This is the login screen of the Projects application.

The Settings menu includes Projects, Project Categories, Project Components, Statistics, Kanbans, Log Records, Basic Components.

Projects; It is divided into Open Projects, Pending, Test Status Stage, In Process, Completed, Delayed Projects, Closed Projects, Canceled Projects, All Projects, Deleted Projects.

Open Projects

On the Open Projects screen, Project Code, Customer Information, Project Information, Phase / Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan. Start Date, Plan. End Date, Estimated End Date, Actual Start Date, Actual End Date information is included in a table. In this way, information about the projects can be accessed in a single table.

Pending On the Pending screen, the project's Project Code, Customer Information, Project Information, Phase / Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Registration Date, Update Date, Plan Start Date, Plan End Date, Estimated Completion, Actual Start Date, Pending projects with Actual Completion Date information are listed in a tabular form.

Test Case Stage

On the Test Status Stage screen, the project's Project Code, Customer Information, Project Information, Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan Start Date, Plan End Date, Estimated Completion, Actual Start Date, Actual End Date information is listed in the test-case phase in tabular form.

in process

On the In Process screen, the project's Project Code, Customer Information, Project Information, Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan Start Date, Plan End Date, Estimated Completion, Actual Start Date, Actual End Date. Projects whose information is in progress are listed in a tabular form.

Completed

On the Completed screen, the project's Project Code, Customer Information, Project Information, Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Registration Date, Update Date, Plan Start Date, Plan End Date, Estimated Finish, Actual Start Date, Actual End Date Completed projects are listed in tabular form.

Delayed Projects

On the Overdue Projects screen, the project's Project Code, Customer Information, Project Information, Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan Start Date, Plan End Date, Estimated Finish, Actual Start Date, Actual Finish. Delayed projects are listed in a table with historical information.

Closed Projects

On the Closed Projects screen, closed projects are listed in a table with the project's Project Code, Customer Information, Project Information, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Actual Start Date, Actual End Date, Project Remaining Days Closing Date information.

Canceled Projects

On the Canceled Projects screen, the canceled projects are listed in a table with the project's Project Code, Customer Information, Project Information, Connected Product, Members, Transaction, Number of Tasks, Duration, Recording Date, Cancellation Date information.

All Projects

On the All Projects screen, Project Code, Customer Information, Project Information, Phase / Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan Start Date, Plan End Date, Actual Start Date, Actual End Date information. All projects are listed in a tabular form.

Deleted Projects

On the Deleted Projects screen, deleted projects are listed in a table with the project's Project Code, Customer Information, Project Information, Connected Product, Members, Transaction, Number of Tasks, Duration, Recording Date, Deletion Date information.

Projects are easily managed by dividing them into categories depending on the company. The project category is added from the settings menu.

On the Project Categories screen, Project Code, Customer Information, Project Information, Phase / Status, Connected Product, Members, Transaction, Number of Tasks, Duration, Record Date, Update Date, Plan Start Date, Plan End Date, Estimated Completion, Actual Start Date, Actual End Date information is listed in tabular form.

Project Components; It is divided into five parts: Risk and Problem Management, Lessons Learned, Requirements List, Survey and Attendance Control.

Risk and Problem Management

This is the screen where risks and problems are displayed.

On the Risk and Problem Management screen, Project Code, Title, Priority, Type, Status, Category, Action, Creator information are listed in a table.

Lessons Learned

This is the screen where the lessons learned are displayed.

On the Lessons Learned screen, Project Code, Incident, Suggestion, Status, Approval, and Creator information are listed in a table.

Requirement list

This is the screen where the requirement lists are displayed.

On the Requirement List screen, Project Code, Title, Status, Priority, Quantity, Creator information are listed in a table.

All Surveys

This is the screen where surveys are displayed.

On the All Surveys screen, No., Project Code, Survey Name, Related People, Number of Participants, Survey Type, Registration Date information are listed in a table.

Attendance Check

This is the screen where the continuation of My Projects is checked.

On the Attendance Control screen, Personnel Name, Project, Work. Or.(%), Real. Work. Or.(%) and monthly chart are included.

This is the screen where the statistics of project members are displayed.

Project members' open projects, closed projects, canceled projects, and total projects are tracked based on quantitative data.

Kanban is a visual management method used to manage business processes and workflow.

On the Kanban screen, Title, Columns, Responsible Person, Creation Date information are listed in a table.

A kanban record is added by pressing the Add New button.

