Getting Started
The Project Management module gives you a single, organized place to plan, track, and collaborate on all your projects — from large construction builds to small service engagements. This section walks you through the basics so you can get up and running quickly.
Accessing the Module
- Log in to your Mocha Technologies platform account.
- Click Project Management in the main navigation bar.
- If you do not see this option, contact your account manager to confirm that project tracking is included in your plan.
Tip: Bookmark the Projects page in your browser for one-click access. Your URL will look like: https://app.mochatechnologies.com/projects
Your Dashboard at a Glance
The Dashboard is the first screen you see when you open Project Management. It gives you a real-time snapshot across all your projects without needing to open each one individually.
Summary Cards
At the top of the dashboard you will find four summary cards:
- Total Projects — Every project on your account, regardless of status.
- Active Projects — Projects currently In Progress.
- Completed Projects — Projects that have been marked fully done.
- Overdue Projects — Projects past their end date that are not yet completed. These need your attention.
Tip: Each card shows a trend arrow (↑ or ↓) comparing your counts to the previous 30 days — so you can see at a glance whether your workload is growing or decreasing.
Charts & Visual Reports
- Project Status Chart — A donut chart showing what proportion of your projects are in each status. Hover over any segment to see the exact count and percentage.
- Monthly Progress Chart — A bar chart showing completed vs. in-progress tasks for the last 6 months. Use this to spot trends and busy periods.
Recent Activity Feed
The activity feed shows the most recent changes across all your projects — tasks added, members assigned, statuses updated, and more. Click "View All" to see the complete history.
Project Status Explained
Every project displays a color-coded status badge so you can understand at a glance where things stand.
| Status Badge | What It Means |
|---|---|
| Planning | Project has been created but work has not yet started. |
| In Progress | Active project — work is currently underway. |
| On Hold | Temporarily paused. A reason is usually noted in the project. |
| Completed | All tasks are finished and the project has been closed. |
| Overdue | Past the end date with work still incomplete — needs attention. |
Note: Statuses update automatically in some cases — for example, a project becomes Overdue when its end date passes and it is not yet Completed. You can also update status manually at any time from the project detail page.