Active projects
9
1 at-risk · 2 starting
Portfolio EAC Roadmap
EVM suite
Available in full EVM release
Budget health · Schedule
7 Green · 2 Red
Bharat Steel on watch
Billable utilisation
74%
vs 70% target
tapAdvisor · ₹60k IGST mismatch on inter-state T&M billing — 2 projects affected
Recommended
Without action · wrong GST type
Bharat Steel ERP rollout · delivery in Pune (MH) · billing entity in Bengaluru (KA)
CGST + SGST applied
₹3.3L quarterly invoicing — inter-state supply requires IGST. Wrong classification blocks ITC for client; scrutiny risk for you.
With action · correct place of supply
Switch to IGST (18%) on MH delivery → client ITC unblocked · SAC 998313 for IT consulting applied correctly
₹60k
IGST mismatch avoided on ₹3.3L Q1 billing · zero penalty risk
Cited provision: IGST Act 2017 §12(2) — place of supply for services is location of recipient (inter-state if supplier and recipient in different states); CGST Rule 46 SAC code mandatory on invoice · Source: GST e-invoice guide 2026 — LogicERP
⚠ AI-generated guidance based on project billing configuration and IGST Act 2017 §12(2). tapestree does not provide tax advice. Confirm place of supply determination with your CA before raising invoices.
Pending CA review · 2 projects flagged
Portfolio · all active projects
9 projects · 34 team membersProject
Client
Budget health
Schedule
% done
Status
+5 more projects
Portfolio health · RAG statusSchedule · Budget · Resource
Project
Schedule
Budget
Resource
Bharat Steel rollout
Red
Green
Amber
Anand Auto · MES integration
Green
Green
Green
Sunrise Pharma · QMS rollout
Amber
Green
Green
Kerala Infra · asset mgmt
Green
Amber
Green
Navi Mumbai Port · ERP
Amber
Red
Amber
% complete
68%
10 of 14 milestones
EAC · vs baseline Roadmap
EVM suite
CPI / SPI / EAC in full EVM release
Budget health
Green
margin 22.4% · vs 18% target
Margin (Project P&L)
22.4%
healthy · vs 18% target
Bharat Steel · ERP rollout
T&M · ₹ 28L base · 14-week plan · 84 timesheet entries · template: ERP Rollout v3India billing config · GST-ready
Client GSTIN
27AABCB****1ZQ · Maharashtra registered
Supplier GSTIN
29AAXXT****1Z4 · Karnataka registered
Place of supply
MH (inter-state) → IGST 18% · SAC 998313
Billing type
T&M · approved timesheets → invoice · IRP e-invoice enabled
⚠ tapAdvisor: IGST must be applied (not CGST+SGST) — see advisory above
W1
W2
W3
W4
W5
W6
W7
W8·now
W9
W10
W11
W12
W13
W14
Discovery · Workshop
Data migration · Tally
Module config · Finance · CRM
UAT (slip risk)
Training · 8 sessions
Go-live · Hypercare
◆
done
in progress
AI predicted slip (+2w)
today (W8)
◆ milestone — go-live 28 Jul
Tasks · this weekKanban view
Doing · 4
Migrate Tally vouchers (12mo)
Karthik · due Fri
Karthik · due Fri
Finance UAT scripts
Anil · due Thu
Anil · due Thu
Review · 2
CRM workflow signoff
Aanya · awaiting client
Aanya · awaiting client
Blocked · 1
GST mapping signoff
⛔ Bharat CFO travel
⛔ Bharat CFO travel
Done · 7
Discovery workshop
COA mapping draft
tapestree AI · delay predictiontapHistory · n=8 similar rollouts
Based on velocity (last 4 sprints) + similar T&M ERP rollouts (n=8), AI predicts UAT phase will slip by ~10 days. Root drivers:
- GST mapping signoff blocked 9 days (Bharat CFO travel)
- Tally voucher edge cases — 14% of records need manual review
- Karthik on paternity leave 12–16 Jun (5 days)
Suggested: Move Training start to W10 (was W9), notify client today. tapHistory: when same approach was taken on Anand Auto project, client appreciated transparency.
Recent conversation · woven across team + clientunified timeline
BS
Bharat Steel · CFOWhatsApp · inYesterday 17:42
"I'll be back from London on the 9th. Can we lock the GST signoff on the 10th?"
AS
Aanya (You)InternalYesterday 18:20
@Priya — AI says +2 weeks. Should we re-baseline before the 10th meeting? Don't want to surprise them on the call.
