In this work collaboration app, all the team members would have their personalized dashboards where the team lead would assign their task. Here all the different stakeholders will have different logins to access to the dashboards.

It will be a mediator for all the participants to access, interact, and analyze up-to-date information of what stage the project is currently working into. The Dashboard will also have an integrated calendar and the stakeholders can update their day-to-day work.

The project is initiated by the team lead that first understands the project requirement and feeds the requirement data into the scope of work. The project initiation involves capturing of the project requests, route requests for approval, collaboration on approvals, transferring of the request data into project form, tracking and reporting on all requests, creating and saving project templates, generating new projects from templates, importing/ exporting from Microsoft Project, and integrating with the Salesforce CRM.

Once the project requirement is gathered and data is mined, related processes are defined, planned, and analyzed. The portfolio planning and analysis includes building of the scorecard with goals, critical success factors and key performance indicators, prioritizing projects in the portfolio by score, assess projects by profitability, understanding resources needed by skill set on forecasted projects, balance resources using cross project resource allocation, and evaluate all projects in the portfolio.

This feature is useful when the requirements of the project are thoroughly understood and the planning-analysis of the work is done, the team lead sets a schedule by considering all the time-consuming and risk factors in mind and shares the schedule with the team members. The scheduling of project also embraces other functionalities such as creating project tasks using inline editing, customizing own task list columns, dragging and dropping tasks, utilizing intelligent scheduling to shift tasks, leveraging all task types and constraints, setting up recurring tasks, designating tasks as appointments, and importing/ exporting tasks and projects to spreadsheets.

The resource management feature helps the team lead plan the resources efficiently by introducing them with their designated tasks and manage the resources efficiently. The resource management involves assigning of resources by group, department, and company, assigning resources to tasks by skill set, bulk assigning resources to tasks, swapping resources on multiple tasks, and viewing a resource directory from application, mobile, or tablet.

This feature helps the team lead to manage the task allotted to the team members and track the tasks done by them. The task management involves updating tasks directly from the portal, using work status or percentage complete to report progress, adding comments to tasks, assigning lists to other team members, updating tasks and entering time from other tasks, updating task percentage complete from mobile or tablet, entering time from mobile device, and uploading expenses from mobile with receipts.

The document sharing is a communicating feature which helps the team lead and the team members share the documents. The document sharing also incorporates the upload of any file type, one click multiple file upload, setting version control on files, check-in/ check-out of documents, creating HTML pages, streaming audios and videos, posting links to other websites or applications, multiple file downloading, creating an hierarchy of folders, creating unlimited number of sub-folders, and standardizing folders to match methodology.

The app allows the team lead or a user to search for the people with the expertise he seeks for. This way an entire team can be established using the search module of the platform. Apart from this, the search functionality comprises of global search, search by folders, filter by type, created by, updated by, data range, and search contents of other Microsoft programs.

The workflow is defined by the project head and the same is communicated to the team members. This way the entire team can be on the same page of the workflow management and can complete the tasks assigned to them. The workflow management uses workflows to replace static forms, for creating multi-step forms, assigning workflows to team members, using visibility rules on workflows, embedding approvals in workflow forms, exporting workflow to PDF, and reporting on all workflows and approvals.

This helps the clients to look for the issues that might hamper the seamless flow of the further growth of project. The team leads can track such alerted issues, take necessary measures, and manage the solution for the same. The issue tracking and management encompasses associating issues with tasks, projects, and deliverables, creating issues outside of projects, assigning issues to team members, customizing own menus, attaching files to issues, tracking resolution history, transferring issue data into a task, viewing all issues on a single project, reporting on all issues across all projects, and integrating with the Zendesk support software.

This in-app feature automatically counts the number of hours taken by the team members to finish the task assigned to them. The team lead can then view the time taken by each team member and can decide their wages accordingly. The time tracking feature involves using timer to track exact time, updating percentage completion independent of time entry, entering estimated remaining work on tasks, creating own time codes, accounting for non-project time, provides report on all time entries, and reporting the timesheet that is not submitted.

With the help of the reports, the overall information about the current phase of the project can be known, the aspect the team members are working on can be gauged, future scope of project can be known, the challenges in the project can be predicted, and the remains of the project can be known by the team lead. The reports shows real-time status of all projects, reporting on portfolio roll-ups by project type, creating graphical or tabular reports, creating one’s own status indicators, customizing and saving own status indicators, customize and save own reports and dashboards, easy to use filters, leveraging dynamic date selectors, share reports with team members, and providing one-click access to saved reports from any page.

As soon as a team member uploads his work, the team lead gets a notification about the submitted work and can review it. Apart from this, after every milestone is achieved, the team gets a notification. In case, there is some kind of challenge encircling the scope of work of the project, the notifications will show alerts and obstacles that might arise in the scope of work in the subsequent project phase. The alerts and notifications can set alert on projects, tasks, creating alerts on issues and folders, receiving alerts via email or online, reviewing notifications on social stream, setting up alerts on project templates, creating alerts by role and designation of the user, setting alerts to non-project insight users, pushing out proactive email notifications.

The project managers can schedule tasks for the team leads and can track the time taken by the team members to finish the allotted task along with creating tasks that automatically reschedule, use cross project dependencies, evaluating with planned and earned value calculations, utilizing elapsed time and duration delays, leveraging task splits, adding lead and lag time on tasks, setting one or more baseline percent complete, reporting on baseline variance at the project level.

This allows viewing workload with cross project resource allocation, drilling down to view projects and tasks, balancing the workload using drag and drop, suggesting an available resource by skill set, forecasting the needs of the future resources, viewing the workload by full-time equivalent, work hours on percentage, viewing resources by department, setting up global, project and resource work calendars, blocking-off non working hours, performing capacity planning at the project level, setting up team member’s unique capacity levels, designating a team members team utilization, receiving alerts when a project manager overbooks a resource, and running graphical reports on utilization and capacity.

With the help of the collaboration feature, adding comments to tasks, projects, issues, viewing comments in social stream, reporting on all comments across all projects can be accomplished.
This also adds chat and messaging modules to collaborate personally or in groups with the stakeholders for the ease of monitoring the project progress of each participant.
Collaboration involves the access to upload, download, view and/or edit a doc, file, media, or spreadsheet in a centralized storage system,, where all the participants can perform required actions as and when needed.

The change management involves using change orders to control the schedule changes.

For viewing all the project tasks in the calendar view, updating tasks from calendar, filtering by project, resource type, or team member, pushing tasks to calendar, adding events to the calendars, and creating system group calendar.

With the help of expense tracking feature, the stakeholders can enter expense on grid, worksheet, task, dashboard, and from mobile or tablet. It also allows to capture and upload expense receipts from mobile phone, use timer to track exact time, updating percentage complete independent of time entry, entering estimated remaining work on tasks, customizing expense worksheets, creating own expense codes, accounting for expenses, and reporting expense entries.

The advanced project financials involves route expenses reports for approval, aggregate expenses onto invoice reports, tracking of invoiced items on tasks and projects, and integrating with any accounting or ERP solution.

Setting own tolerance levels for health indicators, running financial revenue and recovery reports, viewing project and task snapshot reports, monitor with planned and earned value reports, running agile burn down charts, and viewing historical and cumulative data.