Project 2.5

Enterprise Operations Platform

An internal platform that follows an opportunity from the RFP pipeline into project delivery, with access for five roles.

Video 1Highlight (41 s).The pipeline, an award, tasks, certification expiry, a locked page and the single-page Team Member view.

Stack: React, ASP.NET Core, Dataverse, Azure
Role: Contributor in a team

user roles: 5

1Walkthrough and screens

Video 2Full walkthrough (4 min 22 s).Eight chapters: an opportunity is registered, awarded and becomes a project, a task is completed, then team, certifications, access control and all five roles.

Dashboard with five summary tiles, a donut chart of project status and two bar lists, beside a left-hand navigation menu. — Fig. 1Portfolio dashboard.The delivery portfolio by status, solution area and branch, for the signed-in role.

Board with six columns of opportunity cards, each card showing a title, customer, value and date. — Fig. 2RFP pipeline board.One lane per status, from In Progress to Awarded and Lost.

Record page with a row of headline fields, a details panel and a readiness checklist with progress bars. — Fig. 3Opportunity record.One request for proposal with its status, readiness checks and customer contact.

Opportunity record marked Awarded with a linked project number and a confirmation message at the bottom of the page. — Fig. 4Award creates the project.Setting an opportunity to Awarded creates the delivery project and links it.

Project page with a task list on the left, completed tasks struck through, and a milestone list with percentages on the right. — Fig. 5Project workspace and tasks.Current tasks, assignees and milestone progress.

Task page with a one-item navigation menu, a five-day due-load chart and a list of tasks due today or overdue. — Fig. 6My Tasks for a team member.The Team Member role has one page: own tasks, the week's due load and what is overdue.

Team page with four horizontal capacity bars, a "who can help" list and a grid of people cards with initials. — Fig. 7Team capacity.Capacity bands derived from each person's open and overdue assignments.

Fig. 8Colleague profile.Workload figures, profile fields and project memberships.

Certificates page with a summary row of counts and five columns of certificate cards ordered by expiry window. — Fig. 9Certification expiry runway.Certificates grouped by how soon they expire. The certificate names are public vendor certifications, used as sample data.

Side panel listing notifications under Today, Yesterday and Earlier, over a dimmed task page. — Fig. 10Notification center.Grouped by day, with unread items marked.

Search dialog over a dimmed page, showing one project result and a list of matching tasks. — Fig. 11Command palette.One search finds a project and its tasks.

Access control page with a list of six roles on the left, five built-in and one custom, and a table of pages with granted ticks on the right. — Fig. 12Access control: roles and page grants.The built-in roles and the pages granted to the selected role.

Two versions of the same list page next to each other; the left one has a longer menu and a longer list than the right one. — Fig. 13The same page for two roles.The opportunity register as the Administrator (all 40 records) and as a Presales user (the 9 in her own scope).

2The problem

Winning work and delivering it are connected. The platform follows an opportunity from the request-for-proposal pipeline through award into project delivery, tasks, team workload and certification compliance, for five user roles.

3What I worked on

I contributed to this platform as part of a team. I did not build it alone. The demo runs the application’s own front end against a simplified stand-in server that applies the same role rules.

4How it works

Front end. React and TypeScript.
Access control. Five roles. The same page shows different records to different roles.

5What it shows

RFP pipeline. One lane per status, and the record behind each opportunity.
Award to project. Awarding an opportunity creates the delivery project and links it.
Delivery and team. Tasks, milestones, capacity bands and colleague profiles.
Certifications. Grouped by how soon they expire.
Access control. Roles and page grants, and the same page as seen by two roles.