Project Management System and Project Management Software slightly different; the former is generally customized, including the industry, or for a certain area, or even specific customer needs; which is generally more common in nature, or only the project life cycle certain aspects of automation. From another perspective, the majority of project management system software development for small and medium-sized business, they have their own types of customers, specifically for a certain category or categories of customers with project management or information technology automation solutions, more emphasis on its products properties; and project management software such as MS project2003 generally larger IT vendors of commercial products, their products more emphasis on versatility.



My main concern software development project management and project management; attention to the entities based management system, at the same time concerned about the "project management" theory and methods and PMP!



A company's project management system framework





The corresponding modules:

Project Management System Module

Information exchange

• Exchange of information document used to release all kinds of information, enterprises can be the actual needs in accordance with their own section on its own set of grading.
• Can set the columns related to the release, management competence, internal news, notices, rules and regulations, etc. From the unity of public information management.
• Can be defined according to the actual situation of information section name (such as news, notices, rules and regulations, notification ...), system supports multi-level directory structure, at the same time support the unauthorized access to the directory.
• Authorization document can be staff, departments, functions, groups, roles, project team specified a number of ways such as, enterprise management more convenient.
• Internal message: members and internal communication, file transfer, but also in the affairs of messaging systems, such as tracking the work of supervision.
• Useful links: units can be used to set up various related sites.
• Business Forum: can be made at any time-related or an issue for discussion.

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Event schedule

• Schedule events to members, departments, or the team as a unit, in chronological order, the work related tasks, work plan, to do services, process services to chart out.
• Members through the event schedule can be a clear understanding of their objectives, managers can also use the event scheduling tool for the work of the staff make reasonable arrangements for co-ordination.
• In addition, the event also supported the creation of the schedule function of scheduling, such as the creation of appointments, meetings or other planned schedule.
• According to time, day, week, month inquiry schedule information, and add a reminder on the agenda.
• Event schedule checking the conflict also has, as well as to remind the functional maturity.

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Project Management

• Management project project management throughout the life cycle, including project initiation, planning, implementation, control and end.
• Enterprises can achieve a reasonable according to the actual situation of the project operation, the task of the project, membership, finance, appropriate allocation of resources and management, the system can automatically start the associated workflow.
• Through project management, project managers can control all the project information (plans, funds, material, personnel, process), to track the entire project life cycle, the whole progress of the project monitoring, management and project-related activities, and the view from the Matrix Watch performance.
• Project management system is suitable for: Market engineering, software engineering, development process, project implementation, as well as a variety of specific projects.
• Project management for the entire organization, department or specific project management. The release of the project can use this function to develop the entire body of the project work plan, at the same time, the distribution of these programs to the specific implementation of personnel; to master the implementation of the project and its progress of work-related project documents, tasks, project schedule information, item statistics, the task of statistics, analysis of working hours to view statistics.
• Bodies involved in the project in accordance with the work, you can upload the corresponding periodic report on the work of a number of corresponding and upload attachments.
• The development of project management processes are as follows: First set up to establish the appropriate type of project types and tasks, project categories will be designated to establish the corresponding work flow.
• Can be drawn up for the project and the need for the responsible person designated and executor, according to selected categories of items, it will have a pre-defined project categories workflow. According to the workflow can be implemented step by step to the end of the implementation.
• Project management module in the project also provides document management, knowledge sharing, the work of assigned functions.

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Tasks

• Tasks of day-to-day tasks of the enterprise or project work plan for the task, system task flow, the realization of workflow automation.
• Tasks can be set classification, priority, importance, urgency and other attributes, according to projects, departments, members of the task allocation of objects.
• Through workflow automation, to achieve better and more efficient process to carry out the task.
• Scheduled tasks: plans for day-to-day work plan for the realization of the arrangement, order, the designated responsible officer, at the same time support the operation plan of the re-decomposition. Of work from the next, from the point of total unification of the management arrangements.
• Monitoring tasks: The system has been arranged for the automatic tracking inspection tasks, for completion of the work submitted for the approval of the application in order to achieve progress in time for the tasks, hours of work progress, the task to check the progress of the multi-tracking.
• The report of the work of the task log: System log reports can make the work of mandate-holders to facilitate the submission of relevant reports, for future evaluation work has provided accurate, detailed and accurate data.
• Task of cost management: the cost of claims through the connection module to facilitate the work of the task manager for the related costs into the direct management of the situation.
• Inquiry tasks: tasks can make the progress of managers for direct and accurate monitoring and management.

