With Blue Lotus 360 project management module, your company can manage all project management tasks of your business on a single platform. Providing real-time project management of the entire organization, this is a significant feature for your business to track all your projects, with increased visibility and improved accuracy.

In Blue Lotus 360 project management module, many project-related forms are under the project management menu.


  • Task Management
  • BL Calendar
  • To Do
  • Resource Usage by Project
  • BOQ Beta




To learn how to use project profile in the system, you can refer the project profile article.




1    Task Management



Task management is the process of managing a task effectively along its life cycle. Planning, testing, tracking, and reporting and are few steps that are mainly involved in task management. 

Proper task management can help your business to achieve group goals, or groups can collaborate and share knowledge for the accomplishment of collective business goals.



In Blue Lotus 360 under project management, you can find the task management form. You can also use the module search bar and type the relevant form name to find the form easily.


After opening the Task Management form, you can see the below interface.



Here you can either import the tasks from an excel sheet or create tasks in the form easily. The filtering option is also available to easily search and check the status of a particular task from the list.

For form term description please refer to Annexures Section.


2    BL Calendar


BL calendar is a simplified, consolidated form that your company can easily follow from anywhere. The departments or business unit of your company can manage not only your individual tasks but also schedule and view events/appointments, add tasks, add resources, and other interactions such as putting a reminder even.




As can be seen in the above screen, you can select the resources, projects or the task and load them. Calendar options that are available include,


•    Event

•    Task

•    Reminder

•    Resources





Event Tab



In the event tab, you can simply give a title, the start and end date of the event, the type of occurrence of the event, description if needed, and to whom that event is assigned.



Task Tab




In the task tab, you can select the project to which the particular task belongs, the status of the task- new, waiting, work in progress, etc., task name, start and end dates, whether the task is repeating or not, task description, name of the lead and the current action person whom undertaking that task.




Reminder Tab



Sometimes, a reminder will be the best way to remind your busy teams of a particular event or a task. This will help you to keep the work on a track with deadlines. So the reminder tab in the BL calendar lets you enter the title and set a reminder to the planned event/task.



Resources Tab



The resources tab allows you to select the resources, project, and dates for a particular event/task.

After entering the necessary details, you can save the event and it will display in the calendar accordingly.



3    Resource Usage by Project


The Resource Usage by Project from in the project management module lists for each project the assigned tasks and the total amount of work that the resource is scheduled to perform on each project.


For form term description please refer to Annexures Section.



4    BOQ Beta


BOQ - Bill of Quantity is the widely used document for Any Materials related Projects. It is preliminary guidance for everyone to know the list of quantities & types of all material require for the project’s execution. 

BOQ Beta form in the project management module is also useful for the assessment of the project budgeting, timeline, and also delivery.





5    To Do


A to-do list is a list of all of the tasks you need to complete during a particular period of time. For example, all the tasks you want to complete before the end of the day normally become your to-do list. 

With to-do list functionality built into your project management module, you can easily create, manage, edit, and share your lists. 




Annexure


  • Form descriptions


Form Combo Name

Description

Address

Automatically load the relevant address details. If anyone needs to add another address you need to select by manually.

Account

To select customers to where the goods are quote

Amount 

Paid amount

BU 

Relevant business unit

BU Code 

To which BU the bank account belongs.

BOQ Rate

Bill of quantity rate to calculate the exact costing of project work

Currency

To enter currency

Customer 

To select a supplier from where the goods are ordered

Credit From 

To select cash or bank account

Cheque / Card No 

Cheque number or Credit card number of payments. If the user’s payment mode is cash, this detail would not be relevant

Cheque Date 

The effective day of a payment which paid by a cheque

Description

To Enter the Description of the Item/for whole

 

Dis %

Discount percentage of the item

Dis Amt

Discount Amount 

Date

The date on which the order is posted

Doc No

This is used as a user reference No

Debit to 

To select creditor account

Ex. Rate

Enter exchange rate in today

From Project

To select the project which goods are sent

From Location 

To select the location to where goods sent

GRN No

Good Receive Note No is unique and auto-generated for every transaction

GIN No

Good Issue Note No is unique and auto-generated for every transaction

Item Code

To select the Item-by-Item Code and Item Name

Invoice No 

Invoice No is unique and auto-generated for every transaction

Location

To select the location to where the request goes to

Multiple Credit

It allows you to enter more than one payment for a single creditor

PR No

Purchase Return No is unique and auto-generated for every transaction

Payee Name 

The name that needs to print on the cheque

Project

To select the project which goods are requested to

Project Code 

From which project the cheque is deposited (To which project the cheque belongs)

Purchase

To select purchase account

PO No

Purchase Order Number            

Pay Mode 

Refers to the mode of the payment such as cash, cheque, credit card, etc

Qty

To Enter the Quantity Required

Quot No

Quot No is unique and auto-generated for every transaction

Rate

To Enter the Price of the Item for the one Base unit of the Item

Req Date 

The date of a payment which needs to deposit to the bank

Supplier

To select a supplier from where these goods are order

Sales Rep 

To enter salesperson

SO No 

Sales Order No is unique and auto-generated for every transaction

Sub Total

No need to enter automatically calculated (Qty * Rate)

SVAT %

SVAT percentage for the item

SVAT Amt 

SVAT amount

Sales 

To select purchase return account

Tran No 

Tran No is unique and auto-generated for every transaction

To Project

To select the project which goods are requested to

To Address 

To select sales rep or customer

To Account 

To select the account. In financial forms, this refers to the bank name to which cheques are deposited

To Location  

To select the location to where goods received

Unit

Indicate the unit of the Item selected

VAT %

VAT percentage for the item

VAT Amt

VAT amount

Yur Ref

To insert the manual documentation No