Success with ProjectManager.com Scheduling?

We have had a lot of issues with its lack of functionality, complicated and lacking user interface, term swapping from standard project manager terminology, and overall dislike of the software so we have not attempted to integrate it. 
That being said, I would be curious about a custom adder with it to Acumatica that allows it to read/write into the out-of-the-box Projects module in the system. A simplified version, but it would allow us to show clients additional features of the Acumatica software while also having an easier time managing large work flows (since Acumatica base does not work well with this). 

​@Dylan24 Thank you for the feedback!  

Hello ​@Dylan24 , 

Thank you for the comment left. I’d like to learn more from you.

What types of customers did you consider the ProjectManager.com for? Do you mean cross-module processes (like manufacturing per project) by “the large workflows”? Would you please elaborate on the expectations from the scheduling tool?

Thank you!

Adelina Basyrova
Technical Product Manager | Acumatica

cc ​@JohnSharp20 

Good morning! 
In my testing (and somewhat current use), I attempted to use the software to track an ongoing list of support projects during a post go-live support period (logistics company), a mid-process implementation for a chemical distribution client, and another ongoing support project list for a manufacturer. 

By large workflows, I meant that the visual portion of ProjectManager is difficult to follow. Standard project management software tends to display nested tasks and epics (terminology that does not exist in ProjectManager) in a way that is better to view and see what still needs done. However, our team is never able to identify what is a task vs. what is an epic with how it is displayed on any of the views (list, sheet, etc.). To us, it just looks like another task that has yet to be completed. 

Also, (and potentially one of its biggest downfalls) is the lack of sorting/filtering. Every other project management tool I have used out there allows the user to filter by column such as only showing project assigned to an individual, ones unassigned, ones past a certain date, anything not started, etc. Yet, there are no filtering options or possibilities available on this platform which means to find a task that has yet to be assigned or started, I have to read through hundreds of lines and notated them separately in a different document. 

Referring to scheduling, it has planned start and finish date fields, but I see nothing else in addition to scheduling functionality. 

Thanks! 

Hello ​@Dylan24,

Thanks for your feedback about ProjectManager.com. To clarify, we do have many of the features you are looking for, so please reach out to our customer support team for ProjectManager training at support@projectmanager.com. Additionally, our integration with Acumatica already integrates directly with the Project Accounting module, and our team can assist with Acumatica integration features as well.

Our Knowledge Base offers a host of how-to articles and training videos that can help you find the features and functions you are looking for such as:

• How to Sort & Filter - https://learn.projectmanager.com/sort-and-filter
• How to assign your team - https://learn.projectmanager.com/how-do-i-assign-tasks-to-my-team
• How to manage nested tasks and create Sub tasks and Summary Tasks - https://learn.projectmanager.com/summary-tasks
• How to use templates to manage different types of projects (including Agile work) - https://learn.projectmanager.com/templates
• How to create Custom Workflows (https://learn.projectmanager.com/custom-workflows) and set up no Code automation (https://learn.projectmanager.com/automation)
• In-depth scheduling features - https://learn.projectmanager.com/introduction-to-resource-management

Our Customer Success team can assist with your account onboarding and any additional training you and your team may require. 

Thank you!

Stephanie Ray | Chief Product Officer, ProjectManager.com

Hi ​@APistorius!

Just some insights into your question: The PM + ACU integration fully respects (and imports) the Work Breakdown Structure defined in ProjectManager and multiple levels of subtasks when syncing. It also will retain the PM-derived Task Dependencies (all four types), Lag or Lead, and any Project Dependencies defined in PM when syncing back and forth with ACU. It's also possible to create Custom Templates in PM to quickly spin up repeatable projects and retain dependencies for each new project that way and then sync that project to ACU.

Hope this information is close to what you were looking for!

Let me know if you have any other questions.

Stephanie Ray | Chief Product Officer, ProjectManager.com

​@stephanie69 

We had a call with your team a couple of weeks ago and determined PM wouldn’t work for our use case.  We need the ability to do dependencies across projects (and branches), not just within them. We are vertically integrated as a company, so when we win a project, it actually ends up being a varying number of projects, depending on which branch of the company is working on it, and then they bill in to one master capital project.

​@stephanie69 
Thank you for reaching out.

