Project Management

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).