/project-review

description: Review one Moovila project or one customer's projects for schedule, budget, and time issues
argument-hint: "[customer or project name]"
arguments: [target]

Moovila Project Review

Review a single project, or every active project for one customer, and report what is late, what is over budget, and which time entries need fixing before invoicing.

Arguments

• `target` (optional) - a customer (organization) name or a project name.

With no target, review every active project.

Prerequisites

• Moovila connected in Conduit (Connections → Moovila)
• Tools: `moovila_projects_list`, `moovila_tasks_list_for_project`,

`moovila_project_budgets_get`, `moovila_time_entries_list`

• All of these are read tier; none is admin-gated in Conduit

Steps

1. **Find the projects**

Page `moovila_projects_list` and drop templates, deleted and inactive projects, and completed ones (`isComplete`) unless the user asked for completed projects. Match `target` against `organization.name` first (or `customer.name` when the tenant leaves `organization` empty), then project `name`. When the target names one customer, review every active project for that customer. Ask only when the target matches more than one customer, or more than one project name for a project-level target.

2. **Tasks**

For each project, page `moovila_tasks_list_for_project` with its `projectID`. Flag overdue tasks, late milestones and blocked tasks (predecessors incomplete, due within 14 days).

3. **Budget**

Call `moovila_project_budgets_get` for each project. Compare summed task `totalActual` with `totalBudget`, and burn with completion.

4. **Time**

Page `moovila_time_entries_list` without `lastChangedDate` (it is a change time, so it can drop an entry created before the month with a `startTime` inside it; use a bound only if the tenant confirms one is safe), keep entries for these projects whose `startTime` is in the current month, and flag billable entries with no rate or billing code and entries with no task.

5. **Summarize**

One table per project: due date, completion, burn, flag count. Then the flagged tasks and time entries with owner and date, and one recommended next action per project.

Examples

/moovila:project-review
/moovila:project-review Acme
/moovila:project-review "M365 migration"

Related

• Agent: `project-portfolio-reviewer` for the full cross-customer review