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Project Manager

Complete Project Lifecycle Management

Integrated with HRMS • Client management • Sector/Discipline tracking • Project access control

Project Tracking
Client Management
Sector/Discipline

What is Project Manager?

Project Manager is a comprehensive project lifecycle management system integrated within the HRMS platform. It provides complete client management, sector and discipline tracking, project creation and monitoring, access control, and year-based project organization with intuitive navigation and data management.

Client Management

Complete client database with contact persons and project history.

Sector/Discipline

Organize projects by sector and technical discipline.

Year-based Tracking

Projects organized by financial/calendar year.

Access Control

Role-based project access and permissions.

45

Active Projects

28

Clients

12

Sectors

8

Disciplines

6

Years

⬅ Back to Dashboard
Quick Actions:

Client Management

Add Client

Register new client in the system

Client Registration Form:

• Client Name • Company Name • GST Number • PAN Card • Address • Phone Number • Email ID • Website • Industry Type • Client Code

Add Client Person

Add contact persons for clients

Contact Person Form:

• Select Client • Full Name • Designation • Department • Phone (Office) • Phone (Mobile) • Email • Date of Birth • Anniversary • Notes

My Clients

Client Code Client Name Industry Contact Person Phone Email Projects Status Actions
CL001 ABC Construction Infrastructure Rajesh Kumar 9876543210 rajesh@abccon.com 5 Active
CL002 XYZ Industries Manufacturing Priya Sharma 8765432109 priya@xyzind.com 3 Active

Sector Management

Add New Sector

Create new business sectors

Sector Code & Name

Sector Code Sector Name Projects Actions
INF Infrastructure 15
MFG Manufacturing 12
TEL Telecommunications 8
OIL Oil & Gas 6

Discipline Management

Add Discipline

Discipline Code Discipline Name Sector Description Projects Actions
CIV Civil Engineering Infrastructure Structural, Geotechnical 12
MEC Mechanical Engineering Manufacturing HVAC, Plumbing 8
ELE Electrical Engineering Telecom Power, Lighting 6

Year Management

Add Year

2026 8 projects
2025 15 projects
2024 12 projects
2023 6 projects
2022 4 projects
2021 2 projects

Project Management

Add Project

Create new project

Project Creation Form:

• Project Name • Project Code • Select Client • Select Sector • Select Discipline • Project Year • Start Date • End Date • Project Value • Project Manager • Description • Status

Project Button Add

Quick action buttons for project management

My Projects

Project Code Project Name Client Sector Discipline Year PM Status Actions
PRJ001 Metro Phase 3 ABC Construction Infrastructure Civil 2026 John Smith Active
PRJ002 Solar Plant XYZ Industries Energy Electrical 2025 Sarah Johnson Ongoing

View Projects

By Sector Infrastructure (12)
By Discipline Civil (8)
By Client ABC Const. (5)
By Year 2026 (8)
By Status Active (15)

Project Access

Project Manager Full Access
Team Lead Edit Access
Team Member View Only
Client Limited View
Finance Budget View

Quick Actions

HRMS Integration

Project Manager integrates with all HRMS modules:

Employees Timesheet Accounts Documents Mail Lift

Complete Project Management • Client Management • Sector/Discipline • Year Tracking • Access Control