Web Project Management System PMS Software

PMS Software Features Presentation

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Introduction

We refer all types of Web Project Management System PMS Software. Some software are free and some are premium version. We can install this software for your company. By 30/01/2021 it is used by +10,000 user worldwide. We can customize it for your company requirement. It cover below process. Please contact us by submitting a comment below on Leave a Reply box.  For any queries, please Contact Us.

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Contents

1. Project Category
2. Project Creation
3. Add Milestone
4. Add Task List
5. Add New Task Under Task List
6. Create Label
7. Add Discussion

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1. Project Category Creation

At first create some Project Categories according to your business requirement. At first Click on Category > Add New Category. e.g. Civil Project, Software Project, ERP Project, LC Project

Example Of Project Category Name: MIS Project

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2. Project Creation

After creating Category create New Project by clicking on Project >New Project button to create a project. During project creation fill up below information.

Example Of Project Name: Implementation of Task Manager

There are 3 type of role need to be apply during creating a project (1) Project Manager (2) Co Worker (3) Client

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3. Add Milestone

Milestones help you for achieving your future with very good way. To break down your projects information in to several parts. In milestones there may start parts or phase and end parts or phases.

At fist click on Milestones Menu ->Then click Add Milestones button. A form will Open to input below information and click on Add List

Example Of Milestone Name: Implementation of Task Manager

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4. Add Task List

After creating Category, Project and Milestone we can to create Task list.

At first create on Task List Menu -> Then click +Add Task List button -> A Entry From will open with below information-> After imputing below information click on Add List button

Example of Task List Name: Mashiur Task List

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5. Add New Task Under Task List

To create task go to Task List >> Add Task

Example of Task List Name: Review Task Manager

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6. Create Label

To create label, Click on More >> Setting >> Label >> Create Label

3. User Metrics

Only WordPress admin can create user with different role. There are 3 types of login user rolls are exist in the project management system. (1) PM Admin (2) PM Manager (3) No Capabilities User

Login User Role Management for Administration

Role	PM Admin User	PM Manager User	No Capabilities User	Manager	Co Worker	Client
Create/ Update/ Delete/ Complete Project	√	√	X	X	X	X
Create/ Delete Project Category	√	√	X	X	X	X
Add Task/ Task List Under Project	√	√	√	√	√	√
Add Sub Task Under Task	√	√	√	X	X	X
Assign Member/ Calendar for Task	√	√	√	√	√	√
Complete/ Incomplete Other Task	√	√	X	X	X	X
Create/ Edit/ Delete Label	√	√	X	X	X	X
Add Milestone	√	√	√	√	√ / X	√ / X
Edit/ Delete Milestone	√	√	X	X	X	X
Set Tier	√	√	√
Add New Discussion	√	√	√	√	√	√
Edit/ Delete Discussion	√	√	X	X	X	X
Add Comment under Task/ Discussion	√	√	√	√	√	√
File/ Folder Upload/ Create Doc	√	√	√	√	√ / X	√ / X
Delete Other File/ Folder/ Doc	√	√	√	√	X	X
Create Invoice	√	√	X	X	X	X
Overview Gantt Chart View	√	√	√	√	√	√
Report	√	√	X	X	X	X
Activities (Log Report)	√	√	√	√	√	√
Project Setting	√	X	X	X	X	X

4. Main Menu of Project Manager

After login every user can see a dashboard . In project Manager dashboard you can see below menu

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4.2.1. Sub Menu of Project

After creating a project you can see below sub menu under a project information.

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4.2.1.1 Overview

In Overview sub menu you can see total counter of Discussion, Task List, Task, Comments, Files, Milestones and last 30 days Activity and Task Graph

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4.2.1.4. Discussions

Use discussion panel to create an discussion, a group discussion or a private conversation. Note that the Admin can always manage these discussions. For this click on Add New Discussion Button

• Enter Discussion Title : Discussion about Tell us
• Write comments : Discussion about Tell us in details description 
• Milestone: Email notification milestone (Select)
• Private: if you want (Pro version)
• Attach: files if you wish
• Notify User : Mashiur Rahman

Finally click Add Message Button. Assigned user can make a comments.

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4.2.1.5. Files

This is file attachment management system under a project

• User can download, link to website and can make comments
• User can Create folder, Upload file, create doc and links to doc (Pro version)

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4.2.1.6. Activities

This is log system of all types process. Some examples of activities are given below –

• Mashiur Rahman has updated the estimation of a task, Hosting Configuration Task details, from 150 to 0. Jan 29, 03:01 pm
• Project Manager has created a task, UAT Test of Software. Jan 29, 02:57 pm
• Project Manager has updated the status of a task, Hosting Configuration Task details, from complete to incomplete. Jan 29, 02:14 pm
• Project Manager has updated the status of a task, Complete Tell Admin Panel, from complete to incomplete. Jan 29, 02:14 pm

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4.2.1.7. Gantt Chart Sub Menu

Gantt Chart is a feature having bar charts that illustrate a project schedule.

