Project Management- Portal Mobile View

Project Management

Project management involves systematic planning, execution, and supervision of activities, resources, and timelines to achieve specific objectives within defined parameters. Upon logging in, users will be able to access the dashboard's main page.

In order to navigate to Project Records, Click on the Project Management.

Retrieve a list of all projects generated within the system.

Create Project

In order to create project, Click on to button.

Fields	Description
Customer	Identifies the client or customer for whom the project is being undertaken.
Contract Type	Describes the type of contract governing the project.
Type	Specifies the category or nature of the project.
Account	Indicates the account responsible for the projects.
Account Manager	Identifies the individual responsible for managing the account associated with the project.
Project Manager	Specifies the person assigned to lead and oversee the project.
SOW#	Includes the statement of work number associated with the project.
Purchase Order#	Includes the purchase order number associated with the project.
Budget	Specifies the allocated budget for the project.
Total Hours	Indicates the total work hours for the project.
Project Name	Provides a unique and descriptive name for the project.
Informed list	Lists individuals who need to be informed about project updates or decisions.
Start Date	Specifies the planned start date of the project.
End Date	Specifies the planned end date of the project.
Description	Provides a brief overview or summary of the project.

Project Overview

A project overview provides a concise summary of the essential aspects of a project. It typically includes key information such as the project's objectives, scope, deliverables, timeline, budget, stakeholders, risks, and approach. The purpose of a project overview is to provide stakeholders with a high-level understanding of what the project entails and how it will be executed. It serves as a reference document to ensure alignment and clarity among team members and stakeholders throughout the project lifecycle.

All details related to the created project will be visible below:

Create Tasks

In order to create task, Click on button.

Create Task Form

Fields	Description
Select Phase	Identify the phase associated with the task.
Start Date	Set a commencement date that falls within the range established by the phase's start and end dates.
End Date	Define the conclusion date falling within the range established by the phase's start and end dates.
Status	Communicate the current status of the task.
Priority	Highlight the priority level.
Assigned to	Name the person assigned to the task.
Dependency	Indicates the task that is reliant on or linked to another task, creating a dependency between them.
Task Name	Specify the task name.
Description	Provide details or describe the characteristics of the resource.

Filtering on Task

Resources

In project management, resource allocation is vital for successfully executing projects. It involves assigning and distributing elements necessary for project completion. This process is usually managed through the 'Resource' tab in project management tools.

In order to add resources, Click on the button.

Filtering on Resources

Add Resource Form

Fields	Description
Designated Phase	Allocate phases according to the specified resource allocation.
Allocated Hours	Define the assigning hours to a resource.
Resource Name	Indicate the name of the resource for which hours need to be allocated.
Role	Specify the resource role for the project.

Fields	Description
Type	Select the type of RIDAC report as Risk, Action, or Decision.
Owner	Select the owner for the RIDAC.
Deadline	Select the deadline date for RIDAC.
Description	Describe about the RIDAC report in the description.
Notes	Notes can also be specified.

Fields	Description
Date	Specify the date for the status report.
Schedule Status	Indicate the schedule status for the status report.
Summary	Provide the summary for the schedule status in the status report.
Cost Status	Indicate the cost status for the status report.
Summary	Provide a summary for the cost status in the status report.
Resource Status	Provide information on the resource status for the status report.
Summary	Specify the summary for the Resource Status for the status report.
Scope Status	Outline the summary for the resource status in the status report.
Summary	Define the summary for the status of the project scope in the status report.
Project Status	Based on the status of Schedule, Cost, Resources, and Scope, the project status will be determined. The overall project status will be marked as 'green' only when all individual statuses are 'green'.
Summary	Define the summary for the overall project status in the status report.
Accomplishments	Detail the achievements or accomplishments in the status report.
Planned Activities	Outline the planned activities to be included in the status report.

Create Phase

Fields	Description
Phase Name	This field indicates the name or title assigned to the Create Phase of the project.
Allocated Hours	Specifies the total number of hours allocated for activities within the Create Phase.
Start Date	Indicates the start date of the Create Phase.
End Date	Specifies the end date of the Create Phase.
Description	Provides a brief overview or summary of the objectives and activities planned for the Phase.

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Project Management- Portal Mobile View