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Portfolio Management System

Portfolio Management System is a web application designed to help users manage their portfolios and projects efficiently. It allows users to add, update, and delete portfolio managers, view their details, and assign projects to them. Additionally, users can also add, update, and delete projects and view the tasks associated with each project.

Features

  • Portfolio Managers Management: Users can add new portfolio managers with their name, status, role, bio, and start date. They can also update and delete existing portfolio managers and view their details.

  • Project Management: Users can add new projects with details such as name, description, start date, and end date. They can update and delete existing projects and view project details.

  • Task Management: For each project, users can add tasks with details like name, description, priority, assigned developer, due date, and status. They can update and delete tasks and view their details.

Technologies Used

  • Frontend:

    • React: JavaScript library for building user interfaces
    • Axios: Promise-based HTTP client for making API requests
    • HTML, CSS: Markup and styling for the user interface
    • React Router: Library for handling routing in a React application
  • Backend:

    • Python: Programming language for the backend logic
    • Flask: Lightweight web framework for building RESTful APIs
    • MongoDB: NoSQL database for storing data
    • Flask-PyMongo: Extension to integrate MongoDB with Flask

Installation and Setup

  1. Clone the repository to your local machine.

Navigate to the frontend directory. cd portfolio-management-system/project_prism/frontend

2.Run the frontend development server. npm start

  1. Open another terminal and navigate to the backend directory. cd portfolio-management-system/backend

4.Install the required Python packages using a virtual environment (recommended). python -m venv venv venv\Scripts\activate

5.Start the backend server python app.py

The frontend will be accessible at http://localhost:3000, and the backend API will be available at http://localhost:5000. Usage Open your web browser and navigate to http://localhost:3000.

Use the different features of the Portfolio Management System to manage portfolio managers, projects, and tasks.

Add, update, and delete portfolio managers, projects, and tasks using the provided forms and buttons.

Contributing Contributions to the Portfolio Management System are welcome! If you find any issues or have suggestions for improvements, please feel free to open an issue or submit a pull request.

License The Portfolio Management System is open-source software licensed under the MIT License.

Contact If you have any questions or need further assistance, you can contact us at : rajeevranjanmishra4339@gmail.com

About

Portfolio Management System is a web application designed to streamline the management of portfolios and projects.

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