Overview:
The project involved developing a solution using PowerApps application with Data Verse for an IT company . The client uses the solution for Project management of their farm. This project enabled them to track all the projects with associated members in their organization
Client details:
Name: Confidential | Industry: IT | Location: US
Technologies:
Dataverse, PowerApps (Canvas Apps),
Project Description:
Traditionally project management has been a time-consuming and error-prone process for client. Paper-based or spreadsheet methods often lead to inefficiencies, time consuming, limited visibility and control, Data inconsistency and inaccuracy. Recognizing these challenges, client sought a solution that could streamline the project management process and provide real-time insights into projects, clients, and assigned employees. This project was developed using data verse as data source and also consists of 1:N and N:1 relation between different tables.
What is Project Management?
A project management is a record of the projects, tasks, assigned employees, project details.
It facilitates project monitoring and management by acting as a tool for project tracking and management. The following are some noteworthy aspects of the project’s success:
Sample and Design :
Project Management Home screen
Steps
Create a Tables in data verse
- Go to data verse -> choose Account table.
- Go to add records -> add account name and create a contact specific to that account.
- To define project team members we use user table.
- Create a table, Name-> Project, add column Cost (currency), start date(date type), End date(date type), add image column.
- Now relate project table with Account table as Many : One . For that create a column client with data type as lookup, Account table as related table.
- Save the Table.
- Create another table, Name-> Project Task, add column priority as choice column and add choices as P1, P2, P3.
- Add column task status as choice column and add choices New, Open, and closed.
- Add column Assigned to with data type as lookup and related table user table.
- Add column project with data type as lookup relate with Project table.
Note-> Project column of project task is related to project table as Many : One.
- Go to relationship
- Create a relationship many to many with project and user.
Create App
- Go to make.powerapps
- Create an app (Blank app) with a name
- Go to data, add tables, Accounts, Projects, Users and Project task
- To list out all the projects
- Add a gallery to screen (Vertical gallery) and connects to the table Projects
- To insert projects in project table, insert edit form, connect to projects table.
- Edit fields-> add, cost, image, client, start date, end date.
- To allow users to submit the data they have entered in thr form add check icon and in Onselect = SubmitForm(“FormName”)
- Adjust columns in project gallery as per required.
- Set Item property of project details form to galProject.selected.
- In TemplateFill of galProject add If(ThisItem.IsSelected, RGBA(230, 230, 230, 1), RGBA(0, 0,
0, 0).
To show accounts based on projects
- Add a gallery.
- Add combobox to Client gallery and in ItemProperrty add Account table
- For default property of combobox add default = galProjects.Selected.Client. AccountName.
- As it is a dropdown so users may change, so to submit that info Add a button and onSelect of this Patch(Projects,galProjects.selected, {Client:drpClient.selected}).
- A project is related to project task in One: Many relationships data in App.
- Now we would have to list out all the project tasks related to projects in a gallery control and provide ability to users to add or update project task information and for that leverage a form control.
- Add gallery to project task related to project.
- Set Items Property -> galProjects.selected.ProjectTask.
- Add edit form connects those to Project Task table.
- Edit Fields-> Assigned to, Priority, Project, Task Status.
- In this form Project column is a lookup column, As we already had project.Selected made, so default the selected project. To do it select Project Data card-> Unlock it
- Set default-> galProjects.Selected.
- Since its value is pre-set you can hide that column. To do that select DataCard -> go to visibility and made false.
- Add a ‘+’ icon to project task and in OnSelect = NewForm(FormTask)
- Add a check icon and in OnSelect of this SubmitForm(Formtask).
- Add additional piece of metadata to project task gallery, add priority, status and assigned to.
- To connect galTask to Form control, In item property of form control add galTask.selected.
- We can also add additional tasks to project by clicking on ‘+’ icon.
- To list out Many : Many relationships scenario.
- A project can have many team members and a team member can be a part of many projects.
- To do that Insert a gallery -> change layout to title.
- In Items of Gallery galProjects.selected.users.
- Add project team members.
- Add a combobox control, In combobox go to items property and set users.
- Add a button called add, by clicking on this button it will associate selected users to the project.
- So this is Many : Many relationship.
- To leverage this Set OnSelect of this button to ForAll (cbxUsers.selectedItems, Relate(galProjects.selected, ThisRecord)
- To remove a specific user from a project in gallery control insert Trans icon and in OnSelect
-> Unrelate(galProjects, selected.Users, ThisItem).
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