1. Dashboard

The dashboard provides a quick summary of project metrics:

• Completed Projects: Displays the count of successfully completed projects.

• Ongoing Projects: Shows active projects currently in progress.

• Customers: Lists the number of clients engaged in various projects.

• Members: Displays total registered users involved in project management.

2. Managing Projects

Purpose of the Project Management System

The Project Management System (PMS) enables administrators to:

• Create and monitor projects, phases, and tasks.

• Assign responsibilities to team members.

• Track project health, schedules, and deadlines.

• Maintain a structured approach to project execution.

Adding a New Project

Step-by-Step Guide

Step 1: Access the “Add Project” option in the system menu.

Timed vs. Non-Timed Projects

The system supports two project management approaches:

• Waterfall Project Management: Tasks flow sequentially from one phase to the next. This method is best suited for structured projects with clearly defined requirements.

• Agile Project Management: Projects are broken into iterations or sprints, focusing on frequent value delivery and incorporating feedback.

Choosing a Project Type

Users can select between:

• Waterfall (Gantt) Methodology: Best for long-term structured projects.

• Agile (Scrum) Methodology: Ideal for dynamic projects that require iterative cycles.

1. Waterfall (Gantt) Methodology

Step-by-Step Guide

Step 1: Navigate to Create Project from the system menu. 

Step 2: Enter essential project details:

• Project Name: Assign a unique identifier.

• Project Type: Select from available categories.

• Reference Number: Input a project-specific code.

• Duration / Location: Define project length and location.

• Start Date & End Date: Use the mm/dd/yyyy format for timeline setup.

• Country, State, and City: Select appropriate geographic locations.

• Areas Status: Specify project area conditions.

Step 3: Choose Customer from the list or add a new entry. 

Step 4: Click Save to finalize project creation.

Adding the Stakeholders

Step 1: Navigate to Project Stakeholders in the system menu. 

Step 2: Select Add Member to register a new stakeholder. 

Step 3: Enter relevant details:

2. Name

3. Phone Number

4. Email

5. Role in Project 

Step 4: Click Save to finalize the addition.

Adding Phases

The Projects Supervision page helps administrators manage and track project phases, stakeholders, and timelines. It provides a structured approach to organizing project details efficiently.

Understanding Project Phases

In project management, a project is divided into phases, each representing a distinct stage in the project life cycle. These phases help ensure structured execution and tracking.

Adding a New Phase

Step-by-Step Guide

Step 1: Navigate to the Phases section in the system menu. 

Step 2: Click Add Phase to create a new project phase. 

Step 3: Enter the required details:

• Phase Name: Assign a unique name.

• Start Date: Define the beginning date (mm/dd/yyyy format).

• End Date: Specify the expected completion date (mm/dd/yyyy format).

• Duration: Automatically calculated based on the start and end dates.

• Progress Status: Indicates the current state of the phase. 

Step 4: Click Save to finalize the phase creation.

3. Viewing Project Phases

Administrators can access existing project phases by navigating to the Phases section. Each phase is displayed along with:

• Phase Name

• Start and End Dates

• Duration

• Progress 

• Status

The Projects Supervision page provides administrators with tools to track project phases, tasks, stakeholders, and financial details, ensuring smooth project execution.

2. Dashboard Summary

The dashboard displays key project metrics:

• Rate of Completion: Shows the current percentage of project completion.

• Total Cost: Reflects the financial expenditures related to the project.

3. Managing Project Details

Editing Project Information

Administrators can update project details such as:

• Client Information: Edit name, email, and phone number.

• Location: Specify country and address.

• Reference Number: Unique project identifier.

• Category & Type: Define project classification.

• Contract Period: Indicates the duration of the project.

Project Timeline Management

• Has Timeline: Specifies whether the project has a predefined timeline.

• Phases & Tasks: Tracks distinct project phases and associated tasks.

4. Project Collaboration Tools

Members & Permissions

• Members List: Displays registered users involved in project supervision.

• Visits Tracking: Logs interactions and updates.

File Management

Administrators can upload and manage project-related documents under the Files section.

5. Financial Tracking

Costing

The Costing section allows administrators to monitor financial allocations related to various project activities.

B. Agile (Scrum) Methodology

This page enables administrators to create a new project with essential details. It is designed for projects that do not require a timeline setup. The interface provides easy navigation to manage categories, customer associations, project types, and reference details—all of which can be quickly modified or extended using the available options.

3. Data Input Section

This section is dedicated to entering all information necessary to create a project without a timeline:

Project Category

• Dropdown Menu: Select an existing category from the “Select From List” option.

• Add Project Category: If your project category isn’t available, use the “Add Project Category” function to create a new one.

Customer

• Customer Selection: Choose a customer from the provided dropdown list (“Select from list”).

• Add Customer: If the desired customer is not listed, click the “Add Customer” button to register a new customer entry.

Project Name

• Text Field: Enter the project name. This should be a unique and descriptive title that differentiates the project from others.

Project Type

• Dropdown Menu: Select a project type from the list provided (“Select from list”).

• Add Project Type: If the appropriate type isn’t available, you can add a new project type using the corresponding button.