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Approval process

• Approval process is set in accordance with the rules of examination and approval, the use of information technology and modern management means, the realization of a vetting process automation, document in the process of information transmission between the participants.
• Approval processes between business users for a variety of office applications, document circulation, sign contracts, project approval, the approval procedures and automation services to deal with, usually by the initiator (such as the drafters of the document) to initiate the process, after the department and other departments processing (such as signature, countersigned by), and ultimately arrive at the end of the process (such as the issue of documents, archiving, approval).
• Business units in accordance with the definition of the actual situation of the approval process, from simple processes (such as leave applications) to complex processes (such as project approval) PMS system can be defined and implemented.
• PMS system approval application process flow with three modes: self-definition process, pre-defined processes, fixed processes, to meet the business needs to deal with different processes.
• PMS system can use the approval process with the development of process templates to facilitate rapid deployment of bulk and workflow and implementation.
• PMS systems to support the approval process targeted a variety of ways, you can use absolute and relative target object, in the definition and implementation of great significance to facilitate efficient.
• PMS systems to support the sign function of the approval process to support multi-node and multi-threaded, in the process support the use of subroutines.

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Document Management

• Document management is the storage foundation of enterprise electronic data, it can document all of the knowledge platform in the same operation, in a central database in unified storage and management of a variety of information and existing business.
• In the document management module, you can easily create, store, you need to search the documents (contracts, program books, brochures and other products that may be able to express it in words the information) and enterprise organizations to create a whole library of knowledge management.
• Document Management can also manage the company's internal website and external websites, and the design of flexible and diversified information portal.
• Document Management also provides a wide range of knowledge management tools to enhance the sharing of knowledge, accumulation, innovation and utilization.
• Document Management is a wide variety of organizations to achieve a unified electronic document storage and management, support for encryption, permission definition, classification definition.
• Full-text search feature makes finding files more convenient and improved work efficiency.
• Circulation flow of documents more convenient document collaboration among employees more convenient.
• Reduce reliance on paper documents, saving the cost of Document Management.
• Reuse of historical documents, the value of the wealth of knowledge to play.

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Document Flow

• Transfer documents for the processing of internal and external units in the various forms of electronic documents / approval documents / notice documents, application for approval of the principle of process control to achieve accurate and timely processing of documents.
• Documents the characteristics of the process:
• Documents may be the development of automatic control documents, verification, reading, processing, and other documents to complete the whole process of work flow.
• Document management module to deal with relatively traditional in terms of documents, to a great extent improved the efficiency and accuracy of official documents.
• Document Management software to use or self-developed blue-line with the standard XPDL workflow control module, support for multi-threaded, multi-conditions and approval process.
• Processes documents to support the sign function, applicable to the complexity of a major contract or document approval.
• Documents in support of pre-defined process flow, since the definition of processes, a fixed process.
• The main operation processes documents:
• Incoming documents: the drafting of documents, released the functions of the communication was registered through the online editing system, the annex to upload documents and other functions can be combined with editing tools.
• Document processing: According to the official pre-processing processes, documents the process of realization of the process control, supports a wide range of process model to support the sign back to sign, modify the process, such as follow-up operations to meet the complex requirements of document handling processes.
• Jump reminders: For more than required for the period or the special handling of documents, notification can be sent reminders, mail, Jump to operate features such as the realization of the tracking process for handling checks, special transfer requirements. Documents for circulation to improve the work efficiency.
• Archiving destruction: document management system through the connection, the transfer has been completed for the document, you can make the appropriate filing, the destruction of the operation.

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Knowledge Management

• Knowledge Warehouse data using its wide range of knowledge resources, through rigorous scientific analysis collated, according to the different conditions, can be used in all walks of life and from all walks of life to guide units along the entities or individuals to the right direction, can be the most advanced the theory that the latest technologies to produce the most practical life.
• Knowledge management module, suited to help companies structure their own knowledge base: the knowledge that the important object, the design of knowledge management infrastructure, evaluate and imported the most appropriate technological platform for the function of the value of play knowledge.
• Provide a knowledge base search function: Users can trees in accordance with the knowledge or knowledge of the names, knowledge contained in a content item retrieval.
• The integration of applications: it can be carried out with the perfect enterprise portal integration, systems management to help companies to reduce the maintenance workload.
• Provide analysis reports, to facilitate optimal management: a graphical analysis of the statements, the provision of various departments and personnel over a period of time the status of the release of articles and all articles of the click-through rate. Able to recommend a certain department or user-related knowledge

