PM Project Management
Based on the latest RuoyiPlus backend architecture, 16 DOs / 15 Controllers, menu ID starting at 2500, building a digital project management and team collaboration system
1. Enhancement Positioning and Architecture
1.1 Product Positioning
RuoYiPlus PM centers around three core pillars—Full Project Lifecycle Management, Multi-Project Collaborative Scheduling, and Project Permission and Audit—to deliver enterprise-level enhancement, achieving a complete project management loop from initiation to closure.
1.2 Module Scale
| Metric | Value |
|---|---|
| Data Objects (DO) | 16 |
| Controllers | 15 |
| Menu ID Start | 2500 |
| Maven Module | yudao-module-pm |
1.3 Core Data Tables
| Table Name | Description |
|---|---|
pm_project | Project Management |
pm_task | Task Management |
pm_warning | Alert Management |
pm_cost | Cost Management |
pm_affiliated | Sub-Project Management |
pm_track_project | Project Tracking |
pm_label | Label Management |
pm_project_member | Project Members |
graph TB
subgraph "RuoYiPlus PM Enhanced Architecture"
subgraph "Project Layer"
A1[Project Initiation]
A2[Project Planning]
A3[Project Execution]
A4[Project Monitoring]
A5[Project Closure]
end
subgraph "Capability Layer"
B1[WBS Work Breakdown]
B2[Gantt Chart]
B3[Milestone Management]
B4[Resource Scheduling]
B5[Risk Management]
end
subgraph "Collaboration Layer"
C1[Task Collaboration]
C2[Timesheet Management]
C3[Document Management]
C4[Communication Collaboration]
end
subgraph "Control Layer"
D1[Project Permissions]
D2[Data Isolation]
D3[Operation Audit]
D4[Compliance Reports]
end
end
A1 --> A2
A2 --> A3
A3 --> A4
A4 --> A5
A5 --> B1
B1 --> B2
B2 --> B3
B3 --> B4
B4 --> B5
B5 --> C1
C1 --> C2
C2 --> C3
C3 --> C4
C4 --> D1
D1 --> D2
D2 --> D3
D3 --> D4
1.4 Capability Comparison
| Dimension | Yudao Native Capability | RuoYiPlus PM Enhanced |
|---|---|---|
| Project Management | Basic project information | Full lifecycle management |
| Task Management | Simple tasks | WBS decomposition + dependency relationships |
| Progress Control | None | Gantt chart + milestones + critical path |
| Resource Management | None | Resource scheduling + timesheet management |
| Risk Management | None | Risk identification + response strategies |
| Data Analysis | None | Project health score + efficiency analysis |
| Permission Control | Basic permissions | Project-level data permissions |
| Audit Compliance | Simple logs | Full-chain project audit |
2. Full Project Lifecycle Management
2.1 Lifecycle Phases
graph LR
A[Initiation Phase] --> B[Planning Phase]
B --> C[Execution Phase]
C --> D[Monitoring Phase]
D --> E[Closure Phase]
A --> A1[Requirements Analysis]
A --> A2[Feasibility Assessment]
A --> A3[Project Initiation Approval]
B --> B1[WBS Decomposition]
B --> B2[Schedule Planning]
B --> B3[Resource Planning]
B --> B4[Risk Planning]
C --> C1[Task Assignment]
C --> C2[Task Execution]
C --> C3[Timesheet Reporting]
C --> C4[Progress Reporting]
D --> D1[Progress Monitoring]
D --> D2[Deviation Analysis]
D --> D3[Change Management]
D --> D4[Risk Alert]
E --> E1[Acceptance Review]
E --> E2[Lessons Learned]
E --> E3[Project Archiving]
2.2 Project Data Permissions
The PM system implements data permission control based on projects and roles, ensuring strict isolation of project data by organizational structure.
| Permission Level | Scope | Description |
|---|---|---|
| Project Member | Participating projects | Can only view and participate in assigned projects |
| Project Manager | Responsible projects | Can manage all project data, including task assignment and progress adjustment |
| Department Manager | Department projects | Can view progress and resources of all department projects |
| PMO | All projects | Can view all project data and perform portfolio analysis |
// PM Data Permission Example
@DataPermission(scope = "project")
public class ProjectServiceImpl {
// Project managers can manage all data of their projects
// Automatically filter tasks, timesheets, documents by project
}
// Project Member Permission
@DataPermission(roles = {"project_member"})
public class TaskServiceImpl {
// Project members can only view their own tasks
// Automatically filter by task assignee
}
2.3 Project Operation Audit
All key project operations record complete audit logs, supporting project process traceability.