To add Kanban detail, Relevant Application, Title, Stage, Urgency, Start Date, End Date, Category and Columns information is entered. After all operations are completed, they are saved by pressing the Save button.

The kanban detail is edited by pressing the edit bar of the added kanban detail.

General Information

General information is edited. After all operations are completed, they are saved by pressing the Save button.

columns

The Columns information screen includes Heading and Items information.

A column is added by pressing the Add New Column button. To add columns, Heading and Items information is entered. After all operations are completed, they are saved by pressing the Save button.

Related Users

The responsible and relevant people for the project are displayed. A person is added by pressing the Add New Person button.

On the Loh records screen, User Name, Record Title, Description, Transaction Status, Date information are listed in a table.

 Kişisel Ayarlar, kullanıcının bir uygulama üzerindeki deneyimini özelleştirmesine olanak tanır. Kullanıcının kendi tercihlerine göre çeşitli ayarları yapılandırabilmesini sağlar. 

Projeler uygulamasını özelleştirmek için Listeleme Ayarları ve Sütunlar ayarları yapılır. 

Listeleme Ayarları
Detay Gösterim Yöntemi;  Sekme veya Popup seçilir. Proje kartı seçimine göre açılır
Varsayılan Takvim Filtresi; Günlük, Haftalık, Aylık, Senelik veya Tümü olarak seçilir. Proje listesinin seçilen takvim filtresine göre listelenmesini sağlar.
Varsayılan Tarih Filtresi; Fiili Başlangıç Tarihi, Kayıt Tarihi veya Güncelleme Tarihi seçilir. Proje listesinin seçilen tarih filtresine göre listelenmesini sağlar.
Sayfalamada Kayıt Sayısı; 25, 50, 100, 250 veya 500 olarak seçilir. Proje liste sayfasında gösterilecek kayıt sayısının seçimi yapılır.

Sütunlar 
Proje liste ekranında gösterilecek tablo başlıklarının seçimi yapılır.

No
Müşteri Bilgisi
Aşama / Durum
Proje Bilgisi
Bağlı Ürün
Katılımcılar
İşlem
Görev Sayısı
Süre
Tahmini Bitiş
Kayıt Tarihi
Güncelleme Tarihi
Planlanan Başlangıç Tarihi
Planlanan Bitiş Tarihi
Fiili Başlangıç Tarihi
Fiili Bitiş Tarihi
Silme Tarihi
İşlem Tarihi

Yukarıda listelenen sütun maddeleri tercihe göre seçilerek kaydedilir. 

 Filtreleme, uygulamada belirli kriterlere göre verileri listelemek için kullanılır. Kullanıcıya yalnızca ilgili veya uygun verileri sunmaya yardımcı olur. 

Filtreleme sayfasında Tarih Aralığı, Geciken Tarih Durumu, Yetki Durumu, Proje Tipi, Proje Üyesi, Proje Üyesi Durumu, Parametreler, Seçenekler, Aylık Durum, Bağlantı, Aşama, Durum alanları seçilerek filtreleme yapılır.
Sıralama; Proje Adı, Proje Kodu, Kategorisi, Aşama, Durumu, Proje Kalan Gün, Eklenme Tarihi seçilerek sıralama yapılır. 

Log kayıtları ekranında  farklı filtreleme alanları mevcuttur. 

Filtreleme sayfasında Kullanıcı, Kayıt Başlığı ve İlgili seçilerek filtreleme yapılır. 

Project registration is defined on this screen.

To add a project record, select Customer and Related Product. Project Scope, Project Code, Project Type, Planned Start Date, Planned VEnd Date, Actual Start Date, Actual End Date, Percentage of Completion, Audit Required and Description information are entered. After all operations are completed, click the Save button to save it.

This is the screen where the project summary is displayed.

The project summary card includes Project Information, Project Members, and Product information.

This is the screen where the project record is edited.

On the project record screen, Relevant Customer, Related Product, Project Name, Project Scope, Project Code, Project Type, Planned Start Date, Planned End Date, Percentage of Completion, Description information are edited. After all operations are completed, they are saved by pressing the Save button.

This is the screen where the members attending the meeting are displayed.

Members and representatives are displayed on the Members screen. Staff and customers are added by pressing the Add Personnel and Add Customer buttons. When adding Personnel or Customers, the Company and its Participants are selected.

This is the screen where project items are displayed.

The product list is displayed on the Items screen. The product list table contains Product Information, Unit Price, Discount, VAT, Quantity, Total Amount information. By pressing the Add New button, the product is added and the products are listed.

This is the screen where the categories are displayed.

