Project Management Module

Introduction

Project management module consists custom modifications according to specific needs in the project section.

Customization

• Modifications made on the project form

  • New Fields

    1. Proposal Number
    2. Supervisor (staff)
    3. Subcontractor

  • Rename Fields

    1. End date -> Completion Date

Project Status

1. Up next (New status)
2. Not Started -> In Queue
3. Cancelled -> Defect Stage
4. Finished -> Completed

• Display the new fields in project overview section.(admin & client side)

• Add a new option to view project as a subcontractor

Project Summary Chart

The Gantt chart displays the project summary which consists of following forms.

1. Qa Form -> The timeline between forms "inspection_date" to "defect_correct_date"
2. Sub con QA Form -> The timeline between forms "date" to "accepted_datetime"
3. Completion Certificate Form -> The timeline between forms "date" to "accepted_datetime"
4. Color Selection Form -> The timeline between forms "date" to "accepted_datetime"
5. Design Color Selection Form -> The timeline between forms "date" to "accepted_datetime"
6. Work Instruction Form -> The timeline between forms "date" to "accepted_datetime"
7. Time Extension Form -> The timeline between forms "new_date_for_practical_completion" to "delay_arise_date"

Project Templates

You can easily create templates of projects according to your needs these predefined project templates will be further used when creating a new project which saves time and reduce repetition

• New project template can be created from Setup -> Projects -> Project template
• User can select a predefined project templates while creating a new project

Project Forms

A new field has been added in the project's tabs to manage various forms

1. Pre-production
2. Quality Assurance
3. Subcontractor QA
4. Color Selection
5. Designer Color Selection
6. Completion Certificate
7. Work Instruction
8. Time Extension Notification

There are some common features which are available for all the project forms

• Email Sending

1. Email is sent to Subcontractors and Customers.

• SMS Sending

1. SMS is sent to Customers.

• Disclaimer

1. Add disclaimer dynamically to your forms according to specific needs.

Pre-Production

• Create Templates

  1.You can easily create templates for pre-production form according to your needs these predefined templates will be further used when creating a new pre-production form which saves time and reduces repetition.

  2.New pre-production template can be created from Setup -> Projects -> Pre-Production Template

  3.User can select a predefined pre-production templates while creating a new pre-production form.

• Catalogue Items

  1. The catalogue items are used in pre-production form templates to add quick items for "Discussion List"
  2. New catalogue items can be added from Setup -> Projects -> Pre-Production Catalogue

Quality Assurance & Subcontractor QA

• Defect Significance

  1. The defect significance will be used when adding a new form.
  2. New defect significance can be added from Setup -> Projects -> QA Defect Significance

• Email Sending in Subcontractor QA form

  1. Email is only sent to Subcontractors.

• SMS Sending in Subcontractor QA form

  1. SMS sending feature is not available for this form.

Project Feedback

This form provides the ability to add feedbacks for the projects

• It has the ability to attach Images and Call Recordings

-> Report Section

• Pie Charts

  1. Received vs. Missing feedbacks from completed projects
  2. Online vs. Missing feedbacks from total received feedbacks

• Bar Chart

  1. An horizontal bar chart containing data of total completed projects

  2. Upon selecting the subcontractor filter a new summary is added displaying the average feedback score and total amount of the project.

Project Updates

The project updates can be easily managed using the project update form

• It has the ability to add Progress Percentage and Attach Images

• When a new project update is added an email regarding same is sent to the client.