A PROJECT is the base to manage the planning, executing, controlling and closing of a team work to achieve specific goals and meet success criteria. Projects are composed of tasks and milestones which has their specific planning.
Each project has a project manager (PM) that controls the work of the team and the planning of tasks, and milestones.
Members (including project manager) that are involved in the execution of the project should be declared as "PLANTRACK Members".
A project has a "Progress Percentage" that shows the percentage of achievement of its overall tasks and milestones.
Each project has project sheet with all project properties, list of amendment, list of investments, list of resales, team members, and project planning.
My Projects:
Create new Project: Click on the Create project button in the top menu:
Project screen opens by default displaying multiple tabs in the top of screen as Project, amendments, resales team members and planning :
Project Tab:
Project tab represents a project sheet that includes the main information of a project such as project name, code, domain, sales manager, dates costs and efforts.
Enter all project-sheets mandatory and / or optional fields.
Click on Create> the project is created and added to the list of projects.
Link a project to a Request: that means the request is a project, go to request section in the request sheet and select a request from drop down and save it the project will be created and the selected request will be at the top of the planning tab to indicate that the project is linked to a request:
Amendments Tab:
Every project could have one or more amendments during the its life cycle:
Click on Amendment tab
Click on (+) button, Amendment Dialog will be displayed as follow:
Enter all mandatory / optional fields Click on save button.
The new Amendment will be added.
Investments Tab:
Every project could have one or more investments during its life cycle.
Click on (+) button, Investment log will be displayed as follow::
Enter all mandatory / optional fields Click on save button
The new Investments will be added.
Resales Tab:
Every project could have one or more resales during the its life cycle:
Click on (+) button, Resale Dialog will be displayed as follow:
Enter all mandatory / optional fields Click on save button
The new Resales will be added.
Project members Tab:
Every project has Project members to be working on the project
Click on (+) button, Project Member Dialog will be displayed as follow:
Choose team member and enter his sold cost.
Click on save, Team member is added to the list of members responsible to work on the tasks and millstones assigned to him / her.
Planning Tab:
See PLANTRACK Planning.
Open Project list:
My Projects
This is the list of all Projects the user has permission to see and take an action on.
The My Projects list organizes and displays all the projects and provides multiple functionalities.
Also, a list of Status is displayed on the left side of the page to indicate the progress of each project.
To perform any action, user must select one or multiple Projects.
The actions will be displayed on the toolbar depending on the permission, situation and status of the selected Project.
Delete Project:
The project is deleted from the project list and removed from the database only if the status of the project is not in progress and suspended. No history is recorded. User can delete a project at any time, if they have the permission to, take into consideration the status of the project.
Edit Project :
The icon pen should be available in the action column to be able to edit a project
User can edit a the project sheet, amendments, investments, resales, team members, and project planning at any time, if they have the permission to, make sure the status of the project should not be ended.
View Project :
The icon eye should be available in the action column to be able to view a project.
User can view a project at any time with all the status of the project, noted that the save button is not available for this action, if they have the permission to.
Suspend Project:
User must enter a justification before suspending a project.
The project Status change changes to suspended and all actions of the project manager are disabled.
Resume Project:
This option only appears on Projects with Situation suspended.
Once the user confirms the action, the Status of the request changes to it is original status and all actions become enabled to the Project manager.
Project Validation Process:
Each project with status (in progress, waiting and suspended) can have its own validation process.
By default the project validation process is set in the company’s settings.
End Project:
Each project with status (in progress, waiting and suspended) can be ended by the project manager.
The Status changes Ended status if they have the permission to.
Change Project Manager:
User can change project manager for all the project that have the situation (in progress, waiting and suspended).
Grid Toolbar:
Total Records: represents the total number of records available in the My Projects list page
< Page number >: represents the number of the current page. User can navigate by going to the previous or next page
Reset Layout: User can always reset to the default layout after resizing and replacing and hide/show the columns
Save Layout: User can save the layout after resizing and replacing and hide/show the columns
Export to EXCEL: User can export to Excel all records, current view or choose from - to index
Export to WORD: User can export to Word all records, current view or choose from - to index
Export to PDF: User can export to PDF all records, current view or choose from - to index
Auto-fit Columns: This feature fits all columns in the page without having to scroll horizontally to view them
Refresh Grid: When clicked, the data of the entire list is refreshed
Remove Filters: This feature removes all filters on all columns at the same time
Show / Hide Columns: User can show / hide columns to the My Requests list
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