graph TB
subgraph "Audit Event Collection"
A1[Project Initiation]
A2[Plan Change]
A3[Task Assignment]
A4[Progress Adjustment]
A5[Milestone Change]
A6[Project Closure]
end
subgraph "Audit Processing"
B1[Change Comparison]
B2[Risk Scoring]
B3[Rule Matching]
end
subgraph "Audit Storage"
C1[Operation Logs]
C2[Change History]
C3[Blockchain Notarization]
end
A1 --> B1
A2 --> B1
A3 --> B1
A4 --> B1
A5 --> B1
A6 --> B1
B1 --> B2
B2 --> B3
B3 --> C1
B3 --> C2
B3 --> C3
| Audit Item | Description | Retention Period |
|---|---|---|
| Project Initiation | Records initiator, initiation time, project objectives | Permanent |
| Plan Change | Records before/after comparison, change reason | Project lifecycle + 3 years |
| Task Assignment | Records assigner, assignee, assignment time | Project lifecycle + 3 years |
| Progress Adjustment | Records before/after duration, adjustment reason | Project lifecycle + 3 years |
| Milestone Change | Records change content, approver | Permanent |
| Project Closure | Records closure time, acceptance results | Permanent |
3. WBS Work Breakdown and Task Management
3.1 WBS Breakdown Structure
graph TB
subgraph "WBS Work Breakdown"
A[Project] --> B[Phase 1]
A --> C[Phase 2]
A --> D[Phase 3]
B --> B1[Task 1.1]
B --> B2[Task 1.2]
B --> B3[Task 1.3]
C --> C1[Task 2.1]
C --> C2[Task 2.2]
D --> D1[Task 3.1]
D --> D2[Task 3.2]
D --> D3[Task 3.3]
B1 --> B1a[Sub-task 1.1.1]
B1 --> B1b[Sub-task 1.1.2]
end
3.2 Task Management
| Capability | Description |
|---|---|
| Task Creation | Task definition, priority, duration estimation |
| Task Assignment | Intelligent assignment by skill/load |
| Task Dependencies | FS/FF/SS/SF dependency relationships |
| Sub-tasks | Multi-level sub-task decomposition |
| Task Board | Kanban view, list view |
| Task Reminders | Due reminders, overdue alerts |
3.3 Task Status Flow
graph LR
A[To Do] --> B[In Progress]
B --> C[Pending Acceptance]
C --> D[Completed]
B --> E[Blocked]
E --> B
C --> F[Acceptance Failed]
F --> B
D --> G[Closed]
4. Progress Control
4.1 Gantt Chart
gantt
title Project Progress Gantt Chart Example
dateFormat YYYY-MM-DD
section Requirements Phase
Requirements Analysis :a1, 2024-01-01, 15d
Requirements Review :a2, after a1, 5d
section Design Phase
High-Level Design :b1, after a2, 10d
Detailed Design :b2, after b1, 15d
Design Review :b3, after b2, 5d
section Development Phase
Coding :c1, after b3, 30d
Unit Testing :c2, after c1, 10d
section Testing Phase
Integration Testing :d1, after c2, 15d
Acceptance Testing :d2, after d1, 10d
section Go-Live Phase
Deployment :e1, after d2, 5d
4.2 Milestone Management
graph LR
A[Milestone 1: Requirements Confirmed] --> B[Milestone 2: Design Complete]
B --> C[Milestone 3: Development Complete]
C --> D[Milestone 4: Testing Passed]
D --> E[Milestone 5: Official Launch]
A -.-> A1[Plan: 01-20]
B -.-> B1[Plan: 02-15]
C -.-> C1[Plan: 03-30]
D -.-> D1[Plan: 04-20]
E -.-> E1[Plan: 05-01]
| Capability | Description |
|---|---|
| Milestone Setting | Key node definition and marking |
| Progress Tracking | Real-time milestone completion tracking |
| Deviation Alert | Automatic alert for milestone delays |
| Change Management | Milestone changes require approval workflow |
4.3 Critical Path Analysis
graph TB
A[Task A: 10d] --> C[Task C: 15d]
C --> E[Task E: 10d]
A --> D[Task D: 5d]
D --> F[Task F: 8d]
F --> E
B[Task B: 20d] --> E
style A fill:none
style C fill:none
style E fill:none
style B fill:none
Critical path: B -> E = 30 days (minimum project duration)
5. Resource and Timesheet Management
5.1 Resource Scheduling
graph TB
subgraph "Resource Scheduling"
A[Resource Demand] --> B{Resource Matching}
B --> C[Skill Matching]
B --> D[Load Assessment]
B --> E[Availability Check]
C --> F[Resource Allocation]
D --> F
E --> F
F --> G[Conflict Detection]
G --> H{Conflict?}
H -->|Yes| I[Resource Coordination]
H -->|No| J[Confirm Allocation]
I --> J
end
5.2 Timesheet Management
| Capability | Description |
|---|---|
| Timesheet Reporting | Report daily hours by task |
| Timesheet Approval | Timesheet approval workflow |
