The Projects module in PeopleTray is a comprehensive tool designed to help you manage all aspects of your projects in one centralised location. It allows you to keep track of key elements such as:
- Project Dates
- Documentation
- People and Equipment
- Actions and Corrective Actions
- Notes
- Final Signoff
Whether the projects are internal or linked to a customer in CRMTray, this module provides a streamlined approach to project management.
Key Features of the Projects Module:
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Customisable Fields: You can add custom fields to project details based on your specific requirements.
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Search and View Projects: Easily search for and view projects by start/end dates and various attributes.
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Workflow Management: Projects can be managed as workflows, allowing them to transition through different phases, such as Planning > Review > Execution > Close. These workflows can be customised to align with your business processes.
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People Assignment:
- Search for people and see which projects they are assigned to.
- Find the most suitable people for each project based on their compliance, competencies, and availability.
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Team Roster Filtering: Filter the team roster by Project, so you can track the movements of everyone assigned to a specific project at any given time.
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Safety and Compliance: You can associate Safety Incidents and Checklists with projects, and generate safety and non-conformance reports for both projects and customers.
With these features, the Projects module helps you ensure that projects are well-organised, team members are appropriately assigned, and all necessary documentation and safety protocols are in place. This centralised management system fosters efficiency and transparency, helping you successfully complete projects on time and within scope.