Configuration Tutorial - Project Planning

Studio Configuration Category
1

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

Problem
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.

Objective
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.
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  • 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.

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

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  • Draft
  • Open
  • In Progress
  • Completed
  1. Recognize and configure all the Activity able to perform to change State.
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  • 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.
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  • 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.
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  2. Create all the List with filter condition.
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  • 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.
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Congratulations!!!:tada::tada: You have successfully created a Project Planning System.

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Related topic
Tutorial - Project Planning