| Timesheet Statistics | Individual/team/project timesheet statistics |
| Timesheet Analysis | Utilization rate, overtime analysis |
| Cost Accounting | Labor cost accounting based on timesheets |
pm:
timesheet:
rules:
daily-max: 24h # Maximum daily hours
weekly-max: 60h # Maximum weekly hours
approval-required: true # Approval required
overtime-threshold: 8h # Overtime threshold
cost:
hourly-rate: 200 # Default hourly rate
overtime-multiplier: 1.5 # Overtime multiplier
6. Risk Management
6.1 Risk Management Process
graph TB
subgraph "Risk Management"
A[Risk Identification] --> B[Risk Assessment]
B --> C[Risk Classification]
C --> D[Response Strategy]
D --> E[Risk Monitoring]
E --> F{Risk Occurred?}
F -->|Yes| G[Emergency Response]
F -->|No| E
G --> H[Risk Closure]
end
6.2 Risk Classification
| Risk Level | Impact | Occurrence Probability | Response Requirement |
|---|---|---|---|
| Critical Risk | Project halted | High probability | Immediate response plan |
| High Risk | Severe delay | Relatively high probability | Response plan within 3 days |
| Medium Risk | Partial impact | Medium probability | Preventive measures within 1 week |
| Low Risk | Minor impact | Low probability | Continuous monitoring |
7. Project Data Analysis
7.1 Project Health Score
graph TB
subgraph "Project Health Assessment"
A[Schedule Deviation] --> E[Health Score]
B[Cost Deviation] --> E
C[Quality Metrics] --> E
D[Risk Status] --> E
E --> F{Health Level}
F -->|>=90| G[Green - Healthy]
F -->|70-89| H[Yellow - Attention]
F -->|<70| I[Red - Alert]
end
7.2 Analysis Dimensions
| Analysis Dimension | Metrics |
|---|---|
| Progress Analysis | Planned completion rate, milestone achievement rate, schedule deviation rate |
| Resource Analysis | Resource utilization rate, timesheet distribution, load balance |
| Cost Analysis | Budget execution rate, labor cost, deviation analysis |
| Quality Analysis | Defect density, rework rate, acceptance pass rate |
| Efficiency Analysis | Task completion efficiency, team collaboration efficiency |
8. Multi-Project Management (PMO)
8.1 PMO View
graph TB
subgraph "PMO Multi-Project Management"
subgraph "Project Portfolio"
A1[Strategic Project A]
A2[Strategic Project B]
A3[Regular Project C]
A4[Regular Project D]
end
subgraph "Resource Pool"
B1[Development Resource Pool]
B2[Testing Resource Pool]
B3[Design Resource Pool]
end
subgraph "PMO Control"
C1[Project Priority]
C2[Resource Coordination]
C3[Portfolio Analysis]
C4[Health Monitoring]
end
end
A1 --> C1
A2 --> C1
A3 --> C2
A4 --> C2
C1 --> C3
C2 --> C3
C3 --> C4
8.2 PMO Permissions
| Permission Level | Scope | Description |
|---|---|---|
| PMO Director | All projects | Can view all project data and adjust project priorities |
| PMO Specialist | Designated project portfolio | Can view designated portfolio data |
| Resource Manager | Resource pool | Can manage resource allocation but cannot view project business data |
9. Technical Architecture
graph TB
subgraph "yudao-module-pm-plus"
subgraph "pm-biz"
A1[project - Project Management]
A2[wbs - WBS Decomposition]
A3[task - Task Management]
A4[schedule - Schedule Management]
A5[milestone - Milestone Management]
A6[resource - Resource Management]
A7[timesheet - Timesheet Management]
A8[risk - Risk Management]
A9[document - Document Management]
A10[analytics - Data Analysis]
end
subgraph "Permissions and Audit"
B1[permission - Permission Control]
B2[audit - Audit Logs]
B3[compliance - Compliance Reports]
end
end
A1 --> B1
A2 --> B1
A3 --> B2
A4 --> B2
A5 --> B2
A6 --> B1
A7 --> B2
A8 --> B3
10. Business Value
| Value Point | Description |
|---|---|
| Progress Control | Gantt chart, milestones, critical path analysis |
| Resource Optimization | Intelligent scheduling, load balancing, timesheet management |
| Risk Pre-Control | Risk identification, alert mechanism, emergency response |
| Efficient Collaboration | Task collaboration, document sharing, communication collaboration |
| Data-Driven | Project health score, efficiency analysis, decision support |
| Compliance and Traceability | Project-level permissions, full-chain audit, change traceability |