Categories are selected and saved according to preference.

Parameters are added as 1-2-3 depending on the project.

This is the screen where actions are displayed.

On the Actions screen, Sequence, Code, Action Definition, and Action Type information are displayed in a table.

Content Management; It is divided into two: Product Contents and Documentation Contents.

Product Contents

Depending on the project, products and product content are added.

Documentation Contents

Documentation content is managed by adding a Category to the documentation content. Content is added by pressing the Add New Content button.

Capacity Planning; It is divided into two: Attendance Control and Personnel Permissions.

Attendance Check

The staff's attendance checklist is included as a monthly schedule.

Personnel Leaves

On the personnel permissions screen, Personnel, Form Number / Leave Type, Start and End information are displayed in a table.

Budget and Costs; It is divided into eight parts: Budget Summary, Budget Settings, Personnel Activity Costs, Commissions, Expenses, Travels, Invoices, Payment Plan.

Budget Summary

The Budget Summary page includes Project cost and subject information.

Budget Settings

Estimated Exit Period, Use in Budget Summary and Exchange Rate information are set on the Budget Settings screen.

Personnel Activity Costs

Activities and Budget / Cost Analysis information is calculated by entering time information on the Personnel Activity Costs screen.

Commissions

On the Commissions screen, the customer is selected and Commission Base and Commission Type information is entered.

Expenses

On the All expenses screen, Personnel Name, Form Code, Description, Date, Amount, Amount, VAT, Total information are listed in a table.

Travels

On the Travels screen, Responsible, Travel Code, Subject / Description, Travel Information, Start Date, End Date, Planned Budget, Actual Budget information are presented in a table. A trip is added from the travel application by pressing the Add New Trip button.

Bills

On the Invoices screen, Direction, Customer, Invoice Number, Description, Price / VAT, Total Amount, Date, Payment Status information are displayed in a tabular form.

Payment Plan

The payment plan is selected and saved.

Progress report; It is divided into two: Detailed Status Report and Phased Status Report.

Detailed Status Report

On the Detailed Status Report screen, No., Actual Activities, Deviations, Planned Activities, Expected Decisions, Result, Transaction Information and Status information are presented in tabular form. A detailed status report is added by pressing the Add New button.

Progressive Status Report

On the Progressive Status Report screen, No., Calendar, Scope, Quality, Cost, Month, Transaction Information and Status information are displayed in tabular form. A progressive status report is added by pressing the Add New button.

This is the screen where the communication plan is displayed.

On the Communication Plan screen, Title, Type, Period, Method, Contact Persons and Transaction Information are presented in a tabular form. The Communication Plan is added by pressing the Add New button.

The closed checklist includes detailed information on Project Performance, Closing Activities and Results. Editing is done by pressing the edit bar.

The Lessons Learned screen includes Incident and Suggestion information. By pressing the add new button, a newly learned lesson record is created.

On the Feedback screen, Number, Contact Person, Feedback, Request and Transaction Information are displayed in a tabular form. Feedback is added by pressing the add new button.

On the Risk and Problem Management screen, Title, Priority Type, Status, Category, Action and Creator information are listed in a table. A new Risk and problem management record is created by pressing the Add New button.

On the Requirements Information screen, Title, Status, Priority, Quantity, Creator information are listed in a table. A new requirement list is added by pressing the Add New button.

The Validation screen includes Validation Party and Standard Operating Procedure information.

The Stages screen includes Stage, Date, Stage Change Date information.

This is the screen where the customer's other projects are displayed.

On the Customer's Other Projects screen, Project Code, Customer Information, Project Information, Connected Product, Members, Transaction, Number of Tasks, Duration, Recording Date, Actual Start Date, Actual End Date information are listed in a table.

Goreler; The list is divided into four: Calendar, Kanban and Priority Order.

List

On the Tasks screen, Index, No, Task Description, Contact Persons, Stage, Progress, Duration, Connection, Recording Date, Transaction Date information are listed in a table. It is saved by pressing the Add New Task button. The top menu contains Calendar, Timeline and Agenda information.

Calendar

Task tracking can be easily done by processing daily, weekly and monthly tasks on the calendar screen.

timeline

The Timeline page includes a daily timeline.

agenda

The Agenda page is used by entering Date, Time and Event information.

Kanban

Kanban is a visual management method used to manage business processes and workflow. The Kanban page includes the stages of the task: Postponed, Pending, In Process, Testing, Completed, Canceled.

