Project Portfolio Management (PPM)
PPM lets you plan, track, and deliver projects inside Raytio. You can create projects, break work down into epics, issues, tasks, bugs, and sub-tasks, organise them into milestones, and assign team members.
How-to Guides
| Guide | Description |
|---|---|
| Create and archive a project | Set up a new project and move it through the PROPOSED → ACTIVE → COMPLETED lifecycle |
| Create work items | Add epics, issues, tasks, bugs, and sub-tasks with auto-generated keys |
| Organise work items into a hierarchy | Link parent and child work items while respecting the type hierarchy |
| Plan and track milestones | Create sprints, releases, or phases and assign work items to them |
| Assign work to users | Add assignees, reviewers, and reporters to work items |
| Comment and track activity | Post comments, read the activity stream, and understand immutability rules |
| Link to external GitLab issues | Use external_ref and external_url to connect work items to GitLab |
Explanation
Conceptual documentation that explains how the PPM module works:
- Data Model Overview — how Projects, Work Items, Milestones, Dependencies, and Baselines relate to each other
- Projects — what a project is and what metadata it carries
- Unified Work Items — how epics, issues, tasks, bugs, and sub-tasks share a single model
- Hierarchy, Links, and Dependencies — the three ways work items can be connected and when to use each
- Dependency Types — FS, SS, FF, and SF dependencies with lead and lag
- How PPM Handles Scheduling — what the scheduling model stores and what it does not do
- Work, Duration, and Elapsed Time — how effort, working days, and calendar time are stored independently
- Percent Complete — manual progress entry and weighted rollup
- Baselines and Variance — immutable snapshots and schedule drift tracking
- Role Hierarchy — how project-level roles layer on top of tenant-level permissions
- Confidentiality — how the confidential flag restricts visibility of sensitive work items
- Labels vs Categories — the difference between free-form tags and structured classification attributes
- Categories and Custom Attributes — typed, project-scoped custom fields for work items