RockPlus PMS

Project Management Platform

From kickoff to delivery: plans that can be executed, progress you can see, collaboration on record and costs with evidence. Built around the project as the main line, it manages project records, WBS breakdown, tasks and issues, daily reports and timesheets, document versions, expense claims and approval settlement in one place.

It is more than putting tasks into a plan sheet. Every delivery milestone has an owner, an execution record and a traceable result.

Project Records WBS Plans Gantt Chart Daily Reports Weekly Reports Documents Expense Approval
PROJECT DELIVERY CENTER

WBS Plan · Gantt View

Requirement
Site survey
Blueprint
Implementation
Integration
Acceptance
W1W2W3W4W5W6
This week12 items · 9 done
TimesheetLogged daily · traceable
Issues2 in progress · 1 to close
Approvals3 claims · 5 paid

Progress Snapshot · Current Delivery Milestone

KickoffPlanExecuteReportAcceptSettle
IntegrationAdvanced vs last periodOn track
Visible Plans
WBS · Gantt · Dependencies
Managed Costs
Invoice · Approval · Payment
Ten Core CapabilitiesFrom kickoff and planning to settlement
WBS & GanttLayered breakdown, visual scheduling
Weekly Plans & TimesheetsDaily execution leaves a record
Documents & Costs TogetherVersioned deliverables, documented spend
Project Challenges

The hard part of project management is not assigning tasks

Projects run long, involve many roles and produce complex deliverables. When work depends on spreadsheets, chat messages and manual roll-ups, project managers usually know everyone is busy, but struggle to answer whether the key milestones are on plan.

01

Scattered plans, unclear ownership

Task plans live in different spreadsheets with inconsistent breakdown levels, and owners, due dates and dependencies are hard to maintain consistently.

02

Late progress, late risk signals

Execution data comes from ad-hoc questions and manual consolidation, so delays, backlogged issues and effort deviations only surface at the project review meeting.

03

Scattered documents, untraceable versions

Requirements, designs, user manuals and delivery documents are revised repeatedly without unified templates, change records or version history, making it hard to confirm which copy is the valid result at handover.

04

Effort and cost apart, weak settlement evidence

Timesheets, project effort, invoices, claims and payment records are maintained separately, so project management and cost handling drift apart and reconciliation takes time.

Unified Project Platform

Project-centric: plans, execution, delivery and cost on one line

RockPlus PMS organizes business data around the project lifecycle, so the records created in daily work feed the project management view and form a continuous loop of plan, execute, feed back and adjust.

01

Project Kickoff

Customer, order and due date
Establish the project baseline
02

Plan Preparation

WBS, tasks and members
Define scope and ownership
03

Team Execution

Weekly plans, reports, issues
Record the daily facts
04

Progress Tracking

Weekly reports and snapshots
Compare plan with actuals
05

Delivery & Settlement

Document versions, claims, payments
Keep delivery and cost evidence

One project management line connects four kinds of key management objects:

Plan

WBS levels, tasks, owners, timing and progress.

Execution

Weekly plans, daily reports, timesheets and issue handling.

Delivery

Project reports, document templates, revisions and version history.

Cost

E-invoices, claim line items, approvals and payment records.

Core Capabilities

Core Capabilities

Traceable, reusable capabilities built around the project process from establishment and planning through execution, delivery and settlement.

01 / PROJECT

Project Records & Members

Record project name, customer, order information, delivery date, risk level and execution progress in one place, and maintain project members and responsibilities as the basis for plans, reports and cost management.

Project profile · Customer link · Members · Delivery date · Risk level
02 / WBS

Work Breakdown & Gantt Planning

Break project work down by level, with creation, adjustment, sorting and spreadsheet import/export of WBS nodes; view task schedules in a Gantt chart and export plan files for preparation and communication.

WBS tree · Gantt chart · Plan import/export · Progress maintenance
03 / TASK & ISSUE

Tasks and Issue Closure

Maintain work tasks for the project and record the raise, handling, resolution and closure of issues, so to-dos have clear ownership and blockers can be tracked continuously.

Task management · Issue log · Handling status · Closure tracking
04 / WEEKLY PLAN

Weekly Plans & Execution Confirmation

Arrange individual work week by week, with confirmation, completion, pause, resume and owner reassignment, helping teams turn phase goals into daily actions.

Weekly plan · Responsibility · Status · Execution feedback
05 / TIMESHEET

Daily Reports & Timesheet Tracking

Record start and end time, work content and work location, and understand effort through individual and team time-tracking views, providing the basis for weekly reports and effort analysis.

Daily report · Timesheet · Time tracking · Team effort
06 / REPORT

Weekly & Progress Reports

Combine individual weekly reports, project weekly reports and WBS progress reporting to capture milestones, issues, risks and effort, and review through previous/current snapshots and trend views.

Individual report · Project report · Publish confirmation · Snapshot · Trends
07 / DOCUMENT

Project Documents & Versions

For deliverables such as requirements, designs and manuals, provide a document register, template reuse, content editing, revision records and version history, so documents become maintainable project assets.

