Your SlideShare is downloading. ×
User Manual for – PMS – Project Management System
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

User Manual for – PMS – Project Management System

2,811
views

Published on

Published in: Business, Technology

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
2,811
On Slideshare
0
From Embeds
0
Number of Embeds
2
Actions
Shares
0
Downloads
74
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1.  Project Management System User Manual User Manual for – PMS – Project Management System Prepared by: Wang lihui / Zhang Bin Project Manager: Wu Yue For system issue, please email pms.support@mjm.com.sg Page 1 of 20
  • 2.  Project Management System User Manual Document Information Project Name: PMS – Project Management System Document Version No: 1.0 Document Version Date: Apr , 2008 Proprietary Notice The copyright in this work is vested in MJM Networks Pte Ltd (MJM). The recipient must not reproduce or use the work either in whole or in part or for tendering, manufacturing purposes or any other purpose without obtaining MJM's prior agreement or consent in writing. A further condition of such reproduction or use is that this notice must be included in the reproduction or use. This work is also confidential information and contains proprietary MJM information belonging to MJM. This confidential information is to be used by the recipient only for the purpose for which it is supplied, which is solely to enable the recipient to evaluate if it should accept the technical solution proposed by MJM. The recipient must obtain MJM's consent in writing before the recipient or any other person communicates any information (whether orally or in writing or any other manner whatsoever) on the contents or subject matter of the work or part thereof to any third party. The third party to whom the communication is made includes an individual firm or company or an employee or employees of such a firm or company. The recipient acknowledges that MJM has copyright in the work. The recipient further agrees that the work is confidential information and contains proprietary MJM information belonging to MJM. The recipient manifests, by its receipt of the work, its acknowledgment of MJM's copyright in the work, its acceptance that the work is confidential information, and its compliance with the terms contained in this notice. For system issue, please email pms.support@mjm.com.sg Page 2 of 20
  • 3.  Project Management System User Manual Introduction PMS- project management system is web application system that allows user to create, view and analysis globalized projects in specific desired period. The system has been designed and implemented using state of arts technology and framework which especially used for enterprise or organization. This guide describes how user (admin, manager, or salesman) with Internet connection to use this PMS system on a desktop or laptop computer. You can visit PMS in several ways:  Visit http://pms.vbh.com.sg/  Visit http://www.vbh.com.sg/ then click on ‘VBH PMS’ link shown left navigation bar  Visit http://pms.vbh.com.sg/welcome.action directly to home page To begin understanding how to use PMS, it is best to start accessing http://pms.vbh.com if possible. For system issue, please email pms.support@mjm.com.sg Page 3 of 20
  • 4.  Project Management System User Manual Getting to know PMS The following diagrams descript some of the main features available in PMS for different types of user to use. Home page Any user could access this page and login link will redirect to next login page Login page For system issue, please email pms.support@mjm.com.sg Page 4 of 20
  • 5.  Project Management System User Manual User is able to tick “Don’t ask for my password for two weeks” checkbox so that who can login next time without filling in the password within a period of two weeks. Functionality for admin user The two new links appeared in the menu bar which are search user and create user once login as admin role. Singapore [SG] represents this login user belongs to. The page after login as admin user For system issue, please email pms.support@mjm.com.sg Page 5 of 20
  • 6.  Project Management System User Manual Functionality for manager The three main activities that the Manager can perform are: - Search Project - View detail of a particular project - Search Report Search Project Within this function, Manager can perform the search depending on the following criteria: - Searching the project within the selected year, for instance, all the projects conducted in 2008. The projects will be listed in months from Jan to Dec. - Searching the project of the selected month based on the specified year - Manager can also narrow the search by selecting the specific location/country of the project. - Manager can also perform the “partial search”, where he can insert only the portion of the project title and perform the search. - Manager can also specify the scope of the search result based on the “status” of the Project by using the “category tabs” shown below the “Search Project” title , namely  Tender/Quotations: Pending  Won  Lost  Marketing Specs: Submitted  Approved For all the above mentioned the criteria, the results will be described as  Project No  Project Title  Created  Modified  Value  Probability View details of a particular project For system issue, please email pms.support@mjm.com.sg Page 6 of 20
  • 7.  Project Management System User Manual In additions to these functions, Manager can also view the details of the particular project by clicking the project number. At this stage, the “Review Project” page will appear and the project detail will be displayed in three categories - Project Essential Info for Marketing Executive Use - Probability Factors for Marketing Executive Use - Attachment to view the attached files Manager can also check the date the specified project is created and the date which is modified. Furthermore, Manager can also view the different versions of the project by clicking the version numbers and can trace the changes done on a particular project. To view the attached file, the manager can click on the file name where he/she can either open or save the file. *The purpose of this page is to show the project information details to Manager and the contents described on this page cannot be modified. Search Report Under this category, Reports can be searched on the yearly, Quarterly and monthly basis. Reports can also be downloaded as a summary report or detailed report. Summary Report For system issue, please email pms.support@mjm.com.sg Page 7 of 20