4.2.1.8. More/Setting Sub Menu

Pro version only. After creating a project first we should setting the parameters of setting. In Setting Sub Menu Project Manager can set below information

1. Capabilities
2. Integration
3. Label

Capabilities: We can set different types of capabilities for Co-worker and client . There are 3 types of capability are exist in the system.

1. Manager
2. Co-Worker
3. Client

Action	Manager	Co-Worker	Client
Message Create	√	Yes/No	Yes/No
Message View Private	√	Yes/No	Yes/No
Task List Create	√	Yes/No	Yes/No
Task List View Private	√	Yes/No	Yes/No
Task Create	√	Yes/No	Yes/No
Task View Private	√	Yes/No	Yes/No
Milestone Create	√	Yes/No	Yes/No
Milestone View Private	√	Yes/No	Yes/No
Files Create	√	Yes/No	Yes/No
Files View Private	√	Yes/No	Yes/No

Integration: In this part Project Manager can integrate different services four user

Label: The user can create label in this section. You can create label with color setting. The label may be different state like Urgent, Important, Les Important etc. After creating label project owner can set it in Task to describe its urgency.

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5. Progress

This is overall progresses log of a project

• Mohammad Fadin has updated project status from “incomplete” to “complete”. 2021-01-09 16:42:35
• Cut to ship ratio improve update Mohammad Fadin has updated the status of a task, Cut to ship ratio improve, from incomplete to complete. 2021-01-09 16:42:18
• Online Shop update Mohammad Fadin has updated project status from “incomplete” to “complete”. 2021-01-09 16:39:07
• Online Shop update Mohammad Rahim has updated project status from “complete” to “incomplete”. 2021-01-09 16:39:04

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6. Modules

PM Admin and PM Manager can ON/OFF following modules

1. Project Invoice Project Invoice: Generate invoice for your projects anytime; print, download and send emails to your client.
2. WooCommerce Order WooCommerce Order: Create projects instantly for each of the orders placed on your WooCommerce store.
3. Gantt Chart Gantt Chart: Create detailed Gantt charts for your projects and become a professional project manager.
4. Sub Task Sub Task: Break down your to-dos into smaller tasks for better management and project tracking.
5. Custom Fields Custom Fields: Generate invoice for your projects anytime; print, download and send emails to your client.
6. Recurring Task Recurring Task: Repeatedly creates tasks if you set recurrence.
7. KanBan Board KanBan Board: Turn your projects into Trello like boards and organize them using drag and drop feature.
8. Invoice stripe payment gateway: Get payment with stripe account
9. Time Tracker Time Tracker: Track time for each of your project tasks for increasing overall team productivity.
10. BuddyPress Integration BuddyPress Integration: Manage your projects group wise directly from the frontend using this premium integration.

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6.1.Project Invoice

Pro Only – Everybody can generate invoice for their projects anytime as well as print and download and send emails to your client

• First Open a Project ERP Activities
• Then You can see Invoice Tab / Menu
• Then click Add New
• Then a Invoice entry form will open for data entry
• Invoice Title *: Invoice for Project Management System
• Client : Assign client from option area
• Addresses: You can see her From and To Button. So Type your address here
• Invoice Date *: 2020-01-02
• Due date *: 2020-01-07
• Invoice Discount (%): 10
• Minimum Partial payment: Ok
• Min Partial Amount: 10
• Initial Invoice Entry (Task): This is Task for Software
• Initial Invoice Entry (Rate): 50
• Initial Invoice Entry (Hour): 1
• Initial Invoice Entry (Tax): 5
• Initial Invoice Entry (Name): General Information Ltd
• Initial Invoice Entry (Unit Price): 50
• Initial Invoice Entry (Qty): 1
• Terms : This is Terms and Condition
• Notes Visible to Client: Well Noted

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7. Tools

Terillo, App Key, App Token

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8. Setting /Email Notification

Free version – you can check/ uncheck email notification option

Pro version -This software have very nice notification system according to below criteria

• Email Notification: Enable project manager email
• Notifications for : New Projects
• Notifications for : Update Projects
• Notifications for : New Message
• Notifications for : New Comment
• Notifications for : Update Comment
• Notifications for : New Task
• Notifications for : Update Task Complete Task