DR
DecisionDR-484Today 09:00
DR-484 · Re-baseline UAT to W10 · transparent client comm
Priya Sharma · drives 0 margin impact · review on 10 Jun
Priya Sharma · drives 0 margin impact · review on 10 Jun
AS
Aanya → Bharat CFOEmail · sentToday 09:20
Subject: ERP rollout · revised baseline ahead of our 10 Jun call
"Sharing a small re-baseline ahead of Tue. UAT moves to W10 — same go-live but with cleaner test pass. Happy to walk through…"
"Sharing a small re-baseline ahead of Tue. UAT moves to W10 — same go-live but with cleaner test pass. Happy to walk through…"
Hours logged · Jun
342 h
across 9 projects
Billable %
81%
vs 75% target
Pending approval
18 entries
3 overdue > 7 days
Avg daily hrs · team
7.2 h
12 active members
tapestree AI · timesheet pre-fillai_auto_timesheet · calendar + activity inference
AI detected 3 calendar events + 2 file edits for Karthik R. on Mon 2 Jun — pre-filled draft below. Accept, edit, or reject.
WhatsApp timesheet reminder → reply to submit
Dev K. received a WA reminder at 18:00 Mon — replied "4h GST mapping, 6h UAT prep". tapestree auto-created draft entry pending manager approval. No app login required for field members. Zoho Projects and Asana have no WhatsApp reply-to-submit flow.
Timesheets · Jun 2026
Week of 2–6 Jun · 84 entries submittedMember
Project
Work item
Mon
Tue–Fri
Total
Status
Karthik R.
Bharat Steel
Tally migration · voucher ETL
8 h
7.5 h
38 h
Approved
Anil M.
Bharat Steel
Finance module UAT scripts
7 h
8 h
39 h
Pending
Priya S.
Anand Auto
MES API integration · testing
8 h
8 h
40 h
Approved
Dev K.
Bharat Steel
GST mapping · internal doc WA reply
4 h
6 h
28 h
Overdue
Meena T.
Sunrise Pharma
QMS document workflow config
8 h
7 h
36 h
Approved
Field clock-in · geofenced · Kerala Infra sitefield_geofence · offline-sync
Site polygon
Kerala Infra · Ernakulam warehouse · 200m radius declared
Clock-in · Rajan M.
08:47 · GPS match ✓ · photo logged
Outside site · Suresh V.
Clock-in denied · 1.8 km from polygon · site manager notified
Offline queue
2 entries queued · connectivity restored 09:12 · synced
Billing note
Site attendance proof attached to T&M invoice line — satisfies Section 194C TDS scrutiny requirement
SmartBarrel, SalaryBox do geofence but not inside a PSA module with GST billing. tapestree is the only tool that combines field clock-in + timesheet + T&M invoice in one workflow.
Team headcount
34
12 billable · 4 bench
Over-allocated
3 members
> 100% for 2+ weeks
Bench %
12%
healthy · < 15% target
Upcoming leaves
5 requests
Jun 12–20 window
Resource allocation · Jun 2026
34 members · 9 projects · 2 open rolesAllocation by member% of capacity
Karthik R.
110%
Anil M.
95%
Priya S.
80%
Meena T.
75%
Dev K.
60%
Allocation heatmap · week × memberresource_capacity · colour = load %
W8
W9
W10
W11
W12
Karthik R.
110%
100%
80%
75%
70%
Anil M.
95%
80%
70%
65%
60%
Meena T.
75%
75%
85%
70%
60%
Heatmap view — Zoho Projects equivalent. Red >100%, amber 80–99%, green <80%.
Upcoming leaves · Junimpact on projects
Member
Karthik R.
Dates
12–16 Jun
Impact
Bharat Steel UAT
Member
Anil M.
Dates
20–21 Jun
Impact
Low · buffer week
Member
Priya S.
Dates
17 Jun
Impact
Anand Auto low
Invoiceable this month
₹ 12.4 L
from 342 approved hours
GST · IGST on inter-state
—
18% · SAC 998313
Expense pass-through
₹ 68,400
reimbursable · 3 projects
Blended margin · portfolio
21.8%
vs 18% target
Generate T&M invoice · Bharat Steel · Jun 2026
From approved timesheets · GST-compliant · IRP e-invoice ready
Invoice draft · INV-2026-0041 · Bharat Steel Ltd
T&M · IGST · SAC 998313 · IRP e-invoice
| Description | Role | Hours | Rate (₹/h) | Amount (₹) | GST type | GST (₹) | Total (₹) |
|---|---|---|---|---|---|---|---|
| ERP implementation · senior consultant | Karthik R. | 38 | 4,200 | IGST 18% | |||
| Finance module UAT scripting | Anil M. | 39 | 3,800 | IGST 18% | |||
| CRM workflow signoff · review | Aanya S. | 12 | 5,000 | IGST 18% | |||
| Travel · Pune site visit (reimbursable) | Expense pass-through · no GST | Nil | — | ||||
| Invoice total | |||||||
SAC 998313 (IT services consulting) · IGST applied — inter-state supply (KA → MH) per IGST Act §12(2). IRP IRN will be generated on push to Finance. Asana, ClickUp, Monday, Teamwork: no native GST invoice. Source: GST e-invoice guide 2026 — LogicERP
Margin by project · Jun 2026P&L view · budget vs actual
Anand Auto
26.1%
Bharat Steel
22.4%
Kerala Infra
18.0%
Sunrise Pharma
5.8%
Blended portfolio margin 21.8% · target 18% · 3 projects at or above target
Expense pass-through · Junexpense_passthrough slug
| Project | Category | Amount (₹) | TDS flag | Status |
|---|---|---|---|---|
| Bharat Steel | Travel · Pune | 18,400 | Nil | On invoice |
| Kerala Infra | Accommodation · Ernakulam | 32,000 | Nil | On invoice |
| Sunrise Pharma | Subcontractor · documentation | 18,000 | 194C 1% | TDS review |
Subcontractor line flagged for TDS 194C (1%) — ₹180 to deduct. tapestree auto-flags; no manual lookup.
