User Stories
User Stories
This document outlines the key user stories for 14Build, covering all major user types and their interactions with the platform.
Project Owner/Client Stories
Project Management
- As a project owner, I want to create new projects with detailed information so that I can organize my construction initiatives effectively.
- As a project owner, I want to assign team members and roles so that I can control access and responsibilities.
- As a project owner, I want to track project progress and completion status so that I can monitor project health.
- As a project owner, I want to upload and manage project documents so that I can maintain organized project records.
SOQ and Cost Management
- As a project owner, I want to create and manage SOQs so that I can accurately estimate project costs.
- As a project owner, I want to use AI to generate job descriptions so that I can save time on routine tasks.
- As a project owner, I want to track material and labor costs so that I can maintain budget control.
- As a project owner, I want to organize SOQ items into categories so that I can structure my estimates logically.
Tender Management
- As a project owner, I want to create RFPs so that I can solicit bids from contractors.
- As a project owner, I want to evaluate submitted bids so that I can select the best contractor.
- As a project owner, I want to award tenders to winning bidders so that I can proceed with project execution.
Financial Management
- As a project owner, I want to create invoices for completed work so that I can track payments.
- As a project owner, I want to set up escrow agreements so that I can ensure secure payments.
- As a project owner, I want to track payment status so that I can maintain healthy cash flow.
- As a project owner, I want to generate financial reports so that I can analyze project profitability.
Contractor Stories
Project Participation
- As a contractor, I want to view available tenders so that I can find new project opportunities.
- As a contractor, I want to submit bids with detailed cost breakdowns so that I can compete for projects.
- As a contractor, I want to track my bid status so that I can know if I’ve been selected.
SOQ and Estimation
- As a contractor, I want to create detailed SOQs so that I can provide accurate cost estimates.
- As a contractor, I want to use AI assistance for job creation so that I can work more efficiently.
- As a contractor, I want to manage materials and labor estimates so that I can control project costs.
On-Site Management
- As a contractor, I want to track task progress so that I can monitor project execution.
- As a contractor, I want to manage equipment and resources so that I can optimize utilization.
- As a contractor, I want to report safety incidents so that I can maintain compliance.
- As a contractor, I want to track worker activities so that I can manage productivity.
Project Manager Stories
Project Coordination
- As a project manager, I want to oversee multiple projects so that I can manage my portfolio effectively.
- As a project manager, I want to assign tasks to team members so that I can distribute work efficiently.
- As a project manager, I want to track project timelines so that I can ensure on-time delivery.
- As a project manager, I want to monitor project budgets so that I can control costs.
Team Management
- As a project manager, I want to manage user roles and permissions so that I can control access.
- As a project manager, I want to track team performance so that I can optimize productivity.
- As a project manager, I want to coordinate with contractors so that I can ensure smooth collaboration.
Reporting and Analytics
- As a project manager, I want to generate project reports so that I can track performance.
- As a project manager, I want to analyze cost variances so that I can identify issues early.
- As a project manager, I want to monitor safety metrics so that I can maintain compliance.
Site Supervisor Stories
On-Site Operations
- As a site supervisor, I want to create and assign tasks so that I can organize daily work.
- As a site supervisor, I want to track task completion so that I can monitor progress.
- As a site supervisor, I want to manage equipment allocation so that I can optimize resources.
- As a site supervisor, I want to monitor worker attendance so that I can track productivity.
Safety Management
- As a site supervisor, I want to report safety incidents so that I can maintain compliance.
- As a site supervisor, I want to conduct safety inspections so that I can ensure standards.
- As a site supervisor, I want to track hazard reports so that I can address risks promptly.
- As a site supervisor, I want to monitor weather conditions so that I can plan work accordingly.
Communication
- As a site supervisor, I want to communicate with project managers so that I can provide updates.
- As a site supervisor, I want to coordinate with contractors so that I can ensure smooth operations.
- As a site supervisor, I want to report daily progress so that I can maintain transparency.
Administrator Stories
User Management
- As an administrator, I want to manage user accounts so that I can control platform access.
- As an administrator, I want to process KYC/KYB applications so that I can verify users.
- As an administrator, I want to assign user roles so that I can manage permissions.
- As an administrator, I want to monitor user activity so that I can ensure security.
System Management
- As an administrator, I want to monitor system performance so that I can ensure reliability.
- As an administrator, I want to manage system configurations so that I can optimize operations.
- As an administrator, I want to generate system reports so that I can track usage.
- As an administrator, I want to manage data backups so that I can ensure data safety.
Financial Manager Stories
Financial Operations
- As a financial manager, I want to create and track invoices so that I can manage receivables.
- As a financial manager, I want to set up escrow agreements so that I can ensure secure payments.
- As a financial manager, I want to monitor payment status so that I can maintain cash flow.
- As a financial manager, I want to generate financial reports so that I can analyze performance.
Budget Management
- As a financial manager, I want to track project budgets so that I can control costs.
- As a financial manager, I want to analyze cost variances so that I can identify issues.
- As a financial manager, I want to forecast project costs so that I can plan finances.
- As a financial manager, I want to manage demand and supply requests so that I can optimize procurement.
Worker Stories
Task Management
- As a worker, I want to view my assigned tasks so that I can know what to work on.
- As a worker, I want to update task status so that I can report progress.
- As a worker, I want to log my time so that I can track my hours.
- As a worker, I want to report issues so that I can get help when needed.
Safety and Compliance
- As a worker, I want to report safety concerns so that I can help maintain a safe workplace.
- As a worker, I want to access safety information so that I can follow proper procedures.
- As a worker, I want to log in and out so that I can track my attendance.
Cross-Cutting Stories
Communication and Collaboration
- As any user, I want to communicate with team members so that I can collaborate effectively.
- As any user, I want to share documents so that I can provide necessary information.
- As any user, I want to receive notifications so that I can stay informed of updates.
Data and Reporting
- As any user, I want to export data so that I can use it in other systems.
- As any user, I want to search for information so that I can find what I need quickly.
- As any user, I want to filter and sort data so that I can organize information effectively.
Mobile Access
- As any user, I want to access the platform on mobile devices so that I can work remotely.
- As any user, I want to upload photos so that I can document progress and issues.
- As any user, I want to receive push notifications so that I can stay updated on important events.
Acceptance Criteria
For each user story, the following acceptance criteria should be met:
- Functionality: The feature works as described in the user story
- Usability: The interface is intuitive and easy to use
- Performance: The feature responds quickly and efficiently
- Security: User data and actions are properly secured
- Accessibility: The feature is accessible to users with disabilities
- Mobile Responsiveness: The feature works well on mobile devices
These user stories provide a comprehensive framework for understanding user needs and guiding the development of 14Build features.
System Flow Diagram: User Stories Workflow
graph TDA[Client] --> B[Create Project]B --> C[Publish Tender]C --> D[Receive Bids]D --> E[Award Contract]E --> F[Create Escrow]F --> G[Release Payment]
A2[Contractor] --> H[Submit Bid]H --> I[Get Notification]I --> J[Complete Task]J --> K[Submit Proof of Work]K --> L[Receive Payment]