Projects Module Overview

Concept

PeopleTray uses its underlying documents, action and people management tools to help assist customers in keeping projects organised and assign people to projects in an efficient way.

  • Projects can be Internal or linked to a customer in CRMTray.
  • Custom fields can be added to Project details according to your requirements.
  • Search and view projects according to start/end dates and attributes.
  • Projects can be managed as workflows, which gives you the ability to have projects transition through different steps or phases, such as Planning < > Review > Execution > Close. Workflows can be aligned with your business process.
  • Search people and view the projects they are assigned to.
  • Search for the most suitable people to assign to each project based on their compliances, competencies, availability.
  • Safety Incidents and Checklists can be associated with projects, providing the ability to output safety and non-conformance reports for Projects and for Customers.

Images from the Projects Module

Image: Projects follow the PeopleTray workflow model. Documents, Actions and other information can be associated with projects.

Image: Projects schedule. Custom fields can be configured and added to filters.

Image: Person schedule.

Image: Search people and assign to project. Custom fields can be configured and added to filters.

Image: Checklists can be configured and used to audit or inspect projects. E.g. Site Safety Inspections. Checklists can be submitted online or offline.