Reference Number

• Text Field: Provide a unique reference number for project tracking. This number is used for internal organization and future reference.

Actions

Next: After filling in all the required fields, click the Next button to proceed. This step will save your current input and lead you to further configurations or a review page.

Back to list: If you wish to cancel the creation process and return to the full list of projects, click the “Back to list” button.

Adding the Stakeholders

Step 1: Navigate to Project Stakeholders in the system menu. 

Step 2: Select Add Member to register a new stakeholder. 

Step 3: Enter relevant details:

6. Name

7. Phone Number

8. Email

9. Role in Project 

Step 4: Click Save to finalize the addition.

Adding a Phase to a Project

Step 1: Navigate to “Add Phase.”

Step 2: Specify:

• Phase Association (Project): A dropdown or selection control labeled “Select” allows you to choose the project with which this phase is associated.

• Phase Name: The phase identifier.                                 

• Phase lookups: An adjacent “Select Phase Lookup” option may help you search or filter available projects if the dropdown list is extensive.

• Deadline: Expected completion date.

  Step 3: Click “Save” to confirm the phase addition.

Adding a Task

Step 1: Select Task Project

• Click on the Task Project dropdown.

• Choose the project where the new task will be added.

Step 2: Select Phase

• Click Select Phase to choose the project phase associated with the task.

Step 3: Enter Task Details

• Task Name: Provide a unique and descriptive name for the task.

• Start Date: Specify the task’s start date in mm/dd/yyyy format.

• End Date: Define the expected completion date.

Step 4: Set Dependency Type

• Choose an appropriate dependency type to indicate task relations.

Step 5: Select Priority Level

• Options include Regular priority or lower priority levels like Easy.

Step 6: Add Notes (If Needed)

• Use the Notes field to include important details related to the task.

Create Contract

The Create Supervision Contract page allows administrators to register new client contracts by entering essential details such as contract value, payment structure, and duration.

Step-by-Step Guide to Creating a Supervision Contract

Step 1: Select Client

• Click Select From List to choose an existing client from the system.

• If the client is not listed, manually add a new entry.

Step 2: Enter Contract Details

• Title: Provide a contract name or identifier.

• Contract Value: Specify the financial value of the contract.

• Initial Payment: Enter the first payment amount agreed upon.

Step 3: Define Contract Duration

• Start Date: Choose the project’s starting date using the mm/dd/yyyy format.

• End Date: Select the expected contract completion date.

Step 4: Save or Cancel

• Save: Click Save to finalize contract registration.

• Back to List: Returns to the main list without saving changes.

Create Site Engineer

The Create Site Engineer page allows administrators to add and manage site engineers in the system. The form ensures accurate registration by capturing key details such as identification numbers, contact information, and professional roles.

Step-by-Step Guide to Creating Site Engineer

Step 1: Upload Profile Image

• Click Choose File to upload an image.

• Ensure the selected file meets system requirements.

Step 2: Enter Personal Information

• First Name: Type the site engineer’s first name.

• Phone Number: Enter a valid phone number, including country code (+971 in this example).

• Email Address: Provide an active email for communication.

Step 3: Define Engineer Role

• Position: Select the role assigned to the engineer within the project.

Step 4: Enter Identification Details

• National ID: Provide the engineer’s official identification number for record-keeping.

4. Finalizing the Entry

• Click Save to register the new site engineer.

• Use Back to List to return to the site engineer directory without saving.

Create Customer

The Create Customer page allows administrators to register new customers by entering essential business and contact details. This ensures that projects are associated with accurate customer records.

 Step-by-Step Guide to Creating a New Customer

Step 1: Enter Personal Information

• Type: Select the customer type from the dropdown list.

• Name: Provide the full customer name.

• Address: Enter the location details for record-keeping.

Step 2: Choose Category

• Dropdown Selection: Pick the customer category from the available list.

• Add Category: If necessary, create a new category.

Step 3: Additional Details

• Note: Optional field for adding extra remarks related to the customer profile.

• Code & TRN: Specify unique identifiers for tracking.

Step 4: Contact Information

• Phone Number: Provide a valid customer contact number.

• Email Address: Enter a working email for communication.

• Website: Add the customer’s website link if applicable.

Step 5: User Credentials

• Username & Password: Define login credentials for customer access.

Step 6: Save or Cancel

• Save: Click Save to finalize customer registration.

• Back to List: Returns to the main list without saving changes.

3. Tracking Project Status

Viewing Projects

Projects are listed by:

• Project Name: Identifies the ongoing or completed project.

• Schedule Health: Indicates whether the project is on track or off track.

• Deadline: Expected project completion date.

• Client Name: Displays the associated client’s name.

4. Task Management & Monitoring

Tasks are tracked by:

• Task Name: Specific task title.

• Priority Level: High, Medium, or Low priority.

• Status: Indicates progress (Done, Pending, OnProgress).

• Schedule Health: Defines if the task is on track or off track.

• Deadline: Expected completion date.

5. Department & User Management

Viewing Members

Administrators can view registered members and their roles within the system.

Managing Customers

Users can access a list of clients associated with different projects.