Project Management & Business Calendar Overview



    Project Management:

  • Managing tasks with flexible multi-project tasklists model.
  • Tracking project activities and hot issues.
  • Forecasting and tracking project costs and incomes using multiple pricing models.
  • Support multiple project sharing models for data access control: private, to specific users, to specific departments, or public to all users within the company site.
  • Searching tasks, activities and issues by phrases or owner.
  • Associating business elements, such as Sales Orders and Job Orders, to projects.

Business Calendar:

  • Displaying critical business events, such as sales order due, in a calendar.
  • Searching business activities by timeline, products, and responsible people.
  • Quick retrieval and display of Today, This Week, This Month business activities.
  • Click a business event in the calendar to view its detail.


Functionality Highlights

Project Access Control

Users can config project visibility and permitted operations for each project. They can set a project to be private (visible to the project owner and company site administrators only) or be shared to a list of designated users or departments.

Multiple Project Tasklists

Each project can have multiple task lists which can be corresponding to multiple project implementation proposals or plans. Each task list contains its own activities, issue tracking, costs estimations and tracking, and output and profits tracking. A task list has its own project dashboard. You can set one task list as the active one.

Project Task

A project task can contain multiple subcomponents.

  1. Activity: user can attach pictures and files to an activity
  2. Issue: the non-closed severity 1 issue will be shown in the project tasklist dashboard to bring attention
  3. Cost: a cost can be entered or calculated using 4 different methods: 1) Directly enter the cost value 2) Associate to an actual paid payment 3) Calculate based on a predefined cost method, for example electricity cost is $10/per kWh 4) Calculate based on a purchase price, for example $0.10/per screw.
  4. Output: it includes output data and file, and output value.

Business Elements Relating to Project

In our day to day business, we often would like to have a holistic or integrated view of all the related elements. Sample elements are Sales or Purchase Order, Sales or Purchase Invoice, Received or Paid Payment, and Job Orders. These elements or activities may all be related to a project. LogixPath application provides tools to let you associate a business element with one or more projects. The project detail view displays all these related business elements. This enables you to review and analyze overall project spending and income and then have an objective understanding of the project overall status.

Calendar

LogixPath provides two types of calendars: Project Calendar and Business Master Calendar. A project calendar is associated to one project tasklist. The Business Master Calendar is for the entire site. It includes critical business events, such as primary project tasks and their activities, sales/purchase order creations, sales/purchase order line item dues, and job order creations and dues. Calendar has monthly view, weekly view, and daily view.

Project Calendar Integration

Project tasks and activities are tightly integrated into the calendar. The project calendar displays all tasks and activities with status indicator. Double clicking an event in a calendar to display it in a separated window; updating the task name and start/end time will automatically update the information in the calendar. While you are in the calendar view, selecting a timeslot, you can create a task or activity starting from this time.


Sample Screen Shots

Project Management




Project Dashboard




Master Calendar