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GX-02 · Projects and portfolio

From tender to completion

A project holds everything: the drawings, the tasks, the kit, the records and the money. Campus jobs get a parent with child sites underneath, so eighty buildings stay one job rather than eighty spreadsheets.

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Graftix portfolio dashboard: live KPI tiles, 30-day task flow chart, project health with progress bars and at-risk flags, and tasks by status across every live project

Structure

Parent above, buildings below

Most tools give you one flat project or dozens of disconnected ones. Neither works on an estate. The parent holds the contract, the budget and the estate-wide programme; each child site holds one building, block or zone with its own drawings and team.

  • A child site per building, block or zone with its own drawing set
  • Engineers see their building, not the entire estate
  • Progress, programme and cost roll up automatically to the parent
  • Area portal pins jump from a site plan into any building
See campus solutions
Graftix site areas under the Ashworth Academy campus project: one card per building with roll-up progress and task counts
Graftix project screen for Kestrel House: task counts by status, live device status, every module tab, completion ring and today's pace

The project screen

One place, not eleven tabs in a browser

Everything for that job sits behind one screen: tasks, plans, programme, materials, purchasing, records and financials. The reason people abandon software is usually that the thing they need is three clicks further away than the spreadsheet they were using.

  • Contract value, client and addresses set at creation in a couple of minutes
  • Every module for the job reachable from the project screen
  • Role-based access so people see what their job requires
  • Renameable statuses and task types in your own site language

Across the business

The view directors actually want

The dashboard is not a vanity screen. It answers the two questions that matter on a Monday: which job needs a decision today, and which one is quietly losing money.

  • Portfolio view across every live project in the organisation
  • Progress, blockers and spend surfaced without opening each job
  • Financial roll-up across the whole portfolio
  • Ask the same questions through MCP with your own Claude key
See the AI tools
Graftix dashboard: project health across the portfolio with progress, weekly movement and at-risk status, beside the task status breakdown

In this module

Everything in projects and portfolio

02

Dashboard overview

Portfolio view across every live project in the business.

Creating a project

Contract value, client, addresses and team in a couple of minutes.

Project detail

Every module for that job behind a single screen.

Parent and child projects

Campus mode, with sites per building, block or zone.

Team and roles

Role-based access from engineer through to director.

Custom status labels

Rename statuses and task types to your own wording.

Organisation profile

Company details, branding and settings held once.

Data residency

Your organisation's data is held in the United Kingdom. One region, and no setting to get wrong.

Site Command

A hero band and an attention rail on the project: what is at risk, what is blocked, and what needs a decision today.

Performance

Leaderboard, project summary and an estate-wide view, computed overnight from the register rather than from a form.

Get started

Set up your first job this afternoon.

There is no implementation project and no onboarding call. Create the organisation, create a project, upload a drawing.

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Task register Plan viewer Programme Financials All features