Personnel Management

• Human resources are the organization's personnel management work: the basic information, including personnel, curriculum vitae information management, the transfer of personnel allocation, and personnel information statistics, performance appraisal, training and so on.
• In addition to the traditional human resource management human resource management functions and, more importantly, with other modules to work together to achieve the full range of human resource management and personalization.
• Focus on the work of information: The PMS Project Management System, if you find a staff, then the employees in the company of all traces can be extracted, such as documents, customers, assets, products, services, projects, work tasks as well as relevant financial information under the control of the relevant authority to show in front of you, for the scientific analysis of the situation, the development of human resources strategy to provide a powerful tool.

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Customer management

• Customer relationship management and sales automation and improvement, marketing, customer service and support in areas such as customer relationship-related business processes.
• Customer management is the core of customer value management, customer value will be established into the value of the value of the potential value and models, through the principle of one-to-one marketing to meet the different value of personalized customer demand, improve customer loyalty and retention, customer contribution to the value of continuing in order to enhance the profitability of the business.
• To find new customers and transactions need to be invested in a lot of effort, 80% of the profits of enterprises from 20% of existing customers, improve customer management is a source of corporate profits.
• Customer management for enterprises in the fierce market competition, providing a convenient and effective management tool that can help businesses to provide customers with more comprehensive service, through effective customer resource management, enterprise products and services more customer satisfaction the actual needs of enterprises so as to give more generous benefits.
• PMS Project Management System of the customer relationship management modules, data warehouse, business intelligence, knowledge discovery methods, such as technology, making the collection, collation, processing and use of customer information, greatly improved the quality.
• PMS Project Management System also supports the data mining technology, according to the characteristics of customer profiles to establish a rational analysis of the data mining models and methods of excavation, a large number of customers from the original data file through the data selection and testing, revealed the potential value of hidden information .

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Sales Management

• Sales management system is mainly used to deal with sales-related business activities, such as the signing of sales and customer orders, shipments, for a library, return, collect money, such as sales, but also to deal with receivables, receivables and pre - receivables and other current business contacts.
• Through the Sales Order entry and change management sales tracking;
• Offer and sale of goods in accordance with the number of open sales invoices, according to invoices produced a single billing and receiving a certificate;
• Provide the actual sales amount and the carrying amount of goods to check function;
• Provide the customer credit control function, may lead to lower sales of risks, the purpose of reducing the receivable debts, but also can be achieved sales clerk, sales targets completion of the evaluation function.
• Marketing plan: marketing plan, the amount of management, sales force management and regional management.
• Sales Management: Design for on-site sales staff, the main features include contact and customer management, opportunity management, scheduling, commission forecasts, pricing, reporting and analysis.
• Sales commission: Sales Manager allows the creation and management of sales force incentives and commission plans, and to help sales representatives to understand their own image sales.

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Order Management

• Order management is the process an order from the input to settle the whole process of business processes, including:
• Records of orders, tracking and control, including the implementation of the sales contract;
• Control order price, quantity and customers, sales credit management;
• At any time of the completion of follow-up orders, control orders for the actual implementation;
• Replenishment based on the actual situation of the implementation of the achievement of additional orders;
• Compare and display differences in order execution, and analysis of operations and statements reflect the implementation of orders.
• Order management through the workflow process, order management control of the trading process and the formation of the recording and reporting.

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Contract Management

• Contract management is the business-to-own contract for the parties entered into in accordance with the law, carry out, change, to lift, transfer, termination and review, supervision, control, general term for a series of acts.
• Establishment of contract management, fulfillment, change, to lift, transfer, termination of contract management is the content; review, supervision, control is a means of contract management.
• The entire process of contract management is the systematic, dynamic in nature.
• The entire process of contract management by negotiating, drafting and signing of the entry into force until the date the contract expired, not only to manage the management of pre-signed, but also to the management after the signing.
• Contract management is the systematic nature of the terms of the contract relating to the contents of the various departments must work together to manage.
• Contract management is to focus on the dynamic performance of the whole process of changing circumstances, in particular, to get to our adverse changes in the contract modification, change, add or suspension and termination.

