Project Gate System Manual

The system was developed to facilitate communication and project control between directors, managers, clients, and auditors. Each user has access to specific functionalities based on their role in the project.

• Director: Complete system access and strategic company overview
• Project Manager: Operational management of projects and teams
• Client: Monitoring of contracted projects
• Administrator: System configuration and maintenance
• Auditor: Reports and data analysis for auditing

• Customized dashboard by user type
• Complete project and task management
• Integrated messaging system
• Advanced reports with interactive charts
• Schedule and deadline control
• Budget and request management
• Audit system and security logs

The director's dashboard offers a complete view of the company with essential metrics:

• Total active and completed projects
• Number of users by category
• Manager team performance
• Average project progress
• Temporal evolution charts
• Project distribution by status

As a director, you can view and manage all company projects:

• Access the "Projects" section in the sidebar menu
• View the complete list of projects with filters
• Click on any project to see details
• Use the "Manage" button to make changes (if necessary)
• Monitor progress through status charts

Complete control over users and permissions:

• Access "Users" in the sidebar menu
• View all registered users
• Filter by company, role, or status
• Add new users or edit existing ones
• Manage permissions and access

Access to advanced reports for decision making:

• Performance Report: productivity metrics
• Budget Report: financial analysis
• Time Report: deadline compliance
• Overview: consolidated dashboard

Your dashboard focuses on daily operational management:

• Projects under your responsibility
• Pending tasks and critical deadlines
• Current project progress
• Recent team activities
• Upcoming important milestones

How to create a new project in the system:

• Access "Projects" and click on "New Project"
• Fill in basic information (name, description, address)
• Set expected start and end dates
• Select the responsible client
• Configure the initial status (usually "Planning")
• Add a detailed scope description
• Save the project to start working

How to manage tasks within projects:

• Enter the desired project
• Access the "Tasks" tab or use the "Tasks" menu
• Click on "New Task" to create
• Fill in title, description, and deadline
• Assign the task to a team member
• Set the status (Pending, In Progress, Completed)
• Track progress and update as needed

Integrated messaging system for efficient communication:

• Access "Messages" in the sidebar menu
• Select the client or project from the list
• Type your message in the text area
• Attach files if necessary (photos, documents)
• Send the message and wait for a response
• View conversation history by project

Your dashboard provides a clear view of your projects:

• Active contracted projects
• Average project progress
• Budgets pending approval
• Recent project activities
• Upcoming planned stages

How to monitor the progress of your projects:

• Access "Projects" to see your list
• Click on a project to see details
• Check current progress in the status bar
• Consult completed and pending stages
• View photos and construction updates
• Track planned vs. actual schedule

Direct communication with the project team:

• Enter "Messages" in the menu
• Select the project or responsible manager
• Type your questions or comments
• Send photos or documents when necessary
• Receive notifications of new messages
• Maintain history of all communication

How to review and approve budget requests:

• Check notifications for new budgets
• Access the pending budgets section
• Review request details
• Analyze costs and justifications
• Approve or request clarification
• Track status after your decision

Integrated communication between all system users:

• Conversations organized by project
• Complete communication history
• File and image attachments
• Real-time notifications
• Search for old messages
• Message read status

Visualization of deadlines and important milestones:

• Visual project calendar
• Highlighted important milestones
• Individual task deadlines
• Integration with main project
• Upcoming deadline alerts
• Schedule change history

Personal account management in the system:

• Access "Profile" in the user menu
• Update personal information
• Change profile photo if necessary
• Configure notification preferences
• Change access password
• Set time zone and language

Strategic decision-making process:

1. Login to the system
2. Executive dashboard analysis
3. Review of key metrics
4. Strategic reports analysis
5. Data-based decision making
6. Communication with team when necessary

Operational project management routine:

1. Check pending tasks
2. Update project progress
3. Communication with team and clients
4. Create new tasks as needed
5. Resolve impediments
6. Status reports to management

Regular project monitoring:

1. Check project updates
2. Analyze current progress
3. Communicate with manager if needed
4. Approve pending budgets
5. Provide feedback on deliverables
6. Plan next phases

The system uses multiple security layers:

• Email and password authentication
• Role-based access control (RBAC)
• Sensitive data encryption
• Audit logs for all actions
• Secure sessions with automatic timeout
• Monitoring of suspicious access attempts

Data protection through:

• Daily automatic database backup
• Replication across multiple data centers
• Versioning of important documents
• Disaster recovery plan
• Regular data integrity tests
• Compliance with data protection regulations

Available support channels:

• Technical support via ticket system
• Updated online documentation
• Training for new users
• Scheduled maintenance with prior notice
• Regular feature updates
• 24/7 monitoring of system availability