Project Management

1. Project Management

In Project Management, it can be managed according to the Project, For example: Customer Project, Supplier Project, RD Project…etc.

2. Create New Project

There are 10 each project types. At each tab there is a button to create new project .

Example: General Project

Survey Project         

Click the button to show the following screen to fill basic information about project.

The screen to fill information for creating projects of each type are the same. The difference is Project Type.

Fill in Project Name (required) and you can also select Customer ID, Supplier ID… then click Submit to create.

The new project screen will be shown after that.

3. General Project

3.1. General Project Edit

Using a General Project as an example, user can modify Project Name, set Planned Start Date … After finish adjusting, please click Submit button to save

All buttons at the header of Project are:

+Delete: Delete the project

+Copy: Copy the project

+Auto Commit: Sign the project

+Submit: Save data

+Reset: Return previous value

3.1.1. Summary

In Summary Tab, user can fill in Abstract and Memo

3.1.2. Members

This tab allow user add member of project

3.1.3. Gantt Chart

In this tab, user can understand clearly about time line (start time and end time) of each project

Planned Schedule

Real Schedule

3.1.4. IM/MOs

User can find Internal Order in this tab or create new IM by click button “Create related RD IM”

3.1.5.  Income/Payment/Budget

Income Items

This tab display Income, Quotation, Account payable, Account receivable relate to the project

Create QU/ SA 

User must fill in CustomerID at the header of Project. Then click button “Create Quotation”

System will auto get the CustomerID of header QU as default value in New Quote screen. User can change CustomerID by magnifying glass

After system inform create successfully, the new Quotation will appear

Same with creating SA

Connect/ link with current QU/ SA/ AR items/ CL items.

Example: connect with SA

User will see screen to search SA. Pick OrderID user need to make the connection with current project and click button “Add New”. To close the current screen, please click the Close button at the upper right corner

Now user can see the related Order

Disconnect with current QU/ SA/ AR items/ CL Items

Example: disconnect with AR item

Payment Items

Similar with tab Income Items, tab Payment Items is to show transactions: Purchase Order, AP, PA and button to create these transaction types.

These transaction will link with this project.

Buttons for creating new transaction

Buttons for connecting current transactions

Buttons for disconnect linked transactions

Budget Items

Budget Items tab display all records related to budget. User also can create new record by hitting button Add New, Add New Budget Change

3.1.6. InvJPlan Records

User can see Warehouse Transaction in this tab. To create new MR user can click button “New Adjustment”

Click button New Adjustment, system will show below screen. User can use the magnifying glass to search for the warehouse/storage location. Click Submit when completed.

After creating successful, user can see in header of MR has info of related Project. It is saved in ProjectID

Return the Project screen, tab InvJPlan Records, user can see the record MR just create

3.1.7. Contact Log

In tab Contact Log, user can create related document such as: Customer Contact Log, Supplier Contact Log

Customer Contact Log

For Customer Contact Log, user can see all record dealing with customer in this project. If user want to add new record, please hit button “Add Customer Contact Log”

Fill in Subject, Content and other info then click Submit

In Edit screen, user can upload related file such as picture, document...

Supplier Contact Log

For Supplier Contact Log, user can see all record dealing with supplier in this project. If user want to add new record, please hit button “Add Supplier Contact Log”

3.1.8. Files

In this tab you can upload the file if need

3.1.9. Tasks

Create New Project Task

It is a personal task under the project, used to establish the tasks that need to be completed for personal-related tasks, as well as progress tracking. A project can create multiple tasks.

Click "Add Project Task" and enter the screen to fill in the following information. Click Submit when completed.

Base on individual estimation, fill in Plan start Date, Due Date, Finish Date and other info, and fill in Priority to indicate the processing order of the tasks.

Related Jobs

This tab display child task and related job. User also can click “Add New Child Job” to create detail task

Create child tasks

Click “Add New Child Job” to create Child task

Similar to create a Project Task, user fill in the following information and click Submit

After completed the info in New Project Task screen, In Related Jobs and Related Child Tasks will show this record

Connect with created tasks

Click the magnifying glass to select other tasks to make the connect with this project. To do this, user only pick the task they want then it will be ok

Related Attachment

In this tab you can upload the file if need

Message Links

In this tab you can upload the URL if need:

Related Document

This screen shows related Document and Add Document

Timesheet

Create new Timesheet

Process Log

This screen shows related Process Log

Related Project Memorandum

In this screen, you can create related message/petition, and link and track these documents.

