Contact person: Business Client

Phone:Show

Email:Show

Location: Coimbatore, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Below is the requirement for what we are planning to develop.

But the requirement is only the basic of what we think is achievable. So we need to connect in chat to discuss the Development.


Requirement Document – Project Management App (Frappe-only)

App Objective

Development of a lightweight, multi-tenant project management app using Frappe (without ERPNext), supporting role-based access control and basic project and task management.

1. User Roles & Permissions

1.1 Roles

Role


Description

System Admin


Has full access across the system. Can create companies and assign company admins.

Company Admin


Full access within their own company. Can manage company data and users.

Project Manager


Full control over projects. Can create and manage projects and related tasks.

Worker


Can update task status to “In Progress” or “Completed” and leave comments. Every user is a Worker by default.

Note: Each user belongs to exactly one company.

2. Data Models / DocTypes

2.1 Company

Name (required)
Address
Phone Number
Email
[System fields: created_by, created_at, etc.]

Functionality:

Only System Admins can create companies.
Company Admins can update company details and manage users within the company.

2.2 User (Managed via Frappe User DocType)

Created by the Company Admin
Automatically assigned the “Worker” role
Optional additional role: Project Manager
Must be linked to one company

2.3 Project

Name (required)
Description
Start Date
End Date
Company (Link to Company)
Project Manager (Link to User)
Project Members (Child Table: Links to Users)
Status: Select [New, In Progress, Completed]

Functionality:

Only Project Managers can create/manage projects.
A Project Manager can only manage projects of their own company.
Project Managers assign Workers to projects.

2.4 Task

Name (required)
Description
Project (Link to Project)
Assigned Worker (Link to User)
Due Date
Status: Select [New, In Progress, Completed]
Comments (via Timeline / Communication)

Functionality:

Only Project Managers can create and assign tasks.
Workers can update status (to "In Progress" or "Completed") and leave comments.

3. Workflows / Automations

3.1 User Management

Company Admin creates users → assigned the “Worker” role automatically
Optional assignment of “Project Manager” role

3.2 Status Transitions

Project status: manually managed by the Project Manager
Task status: editable by Project Managers and Workers according to role permissions

4. Reports

4.1 Project Overview

List of all projects per company
Includes Project Manager, status, start/end dates

4.2 Task Overview per Project

All tasks under a selected project, showing:
Name, status, assigned worker, due date
Visual Highlight (e.g. red): if task is overdue and not marked completed

4.3 Open Tasks per Worker

(Optional) Report listing all open tasks assigned to each worker

5. Additional Notes / Suggestions

Multi-Tenancy: The app must enforce strict company-based data isolation.
Visual Highlighting in Reports: Use custom reports or server-side HTML reports to show overdue tasks.
Email Notifications (optional later): For task assignments or overdue alerts.
Field Validation: Ensure all project/task assignments stay within the same company context." (client-provided description)