The workflow for declaring budgets, scheduling phase-based tasks, and tracking equipment and personnel costs.
Declare core resources before diving into execution.
Declare the Project Name, Code, and Total Approved Budget. Equipment bookings and resource consumptions are automatically deducted.
Admins can enforce isolated encryption for specific Projects. Only members with the Vault PIN can decrypt contents, securing them even from System Admins.
Detailed explanation of project creation tools, timeline breakdown, budget allocation, and member assignment:
| UI Element / Button Name | UI Type | Purpose & Operation Details | Recommended Value / Format |
|---|---|---|---|
Create New Project | Button | Initialize new research project, configure project code, funding entity, and total budget. | Supports inviting multiple participating labs. |
Invite Project Members | Button | Add researcher emails and assign roles: Principal Investigator (PI), Secretary, Researcher. | PI has full financial budget approval privileges. |
Add Milestone | Button | Create milestone schedule linked to registered deliverables (Papers, Final Reports). | Tied to grant disbursement progress. |
Link Instrument Reservation to Project | Dropdown Selection | System automatically deducts XRD/SEM instrument usage costs directly from project grant. | Issues internal settlement statement. |
Create Project Chat Channel | Button | Initialize E2EE group chat room for dedicated project team data exchange. | Directly share raw spectrum files and notes. |
Project Budget Settlement | Button | Aggregate all chemical purchase and measurement costs to build financial reports. | Download full Excel audit spreadsheet. |
Each project has an execution team with varying permission levels.
Project Leader (LEADER) has full management control, Members (MEMBER) perform tasks, and Supervisors (SUPERVISOR) are usually Admins or advisors monitoring progress.
You can invite external members (e.g., paying clients) as Guests so they can view real-time progress without being able to edit data.
Organize work into Phases or Work Packages.
Break down the total budget and allocate specific Start/End Dates for each Phase. Establish key milestones for evaluation.
Within each phase, assign tasks to members with statuses: To Do, In Progress, Done. An intuitive Kanban board simplifies tracking.
Digitize the budget disbursement and liquidation process.
Upon completing a Phase, the Project Leader creates a payment milestone, enters the amount, and uploads valid invoices and receipts as proof.
The Lab Admin receives the request. After verifying the reports, the Admin confirms the 'Transferred' status, officially deducting it from the overall budget.
Centralized hub for all team communications and documents.
Every project includes an attached Co-Lab document. The whole team can co-edit reports simultaneously with live cursors.
A separate channel is created in the Messaging system for project members to quickly discuss tasks.