Worksuite SAAS

Project Management System (Laravel - 7)

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Description

Worksuite is a project management software written in Laravel 5.4 (PHP Framework) which is specifically developed for freelancers and SMEs (Small/Medium sized enterprises). You can manage your company's daily work, your employee's tasks, keep a track on project's progress and much more. It is designed with latest security and code standards.

Server Requirements

The Server needs to meet the following requirement to the application.
 
  1. PHP >= 7.2.5
  2. OpenSSL PHP Extension
  3. PDO PHP Extension
  4. Mbstring PHP Extension
  5. Tokenizer PHP Extension
  6. XML PHP Extension
  7. GD PHP Extension
  8. Fileinfo PHP Extension

Installation

WATCH INSTALLATION VIDEO

https://www.youtube.com/watch?v=vtANWD_1fok

 

Pre-installation Requirements:
 
File System Permissions
 
To be able to start the installation at all, you must set appropriate permissions for storage folder and it's subfolders. So, the very first thing to do is to set permissions to 777 for storage folder, all its subfolders.
 
After setting the permissions you are ready to proceed to the installation.
 
After downloading the ZIP archive, and uploading it to your server, the first thing you have to do is to create the database where system tables will be created. Let's say, you create the database called pms.

Step 1 - Welcome Screen

After creating the database next step is accessing the application URL from a browser. One thing you need to know is that Laravel is designed to allow HTTP access to the application from your public folder only. This means that this application will be available at yourdomain.com/public. It is good enough for installation and development purposes, however, for production, you will probably want to have your application available at yourdomain.com. In next section, I will show you how you can accomplish that.

Note: If you see any error check that you should have .env file at your root location.

To open the installer. Visit 

yourdomain.com/public/install
 
Now the installer will show up.The First screen will be Welcome Screen
 
Note: If you are not able to access the website by accessing yourdomain.com/public/install, but you are able to access it via yourdomain.com/public/index.php/install, this means that you probably don't have Apache mod_rewrite installed and enabled.

 

Step 2 - Database/Environment Setting

On step 2 you have to fill in your database credentials 

Step 3: System Requirements

After clicking on "Next" button, you will be redirected to System  Requirements step during the installation wizard, System Requirements.

Step 4 - Directory Permissions

After successfully enabling and installing all required PHP extensions, next step is to set the appropriate permissions for some system folders. All directories listed on step 4 has to be writable by the application, as it is displayed on the following picture.
 
 

Step 5: Exit

The last step is exit step.

Now You are ready to go.
 
Login details are
 
Super Admin

Email: superadmin@example.com

Password:123456

                
Admin

Email: admin@example.com

Password:123456


Employee

Email: employee@example.com

Password:123456


Client

Email: client@example.com

Password:123456

 

Configuration

 

Step 1 - Setup email settings

Setup your email configuration in superadmin email settings.

 

 

Step 2 - Setup payment settings

Setup your payment settings for the package purchase.

 

 

Step 3 - Set GOOGLE RECAPTCHA KEY (v2)

Add google recaptcha key in superadmin global settings.

 

Admin Panel

Dashboard

Admin dashboard shows important information about your projects, payments, clients and employees.

 

Clients

This section shows you the list of all your clients. You can see the details related to the client by click on the client name.

 

Employees

This section shows the list of all employees in your company. You can see the details related to the employee by click on the employee name. You can also change the roles of the users from this table.

 

Atttendance

This section allows you to mark and track the attendance of your employees.

 

Projects

It shows the list of projects your company is working on. You can view the details by clicking on project name.

 

Task Calendar

It shows all the tasks which you have assigned to your employees on a calendar according to their due dates.

 

Estimates

You can generate estimates/quotations for your clients. The estimate will be visible to client in their panel.

 

Invoices

It shows the list of all invoices which you have generated for your clients.

 

Payments

It shows the list of all payments made by your clients.

 

Expenses

You can manage the expenses made by you and your employees.

 

Events

It shows the list of events.

 

Time Logs

It shows the time logged by your employees on which they are working. you can filter the results by date range and for a particular project.

 

Tasks

It shows the list of all the tasks which you created for your employees. You can filter the results by date range and for a particular project.

