marks. marks. KRAKEN | Enterprise User Manual & Reference v2.4.0
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Overview Chapter 1

Marks Kraken: Enterprise Application Suite

Marks Kraken is the next-generation unified enterprise operating system engineered specifically for Marks global creative production, brand packaging, prepress, and digital asset workflows.

Historically, studio operations, resource planning, project governance, and financial reconciliation were fragmented across four disconnected platforms:

Workfront
Replaced with Triton: Project hierarchy, 25-tab workspace, CPM engine, and baseline revision governance.
Calypso / Marks RS
Replaced with Calypso Scheduler: Real-time studio capacity heatmaps and drag-and-drop bookings.
Octopus Financials
Replaced with Octopus Module: Rate card management, margin calculators, and milestone invoice previews.
O2 / SAP APIM
Replaced with Leviathan Gateway: Direct ERP reconciliation for TA, ZFOC, and ZSV5 documents.
Marks Kraken Login Screen
Figure 1.1: Marks Kraken Authenticated Entry Portal featuring Marks brand styling and MFA enforcement.
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Guiding Architectural Tenet: Zero Latency, Pure ADO.NET

Kraken eliminates heavyweight ORMs in favor of direct, zero-allocation pure ADO.NET query pipelines connecting to Azure SQL (Workfront_SB01). Critical path calculations, 1,000-task WBS renderings, and SAP synchronizations execute in sub-15ms benchmarks.


Architecture Chapter 2

System Architecture & Technical Topology

The Marks Kraken solution is structured into three unified layers:

  • Core Backend (ASP.NET Core 9 / .NET 9): Fast, lightweight HTTP REST endpoints and background daemon workers. Includes specialized math and scheduling services such as CriticalPathCalculator, ExchangeRateProvider, and BaselineSnapshotService.
  • Persistence & Data Pipeline: Pure ADO.NET via Microsoft.Data.SqlClient targeting Azure SQL Database (Workfront_SB01). Zero Entity Framework overhead, strict parameterized queries for SQL injection immunity, and connection pooling.
  • Frontend Presentation: High-speed Vanilla JavaScript (ES2022) with Bootstrap 5.3 and CSS3 custom properties. Zero monolithic frontend frameworks (no React/Angular/Vue build bloat), ensuring immediate page loads, native browser responsiveness, and instant DOM updates.

Glossary Chapter 3

Master Domain Glossary

Definitions for core terms used throughout the Marks Kraken application suite:

Term / Acronym Definition & Operational Relevance
Triton The Kraken Project Workspace engine, providing 25 operational tabs covering WBS, CPM, financial baselines, and team assignments.
Calypso The Marks Resource Scheduler module, displaying specialist capacity heatmaps, skills matrices, and drag-and-drop timeline bookings.
Leviathan The enterprise ERP integration gateway linking Kraken project deliverables with SAP APIM QAS/PRD for order and invoice sync.
Catalyst Visual SVG workflow designer enabling administrators to visually model event triggers, validation blocks, and conditional branches.
Critical Path (CPM) The sequence of dependent project tasks that directly determines the overall project completion date. Tasks on the critical path have zero float (slack).
Baseline V0 The initial immutable snapshot of a project schedule and estimate upon client approval. Subsequent changes are measured as variance against V0.
Standard Order (TA) SAP standard billable sales order type utilizing condition type ZPB0 for commercial invoicing.
Free-of-Charge (ZFOC) SAP non-billable order type used for client packaging proofs, color swatch samples, and commercial exploratory iterations.
Service Order (ZSV5) SAP internal operational order type generating an internal ORDERID for cost allocation and contractor tracking.
Sold-To (AG) The SAP partner function representing the commercial legal entity contracting and paying for creative services.
Ship-To (WE) The SAP partner function designating the destination printing plant or brand packaging manufacturing facility.
Quick Log (7.5h) 1-click labor entry function that automatically distributes the standard 7.5h workday across a user's active assigned tasks.
Omnisearch Global keyboard-driven search engine (Ctrl+K or /) indexing projects, tasks, briefs, users, and financial records.