Templates · Editing · Revision review · Version history · Release
08 / EXPENSE

Expense Claims & E-Invoices

Create project expense claim forms and line items, archive e-invoices and attachments, and parse common e-invoice formats to reduce duplicate data entry.

Project cost · Claim items · E-invoice parsing · Attachment archive
09 / APPROVAL

Multi-Level Approval & Payment

Connect claim handling with approval flows covering department manager, director, finance and general manager stages, and maintain payment records and mailing information so each document is traceable from submission to settlement.

Approval flow · Payment record · Document tracking · Settlement
10 / R&D INSIGHT

R&D Activity Statistics

For R&D projects, collect code commit activity and report commits and code changes over time as a supplementary view of the development process.

R&D activity · Commits · Change statistics · Project analysis
WBS & Progress Control

Plans and progress: break complex projects down, see the delivery rhythm

From project goals to phase milestones and individual tasks, RockPlus PMS organizes plans through WBS levels. Progress is updated throughout execution and report snapshots are kept at different points in time.

WBS Breakdown

Layered breakdown,
every piece of work has an owner

Break large deliveries into phases, work packages and tasks. The hierarchy shows scope, sequence and ownership, so critical items are not missed.

WBS nodes can be created, adjusted and reordered, and imported or exported as spreadsheets to reuse existing plan files. Once planning is done, switch straight to the Gantt view for kickoffs, weekly reviews, plan adjustments and delivery checks.

WBS TREE · ILLUSTRATIVE STRUCTURE
L1Digitalization implementationProject manager
L2Phase 1 · Requirements3 tasks
L3Site survey & process reviewConsultant
L3Blueprint sign-offProject manager
L2Phase 2 · Implementation5 tasks
L3Master data & integrationDeveloper
L3Site commissioning & trainingConsultant
L2Phase 3 · Go-live & acceptance2 tasks
Progress Snapshot

Progress snapshots,
so change is visible

Once progress is reported, phase snapshots are kept so previous and current states can be compared, helping project managers spot deviations and act on them. The panel below illustrates the comparison layout.

WBS nodePrevious → CurrentChange
Requirement survey100% → 100%Flat
Blueprint sign-off80% → 100%+20%
Integration build40% → 60%+20%
Site commissioning20% → 15%-5%
Training & acceptance0% → 0%Not started
Team Execution

Team collaboration: a plan every week, a record every day, a result for every issue

A plan only counts once it enters daily execution. Weekly plans, daily reports and timesheets, tasks and issue tracking connect work scattered across team members back to the project.

Weekly plans: turning phase goals into current actions

Team members view and maintain plans week by week, recording confirmation, completion, pause and resume, so work arrangements and execution status stay in step.

Daily reports and timesheets: effort becomes analysable data

Staff record work time and content, and project managers combine time tracking with weekly report information to understand how effort is distributed.

Issue closure: problems are solved inside the process

From raising an issue to handling, resolving and closing it, key statuses are kept up to date, so weekly reviews no longer start from a blank issue list.

Project weekly reports: progress, results and risks stated clearly

Weekly reports cover milestones, main issues, risks, staffing and progress, and the publish and confirm flow keeps a formal record for each phase.

Execution line: Weekly plan→Daily report & timesheet→Issue handling→Weekly reports→Progress reporting
Document Lifecycle

Document management: every delivery has a traceable official version

Project documents are more than stored files. Requirement changes, design reviews, manual revisions and formal releases all need to show what changed, who changed it and where the previous version is.

Template-based creation

Create new materials from existing document templates to unify the structure of requirements, designs and delivery documents and reduce repetitive formatting work.

Content editing and review

Maintain and review project document content with the revision process recorded, making it easy for the team to check what changed.

Version release and history

The revision and release flow keeps official versions and historical records, so changes can be compared and delivery evidence traced back.

Project knowledge retention

Documents are managed together with project records, so deliverables can be reused during handover, later maintenance and similar projects.

Document flow: Template creation→Content editing→Revision review→Release & archive→Further revision
Expense & Settlement

Project costs: from invoice to payment, every expense has a document

Project management is about progress and also about effort. RockPlus PMS brings expense claims, e-invoices, approvals and payment records into one management chain, reducing the reconciliation burden caused by scattered materials.

Expense entry and document collection

Create claim forms and line items by expense type, link invoices and attachments, and keep project-related expense materials together.

E-invoice data parsing

Parse and enter common e-invoice files to reduce manual typing of invoice details and speed up claim preparation.

Multi-level approval flow

Route documents through the approval stages configured for the business, covering department manager, director, finance and general manager roles.

Payment, mailing and archiving

Maintain payment amounts and records, and register mailing information for paper documents for later queries and reconciliation.

STEP 01

Create claim

Open a document by project and expense type with a clear reason.