 

Tickets

You can create or update the tickets submitted by the users.

 

Notice Board

These are the notices which you can publish for your employees.

 

Sticky Notes

These are the personal notes which will not be seen by any other user.

 

Reports

Task Report

You can view the report for your completed and incomplete tasks.

 

Time Log Report

It shows the report for no of hours logged according to the dates.

 

Finance Report

It shows the date wise earning you have earned. It gets the amount from paid invoices and shows the amount in your base currency (can be changed in settings).

 

Income vs Expense Report

It shows the the report for the income vs expenses you have made for the duration you choose.

 

Settings

Account Settings

You can manage the basic settings about your organisation here.

 

Email Settings

You can set your email preferences for your clients and employees.

 

Currency Settings

You can add/delete the currencies in which you can receive the payments from the client.

 

Theme Settings

You can change the look of the all the panels as per your choice from the theme settings section.

 

Ticket Settings

Set the settings related to support tickets.

 

Attendance Settings

Set the settings related to employee attendance.

 

Roles & Permissions Settings

Create roles and assign permissions for users.

Employee Panel

Dashboard

Employee dashboard shows important information about employee's projects, tasks, and time logs.

 

Attendance

Employee dashboard shows his attendance details for a date range.

 

Projects

It shows the list of projects on which employee is working on. An employee can view the details by clicking on the project name.

 

Tickets

View tickets assigned to employees.

 

Task Calendar

It shows all the tasks which an employee has been assigned on a calendar according to their due dates.

 

Messages

Employees can chat with their other team members.

 

Sticky Notes

These are the personal notes which will not be seen by any other user.
 
 
 

Notices

It shows the list of all notices which are published by admin for the team.

Client Panel

Dashboard

Client dashboard shows important information about client projects, issues, and payments.

 

Projects

It shows the list of client's projects.

 

Tickets

It shows list of tickets requested by client.

 

Invoices

It shows the list of invoices which are paid or unpaid by the client.

 

Estimates

It shows the list of estimates which were sent to the client.

 

Issues

These are the list of issues which are reported by the client for his projects.

 

Sticky Note

Clients can create their personal notes.

Language Translation

You can change the translations if required using the translation manager.

Step 1

Visit yourdomain.com/translations.

 

Step 2

Your all translations are arranged in groups. Choose a group from dropdown to change the translations.
You will a see list of translations for each language for every group you select.

 

Step 3

1. Now to change the translation string click on the string and you will see a popup to change it.
2. Change the string and click on blue check button.
3. Similarly do it for all strings you want to change.

 

Step 4

Now just click on the Publish translations button on top to apply the changes.

Demo

Demo Login details are
 
Super Admin

Email: superadmin@example.com

Password:123456

                
Admin

Email: admin@example.com

Password:123456


Employee

Email: employee@example.com

Password:123456


Client

Email: client@example.com

Password:123456
 

Update Instructions

To update to new version of the worksuite follow these steps in sequence.

  1. Take back up of your files and database before updating.
  2. Replace all the files and folders except the .env, public/storage
  3. After replacing the files go to this link http://www.yourdomain.com/update-database
  4. You should see a database update success message.
  5. Login to see the new version.

Stripe Settings

  1. Create plans on stripe and set recurring payments and then put that plan id in packages table.
  2. Create a webhook for eaxmple "www.example.com/save-invoices" on stripe.
  3. Domain can be anything but "/save-invoices" is important.
  4. Select event "invoice.payment_failed" and "invoice.payment_succeeded" while creating webhook.

Update the values in .env file for following

STRIPE_KEY=
STRIPE_SECRET=
STRIPE_WEBHOOK_SECRET=

Social Login

  1. Create plans on stripe and set recurring payments and then put that plan id in packages table.
  2. Create a webhook for eaxmple "www.example.com/save-invoices" on stripe.
  3. Domain can be anything but "/save-invoices" is important.
  4. Select event "invoice.payment_failed" and "invoice.payment_succeeded" while creating webhook.

Update the values in .env file for following

STRIPE_KEY=
STRIPE_SECRET=
STRIPE_WEBHOOK_SECRET=