How to Manage Projects

The Project Management module is the central component of the UK Comms Reporting System. Projects are used to organize work, assign managers, configure project-specific scoring models, manage budgets, upload project documentation, and track overall project progress.

All tasks, engineer submissions, reporting, score calculations, and label generation are associated with projects.

The Project Management section contains the following areas:

Projects > List
Projects > Add New

Understanding Projects

Purpose:

Projects represent customer work packages and contain all information required to manage installations, track progress, calculate scores, and generate reports.

Each project can contain:

Project Managers
Site Managers
Customer Information
Project Costs
Project Points Configuration
Project Documentation
Tasks
Labels
Reports

Before tasks can be created, a project must first be created and configured.

Creating a New Project

Purpose:

The Add New Project page allows administrators and authorized managers to create a new project and configure all project settings.

Steps to Create a Project:

Navigate to Projects > Add New.
Enter the project details.
Assign a Project Manager.
Assign a Site Manager.
Select the Company associated with the project.
Configure project cost information.
Configure project points data.
Upload project documentation if required.
Click Add New Project.

Project Information

Purpose:

The Project Information section contains the core project details.

Project Fields:

Name - Project name.
Select Project Manager - Assigned project manager.
Select Site Manager - Assigned site manager.
Start Date - Project start date.
Approximate Completion Date - Expected completion date.
Status - Current project status.
Project Status - Operational project state.
Cost - Total project value.
Select Company - Customer associated with the project.
Select Components - Components available within the project.
Description - Additional project notes and information.

Assigning Managers

Purpose:

Each project can be assigned to both a Project Manager and a Site Manager.

Project Manager Responsibilities:

Project oversight.
Progress monitoring.
Reporting.
Task management.
Resource planning.

Site Manager Responsibilities:

Site operations.
Engineer coordination.
Installation monitoring.
Field activity supervision.

Steps to Assign Managers:

Select the required Project Manager from the dropdown list.
Select the required Site Manager from the dropdown list.
Save the project.

Uploading Project Documents

Purpose:

The Documents section allows users to upload project-related files for centralized storage and access.

Steps to Upload Documents:

Locate the Drag & Drop or Browse section.
Drag files into the upload area, or click the upload area.
Select the required files.
Wait for the upload to complete.
Save the project.

Typical Project Documents:

Project Plans
Design Drawings
Technical Specifications
Site Surveys
Customer Documentation
Contracts
Installation Guidelines

Configuring Project Costs

Purpose:

The Cost section allows administrators to define estimated project costs and labor allocations.

These values help calculate project budgets and performance metrics.

Steps to Add Cost Data:

Navigate to the Cost section.
Click Add New Cost Data.
Enter the required cost information.
Repeat for additional cost entries if required.
Save the project.

Cost Data Fields:

Role - Job role associated with the cost.
Predicted Hours (Quoted) - Estimated labor hours.
Rate Per Hour - Hourly rate.
Total Quote - Total cost for the role.
% Related to DAS Build - Percentage allocation.
Value Related to DAS Build - Calculated value related to DAS activities.

Configuring Project Points Data

Purpose:

The Points Data section defines how task scores and engineer performance calculations are generated for the project.

These values become the scoring model used throughout the project.

When engineers submit task data, the system uses these values to calculate task scores, engineer points, project completion values, revenue completion, and performance reports.

Steps to Configure Points Data:

Navigate to the Points Data section.
Enter values for the required activities.
Review all configured point values.
Save the project.

Common Point Categories:

Containment
Cable
Cable Installation
Active Equipment
Active Equipment Install
Device Install
BTS Termination
BTS Label
Mobile Termination
Mobile End Label
Testing R/L
RL DTF
Near Picture
Far Picture
Total Value Per Line Item
Total Revenue Completed

Important Note:

Project Points Data directly affects score calculations throughout the project. Administrators should carefully review all values before activating the project.

Viewing Existing Projects

Purpose:

The Projects List page displays all projects currently available in the system.

Steps to View Projects:

Navigate to Projects > List.
The system will display all project records.

Project List Information:

Project ID
Project UUID
Project Name
Project Manager
Site Manager
Start Date
Approximate Completion Date
Status
Available Actions

Searching for Projects

Purpose:

Search and filtering tools help users quickly locate projects.

Available Filters:

Project Name
Status
Project Manager
Site Manager
Sort By

Steps to Search Projects:

Navigate to Projects > List.
Select the required filters.
Enter search criteria if required.
Click Search.
Review the filtered results.

Editing a Project

Purpose:

Project information may be updated as project requirements change.

Steps to Edit a Project:

Navigate to Projects > List.
Locate the project record.
Click the Edit icon.
Update the required information.
Click Update Project.

Information That Can Be Updated:

Project Details
Project Manager
Site Manager
Project Dates
Company Information
Cost Configuration
Points Data
Project Documentation
Status

Changing Project Status

Purpose:

Project status helps users track the current stage of a project.

Steps to Change Project Status:

Edit the project.
Locate the Status field.
Select the required status.
Save the project.

Typical Statuses:

Active
In Progress
On Hold
Completed
Cancelled

Deleting a Project

Purpose:

Projects that are no longer required can be removed from the system.

Steps to Delete a Project:

Navigate to Projects > List.
Locate the project record.
Click the Delete icon.
Confirm the deletion.

Important Considerations:

Ensure no active tasks exist.
Verify reporting requirements have been completed.
Review historical data requirements.
Consider marking the project as Completed instead of deleting it.

Relationship Between Projects and Tasks

Projects serve as the foundation for Task Management.

Typical Workflow:

Create a Company.
Create a Project.
Configure Cost Data.
Configure Points Data.
Create Tasks.
Assign Engineers.
Engineers submit work.
Reports and score calculations are generated.
Project progress is monitored.

Best Practices

Create accurate project records before importing tasks.
Assign the correct Project Manager and Site Manager.
Review project point values carefully.
Upload all project documentation.
Maintain accurate project dates.
Regularly review project status.
Validate cost information before activation.
Monitor task progress and reporting throughout the project lifecycle.

Summary

The Project Management module serves as the foundation of the UK Comms Reporting System. Proper project configuration ensures accurate task management, score calculations, engineer performance tracking, reporting, and project delivery. By maintaining complete project information and correctly configuring cost and points data, organizations can effectively manage project execution and performance throughout the entire project lifecycle.