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Projects Page Specification

The document outlines the specifications for a Projects page designed to manage Property Development Projects and their sub-projects, including features like a search bar, project addition, filtering options, and tabbed views for project statuses. It details the information required for projects and sub-projects, including investor data, financial targets, and product management functionalities, along with action buttons for editing, archiving, and deleting. Additionally, it specifies the structure for activities and transfers related to products, ensuring comprehensive tracking and management capabilities.

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mckienzie12
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2 views3 pages

Projects Page Specification

The document outlines the specifications for a Projects page designed to manage Property Development Projects and their sub-projects, including features like a search bar, project addition, filtering options, and tabbed views for project statuses. It details the information required for projects and sub-projects, including investor data, financial targets, and product management functionalities, along with action buttons for editing, archiving, and deleting. Additionally, it specifies the structure for activities and transfers related to products, ensuring comprehensive tracking and management capabilities.

Uploaded by

mckienzie12
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Projects Page Specification

Purpose
Provide a unified, intuitive interface for managing Property Development Projects,
Sub-projects and their associated Products, this includes the handling of activities
and Transfers.

Layout & Components


Projects page should contain:
- Search Bar
- Add new project button
1. When adding a new project we only have 3 pieces of information: name,
type and image (optional)
- Filter function: to filter by site/portfolio, active/inactive, and
archived/unarchived
- Under this we need 3 tabs: ‘All’, ‘Inactive’, ‘Archived’
- Amount repaid per tranche and per project
- Option to move from card to table view
1. When on table view: ability to sort by header – header names will be
Project name, project type, Number of investors, total raised amount,
total number of subproducts, total number of products
2. Also the filter should be able to work on the table view as well – so they
should be able to only see any combination of active/inactive and
archived
Once you enter the project:
- Once opened you should have the project information on the top with the
following:
1. Project name, Project Type, Number of Investors and Total raised amount
- You also need 3 buttons here:
1. Edit: Only names and images can be edited
2. Close
3. Archive
4. Delete
Next section below is the Sub-project:
- This contains a group of products we will offer in one fundraising round and
need the following fields:
1. Subproject name
2. Start date and end date (calendar picker)
3. Total number of investors
4. Total amount raised
5. Target amount *NOTE: here we want to show this as a loading bar
of iii / iv
6. Tax deduction
7. Status (Active, Inactive, Planning stage, Onsight, Practical completion,
Sales, Repaid)
8. Annual Rate Increases (if applicable): configure years & percentages
- For each selected Sub-project we will have a table view of all the products
available, here is where we store all the individual products that are on offer
for all the investors. In each subproject there will be 4 tabs:

1. Products tab - in this tab you should also have an add new product
button. Fields to make new product:
 Product name
 Start date and end date (calendar picker)
 Target amount
 Tax deduction
 Status (Active, Inactive, Planning stage, Onsight, Practical
completion, Sales, Repaid)
 Annual Rate Increases (if applicable): configure years &
percentages
 Compounded or non-compounded
 ISA or Non-ISA
 Payment type: Growth or Income
 If Income then Payment cycle: how often they get paid in
months
 Return rate
 Variable rate (optional)
 Comments section

Table should have sort functions on the headers and a filter button to filter
out by name, date, compounded or not, isa or not, income or growth,
variable or not, or status.

Table should also have 4 action buttons: edit, close/archive or delete

Once you click the product name then another pop up should show the
following information:
I. Product name
II. Start date and end date (calendar picker)
III. Total number of investors
IV. Total amount raised
V. Target amount *NOTE: here we want to show this as a loading bar
of iii / iv
VI. Tax deduction
VII. Status (Active, Inactive, Planning stage, Onsight, Practical completion,
Sales, Repaid)
VIII. Annual Rate Increases (if applicable): configure years & percentages
IX. Status

The 4 action buttons should be on the top right and also a table underneath
showing the list of investors that have invested in the field.

2. Activities tab; the information recorded here includes:


 Changes made by: username, date and time stamp
 Product name
 Action: editing product, closing, archiving, transfers
3. Transfers tab (both from and to this product); the information recorded
here includes:
 Investor name
 Product Transferred from
 Product Transferred to
 Date and time stamp of transfer
 Transferred amount (to be put in manually)
 Contract status

4. Archived / Closed:

Shows all the products that are closed.

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