Quests (Open)

On the Tasks screen, Index, No, Task Description, Contact Persons, Stage, Progress, Duration, Connection, Registration Date, Transaction Date information are listed in a table.

On the log records screen, User Name, Description, Transaction Status and Date information are listed in a table.

Settings are customized by selecting the settings to be used according to the company's preference from the General Settings menu.

The color of the application is saved by selecting the preferred color.

The application can be separated according to my companies.

Default Company is selected (Verisay) / All records are saved to the default company.

If the company has more than one branch, division by branch is used.

The product list is managed using the Project Items feature.

The stage of the project is determined in two items.

-Status Feature is available.

-Deadline Date can be entered according to Stage.

Projects can be separated according to Customer Representatives.

-Enables each representative to see their own customers' projects.

Projects can be separated by Sales Representatives.

-Enables each representative to see their own customers' projects.

These are customer projects

-Allows you to add customer information to the project.

Role definition is used.

-Enables role definition to project members.

Project Components are authorized on a Role Basis.

Using the Category Feature, projects can be managed by dividing them into categories.

Parsing can be done using the Lists feature.

The estimated completion date is determined from the relevant tasks and additional time may be given.

Business processes and workflow are easily managed using Kanban Connection.

Visuals that are useful in loading and planning are used using the Gantt Feature.

Features that can help classify can be added using the Parameter Feature.

The default order of records can be selected as Project Name, Project Code, Category, Stage, Status, Project Remaining Days, Added Date.

Project Components

Budget and cost can be easily managed using the Budget and Cost Feature.

Using the Detailed Status Report Feature, Actual Activities, Deviations, Planned Activities, Expected Decisions, Result, Process Information, Status information can be easily tracked.

Calendar, Scope, Quality, Cost, Month, Transaction Information can be easily tracked using the Progressive Status Report Feature.

Monthly Status can be filtered in the Progressive Status Report.

Using the Communication Plan Feature, people or institutions to be contacted can be listed.

Project closing activities can be added using the Closing Checklist Feature.

In the Audit Feature, the audit phase of the project is determined by preparing audit problems.

Capacity Planning can be done.

By using Personnel Leave Link, the personnel leave management process becomes easier.

Staff attendance is checked using the Personnel Attendance Control Link.

Using the Lessons Learned Feature, it is determined whether the lesson is positive, negative or can be improved.

Creator information is tracked.

Project evaluation is done using the Feedback Feature.

By using Risk and Problem Management, hazards that may arise in the project can be prevented.

Deficiencies are easily completed by using the Needs List Feature.

Validation Feature Available.

Using the Survey Feature, the project is evaluated according to the survey results.

Event planning is done using the Event Feature.

Customer's Other Projects Multiple project management processes become easier by using the feature.

The product management process becomes easier by using the Project-Product relationship.

By using the Content Management feature, the project content management process becomes easier.

Actions feature can be used.

Budget and Cost Settings

Working Time Deviation % can be determined.

Project cost and commission type are entered using the commission feature.

Budget management becomes easier by using the expense feature.

Locations required for the project using the travel feature

Payments are managed using the invoice feature.

Payments are managed over time using the payment plan feature.

Budget management is done using the cost feature.

It allows cost calculation according to project members.

Default hourly activity cost can be set.

Definitions are created for project stages. These phase definitions make it easier to track the project by showing what stage the project is in.

Example stages: Pending, In Process, Completed. It is cancelled

The Phase Definitions screen lists the Color, Phase Name, and properties.

A phase is added by pressing the Add New Phase button.

To add a phase definition, Phase Information and Phase Options information is entered. After all operations are completed, they are saved by pressing the Save button. The stage is edited by pressing on the added stage.

-General Information

Stage Name, Description, Sequence and Stage Options are arranged on the General Information screen.

-Stage Color

A color that represents the stage is chosen. Color lists representing the stages allow the records to be easily separated according to their stage and status.

-User Authorizations

User ; The authority to see the records at this stage, receive notifications, and change the stage is given optionally.

Authorized Users

Name and Surname information of authorized users are listed on the Authorized Users screen. Stage authorizations are arranged by clicking on the authorized user.

-Editing Stage Authorizations

To regulate stage authorizations, authorization is given to the authorized user at each stage. After all operations are completed, they are saved by pressing the Save button.

Status definitions can be created under stages.

Example Cases:

• Those who are waiting
  • Not filled
  • 1. Chief Approval
  • 2. Chief Approval
• Completed
  • Waiting for approval
  • Approved

The status of the project stages can be easily seen. Editing can be done step by step.

