All views — screenshots

Rediflow: Project flow. Portfolio flow. One flow.

This page shows screenshots of every main view on the seeded system. Use them for documentation, onboarding, or to assess the UI.

Minimum user path

The minimum path to get started: add one organisation, role types, deliverable types, dissemination levels, then create your first project and add a work package and task. See Initial data entry for the full step-by-step guide.

Step	Screen	Description
1	Home	Landing page after app starts.
2	Settings → ORGS	Add your first organisation (required for Project Owner Organisation (POO)).
3	Role type groups	Add one group and one role type (e.g. PM).
4	Deliverable type groups	Add one group and one type (e.g. Report).
5	Dissemination level groups	Add one group and one level (e.g. Public).
6	New project	Create first project with name, duration, dates, Project Owner Organisation (POO).
7	Project settings	Project created; ready to add WPs and tasks.
8	WPs	Add one work package.
9	WPs+Tasks	Add one task under the WP.

Home: landing page with project flow, portfolio flow, and one flow overview.

Settings index: hub for ORGS, role types, deliverable types, calendars, and other configuration.

Organisations: add and manage organisations; set parent for hierarchy.

Role type groups: define groups, then add role types (e.g. PM) for tasks and milestones.

Deliverable type groups: define groups and types for the Deliverables sheet.

Dissemination level groups: define groups and levels for deliverables.

New project form: name, duration, dates, and Project Owner Organisation (POO).

Project settings: project created; configure WPs, tasks, milestones, deliverables.

Work packages: add WPs with number and name; tasks belong to WPs.

WPs+Tasks: add tasks under work packages with begin/end months and home organisation role.

Home and projects

Home: landing page with navigation to Projects, Demand, Upcoming, Settings.

Project list: filter by organisation, lifecycle state; create or clone projects.

Settings index: ORGS, role types, deliverable types, dissemination levels, calendars, data maintenance.

Graph views

Demand chart: Project plan (PROJPLAN), Estimated (EST), Actual as monthly bars; milestones and deliverables at bottom.

Upcoming: milestones and deliverables across projects in one view.

Project-scoped views

Project settings: name, duration, dates, Project Owner Organisation (POO), partner organisations, schemes, lifecycle state.

Work packages: Work package (WP) number, name, leader organisation; save to add or edit.

Work breakdown structure (WBS): participant organisations and person-months per work package.

WPs+Tasks: tasks under Work packages (WPs) with begin/end month, awarded person-months, home organisation role.

Milestones: Work package (WP), lead, home organisation role, means of verification, due month.

Deliverables: Work package (WP), lead, type, dissemination level, due month.

Capacity demand: Estimated (EST) and Actual person-months per task per month; chart and plan view.

Role demand: planned Full-time equivalent (FTE) % per role per month (when person capacity enabled).

Demand roles: demand vs allocated capacity by role.

Team: person assignments to the project with allocation.

Team matrix: allocation by person and month.

Role descriptions: per-role descriptions for this project.

Project audit log: views and edits recorded for this project.

Capacity and people (when PERSON_CAPACITY_ENABLED=true)

Capacity index: Project plan (PROJPLAN), Estimated (EST), Actual person-months by month across projects.

People capacity: persons with organisation, Full-time equivalent (FTE), capacity by month.

People list: simple list of persons with organisation and capacity.

People by project: persons grouped by project assignment.

Person detail: organisation periods, Full-time equivalent (FTE), absences, project assignments.

My allocations: rolling 12 months of your capacity and project assignments (requires OIDC (OpenID Connect) auth and Person linked to user).

Organisations

Organisations: list with short name, parent, country code; links to employees and capacity.

Organisation employees: persons in this organisation with capacity and assignments.

Organisation capacity & demand: supply vs demand for this organisation.

Organisation capacity requests: incoming and sent requests for capacity. See Cross-organisation capacity requests for where to create and respond.

Organisation calendar: non-working days for this organisation; child organisations inherit from parent.

Settings lookups

Role types: codes and labels per group; used for home organisation role on tasks and milestones.

Role type groups: groups that contain role types.

Deliverable type groups: groups and types for the Deliverables sheet.

Deliverable types: codes and labels per group.

Dissemination level groups: groups and levels for deliverables.

Dissemination levels: codes and labels per group.

WP theme groups: groups for categorising work packages.

WP themes: themes per group for WPs.

Task theme groups: groups for categorising tasks.

Task themes: themes per group for tasks.

Task type of action groups: groups for task type of action.

Task type of actions: types per group for tasks.

Leave types: absence types for person capacity.

Employee groups: work hours per group for capacity calculations.

Allocation groups: groups for project team allocation.

Data maintenance: data quality monitoring and maintenance tasks.

Country holidays: non-working days by country (e.g. FI, SE).

Recurring services

Recurring services: template projects and their instances.

New recurring service: create a template project for recurring instances.

New instance: create an instance from a recurring service template.

Settings sub-pages

Calendars: country holidays and org non-working days.

Banner: configure system-wide banner message.

User preferences: default org, language, time format.

Move persons org: mass-move persons to another organisation.

Settings audit log: system-wide change history.

Recent activity: recent views and edits across the system.

Share links stats: usage statistics for share links.

Help sub-pages

Help index: topics by view and category.

Help: Home — overview and getting started.

Help: Projects — list, create, clone, lifecycle.

Help: Graph project — demand chart and filters.

Help: Upcoming — milestones and deliverables.

Help: People — persons, capacity, by project.

Help: My allocations — rolling 12 months for signed-in user with linked Person.

Help: Settings — hub and configuration.

Help: Capacity — EST, Actual, capacity requests.

Help: Team — person assignments and allocation.

Help: Data quality — DQ check and fix errors.

Forms

New project form: name, duration, dates, POO.

Clone project form: copy an existing project with optional exclusions.

New person form: add a person with org and optional details.

Edit person form: update org periods, FTE, absences.

New capacity request form: request capacity from another org by month. Entry: Project → Capacity demand → New capacity request. See Cross-org capacity requests.

Org capacity sub-pages

Capacity requests sent: requests this org has sent to others.

Capacity request detail: view or respond to a specific request.

Other pages

Third-party open source: acknowledgements and licenses.

Licenses: full license texts for third-party components.