STEP 02

Enter items and invoices

Record expense line items and attach e-invoices and supporting files.

STEP 03

Submit for approval

Route through the configured stages: manager, director, finance.

STEP 04

Register payment

Record payment amounts and details and keep the handling history.

STEP 05

Archive documents

Register mailing information for later queries and reconciliation.

Claim Items

TravelGrouped by document
PurchasesLinked invoices
Other costsClassified by type

Approval Status

Department managerApproved
FinanceIn progress
General managerPending

Payment Records

Paid documentsCentralized query
Mailing detailsPaper document log
ReconciliationTraceable documents
Extended Capabilities

R&D collaboration and open extension

For R&D teams and software implementation projects, RockPlus PMS can also combine development activity data and open interfaces into a fuller view of the project process.

01 / R&D INSIGHT

Quantified development activity

Collect statistics on code commits and other development activity, and view changes over time as a supporting basis for R&D management.

02 / OPEN INTERFACE

Intelligent collaboration interfaces

Open project management tool interfaces provide authorized intelligent workflows with query and maintenance access to project, plan, issue and daily report data. The actual integration scope depends on the deployment configuration.

03 / USAGE RECORD

Intelligent tool usage records

For R&D scenarios connected to intelligent tools, sessions, call volume and project attribution can be recorded as a basis for usage analysis.

Project Management Value

From constant follow-up questions to a clear process

One set of project data gives each role the information it needs for its own work.

PROJECT MANAGER

Clearer plans and risks

Move from project records into WBS, tasks, issues and weekly reports to follow project status, spending less time searching across files.

TEAM MEMBER

Clearer work and ownership

Run daily work through weekly plans, daily reports and issue handling, reducing the information lost in verbal handovers.

MANAGEMENT

Better evidence for milestones

Follow key projects through weekly and progress reports plus risk information, supporting phase reviews and management decisions.

FINANCE & APPROVERS

More orderly document flow

View claim forms, invoice materials, approval information and payment records together, forming a queryable handling record.

Application

Typical application scenarios

Suited to enterprise projects with defined deliverables, many participating roles and higher requirements for documents and cost management.

Enterprise digitalization projects

For the implementation and delivery of digitalization systems such as manufacturing execution and warehouse management, using WBS templates to plan phases and track site issues, weekly reports and delivery documents.

Software product development

Track version development, feature tasks, issue handling, timesheet effort and development activity statistics to build a traceable record of the R&D process.

Custom and technical service projects

Establish project records from customer, order and delivery date, and manage implementation plans, milestones, issue records and related expense documents.

Parallel multi-project management

Maintain plans, members, risks and progress records for each project separately, letting project owners work within one consistent management approach.

Platform Features

Platform features

A sustainable management foundation built around data ownership, reuse, permissions and how the system is operated.

UNIFIED DATA

Centralized project business

The project is the linking thread, so plans, execution, reports, documents and costs all have a clear business owner.

REUSABLE

Reusable templates and records

Plan import/export, delivery document templates and version history reduce repetitive preparation and support knowledge transfer.

PERMISSION

Roles, permissions and audit trail

User, role and permission management with system audit records, meeting internal governance and traceability requirements.

WORKBENCH

Desktop workbench with a service platform

A desktop workbench for day-to-day complex operations, with a backend that carries project data, authentication and business interfaces.

FAQ

Common questions about the PMS positioning, plan import, progress tracking and expense approval.

What is a PMS project management system?

A PMS is a system for managing project planning, execution, progress, collaboration and the delivery process. RockPlus PMS goes further by bringing project documents, expense claims and approval settlement into the same project management chain, which suits teams that need to manage delivery and related costs together.

How is RockPlus PMS different from an ordinary task list?

A task list mainly answers who does what. RockPlus PMS is project-centric and further covers WBS breakdown, Gantt planning, daily reports and timesheets, periodic progress reports, issue closure, delivery documents and expense handling, which makes it better suited to multi-phase, multi-role projects.

Can existing project plans be imported and viewed as a Gantt chart?

Yes. The platform supports spreadsheet import and export of WBS plans, hierarchical editing and Gantt chart viewing, and can export project plan files for maintenance and communication.

How is actual weekly project progress tracked?

Teams record weekly plans, daily reports and timesheets, and issue handling. Project managers capture milestones, issues, risks and progress through project weekly reports and progress reports, and compare them against previous and current snapshots to see what changed.

Does it support project expense claims and approvals?

Yes. The platform manages claim forms, expense line items, e-invoices, attachments, multi-level approval, payment registration and mailing information. The actual approval setup should be confirmed against company policy.

Can it integrate with intelligent workflows?

The platform provides project management business interfaces and can accept and record usage data from intelligent tools. The specific capabilities, permission scope and implementation approach need to be determined as part of the deployment plan.

Every project moves to delivery along a clear plan

From kickoff, plan breakdown and team execution to progress reporting, document release and expense settlement, unified data and processes support project collaboration, so management has evidence and delivery stays under control.

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