Projects

Purpose

The "Projects Supervision" page allows administrators to manage project categories and oversee projects organized under these categories. This ensures streamlined project classification and efficient management.

Page Overview

Key Functionalities:

1. Create Category: Add new project categories.

2. Create Project: Initiate and define new projects.

3. View All Projects: Access and manage the list of all existing projects.

Categories Section:

• Purpose: Group projects based on their characteristics for better organization.

• Example Categories:

• General Development (5 Projects)

• Constructions (2 Projects)

• ERP (0 Projects)

User Manual for the Projects Supervision Page

Click on a project category to access this page.

Overview This interface is designed to help administrators manage and track projects efficiently, providing detailed information about project types, progress, and current steps.

1. Project Records

• Displayed Fields:

• Project Number: A unique identifier for each project.

• Project Name: The name of the project.

• Type: The methodology or framework used (e.g., Waterfall).

• Progress: The current progress of the project (e.g., Gantt chart representation).

• Status: The current status of the project (e.g., Pending project planning).

• Current Step: The current phase or step in the project lifecycle (e.g., Default).

2. Record Controls

• Entries per Page: Adjust the number of projects displayed per page (default is 5).

• Pagination Controls: Navigate between pages using the controls at the bottom of the table.

Project Details

Click on a project to access this page

• Displayed Fields:

• Project Name: Name of the project (e.g., Construction Proj2).

• Reference Number: Unique identifier for the project (e.g., Default 000009).

• Category: Classification of the project (e.g., Constructions).

• Type: Project type (e.g., Default).

• Contract Period: Duration of the project (e.g., 790 days).

• Client Information: Includes client name, email, phone number, and location.

2. Progress Tracking

• Rate of Completion: Displays the percentage of project completion.

• Total Cost: Shows the overall cost of the project.

3. Navigation Options

• Phases and Tasks: Access detailed information about project phases and associated tasks.

• You can add a phase using the add button.

• Dashboard: View a summary of project progress and key metrics.

• Members: Manage team members involved in the project.

Displayed Fields:

• Name: The full name of the team member.

• Role: The specific role or responsibility assigned to the member within the project.

• Contact Information: Includes email and phone number for communication purposes.

2. Record Controls

• Add Member: Use the dropdown list to add a new team member to the project.

• Save the record to finalize the addition.

• Visits: Track site visits related to the project.

• Files: Upload and manage project-related documents.

• Use the add project files button to create one.

• Fill the fields and click Create to add

• Costing: Review and update project cost details.

• Displayed Fields:

• Labor Code: A unique identifier for each labor entry.

• Name: The name of the laborer or worker.

• Working Hours: The total number of regular working hours logged.

• Extra Hours: The total number of overtime hours worked.

• Total Working Hours Amount: The calculated cost for regular working hours.

• Total Extra Hours Amount: The calculated cost for overtime hours.

2. Record Controls

• Export to Excel: Use this button to download the labor records in Excel format for further analysis or record-keeping.

4. Actions

• On progress: use this button to modify the project status. 

• Cancel: Cancel the project if necessary.

• Edit: Modify the project details using this button.

• Subscriptions: Modify subscription details for the project.

• Share: Share project information with stakeholders.

Step-by-Step Guide

1. Creating a New Category

1. Click on "Create Category".

2. Enter the category name, description, and icon.

3. Save the category to add it to the list.

2. Creating a New Project

1. Click on "Create Project".

2. Fill in the project details.

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

3. Viewing Projects

• Click on "All Projects".

Key Features

1. Project Filters: Filter projects based on:

• Category

• Number

• Name

• Type

• Status

• Lowest Cost

• Highest Cost

• Date Range

• Waterfall Gantt or Agile Scrum

2. Project Table: Displays detailed information about each project. The columns include:

• Project Number: Unique identifier for each project.

• Project Name: Name of the project.

• Category: Grouping of the project (e.g., General Development, Constructions).

• Project Type: Default type assigned to the project.

• Status: Current state of the project (e.g., OnProgress, Pending, Canceled).

• Current Step: Indicates the stage in the project lifecycle (e.g., project planning).

3. Pagination Controls: Allows navigation through multiple pages of project entries.

Tips for Using the Page Effectively

• Regularly update categories to reflect the nature of ongoing and upcoming projects.

• Use the View All Projects option to monitor and adjust project assignments if necessary.

• Categorization improves searchability and simplifies reporting.