Project Portfolio Management (PPM)

Raytio's Project Portfolio Management (PPM) module lets organisations plan, track, and deliver work across projects. It brings structured project tracking — epics, issues, tasks, bugs, milestones, and dependencies — directly into the platform, with the same access control and multi-tenancy guarantees as the rest of Raytio.

What you will find here

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