Next PMS - IT Project Management System

A comprehensive project management system built on the Frappe Framework, designed for IT services companies. Inspired by Zoho Sprints. Sprint-based tracking, a built-in timer, attendance, weekly capacity planning, a meeting calendar, a client portal, automated reporting, and a leave-adjusted team Performance Score with frozen monthly snapshots.

Documentation

📖 Hosted docs: next-pms-docs.docs.enfonoerp.com — illustrated user & admin guide plus developer reference.

Doc	Audience	Where
Docs site	Everyone	next-pms-docs.docs.enfonoerp.com — guide (with screenshots/GIFs) + auto-generated dev reference
User & Admin Guide	End users / admins	Hosted at /pms-guide on any site with the app installed (source: next_pms/www/pms-guide.html)
Developer Docs	Engineers	docs/DEVELOPER.md — architecture, API, metrics engine, deploy runbook, roadmap
Permissions	Admins	PERMISSIONS.md — roles and per-user feature access
Contributing	Contributors	CONTRIBUTING.md

Features

Project Management

• Project creation with budget tracking, team management, and client settings
• Sprint-based workflow (Planning → Active → Completed)
• Task management with Kanban board (Backlog → To Do → In Progress → In Review → Done)
• Gantt chart visualization with drag-to-reschedule
• Sprint backlog planning with drag-and-drop

Time Tracking

• One-click timer start/stop on any task
• Live elapsed time display with localStorage persistence
• Automatic cost calculation based on hourly rates
• Timer running alerts (4+ hours)
• Keyboard shortcut: Press T to toggle timer

Budget & Cost Management

• Automatic cost calculation: task cost = actual hours x hourly rate
• Project budget tracking with utilization percentage
• Budget alerts at 80%+ utilization
• Cost breakdown by team member, task type, and sprint
• Budget forecast based on burn rate

Client Portal

• Token-based access (no ERPNext login required)
• Project progress overview, sprint status, task list
• View-only timeline
• Client can post comments on tasks
• No internal cost/budget data exposed
• Mobile responsive

Real-time Updates

• Live Kanban board updates via Socket.io
• Task assignment notifications
• Budget alert notifications
• Client comment notifications
• Timer reminders

Reports & Analytics

• Project dashboard with task status breakdown
• Budget utilization reports
• Team workload and utilization view
• Cost per developer analysis
• Sprint progress tracking

Tech Stack

• Backend: Python 3, Frappe Framework v15
• Frontend: Vue 3 + Vite + Pinia
• Database: MariaDB (via Frappe ORM)
• Real-time: Frappe Socket.io
• Charts: frappe-gantt, Frappe Charts

Installation

Prerequisites

• Frappe Bench installed and configured
• ERPNext v15 (optional - Next PMS has no module dependencies)
• Node.js 18+
• Python 3.10+

Install

# Get the app
bench get-app https://github.com/your-org/next_pms.git

# Install on your site
bench --site your-site.local install-app next_pms

# Build assets
bench build --app next_pms

# Build Vue frontend
cd apps/next_pms/frontend
npm install
npm run build

# Rebuild bench assets
cd ../../../
bench build --app next_pms

Create Demo Data (Optional)

bench --site your-site.local console
>>> from next_pms.setup.demo_data import create_demo_data
>>> create_demo_data()

Access Points

URL	Description
/next-pms	Vue 3 SPA (main frontend)
/app/pms-dashboard	Frappe Desk dashboard
/app/pms-project	Project list (Desk)
/app/pms-task	Task list (Desk)
/pms-portal?token=XXX	Client portal (no login needed)

DocTypes

DocType	Description
PMS Project	Projects with budget, team, client portal settings
PMS Project Member	Child table - team members with hourly rates
PMS Sprint	Sprint planning with date ranges
PMS Task	Tasks with Kanban status, cost tracking
PMS Time Log	Timer entries with duration auto-calculation
PMS Comment	Task comments with @mentions
PMS Activity Rate	Billing rates per activity
PMS Client Portal Access	Token-based client portal access

Roles

Role	Access
PMS Manager	Full CRUD on all PMS doctypes
PMS Developer	Own tasks, own time logs, read project
PMS Viewer	Read-only on assigned projects

Keyboard Shortcuts

Key	Action
T	Start/stop timer on current task
D	Mark current task as Done

API Endpoints

Endpoint	Description
next_pms.api.timer.start_timer	Start a timer for a task
next_pms.api.timer.stop_timer	Stop a running timer
next_pms.api.timer.get_running_timer	Get current user's running timer
next_pms.api.dashboard.get_project_dashboard	Project dashboard data
next_pms.api.dashboard.get_all_projects_summary	All projects overview
next_pms.api.gantt.get_gantt_data	Gantt chart data
next_pms.api.gantt.update_task_dates	Update task dates from Gantt
next_pms.api.portal.get_client_portal_data	Client portal data (guest)
next_pms.api.portal.post_client_comment	Client comment (guest)
next_pms.api.budget.recalculate_project_budget	Force budget recalculation
next_pms.api.budget.get_budget_forecast	Budget forecast
next_pms.api.budget.get_cost_breakdown	Detailed cost breakdown
next_pms.api.notifications.get_notifications	Get unread notifications

Development

Frontend Development

cd apps/next_pms/frontend
npm install
npm run dev   # Starts Vite dev server on port 8081

Build for Production

cd apps/next_pms/frontend
npm run build
cd ../../../
bench build --app next_pms

Contributing

Contributions welcome — see CONTRIBUTING.md for setup, conventions and the test/build workflow.

License

MIT © EFTPMS (Enfono Technologies)