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Project methodology preset

A project-level preset that tells TruePPM which planning model the team uses, and hides the irrelevant tabs by default. The API surface is unchanged — methodology hides tabs but does not gate routes.

The system-level encoding of the hybrid PM flow’s central thesis: one model, multiple persona views. Without methodology, every persona sees nine tabs and the workspace overwhelms.

TabWaterfallAgileHybrid
Overview
Board
Sprints
Schedule
WBS
Table
Calendar
Team
Risks

The default for new projects is Hybrid — every tab visible. Existing projects (created before ADR-0041 landed) all default to Hybrid; no behaviour change.

The preset communicates “this is not how we work here”, not “this is not allowed.” Power users who know what they want can always reach a hidden view by direct URL. Mobile or API consumers are unaffected. Hiding lowers cognitive load at onboarding without restricting the system.

  • Project creation wizard — step 3 prompts for the methodology with one-line descriptions per choice
  • Project settings — the same selector, editable post-creation; takes effect immediately
MethodEndpointPurpose
GET/api/v1/projects/{id}/Includes methodology field
PATCH/api/v1/projects/{id}/Accepts methodology (WATERFALL | AGILE | HYBRID)
  • ADR-0041 — Project methodology preset
  • Sarah (construction PM) — set Waterfall. Sprint chrome disappears; Schedule and WBS dominate.
  • Maya (Scrum Master) — set Agile. Schedule, WBS, and Calendar disappear; Sprints and Board dominate.
  • Diana (PMO Director) — leave Hybrid as the default for projects that span teams. Override per project where the team’s method is clear.