Install & Customize Joomla Extension (ProjectFork)

This project received 6 bids from talented freelancers with an average bid price of $239 USD.

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Project Description

Once Selected we will send a clear outline to explain the requirements.

1. We have Joomla3.0 website
2. We need a project management-type backend interface that will help us manage our Cases.
3. We found ProjectFork and think it will work - OK but we not married to it.
4. This is a great example of exactly what we need - but we wont be able to use it because this is hosted on their server, we don't want anyone controling our data :)
[url removed, login to view]
5. There will be 2-3 phases for this project. I want a quote on the first Phase.


External Access (Limited access. Limitations are set by members/staff)
CLIENTS – Generate Cases (client/user)
VENDORS – Some are Subcontractors for Case Work. (vendor/user)

We have a front-end website – running on Joomla 3.0
Access; User name: Password: (to be provided)

We host with HostGator
Access; User name: Password: (to be provided)

Backend to Manage CLIENTS & Cases.

1. Install ProjectFork Pro ($79) on Hostgator (WE WILL PURCHASE)
2. I want to make the following tweaks on ProjectFork so that its more suited to our internal system.

a. Department Login
i. Set Departments
ii. Set Members of Departments
1. login for members of departments to login and
2. Create/Modify/Delete a Case or Client

b. Case Management
i. Cases should have ability to associate attachments ie; video, photos, documents etc.
ii. Cases need to be associated with a Client
iii. Ability to create multiple "cases" to a client
iv. View a list of all open cases
v. View list of Cases with their "Status" shows completed and pending tasks etc.
vi. View list of Cases with their "Pending Tasks" and :Member assigned
vii. Track Status of cases into categories ie;
1. Pending Client,
2. Pending Member (staff)
3. Pending Department
4. Pending Admin,
5. Pending Vendor.

viii. For each case we need to collect the following;
1. Auto generate case number (but have it so its editable – not necessary but helpful if can be done)
2. Append Client Contact info to a case
3. Append member of a department to a case info
ix. Track progress – view a list of all open/work in progress cases
a. View all completed cases
b. View all cancelled cases
c. View all newly opened cases
d. View all WIP work in progress
2. Issue multiple tasks within each Case and assign
3. Assign tasks to dept or members/staff of department
4. Department members/staff able to update/create tasks
5. Manage tasks – for each case – by status,
a. Viewed,
b. Assigned,
c. Work in Progress,
d. Pending another,
e. Completed,
f. Ready for Billing
i. (Make editable so that we can add or modify )
6. Upload documents related to a case
a. 1) upload for internal review & storage (access members/staff)
b. 2) upload documents for client to review (access user/client)

c. User/Client Module
i. Client management. Members/Staff to add, remove, edit a client/user
ii. View Status Updates – notification via email to client/user to login.
iii. Client/User login to view status of their case. (We will have to flag info to make sure the Client only sees what is required. We don't want our Clients to see Investigator Notes, or Billing time/expenses etc. Only Case updates that are flagged for Client Viewing. They may be updates that we don't want them to see.
iv. Client/User will see uploaded videos/images/pdf files etc that have been flagged for their review.
v. Client/User will see written updates about the tasks that are being handled.
vi. Client/User requests – or client initiates New Task – (members/staff receive email notification for new tasks generated by Client/User)

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