1. Package of Web Project Management System

The following features are for free version

Features	Personal	Professional	Business
Unlimited tasks	√	√	√
Edit and stylize messages	√	√	√
Interactive calendar	√	√	√
See progress bar on the list	√	√	√
Add description & title	√	√	√
Mark to-do as complete/incomplete	√	√	√
Assign messages and task list on milestone	√	√	√
Upload files on messages & comments	√	√	√
Built-in private messenger	√	√	√
Set the start & end date of the project	√	√	√
Upload all files in one place	√	√	√
Create folders for files	√
Link messages & task lists with files	√	√	√
Project User permission	√	√	√
Team category permission	√	√	√
Frontend projects and discussions	√	√	√
Automatic daily digest emails	√	√	√
Advanced filters for reports	√	√	√
Real-time updates	√	√	√
Custom Field	X	√	√
Subtask	√	√	√
Time Tracker	X	√	√
Gantt Chart	X	√	√
Invoice	X	√	√
Kanban Board	X	X	√
BuddyPress Integration	X	X	√
WooCommerce Orders	X	X	√
Stripe	X	X	√
Recurring Task	X	X	√
Domain	1	5	10
Pricing	$79	$149	$249

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9. Conclusion

We can customize this software for you according to your requirements

Old Release/ Changelog

Some old release archives are given below

Account Manager:

• Account Manager can view his assigned project only
• Account Manager can add task under a project after assigned a project

Employee:

• Account Manager can view his assigned project only
• Account Manager can add task under a project after assigned a project

Subscriber:

• Account Manager can view his assigned project only
• Account Manager can add task under a project after assigned a project

Contributor:

• Account Manager can view his assigned project only
• Account Manager can add task
  under a project after assigned a project

Author:

• Author can view his assigned project only
• Author can add task under a project after assigned a project
• Author can add category
• Author can add new project
• Author can add Task
• Author can add Milestone
• Author can add discussion can add files and comment
• Author can see his activities
• Author can delete his and other projects

Editor:

• Editor can view his assigned project only
• Editor can add task under a project after assigned a project
• Editor can add category
• Editor can add new project
• Editor can add Task
• Editor can add Milestone
• Editor can add discussion can add files and comment
• Editor can see his activities
• Editor can delete his and other projects

Administrator:

• Account Manager can view his assigned project only
• Account Manager can add task under a project after assigned a project
• Administrator can add category
• Administrator can add new project
• Administrator can edit project
• Administrator can delete
  project
• Administrator can add Task
• Administrator can add
  Milestone
• Administrator can edit and
  delete Milestone
• Administrator can add
  discussion can add files and comment
• Administrator can see his
  activities
• Administrator can delete his
  and other projects

• IT Consulting
• Pdf to Word Converter Free Download Full Version
• Software Requirements Specification Example for Garments

Change Log

Old Features

• Generate unlimited tasks
• Edit & stylize messages
• Interactive yearly calendar
• See different types of progress bar on the list
• Add description & title
• Mark to-do as complete/incomplete
• Assign messages and task list on milestone
• Messages & comments
• Built-in private messenger
• Set the start & end date of the project
• Create folders for files
• Link messages & task lists with files
• Project User permission
• Team category permission
• Frontend projects and discussions
• Automatic daily digest emails
• Advanced filters for reports
• Real-time updates
• Modules Integration
• WooCommerce Orders
• Stripe Integration etc

In pro version you get a lot of extensions, eg

• BuddyPress Integration
• KanBan Board
• Gantt Chart
• WooCommerce Order
• Project Invoice
• Recurring Task Recurring Task
• Invoice stripe payment gateway
• Time Tracker
• Sub Task

PMS Working Flow Chart

Working Flow Chart of this software is given below –

Project Category Creation by Project Manager
↓
Project Creation and User assigned
↓
Label Creation
↓
Milestone Creation
↓
Task List Creation
↓
Add Task Under Task List
↓
Discussion

User Registration by IT Department

1. Features of Web Project Management System

1. Team discussion : Have open channel or private discussion on each project
2. Gantt Chart : Get an illustrated view of your projects and task progress.
3. File Management : Google Drive styled document manager for easy sharing and security.
4. Recurring : Just set a roadmap and repetitive tasks will be created & assigned itself.
5. Privacy & Security : Different permission levels and user roles to ensure intact privacy and security of your projects
6. Calendar : Interactive calendar with drag and drop feature makes task tracking easier.
7. Kanban Board : Maximize workflow with Kanban method of project management.
8. Email Notifications : Get email notifications on important actions. No chance of missing out.