User roles:
1. **Administrator/Project Manager**:
- Highest level of access and control over the system.
- Can create, update, and delete projects.
- Can add, modify, or remove team members and assign them to projects.
- Has access to all project-related data and can generate reports.
- Can manage user roles and permissions.
2. **Team Member/Employee**:
- Represents all team members involved in various projects.
- Can be assigned tasks and view tasks assigned to them.
- Can update the status of their assigned tasks.
- May have limited access to certain project management features.
4. **Finance Manager/Finance Team**:
- Responsible for managing financial aspects of the projects.
- Can access and oversee financial data, including cash flow statements,
budgeting, and financial reports.
- Has the authority to approve expenses and allocate budgets.
5. **Executive Management**:
- High-level management who require a summarized view of financial data and
overall project status.
The scope of project management:
Task Management:
Creation and assignment of tasks within projects.
Setting task deadlines and priorities.
Tracking task status and progress.
Timesheets:
Allow team members to log their working hours for each task.
Summarize timesheet data for project managers and finance team.
Status Updates and Notifications:
Provide a mechanism for team members to update task statuses regularly.
Send notifications to relevant stakeholders when tasks are completed or delayed.
Gantt Chart Visualization:
Generate Gantt charts to display project timelines, tasks, and dependencies.
Enable interactive features for adjusting task schedules on the Gantt chart.
File Management:
Allow users to upload and share project-related files and documents.
Implement version control for documents to manage changes effectively.
Project Reports and Analytics:
Generate project progress reports with key performance indicators (KPIs).
Provide insights into project performance, resource allocation, and budget
utilization.
Financial Management:
Implement budget tracking for projects.
Record project expenses and income.
Allow finance managers to oversee cash flow and financial reports.
Communication and Collaboration:
Include messaging or comment features for team members to collaborate and discuss
tasks.
Integrate real-time chat or team collaboration tools for seamless communication.
Search and Filters:
Allow users to search for specific tasks, projects, or team members.
Implement filters to sort and organize data based on different criteria.
Cash flow :
Cash Inflows (Client Payments):
Record cash received from clients for products or services rendered.
Categorize the cash inflows based on the source (clients) and specific projects, if
applicable.
Cash Outflows (Vendor Payments):
Record cash payments made to vendors or suppliers for goods or services purchased.
Categorize the cash outflows based on the vendor and expense type (e.g., materials,
services).
Cash Balance:
Calculate the remaining cash balance at the end of each day, week, or month.
Provide a clear overview of available funds for the enterprise.
Projected Cash Flow:
Provide a simple projection of expected cash inflows and outflows for a specific
period.
Helps in planning for potential cash shortages or surpluses.
Cash Flow Summary:
Generate a concise report summarizing the total cash inflows and outflows for a
defined period.
This report will give a clear picture of the overall cash flow situation.