Tab Related Project Memorandum:

You can query the message/petition related to this project

Tab Add Petition

You can add a petition to link to this project, search and select the petition to be linked > Submit

3.1.10. Timesheet

This screen shows Timesheet

3.1.11. Task Links

This screen shows connect task

User can see the URL of the relevant link in the project task

3.1.12. Project Items

This screen shows Project Items and add more item

Click "Add More Item" and Inventory items screen will appear. Pick the item and click Submit. After completion, click button Close at the upper right corner to close the screen.

After closing the InventoryItem screen, in Project Items user can see the newly added Items

3.1.13. Memorandum

This screen shows related Message/Petition and add Message/Petition

3.1.14. Sub Project

Click “magnifier” and pick Sub Project

3.1.15. Document

This screen shows related Document and Add Document

In tab Document / sub tab Add Document, pick document in check box and click submit

3.1.16. Meeting Minutes

This screen shows related Meeting Minutes and Add Meeting Minutes

In tab Meeting Minutes / sub tab Add Meeting Minutes, pick Minutes in check box and click submit

3.1.17. Business Trip

This screen shows business trip and member

In tab Business Trip / sub tab Add Business Trip, pick Business Trip in check box and click submit

3.1.18. NCR

Non-compliance report

In this tab, user can search all NCR relate to current Project

3.1.19. Mail

This screen shows related Email

New Mail: this button is used to create related Mail for Project

3.1.20. BOM

For the list of raw materials and materials required to make products and semi-finished products, you can check the relevant material numbers on this screen.

3.1.21. Process Log

This screen shows related Process Log

3.2. Active General Projects

For this screen, user can search all General Project is in Active status

User also can fill in criteria search such as: ProjectID, CustomerID,…to filter the Project displayed

3.3. Draft General Projects

For this screen, user can search all General Project is in Draft status

User also can fill in criteria search such as: ProjectID, CustomerID,…to filter the Project displayed

3.4. General Project

For this screen, user can search all General Project despite of Project Status

User also can fill in criteria search such as: ProjectID, CustomerID,…to filter the Project displayed

4. RD Project

4.1. Active RD Projects

For this screen, user can search all RD Project is in Active status

User also can fill in criteria search such as: ProjectID, CustomerID,…to filter the Project displayed

4.2. Draft RD Projects

For this screen, user can search all RD Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

4.3. Search RD Project

For this screen, user can search all RD Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

5. Customer Project

5.1. Active Customer Projects

For this screen, user can search all Customer Project is in Active status

User also can fill in criteria search such as: ProjectID, CustomerID,…to filter the Project displayed

5.2. Draft Customer Projects

For this screen, user can search all Customer Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

5.3. Search Customer Project

For this screen, user can search all Customer Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

6. Supplier Project

6.1. Active Supplier Projects

For this screen, user can search all Supplier Project is in Active status

User also can fill in criteria search such as: ProjectID, SupplierID, …to filter the Project displayed

6.2. Draft Supplier Projects

For this screen, user can search all Supplier Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

6.3. Search Supplier Project

For this screen, user can search all Supplier Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

7. Survey Project

7.1. Active Survey Projects

For this screen, user can search all Survey Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

7.2. Draft Survey Projects

For this screen, user can search all Survey Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

7.3. Search Survey Project

For this screen, user can search all Survey Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

8. Application Project

8.1. Active Application Projects

For this screen, user can search all Application Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

8.2. Draft Application Projects

For this screen, user can search all Application Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

8.3. Search Application Project

For this screen, user can search all Application Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

9. Process Project

9.1. Active Process Projects

For this screen, user can search all Process Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

9.2. Draft Process Projects

For this screen, user can search all Process Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

9.3. Search Process Project

For this screen, user can search all Process Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

10. IP Project

10.1. Active IP Projects

For this screen, user can search all IP Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

10.2. Draft IP Projects

For this screen, user can search all IP Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

10.3. Search IP Project

For this screen, user can search all IP Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

11. Improve Project

11.1. Active Improve Projects

For this screen, user can search all Improve Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

11.2. Draft Improve Projects

For this screen, user can search all Improve Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

11.3. Search Improve Project

For this screen, user can search all Improve Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

12. MRP-MO Project

12.1. Active MRP-MO Project

For this screen, user can search all MRP-MO Project is in Active status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

12.2. Draft MRP-MO Project

For this screen, user can search all MRP-MO Project is in Draft status

User also can fill in criteria search such as: ProjectID, Create Date,…to filter the Project displayed