A status is added by pressing the Add New Status button.

To add a status, the General Information page opens. A new status is defined by adding Stage, Status Title, Description, and Sequence information. The status is edited by pressing on the added status.

-General Information

Stage, Status Title, Description and Sequence information are arranged on the general information screen.

-Status Color

A color that represents the situation is chosen. Color lists representing the status allow the records to be easily separated according to their stage and status.

-User Authorizations

​User; can see the records in this status , receive notifications, and make status changes. These powers are given optionally.

Authorized Users

Name and Surname information of authorized users are listed on the Authorized Users screen. Stage authorizations are arranged by clicking on the authorized user.

-Edit Status Authorizations

Authorization is granted to the authorized user at each stage to edit status authorizations. After all operations are completed, they are saved by pressing the Save button.

This is the screen where project categories are displayed.

On the Project Categories screen, No and Title information are listed in a table.

A category is added by pressing the Add New button.

To add a new Category, Category Name and Order information is entered.

Definitions; It is divided into eleven groups: Role Definitions, Project Types, Payment Types, Communication Plan Type, Period, Method, Closing Activities, Audit Questions, Risk and Problem Categories, Standard Operating Procedures (SOP), and Personnel Wages.

Role Descriptions

On the Role Definitions screen, Sequence, Role Definitions, Edit information are listed in a table.

The role definition is added by pressing the Add New button.

To add a role definition, Role Definition and Sequence information is entered. Delegated Project Components are selected by preference and granted delegated authority.

Project Types

Project Types Number, Title, Edit information are listed in a table.

Project types are added by pressing the Add New button.

Title information is entered to add a project type.

Payment Types

Payment Types Number, Title, Edit information are listed in a table.

The payment type is added by pressing the Add New button.

Header information is entered to add payment type.

Communication Plan Type

On the Communication Plan Type screen, Number, Title and Edit information are listed in a table.

The communication plan type is added by pressing the Add New button.

Header information is entered to add the Communication Plan Type.

Period

On the Period screen, No, Title and Edit information are listed in a table.

Period information is added by pressing the Add New button.

Title is entered to add period information.

Method

On the Method screen, No., Title and Edit information are listed in a table.

The Method is added by pressing the Add New button.

To add a method, Header information is entered.

Closing Activities

On the Closing Activities screen, No., Title, Type and Edit information are listed in a table.

Closing activities are entered by pressing the Add New button.

To add Closing Activities, Title and Type information is entered.

Risk and Problem Categories

On the Risk and Problem Categories screen, No, Title and Edit information are listed in a table.

Risk and problem category information is added by pressing the Add New button.

Title information is entered to add Risk and Category.

Standard Operating Procedures (SOP)

On the Standard Operating Procedures (SOP) page, No., Title, Edit information are listed in a table.

Standard Operating Procedures information is entered by pressing the Add New button.

Header information is entered to enter the Standard Operating Procedures header.

Staff Wages

It is saved by entering Name and Surname, Daily, Hourly and Currency information on the Personnel Wages screen.

Action Settings; Action Types are divided into two: Action Definitions.

Action Types

On the Action Types screen, the information is listed in a table on the Title and Color pages.

Action Type is added by pressing the Add New button.

To add Action Type, Title and Color information is entered. After all operations are completed, they are saved by pressing the Save button.

Action Definitions

On the Action Definitions screen, Sequence, Code, Action Definition, Action Type, Edit information are listed in a table.

Action Definition is entered by pressing the Add New button.

To add an Action Definition, enter the Type, to add an Action Definition, enter the Code, Title, and Description information. After all operations are completed, they are saved by pressing the Save button.

The authority of the project components is displayed.

On the Project Components Authorization screen, No., Component Name, Number of Authorities information are listed in a table.

On the Project Parameters screen, No, Parameter Name, Keyword, Data Type information are listed in a table.

Parameter information is entered by pressing the add new button.

To add a parameter, Parameter Name, Keyword, Sequence, Data Type information is added.

Automatic Numbering ensures that a certain field automatically increases with each new record.

Fill in the Prefix and Suffix fields as desired or leave them blank.

Give an initial value to the Automatically Increased Number field. For example, if you give 1000, the following numbers will go like 1000, 1001, 1002...

Once the value is entered, an informational preview is shown on the right.

Having certain authorities in the company is an important element that increases organizational efficiency and workflow. Delegation ensures a clear distribution of tasks and responsibilities.

On the Authorized Users screen, users are registered by giving them the necessary authorizations.