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Financial Management

• Spending Management: For internal use of the various online article submission, approval, loan registration, the return of registration management, reduce the day-to-day management of the use shall work intensity and improve efficiency.
• Claims management: For internal use of the various online article submission, approval, registration claims management, claims management to reduce day-to-day work of strength and enhance efficiency.
• Receivables management: the order of the receivables and query statistics and automatically remind staff to track back to section managers.
• Payables management: on the cost of payments arising from the statistics and information, and automatically track in good time to remind managers of payment.
• Statistical inquiry: Support users by department, type of funds, the relevant statistics to plan the appropriate inquiries.
• And financial software interface: The system can be carried out with the financial management system for data exchange and achieve the expansion of financial management functions.

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Custom form

• Since the very definition of form as we usually use the printed form can be used to: 1. Fill out a form, 2. Through the forms for the implementation of the approval process. For example:
• "Written request for leave" form, fill in a form by the applicant, in charge of the approval of the Ministry of Personnel record, which is a form approval process, including application procedures, approval of three applications.
• "Quality Report" form filled out by customer service, technology / quality of the Department of Investigation, warehouse replenishment, financial write-off costs, including the form, process the two applications (without approval).
• "出库单" a variety of data tables and spreadsheets.
• Custom form to use, there are two major occasions:
• Custom data form: This form can formulate the entry and set permissions, there is no flow control;
• Custom process form: the flexibility to achieve a variety of process functions, processes are divided into: 1. Work processes, 2. Two kinds of application approval process;
• Custom form features:
• Have full control and rights management features, can be directly used in the approval process or workflow control;
• Support the use of schedule with a record number of sub-record, you can use the schedule;
• Field can use the system records the data in the table to establish relations (equivalent to a database foreign key), such as products, customers, members, projects, orders, purchase orders, etc.;
• Types of processes can create custom forms (such as the production process table), or data types for custom forms (such as sales schedule)
• Project management system definition of custom forms and settings can be used to define a template to avoid the time administrators spend a lot of work in the system settings.
• Blue custom form or to provide custom visual form designer, the user can create an unlimited number of forms to achieve the initial expansion of system functions are not designed to meet the needs of the future development of enterprises.
• Great form since the expansion of the definition of the PMS Project Management System application form by the use of a variety of paper-based PMS system, the registration form, management, the achievement of a standardized form filled out and storage, through the processes of the relevant form management control operations, through the statements of statistical inquiries.
• Customers in the current development on the basis of the can use a custom form custom function to expand the field to quickly upgrade the function of the system without having to rewrite the code, there is no need to understand the details of the original system design.

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Personal tools

• Personal office work to provide a personalized interface, user-friendly day-to-day work of the Panel.
• Personal settings:
• Password modification system;
• The user's desktop settings, common menu settings, style options and settings;
• The definition of personalization, including the discussion forum nickname, image, signature files and other settings;
• Edit the user's personal data, other users can search for users public information (excluding public sensitive information);
• Individuals working platform:
• The user's desktop: display the members focus on work-related summary of the main information so that employees understand the need for timely handling of the affairs and carry out their work schedule.
• Send and receive e-mail: through the mail and messaging, with internal or external contacts to exchange work. Have the management capabilities of the POP3 e-mail can be achieved on the external mailbox management functions.
• Personal Address Book: The Personal Address Book can be convenient, speedy realization of contact for the classification of common management, integrated query functions.
• Internal information management: real-time messaging functionality can be achieved in real-time online exchange among employees, but also can use the short message alarm to remind capabilities.
• Personal schedule management: show the personal schedule of events related to entry, user-friendly program of work for the day-to-day management arrangements.
• Process steps: application submitted to the executable process, fill out the form, upload attachments, approval processes, organizations, such as the preparation to operate and view the flow chart.
• Personal Knowledge: used for the collection and management of personal knowledge of the document concerned.

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E-mail System

• The establishment of organizational units, system, members of units designated for the respective departments, the number of jobs.
• Organization PMS Project Management System is the infrastructure of one of the task allocation system, the approval process, all organizations need to rely on the information.
• The first time after installation of the system, through the bodies of functions, to establish the structure of organizations.
• PMS Project Management System to support the organizational chart of dynamic mapping.

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System Settings

• System settings, including: institutions, roles, powers, membership, dictionary, properties, classification, processes, forms, menus, language, interface, color, templates and so on the basis of system needs to attribute data.
• System settings for administrators to maintain a basic tool to facilitate data entry and maintenance.
• Administrators can use batch processing tool to edit a large amount of data and enhance efficiency.

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