OVERVIEW

The Overview page under the Dashboard gives managers a consolidated view of all projects, their key dates, and current stages. It helps you quickly understand workload, risk, and progress across projects.

  1. In the left navigation panel, under Dashboard, click Overview
    • Path: Dashboard → Overview.
  2. The main content area loads the Overview page.

Tabs

At the top of the page, the dashboard categorizes projects into two primary stages:

  • Costing: Displays projects currently in the costing phase, along with a count of active projects.
  • Procurement: Displays projects in the procurement phase, along with a count of active projects.

Filters and Quick Actions

Overview Page

Filters

Use these controls to filter and search the project list:

  • Search Project: Text search box to find a project by name or ID.
  • Customer: Dropdown to filter by customer.
  • Engineer: Dropdown to filter by assigned sourcing engineer.
  • Stage: Dropdown to filter by workflow stage.
  • ECD: Date selector button for the Estimated Completion Date.
  • RFQ: Date selector button for the Request for Quotation date.
  • Reset: Resets all filters back to the default view.

Action Buttons

On the right of the filters row, two quick-creation buttons are available:

Add Buttons

  • + Add Project: Opens a dialog to create a new project.
  • + Add Customer: Opens a dialog to add a new customer.

Summary Cards

Below the filters row, three metric cards show consolidated counts based on the active selection:

  • OPEN PROJECTS: Total number of currently active, open projects.
  • OVER DUE: Number of projects that have exceeded their target dates or deadlines.
  • THIS MONTH: Count of projects created or scheduled for completion within the current calendar month.

Projects Table

The main section displays the project records matching the active filters and stage.

Project Table

Column Descriptions

  • Edit: Click the pencil icon to modify the project settings or details.
  • S.No: Serial number of the row.
  • Project No: Unique identifier code of the project (e.g., Project69).
  • Customer Name: The customer associated with the project.
  • RFQ Date: Date when the Request for Quotation was registered.
  • Assigned To: Sourcing engineer assigned to the project.
  • Assigned Date: Date when the project was assigned.
  • E.C.Date: Estimated Completion Date.
  • Target L.Time(W): Sourcing target lead time in weeks.
  • Ageing: Total days the project has been open. Values turn red when ageing becomes critically high.
  • Progress: A visual progress bar showing completion percentage.
  • Approval Status: Sourcing approval state (e.g., Pending badge).
  • Status: Sourcing status of the project (e.g., Open, Closed).
  • Version: A dropdown to select or view different project versions.

Sourcing Approval Workflow

Once a project reaches 100% Progress, it enters the approval sequence. The workflow transitions through the following stages:

1. Engineer Submission

  • Progress: When the progress bar shows 100% complete for the project the concerned engineer can click the Approval Status button (typically labeled Pending).

Progress

  • Dialogue Details: A modal dialogue box opens, displaying the key metadata:
    • Project ID (e.g., Project ID: 203)
    • Version (e.g., Version: 1)
    • Procurement Version (e.g., Procurement Version: 0)
    • Assigned To (e.g., Assigned To: XXXX)
  • Actions: The dialogue presents two action buttons:
    • Approve: Promotes the project to the Manager for review.
    • Rework: Sends it back for local engineering revisions.

Approval Dialogue

2. Manager Review & Feedback

  • Notification: Upon submission, the manager receives a notification of the pending review.
  • Review Decision:
  • Approve: If satisfied, the manager approves the project to close the costing phase.
  • Rework: If corrections are required, the manager can select rework, add rework comments, and send the project back to the engineer to address.

Rework

3. Transition to Procurement

  • Final Approval: Once approved by the manager, the project is moved out of the costing queue.
  • Next Stage: The project is moved to the Procurement phase, and its status is updated to Open under the Procurement tab, ready for the next execution stage.