12.3. Search MRP-MO Project

For this screen, user can search all MRP-MO Project despite of Project Status

User also can fill in criteria search such as: ProjectID, Create Date, … to filter the Project displayed

13. Search Project

In Search Project tab, user can find all project despite of Project Type and Status

14. Related PO Item

In Related PO Item tab, user can find all related PO of Project

15. RD IM

In RD IM tab, user can find all related RD IM of Project. User also can create New RD IM

15.1. Create New RD IM Order

Click "New RD IM" to create new RD IM Orders

Click the magnifying glass to search for the project, pick ProjectID user need to link with RD IM

On the edit screen, user can see that the subtype is RD = Research and Development

15.2. Draft RD IM Orders

This screen is used to search for R&D IM is in Draft status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

15.3. Active RD IM Orders

This screen is used to search for R&D IM is in Active status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

15.4. Search RD IM Orders

This screen is used to search all RD IM despite of status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

15.5. Search RD IM Order Item

This screen is used to search all RD IM Item despite of Status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

15.6. My Approval

This screen displays all Project which current user can approved

Select the project that need to be signed. You can use the "Pick All" button to check all documents in check box

16. RD MO

16.1. Active RD MOs

This screen is used to search for RD MO is in Active status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

16.2. Draft RD MOs

This screen is used to search for RD MO is in Draft status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

16.3. Search RD MOs

This screen is used to search all RD MO despite of status

+ Click the search button to search all transactions. User also can fill in Criteria search to filter the result

16.4. SA Item

In this screen, user can search all item in RD MO

User also can create new MO by button “Create New MO”

The system shows create successfully

The newly MO will be displayed in the Draft RD MOs

16.5. Search Order Item Production

This screen to search all Item in RD MO. User can click Detail button to see Order Item Detail

Order Item Detail

17. Related Setting

17.1. Default Schedule Setting

Click "Setting Name" to view the general list of related settings for the preset schedule.

Click button “Add New Schedule Setting” to add new category, such as RD, General

Input the project type > OK

After adding the category, you can see the setting name, fill in the detail type and schedule name, and click Submit to save it

17.2. Master List Setting

This screen display all Categories relate to Project Schedule. User can click SettingName to open edit screen

18. Gantt Chart

18.1. Search Project

User can check the progress of the project schedule and clearly understand the start time, required time and end date of each task.

18.2. Real Schedule

In this tab, user can see the real Schedule of all project

19. Timesheet

19.1. Search Timesheet

This tab is used to search timesheets in a range of time.

19.2. Search DateRange Workhours

This tab is used to search total working hours of users in a range of time

19.3. Timesheet By Employee

This tab is to search and print timesheet of employees

19.4. Timesheet By Project

This tab is to search and print timesheet that links with projects

19.5. Create Draft Timesheet

This tab is to update and create timesheet in batch

Create TimeSheet

At below, select date range/ project task and click Search > OK

You can see new TimesheetID above.

Export/ Upload TimeSheet

Export timesheet file: to export all draft timesheets of each user created for adjusting and updating timesheet content in batch.

Click “Export to Excel” of user ID want to adjust.

Ok and download file

The excel form is as follow:

Column A = TimesheetID

Column B = UserID

You can modify for columns:

Column H = Content

Column I = working hours

Upload timesheet

Click button “Go to Upload”, it will switch to user's screen, tab "Draft Timesheet/Upload"

User adds file at Timesheet Upload

Update Timesheet

Pick choose Timesheet ID, then click “Update Timesheet” button.

System will base on excel file user uploaded above to check Timesheet ID and UserID. If match, it will update content and working hours in excel file to system

If selected Timesheet ID and user ID that don't match with Timesheet ID and user ID in file, system will display error message and don't update.

Confirm to Active

Pick choose Timesheet, then click “Confirmed to Active”

After updating, selected timesheet will disappear. At timesheet screen, status = active

20. Project Task

20.1. Active Project Task

This tab is to search all active project tasks.

20.2. Search Project Task

This tab is to search all project tasks with all status.

20.3. Print Personal Tasks

This tab is to print personal tasks of each user.

20.4. Print Active Project Tasks

This tab is to search and print all project tasks, can select Action Name to search.

21. PO Project Report

This report display Purchase Order related to Project

22. My Approval

This screen displays all Project which current user can approved

Select the project that need to be signed. You can use the "Pick All" button to check all documents in check box

22.1. My Project

Projects created for individuals can be signed directly here

22.2. My Project Task

This screen shows all personal project task that exists under the project and user can be signed directly here.

End.