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.
Where this lives in the story
Section titled “Where this lives in the story”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.
The matrix
Section titled “The matrix”| Tab | Waterfall | Agile | Hybrid |
|---|---|---|---|
| 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.
Why hide tabs but not gate routes
Section titled “Why hide tabs but not gate routes”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.
Where to find it
Section titled “Where to find it”- 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
API endpoints
Section titled “API endpoints”| Method | Endpoint | Purpose |
|---|---|---|
GET | /api/v1/projects/{id}/ | Includes methodology field |
PATCH | /api/v1/projects/{id}/ | Accepts methodology (WATERFALL | AGILE | HYBRID) |
Related ADRs
Section titled “Related ADRs”- ADR-0041 — Project methodology preset
If you are…
Section titled “If you are…”- 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.