Earned Value Management (EVM · Margin)Roadmap
Full EVM suite — BCWS, BCWP, ACWP, CPI, SPI, EAC, BAC, CV/SV trend bars, and margin waterfall per project — for IT services firms and construction contractors that need Kantata-grade project controls. CPI/SPI KPIs removed from MVP Dashboard to avoid building EVM logic before the data model is ready.
ADR 3NNNDepends on project_pnl + timesheet slug stable · mid-market trigger
Revenue Recognition · WIP / Ind AS 115Roadmap
POC-method revenue recognition (Ind AS 115 / ASC 606), WIP and unearned revenue balances, cost-overrun loss-contract test, and one-click journal posting to Finance — for Indian mid-market firms requiring statutory audit-compliant revenue schedules. Certinia and Kantata ship this on day 1; tapestree gates it for PSA depth milestone.
ADR 3NNNDepends on billing + milestone slugs stable · Finance WIP posting API required
Portfolio Programme Management (PPM)Roadmap
Strategic project intake pipeline, capacity-vs-portfolio demand forecast, scoring rubric for prioritisation, and cross-project roll-up for PMO buyers — extending the existing portfolio table into a full programme management layer for firms running 20+ concurrent projects.
ADR 3NNNDepends on project_master + pnl stable · PMO buyer segment
Federated Estimate BenchmarksRoadmap
"Similar Indian ERP rollouts shipped in 23 days — you are tracking 35." Cross-tenant, differentially-private project benchmarks from the tapHistory network. No competitor at any price point has federated project benchmarks; this is a pure tapestree moat once the network reaches n≥30 comparable projects.
ADR 3NNNDepends on ADR-3004 tapHistory · minimum dataset milestone · DP-noise budget approval
Subcontractor Management · 194C Pay-When-PaidRoadmap
Subcontractor master, PO creation, timesheet integration for subcontracted roles, pay-when-paid payment logic, and TDS Section 194C compliance — critical for Indian construction and IT services firms that heavily subcontract. Ramco SRP has this; no India SMB tool does.
ADR 3NNNDepends on Procurement vendor master · Finance TDS module
Monte Carlo Schedule RiskRoadmap
Probabilistic EAC/ETC simulation, percentile confidence bands on milestone dates, and risk-adjusted go-live ranges — moving from deterministic AI delay prediction to full schedule-risk modelling for complex, multi-phase projects.
ADR 3NNNDepends on projects.evm shipping first · historical variance data required
Conversational PM AgentRoadmap
"What is at risk this week?", "Rebalance Karthik's allocation", "Draft the change request for scope item 4" — a PM agent with full tapHistory context and India-aware responses (GST, statutory leave, WhatsApp escalation). Asana AI Studio offers plain-English workflow building; tapestree's differentiator is cross-project tapHistory context.
ADR 3NNNDepends on ai_auto_timesheet + model-router stable · inference-orchestration
Client Portal · WhatsApp Reply-in-ThreadRoadmap
Give clients a branded portal with milestone status, invoice history, and document access — plus WhatsApp-threaded reply on milestone updates and invoice queries. Zoho Projects has a client portal but not WhatsApp-threaded client communication.
ADR 3NNNDepends on billing + milestone slugs · WhatsApp Cloud API tenant scoping
Project Template Library — Phase 2 (creation-flow UX)Roadmap
Save and clone past projects as templates — WBS, standard tasks, resource roles, milestone schedule, billing type, and GST defaults pre-populated at creation. Zoho Projects, ClickUp, and Monday surface templates at project creation; tapestree's MVP surfacing at "+ New project" is phase 1.
ADR 3NNNTemplate slug ALLOWED; UI at creation flow is phase 2