Proposal Summary
This proposal covers the scope of Re-Installing the project module in Sandbox as per the implementation document provided by Magswitch.
Requirement
Magswitch wants to Re-install the project module in Sandbox based on the setup document of phase -1 implementation.
Our Solution
The project management module can be implemented in Sandbox based on the document provided.
Setup considerations are below
- Define project templates and project records.
- Set up project resources. This includes the generic resources, project Resource Roles and work calendars.
- Set up project centers and roles.
- Project Task Manager set up
- Time Expense recording against project tasks
- Project Tasks with work breakdown structure
- Customized Planning and tracking view of project tasks under schedule tab
- A custom subtab under related records tab to shoe purchase order and bills related to the particular project.
- Custom saved searches
- Project task form customization to include the “Milestone Invoiced” checkbox
- Setup reminder portlet to include the saved search “Milestone Task To Be Invoiced”
- Setting up project Dashboard
- Setting a Baseline and operating with Gantt Chart
Risk
- The custom solutions mentioned under the Customizations option in the “Magswitch_Prototype_Handover” document, user training, and Production Implementation are not included in this scope.
- We will re-implement only the solutions mentioned in the document in Sandbox and if any changes are required in the defined functionality/outcome have to be considered as a next scope after the preliminary implementation