage projects from your WHMCS system and integrates directly with clients, tickets and invoicing for easier tracking than ever before.
Avoid unnecessary and time consuming duplication to third party systems by managing and organizing your tasks directly through WHMCS. And that's not all, there's more... it'll also allow your staff to privately communicate, track internal discussions, share files and track (as well as optionally bill) for time spent on individual tasks making the Project Mangement Addon the ideal module to utilize to manage your entire business through the power of WHMCS.
If you have any questions, our sales team are ready and waiting to answer them for you.
April 2nd, 2018: Upgrade to WHMCS 7.5 for the latest ionCube encoding necessary for compatibility with PHP 7.1 and 7.2
It’s okay, but it needs more attention and love from the team.
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.
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.
Hi Niki, I'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/
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.
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!
Hi @sam189, Thanks 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.
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.
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.
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.
Hi Blue Net Box, Thanks 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
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.
Hi Gary, Thanks 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
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).
Hi Cas, Thanks 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.
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.
Great and easy to use but it needs more love and updates. The last update was 2012 and since theme no new features!
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.
The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
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