Configuration Tutorial - Project Planning

Here, we’ll show you step-by-step how to build a Project Management System in FETIAS.

Difficult to follow up project progress - A project planning may have a lot of manipulated variables, moving parts from deadlines to details lead to miscommunication problems if record project details manually.

Record project planning details - easily manage and record project details and changed items to monitor the project progress.

  1. Recognize and configure all the Information name and type required to create a new entry in Project Planning.
  • Project Name Text
  • Project Manager Text
  • Project Deliverable Text
  • Scope Statement Multiline Text
  • Start Date Date
  • End Date Date
  • Overall Progress (%) Text
  • Task Table
    • No Integer
    • Task Name Text
    • Assigned To Text
    • Start Date Date
    • End Date Date
    • Duration Text
    • Status Select
      • Not Started (Gray)
      • Pending (Orange)
      • Overdue (Red)
      • In Progress (Blue)
      • Completed (Green)
    • Comments Multiline Text
  1. Click Standard - Create / Edit / View, drag all the relevant fields into it (Project Name, Project Manager, Project Deliverable, Scope Statement, Start Date, End Date, Overall Progress, Tasks) and arrange it accordingly.

  2. Recognize and configure all the State in the whole Project Planning process.

  • Draft
  • Open
  • In Progress
  • Completed
  1. Recognize and configure all the Activity able to perform to change State.
  • Submit
  • In Progress
  • Complete
  1. Configure Flow by determines a state can flow to which state through specific activity and form a reasonable workflow diagram in whole progress.
  • Draft > Submit > Open
  • Open > In Progress > In Progress
  • In Progress > Complete > Completed
  1. Click each Activity and build a form by drag all the related fields and arrange it accordingly to let user view or update information if necessarily.

  2. Create all the List with filter condition.

  • All
  • Draft - Condition: State is Draft
  • Open - Condition: State is Open
  • In Progress - Condition: State is In Progress
  • Completed - Condition: State is Completed
  1. Click SAVE button at the top right to save all the configuration.

Congratulations!!!:tada::tada: You have successfully created a Project Planning System.

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Related topic
Tutorial - Project Planning