I have had multiple conversations with different representatives from the ProjectManager team, and across all discussions, the consensus has been the same: the platform currently lacks several core features typically expected in standard project management software. I have outlined some of these below for clarity and would be happy to discuss them in more detail if needed.

1. Sort & Filter Functionality
Currently, sorting is limited to pre-determined columns — not all standard fields, nor any user-created ones. This capability is also restricted to List view and only allows simple ascending/descending order without additional sorting options or preferences.

Filtering functionality is notably absent in both List and Sheet views. Board view has minimal filtering and no sorting capability. For example, there is no way to filter for unassigned or non-prioritized tasks — something I would argue is more frequently needed than many of the filtering options that are available. Furthermore, filtering is limited to a narrow set of predefined fields.

There is also inconsistency in terminology across views, which adds to the confusion. For instance, "status" appears in Sheet, List, and Board views with options like to do, doing, and done, but in List view’s filtering options, it is labeled as "progress" and doesn’t include the same status values, leading to a disjointed user experience.

2. Assigning Team Members
The notification system is inconsistent. Sometimes team members receive email notifications when assigned to a task; other times they do not. In most cases, they receive repeated notifications for days, even when no edits have been made to the task. This inconsistency creates confusion and undermines task tracking reliability.

3. Nested/Subtasks
While subtasks do technically exist, they are not intuitively presented across views. During multiple training sessions — both internal and with clients — many users failed to recognize or understand the nesting indicators. In List view, the small triangle used to expand/collapse subtasks is difficult to see and easily missed. Board view has similar usability issues. Similarly, in Sheet view, the subtle indentation lacks visual clarity or color differentiation, making it hard to detect subtasks at a glance.

Overall, locating and working with nested tasks requires more effort and concentration than should be necessary.

4. Templates
In our experience, template functionality has been unreliable. Out of 10 attempts to create and save templates, 5 failed to save entirely. Of the remaining cases, 3 saved only partial information, while 2 altered or inserted random data that was not part of the original structure. I have demonstrated these issues live during support sessions with your team.

5. Workflows
While the platform does allow workflows to be created, they are only applicable to individual projects. There is currently no way to apply a workflow template across all projects by default, which results in duplicated effort and makes consistent process management across multiple projects significantly more time-consuming. This is a base functionality of all other project management software that I have worked with in the past. 

While some of these features technically exist, their current implementation lacks the robustness, usability, and consistency found in comparable platforms. As a metaphor: stating that these features are in place is akin to claiming a car has been detailed — when in reality, it has simply been left out in the rain.

I appreciate your time and am open to further discussion if helpful.

Hi ​@Dylan24  - I would welcome an opportunity to have a discussion with you - can you please contact me at tjones@projectmanager to schedule a call or let me know how best to reach you directly - thank you and hope we can connect soon.

​@Dylan24 We truly appreciate you taking the time to share detailed feedback. Our team has reached out directly a few times, and we’re open to a conversation. We believe some quick guidance or training could help uncover functionality that’s already there. That said, we’ve noted your suggestions for future consideration. We’re focused on developing features that strengthen both our platform and the Acumatica integration. Feedback from customers and partners like you is essential to that work.

Good morning ​@tjones72, ​@AdelinaBasyrova75, & ​@stephrayPM, 

I do apologize for my delay in reply as I have been caught up in other projects pretty heavily the past two weeks. I am just now catching up on emails. 

I do not see the value in any further discussions with your team as everything I have mentioned above has been covered by your company in multiple meetings with myself, and none of the issues that I, my team, or (based on this thread) other members of the Acumatica community are covered by your software. 

I do appreciate you reaching out in response to the concerns that I and others have raised about your platform. 

I understand you are requesting a meeting to revisit the issues I have outlined. However, I want to express my hesitation in participating in another discussion that reiterates points I have already communicated to your team on multiple occasions. These issues - see above - have been well-documented, acknowledged by your team, and unfortunately remain unresolved with no clear roadmap or commitment to address them.

At this stage, I am looking for meaningful action rather than further dialogue. If your team has developed new insights, concrete solutions, or updated plans since our last exchange, I would be open to reviewing them asynchronously or in writing. Otherwise, I do not believe another meeting would be a productive use of time.

It is also worth noting that the functionality I have been requesting is not novel or unrealistic - every other platform in the market already offer these features as standard. This further underscores my frustration, as the lack of comparable capabilities places your product at a disadvantage and forces unnecessary workarounds on my end to the point of non-functionality.