Project Planning

Project Planning Module is to manage projects and its planning like adding resource , skills, milestones etc to the project.

Overview

Project planning module has two views Project Allocation and Gantt.

• Project Planning
• Overview
  • Navigate to the Project Planning
• Project Allocation
  • Details
  • Resource Allocation
    • Add Resource
      • Details in the Add Resource Form
    • Edit/Delete the resource allocation
      • Edit the resource allocation
      • Delete the resource allocation
  • Skills
    • Add Skills
      • Details in the Add Skills
    • Edit/Delete the Skill
      • Edit the Skill
      • Delete the skill
  • Milestones
    • Details in the milestones
    • Add Milestone
      • Details in the Add Milestone form
    • Edit/Delete Milestone
      • Edit Milestone
      • Delete Milestone
• Gantt

Navigate to the Project Planning

Workplaze → Planning → Project Planning

• The following roles can view and manage this module:
  • ProjectManager
  • Delivery Manager
  • Client Partner
  • CXO
  • HR MANAGER
  • ADMIN

Project Allocation

• In Allocation view , UI options are

  1. Search Projects

     • Projects can be filtered using its name

  2. Status

     • Projects can be filtered using its status

  3. User Team

     • The User has a feature to filter the projects using the User Team!

  4. Resource

     • Projects can be filtered using the allocated resources!

  5. Advanced Filters

     • When clicking on advanced filter UI will render a drawer with search options like Company, ProjectOwner, ProjectType

       

  6. Add Project

     • When click on the Add Project button, will pops up a form, where user can add details of the project to be added

       

     • By filling the mandatory fields, the user able to add the project

  7. Edit Project

     • When clicked on the Edit icon at the right hand side of each project, an edit form will pops up.

     • The user can edit the details of the project added at the time of project addition.

       

     • A particular project can be selected from the project list view by clicking on it, which will navigate to project details page.

       

     • Clicking on the edit button in project details, pops up the above edit details form

     • In Project details page along with editing the project details, resource skills,milestones and documents of the project can be added

Details

• The user able to view the project allocation details, that are updated when the project is created!

  

Resource Allocation

• When clicked to the resource, user can see resource list that are allocated to that project

  

Add Resource

• Using the Add Resource button, new resource can be allocated to the project aswell.

  

Details in the Add Resource Form

• Skills
  • Name of the skill
• Skill level
  • Level of the Skill
• User
  • Name of the User
• Billable
  • Boolean(Whether the resource is billable or not)
• Start Date
  • Start date of the resource
• End Date
  • End date of the resource
• Partial
  • Whether the resource is allocated to the project partially or not
• Allocation Percentage
  • If we select partial then the allocation percentage will show drop down (25%,50%,75%)
• Hourly Rate
  • User cost based on hour
• Total Hours
  • Total hours is based on the business days of the organization
• Cost
  • Totalhours * Hourly rate

Edit/Delete the resource allocation

• After adding the resource successfully we can see the resource in the resource list

• Click on the options in the right corner of the resource will pops up the edit and delete options!

  

Edit the resource allocation

• Click on the edit, the user able to edit the resource allocation!

  

Delete the resource allocation

• Click on the Delete option, the user able to delete the resource!

  

Skills

• The user able to view the required skill details under the project allocations!

• Also the user able to search the skill details!

  

Add Skills

• Click on the Add Skill button, will pops up a window

  

• By filling the mandatory fields, the user able to add the skill

Details in the Add Skills

• Skill
  • Able to add the required skill
• Skill Level
  • Able to add the required level of skill
• Count
  • Able to add the required count of resources who having that skills
• Status
  • Able to mark the current status of the skill
• Notes
  • Able to add the comments about the requirement of the skill!

Edit/Delete the Skill

• After adding the skill successfully we can see the skill details in the skill list

• Click on the options in the right corner of the skill, will pops up the edit and delete options!

  

Edit the Skill

• Click on the edit, the user able to edit the skill details!

  

Delete the skill

• Click on the Delete option, the user able to delete the skill details!

  

Milestones

• Purpose of milestones are to track various stages of the project

• Navigate to Project Details → Milestones

  

• In the Milestone view, UI options are

  1. Search Milestone

     • Milestones can be filtered using its name

  2. Status

     • Milestones can be filtered using its status

  3. Payment status

     • Milestones can be filtered using its payment status

  4. Exports

     • The user able to export the milestone details!

  5. Add Milestone

     • The user able to add the miletone using the Add Mileston button

  6. Edit/Delete Milestone

     • Click on the option, the user able to view the edit and delete the milestone option

       

     • Click on the edit/delete, the user able to edit and delete it!

       Note: Milestones cannot be deleted if any project tasks is linked to it

  7. Click and Drag

     • The user able to change the milestones order!
     • Select anyone milestones and Click & Drag it to the destination!

  8. Save

     • After Click & Drag the milestone, the user able to save it or else changes will not saved!

Details in the milestones

• The details in the milestone views are followed by,

  

  1. Milestone Name
     • Shows the Name of the milestone!
  2. Milestone Amount
     • Shows the amount of the milestone!
  3. Milestone Period
     • Shows the milestone start date and end date!
  4. Milestone Progress
     • Shows the completed task progress under the milestone!
  5. Milestone Status
     • Shows the current status of the milestone!
  6. Milestone Payment status
     • Shows the payment status of the milestone!

Add Milestone

• Click on the Add Milestone button will pops a window

  

• By filling the mandatory fields, the user able to add the milestone!

Details in the Add Milestone form

• In the Add Milestone form, UI Options are,
  1. Milestone Name
     • Name of the milestone
  2. Amount
     • Amount of the milestone
  3. Link to Invoice
     • Link this milestone in the Invoice!
  4. Start date
     • Start date of the milestone
  5. End date
     • End date of the milestone
  6. Milestone status
     • Status of the milestone
  7. Payment status
     • Payment status for the milestone

Edit/Delete Milestone

• Click on the option, the user able to view the edit and delete the milestone option

  

Edit Milestone

• Click on the edit, the user able to edit the milestone details!

  

Delete Milestone

• Click on the Delete option, the user able to delete the milestone details!

  

  Note: Milestones cannot be deleted if any project tasks is linked to it

Gantt

• A Gantt chart is a commonly used graphical depiction of a project schedule
• It's a type of bar chart showing the start and finish dates of a project's elements such as resources, planning, and dependencies
• A Gantt chart is a visualization that helps in scheduling, managing, and monitoring specific tasks and resources in a project
• It consists of a list of tasks and bars depicting each task's progress
• The horizontal bars of different lengths represent the project timeline, which can include task sequences, duration, and the start and end dates for each task
• The user can see the Gantt chart of a particular project by filtering it by its name