User Manual for – PMS – Project Management System

Project Management System User Manual

For system issue, please email [email protected] Page 1 of 20

User Manual for –

PMS – Project Management System

Prepared by: Wang lihui / Zhang Bin Project Manager: Wu Yue



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.



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.

http://pms.vbh.com.sg/

http://www.vbh.com.sg/

http://pms.vbh.com.sg/welcome.action

http://pms.vbh.com/



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



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



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



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



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



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



Search Project

The projects displayed by searching country

E.g., search by keyword: “cas”, the matching projects will be displayed.

Review Project



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



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.



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



- 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.



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.



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.



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

http://192.168.9.81/pms/users/project/input.action?mode=draft&version=2&currentProject.projectId=61



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.



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.



Salesman is able to view his own profile via search report page of downloading the personal

track report

The downloaded report

User Manual for – PMS – Project Management System

Business

pms system

project number

search project view

search project title

review project page

login user

user admin

admin user