MANAGER DASHBOARD

After a successful login, managers are taken to the Dashboard, which is the main landing page of Source Buddy.

The Manager Dashboard provides a comprehensive summary of all ongoing projects and key metrics, allowing managers to quickly assess the current status and take necessary actions.

Manager Login Page

Dashboard Summary

Manager Dashboard Summary

A row of summary cards provides a high-level view of project metrics:

  • Open Projects: Total number of active projects (for example, 2 Open Projects).
  • Over Due: Number of projects that have passed their due dates.
  • This Month: Projects or tasks initiated in the current month.
  • High Risk Parts: Count of project parts identified as high risk.

Search and Filters

The search and filter row allows managers to narrow down the project list:

  • Search Project Name: Text field to search by project name.
  • Customer: Dropdown to filter projects by customer.
  • Engineer: Dropdown to filter projects by assigned engineer.
  • Select Stage: Dropdown to filter by project stage (for example, Costing, Design).
  • ECD Date / RFQ Date: Date pickers to filter by Estimated Completion Date and Request for Quotation date.
  • Reset: Button that clears all active filters.

Add Project and Add Customer

The Manager Dashboard provides quick access to project and customer creation through two buttons: Add Project and Add Customer.

Only managers are authorized to add new projects.
Once a manager creates a project, it shows in the table and is then visible in the selected Engineer’s Dashboard.
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Project Setup

Manager creates a project, defines landing cost parameters, and assigns it to an engineer.

Project Table

The main table lists all projects and their key details:

Manager Dashboard Project Table

  • Edit: A pencil icon that opens the Add/Modify Project form, allowing managers to update project details, change status, or modify configurations.
  • S.No: The serial number indicating the row position in the current view (e.g., 1, 2, 3).
  • Project No: The unique name or identifier assigned to the project (e.g., Project78, Project77).
  • Customer Name: The name of the client or customer for whom the project is being executed (e.g., TATA, Test).
  • RFQ Date: The date on which the Request for Quotation was received from the customer (e.g., 16-06-2026).
  • Assigned To: The name of the engineer currently responsible for the project (e.g., deepa).
  • Assigned Date: The date when the project was assigned to the engineer (e.g., 17-06-2026).
  • E.C. Date: Estimated Completion Date — the target date by which the project should be finished (e.g., 20-06-2026).
  • Target L.Time(W): Target Lead Time in weeks — the expected duration to complete the project (e.g., 12, 9, 8).
  • Ageing: The number of days elapsed since the project was created or assigned. Displayed in red when overdue (e.g., 1, 2).
  • Progress: A green progress bar showing the percentage of work completed (e.g., 100%, 81%).
  • Approval Status: The current approval state of the project, displayed as a pill badge (e.g., Pending).
  • Status: The current operational status of the project, displayed in color (e.g., Open in orange).
  • Version: A dropdown indicating the current revision number of the project, used to track changes over time (e.g., 1).