Project Manager Flow (Dashboard dApp)

The Project Manager is the operational actor responsible for keeping investors informed and ensuring milestones progress through the Trustless Work escrow lifecycle. They do not deploy contracts, configure token sales, or manage investor flows. Their core responsibility is simple and crucial:

👉 Update milestones and provide evidence of real-world progress.

This ensures that Approvers and Release Signers can confidently authorize releases and that investors have transparent visibility throughout the project’s execution.

5.1 Responsibilities of the Project Manager

The Project Manager is responsible for:

  • Tracking real-world project progress

  • Posting milestone updates with supporting evidence

  • Communicating status changes as milestones become ready for review

  • Ensuring clarity, transparency, and documentation for Approvers, Release Signers, and investors

  • Maintaining auditability through the Project Dashboard

They do not sign releases; they prepare and document milestones so other roles can approve them.

5.2 Where the Project Manager Works

The Project Manager only uses one dApp:

📘 Project Dashboard

All milestone-related actions happen here:

  • Upload images, documents, receipts

  • Add commentary and contextual notes

  • Mark a milestone as “Ready for Approval”

  • Track release history and escrow balance

  • Verify when a release has gone through

This centralizes communication and prevents off-chain confusion or inconsistent documentation.

5.3 Step-by-Step Project Manager Flow

Step 1 — Log Into the Project Dashboard

The Project Manager logs in with their wallet and lands directly on the active project’s dashboard.

Here they see:

  • Project overview

  • Milestone list

  • Current statuses

  • Evidence already submitted

  • Escrow balance + progress viewer

Goal: Understand what’s pending and what needs updating.

Step 2 — Select a Milestone to Update

For each milestone, the Dashboard displays:

  • Milestone name

  • Percent or amount of associated release

  • Status:

    • Not started

    • In progress

    • Ready for approval

    • Approved

    • Released

  • Evidence history

The Manager clicks Update on the relevant milestone.

Step 3 — Upload Evidence

The Manager can upload:

  • Photos (e.g., shipment photos, construction snapshots, warehouse receipts)

  • PDF documents (invoices, bills of lading, customs forms)

  • Notes and commentary explaining progress

This evidence builds trust for:

  • Approvers

  • Release Signers

  • Investors

The entire escrow lifecycle becomes auditable because all evidence is anchored to each milestone.

Step 4 — Mark Milestone as “Ready for Approval”

Once sufficient evidence has been submitted, the Manager toggles the milestone to:

“Ready for Approval”

This triggers:

  • A visual change in the Backoffice (Approver sees an actionable item)

  • A status update visible to investors

  • A clear workflow handoff to the Approver and Release Signer

Goal: Signal that the milestone can now move to validation.

Step 5 — Monitor Approval & Release Progress

The Manager now monitors the escrow flow:

Approver:

  • Reviews evidence

  • Provides signature approving milestone

Release Signer:

  • Executes release signature

  • USDC is released from the escrow to the project owner

The Manager sees these updates in real time inside the Dashboard.

Step 6 — Add Additional Evidence (Optional)

During long-running milestones, the Manager can repeatedly upload progress updates.

Examples:

  • Equipment has shipped

  • Customs clearance completed

  • Field deployment in progress

  • Verification certificate received

This transparency boosts investor confidence and creates a full audit trail.

Step 7 — Milestone Completion

Once the Release Signer completes the release:

  • The milestone status updates automatically

  • The escrow viewer displays the corresponding release event

  • Investors see proof of capital movement

  • Manager continues with next milestone

When all milestones are completed, the project transitions into vault setup (handled by the Project Creator).

5.5 Why This Role Matters

The Project Manager is the bridge between real-world progress and on-chain trust.

Their updates ensure:

  • Milestones are backed by evidence

  • Approvers and Signers can operate confidently

  • Investors can verify transparency at all times

  • The project moves smoothly from milestone to milestone

This role is the heartbeat of the tokenized private credit system — creating the credibility and auditability that allow trustless capital flows.

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