The Project Management module in EasyOne Campus ERP streamlines the planning, execution, and monitoring of academic and administrative projects. It features tools for project planning, task assignment, timeline management, and resource allocation. The module supports progress tracking, budget management, and team collaboration, providing detailed reports and analytics for project performance. Integration with other ERP components ensures cohesive management and efficient execution of projects across the campus.

Project Management Module

Table of Contents

1. Overview
2. Accessing the Project Management Module
3. Project Plan Screen
4. Adding a New Project
5. Modifying an Existing Project
6. Project Activities
7. Project Activity Statistics
8. Import Activities

1. Overview

The Project Management Module in Easylib ERP helps institutions and internal teams plan, track, and manage projects efficiently. It allows users to define project details, assign responsibilities, monitor progress, and manage project-related activities in a structured manner.

This module is commonly used for:

1. Deployment checklists
2. Implementation activities
3. Institutional or internal projects
4. Tracking timelines and responsibilities

2. Accessing the Project Management Module

1. Login to Easylib ERP with valid credentials.
2. Navigate to Menu ? Project.
3. Select Project Plan to view existing projects.

3. Project Plan Screen

The Project Plan screen displays a list of all projects created in the system.

Screen Components

1. Institute Name – Name of the institution associated with the project
2. Project Name – Title and brief description of the project
3. Start Date – Project start date
4. End Date – Expected project completion date
5. Project Sponsor – Person or department sponsoring the project
6. Lead – Project lead or responsible person
7. Status – Current project status (Initiation, In Progress, Completed, etc.)
8. Copy / Copy All – Duplicate project details
9. Action – Options to add activities or modify project details

Key Notes

1. Double-click on any project row to view the detailed project description.
2. Use the Search box to quickly locate a project.
3. Use Show entries to control the number of records displayed.

4. Adding a New Project

1. Click on the + Add Project button.
2. Enter the required project details:
3. Institute Name
4. Project Name
5. Start Date
6. End Date
7. Project Sponsor
8. Project Lead
9. Status
10. Save the project.

Once saved, the project will appear on the Project Plan list.

5. Modifying an Existing Project

1. Locate the project in the Project Plan list.
2. Click the Modify button under the Action column.
3. Update the required fields.
4. Save the changes.

6. Project Activities

Each project can have multiple activities associated with it.

Accessing Project Activity

1. Login to Easylib ERP.
2. Navigate to Menu ? Project ? Project Activity.
3. The Project Activity screen will display all activities based on selected filters.

Filters and Search Options

Users can filter activities using the following fields:

1. Institute Name – Select the institute
2. Project Name – Select the related project
3. Assigned To – Enter Member ID or staff name
4. Activity Status – Select status (Completed, Pending, In Progress, etc.)

Click List to view results or Clear to reset filters.

Project Activity List Grid

The activity list displays the following columns:

1. Institute Name – Institute linked to the activity
2. Project Name – Parent project name
3. Activity Title – Description of the activity
4. Date – Activity date
5. Assigned To – Person responsible
6. Status – Current activity status
7. Action – Modify or Delete options

Note: Double-click on any activity row to view the detailed activity description.

Adding a New Activity

1. Click + Add Activity.
2. Enter the required details:
3. Institute Name
4. Project Name
5. Activity Title / Description
6. Assigned To
7. Date
8. Status
9. Click Save to add the activity.

Modifying an Activity

1. Click Modify against the required activity.
2. Update necessary details such as status or assigned person.
3. Save the changes.

Deleting an Activity

1. Click Delete on the activity.
2. Confirm deletion when prompted.

Note: Deleted activities cannot be recovered.

Activity Status Meaning

1. Pending – Activity created but not started
2. In Progress – Work is ongoing
3. Completed – Activity successfully completed
4. On Hold – Temporarily paused

Adding Project Activities

1. Click + Activity against the required project.
2. Enter activity details such as:
3. Activity Name
4. Description
5. Assigned To
6. Start Date
7. End Date
8. Status
9. Save the activity.

Viewing Project Activities

1. Navigate to Project ? Project Activity to view all activities.
2. Activities can be tracked individually for progress and completion.

7. Project Activity Statistics

The Project Activity Statistics screen provides a summary view of:

1. Total activities
2. Completed activities
3. Pending activities
4. In-progress activities

This helps management quickly assess project health and progress.

Accessing Project Activity Statistics

1. Login to Easylib ERP.
2. Navigate to Menu ? Project ? Project Activity Statistics.
3. The statistics screen will open with filter and status options.

Status Selection Options

At the top of the screen, users can select activity status:

1. Open – Activities not yet started or pending
2. In Progress – Activities currently being worked on
3. Completed – Activities that are finished

Select the required status to view corresponding activities.

Filters and Controls

Users can refine the statistics using:

1. Institute Name – Select the institute
2. Project Name – Select the project
3. Assigned To – Enter Member ID or staff name

Action buttons:

1. List – Display activities based on selected criteria
2. Clear – Reset all filters
3. Export – Download the activity list for reporting purposes

Activity Statistics Grid

The grid displays the following columns:

1. Institute Name – Institute linked to the project
2. Project Name – Name of the project
3. Activity Title – Task or activity description
4. Date – Activity date
5. Assigned To – Responsible person
6. Status – Current activity status
7. Action – Modify or Delete activity

Modifying or Deleting Activities

1. Click Modify to update activity details or status.
2. Click Delete to remove an activity (irreversible).

Exporting Activity Statistics

The Export option allows users to download activity details for:

1. Progress reviews
2. Management reporting
3. Audit and documentation

8. Import Activities

The Import Activities option allows for bulk upload of project activities using predefined templates.

Steps:

1. Download the import template.
2. Fill in activity details as per the format.
3. Upload the file.
4. Validate and confirm import.

Accessing Import Activities

1. Login to Easylib ERP.
2. Navigate to Menu ? Project ? Import Activities.
3. The Import Activities screen will be displayed

Screen Fields Explanation

1. Institute Name – Select the institute for which activities are being imported.
2. Project Name – Select the project under which activities will be added.
3. Upload Excel File – Choose the prepared Excel file containing activity details.
4. Read – Reads and validates the uploaded Excel file before import.

Important Note: Please remove table headings from the Excel sheet before uploading.

Excel File Preparation Guidelines

Before uploading the Excel file, ensure:

1. No column headers are present (only data rows)
2. Data is entered in the correct order as per the template
3. Mandatory fields are filled
4. Dates are in the supported format

Import Process Steps

1. Select the Institute Name.
2. Select Project Name.
3. Click Choose File and upload the Excel file.
4. Click Read to validate the data.
5. Verify mapped fields (if displayed).
6. Confirm to complete the import process.

Common Errors & Troubleshooting

1. File not reading: Ensure Excel format is correct, and headers are removed.
2. Invalid project: Verify that the selected project exists for the chosen institute.
3. Date errors: Check date format in Excel.