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Project Management Template

This template is designed to help you manage projects and the teams associated with them.

App Features

  • Create a list of predefined Departments and Project Areas (business units or functions where a project might take place)
  • Create records for each project, and add details of the project and the team assigned to the project
  • Track project progress
  • View and report on projects

 

Project Management App Images

 

App Details

  • Department and Project Area records can only be created and edited by the App Admin role, but are visible to all.
  • Project records are the main records in the application, and can be created by members of the Editors & App Admin roles. Security for the record is detailed in the workflow section below.
  • Security Roles, and their general purpose, are:
    • Reader – Can read, but not edit, Project records.
    • Editor – Can create, edit and delete Project records.
    • App Admin – Can create, edit and delete all records.
  • Workflow stages are:
    • Draft – Editors, App Admin and the record owner can edit & delete the record. Readers can see the record.
    • Active – Readers can read but not edit the record, Editors can edit the record, and App Admin can edit and delete the record.
    • Cancelled – Readers can read but not edit the record, Editors can edit the record, and App Admin can edit and delete the record.
    • Completed – Readers can read but not edit the record, Editors can edit the record, and App Admin can edit and delete the record.
Updated on August 29, 2018

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