  • 8.  Project Management System User Manual Summary Report can be viewed from three different aspects: - by Countries and Sales Staff - by Countries and Vendors - by Vendors and Countries Detailed Report Detailed Reports can be viewed either for all countries and all sales staff or for a particular country and sales staff. In this case, the reports can also be viewed from three different angles: - by Sales Staff and Vendors (Marketing Spec) - by Sales Staff and Vendors (Tender/Quotation Spec) - Personal Track Reports Based on different requirements to retrieve the report, the report is in PDF format. The page after login as manger For system issue, please email pms.support@mjm.com.sg Page 8 of 20
  • 9.  Project Management System User Manual Manager is able to search project or search report, view particular project, and so on. List Project Jan 2008 List projects based on months and years (From Jan to Dec) 1. To view project in selected month 2. To view project in selected year 3. To view project detail by click project ID hyperlink 4. To view project in selected status 5. To search project in key words (It is partial search, therefore user need not fill the exactly keywords) 6. To search project in selected country For system issue, please email pms.support@mjm.com.sg Page 9 of 20
  • 10.  Project Management System User Manual Search Project The projects displayed by searching country E.g., search by keyword: “cas”, the matching projects will be displayed. Review Project For system issue, please email pms.support@mjm.com.sg Page 10 of 20
  • 11.  Project Management System User Manual By clicking on the Project No hyperlink to view more details for this project, but the manager couldn’t modify the project contents. Search Report For system issue, please email pms.support@mjm.com.sg Page 11 of 20
  • 12.  Project Management System User Manual 1. Generate report for selected year 2. Generate report for selected Quarter 3. Generate report for selected Month 4. Generate summary report by selecting any one of its below items 5. Generate Detail report by selecting any one of its below items 6. Generate Detail report by selecting country and staff Based on different requirements to retrieve the report, the report is in PDF format. The yearly, quarterly, monthly summary and detailed report can be produced. For system issue, please email pms.support@mjm.com.sg Page 12 of 20
  • 13.  Project Management System User Manual Functionality for salesman The main functions that a Salesman can perform are - Search Project - Create Project - Search Report Search Project A Salesman can conduct the search using the different criteria, similar to those of the Manager, such as: - Projects within a specified year or month - Projects based on the status The salesman also performs the “partial search”. However, the salesman can only search the projects created by him/her. Create Project - A salesman can create the project by filling up the project details in the “Create New Project” form. - This form includes two parts with a view to be used for two differently purposes, precisely: Marketing Spec (for Marketing Executive Use) and Tender/Quotation (for Sales Executive Use). - For Marketing Spec, the salesman has to fill up the information such as Architects, Consultants, Main Contractor, Product Value etc. and System will automatically generate Project Total value. - For Tender/Quotation spec, the salesman has to input the information such as status, estimated success rate and estimated Award Date etc. which reflects the possibility factors of the project. Updating the Project information For system issue, please email pms.support@mjm.com.sg Page 13 of 20
  • 14.  Project Management System User Manual - Salesman can edit or update the information of the project by clicking the “Update the latest version” link. Uploading the files - After submitting the project, Salesman can upload the support documents. This can be done by clicking the “Upload files” link. - The Upload files windows will appear and the “Browse” button will allow the user to choose the file that he/she wants to upload. - “Back to the Project” button will redirect to the previous page. Note: The upload file size should below 1M, and the format is office 97-2003. Search Report The salesman can search his/her reports on “Time range search” such as Yearly, Quarterly and monthly. Salesman can also download his/her Personal Track Report. The report will be in PDF format. For system issue, please email pms.support@mjm.com.sg Page 14 of 20
  • 15.  Project Management System User Manual The page after login as salesman Salesman is able to search project, create project or search report, view project created by him/her, and so on. Search Project Search the projects created by salesman himself/herself, enter project title to start searching. For system issue, please email pms.support@mjm.com.sg Page 15 of 20
  • 16.  Project Management System User Manual Create Project Filling details for the new project creation. There are two portions in which user may fill for different purpose. First portion is marketing specification for marketing executive use, followed by Tender/Quotation for sales executive use. For system issue, please email pms.support@mjm.com.sg Page 16 of 20
  • 17.  Project Management System User Manual Project detail User may update project information by clicking the link of “Update the Latest Version” Update existing project Click on the Update The Latest Version link to edit the project For system issue, please email pms.support@mjm.com.sg Page 17 of 20
  • 18.  Project Management System User Manual After summiting, the new version for this project is created. After the project is submitted, salesman can upload supported documents for the newly created project. Click the Upload files hyperlink to open a new file upload page. For system issue, please email pms.support@mjm.com.sg Page 18 of 20
  • 19.  Project Management System User Manual Note: The upload file size should below 1M, and the format is office 97-2003. Upload file Proceed to file uploading, Browse to the file in your PC then click Upload button to start uploading. Search Report Years, quarterly and monthly detailed report can be produced. The report is in PDF format. For system issue, please email pms.support@mjm.com.sg Page 19 of 20
  • 20.  Project Management System User Manual Salesman is able to view his own profile via search report page of downloading the personal track report The downloaded report For system issue, please email pms.support@mjm.com.sg Page 20 of 20

×