Search the Community
Showing results for tags 'Resource Management'.
SomeDay Tool I'm working on a series of restricted collaborative websites that are geared towards me working with my clients. It's a mashup of CRM, Project/Task Management, Tracking, Documentation and Configuration Control features. Everything is controlled by PW Roles. It's a tool that allows me to have a great deal of transparency with those I work with. The objective is to easily know the who, what, when, where and how of whatever is being worked on. I call it a Collaborative Resource Management System (CRMS) which has the nickname of SomeDay. I currently have one of these websites for each of my important clients and an additional one to keep track of my internal work. They all use the inherent native power of PW to produce specialized status reports. The websites intentionally incorporates the front-end and back-end of the PW platform. There is a lot of information stored within this type of website, what I like to call an Information Portal. You are able to easily query a status and get a good view of what's going on. This is a long-term ongoing project and I will update this post as more features/capabilities are added. Meanwhile, here are a few pictures of the CRMS Tool: Figure 1-3 (The SomeDay Tool for one of my clients) Figure 1 (Login courtesy of Adrian's Protected Mode Module) Figure 2, Homepage is a summary of all information Figure 3, Each item can be clicked on to get to detailed information Figures 4-7 (My internal SomeDay Tool website) Figure 4, (Login) Figure 5, Homepage Summary for my internal work Figure 6 , Homepage Summary Figure 7, FlagPages showing Bookmarks Figures 8-11 (Looking at a Task) Figure 8, Front-end view Figure 9, Back-end view (editing) Figure 10, Place for adding Priority or Statuses Figure 11, Private Tab only available to selected PW Roles Figures 12 and 13 (Site Structure) Figure 12, CRMS structural flow Figure 13, Tasks and Sub-Tasks can be added to Projects Figures 14-16 (Customized Reports) Figure 14, Review all items based on what type of work it is Figure 15, Review items based on their status Figure 16, Listing of all items with a status category of Active That's it for now.