Functional Area Chapter 4

Authentication, Sessions & Omnisearch

Kraken provides enterprise security with JWT authentication, silent session renewal, and zero-mouse Omnisearch navigation.

Omnisearch & Hotkeys Modal
Figure 4.1: Global Omnisearch dialog and keyboard ergonomics cheat sheet (Ctrl+K or ?).
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Key Buttons & Interactions
  • Ctrl + K or /: Opens global Omnisearch modal from anywhere in the application.
  • ?: Opens Keyboard Shortcuts cheat sheet.
  • F1 or ❓ Navbar Icon: Toggles in-page contextual help drawer.
  • Quick Create (+): Header dropdown for rapid project, request, or timesheet creation.
  • Theme Toggle (🌓): Seamlessly flips between Dark and Light mode, persisting preference in localStorage.

Functional Area Chapter 5

Client Intake, Briefing & Request Queues

The Client Intake Portal (/intake.html) enables brand brand owners, packaging directors, and client relationship leads to submit structured production briefs.

Client Intake Queue
Figure 5.1: Client Intake & Request Queue showing status filters and 1-click project conversion.
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Standard Operating Procedure: Converting a Brief into a Project
  1. 1 Navigate to Intake & Requests from the top navigation bar or Omnisearch.
  2. 2 Locate the brief in the queue and verify mandatory fields: Client Name, Brand Code, Target In-Store Date, and Die-line specs.
  3. 3 Click . The system automatically instantiates a Workfront-compatible project with pre-populated milestone templates.

Functional Area Chapter 6

Commercial Quoting & Multi-Currency Modeling

Commercial teams build precise client proposals using tiered rate cards and live multi-currency exchange rates (/quotes.html).

Commercial Quoting Module
Figure 6.1: Commercial Quoting console with live exchange rates (USD, EUR, GBP) and margin breakdown.
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Field Dictionary: Commercial Quoting
Field Name Type / Format Validation / Constraints Business Description
Quote Currency Dropdown (USD, EUR, GBP) Required The contracted invoicing currency for the client agreement. Live exchange rates adjust target totals dynamically.
Rate Card Select Required Specifies the hourly rates for creative roles (Design, Artworking, Retouching, QA).
Target Margin % Numeric (0 - 100) Default: 35.0% Studio profitability threshold. Prompts warning if discounted below minimum corporate margin.

Functional Area Chapter 7

Triton Project Workspace & 25-Tab Navigation

The Triton Project Workspace (/project-workspace.html?id=...) is the central command deck for managing individual packaging projects across Marks studios.

Triton Project Workspace
Figure 7.1: Triton Project Workspace showing the 25-tab modular header, project KPIs, and WBS grid.
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The 25 Operational Tabs of Triton

Each tab provides a focused operational lens onto project data without full page reloads:

1. Tasks & WBS Grid
2. Gantt & Timeline
3. Critical Path (CPM)
4. Baseline Revisions (V0)
5. Resource Allocations
6. Commercial Financials
7. Milestone Invoices
8. SAP Gateway Sync
9. Briefs & Intake Specs
10. Digital Assets & Proofs
11. Deliverable Approvals
12. Timesheets & Labor
13. Risk Register
14. Issue Tracking
15. Milestone Schedule
16. Predecessor Dependencies
17. Activity Audit Log
18. Change Requests
19. Custom Forms Matrix
20. Stakeholder Directory
21. Print Technical Specs
22. Barcode & Color Profiles
23. Die-line & Structural Files
24. Export & Reports
25. Project Settings

Functional Area Chapter 8

Work Breakdown Structure (WBS), CPM & Baselines

Kraken's high-speed WBS grid combines direct inline editing, multi-select bulk operations, automated Critical Path Method (CPM) math, and immutable baseline governance.

WBS Inline Editing and Bulk Action Bar
Figure 8.1: Interactive WBS grid highlighting inline editable cells and floating bulk action bar.
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Critical Path Method (CPM) Forward & Backward Pass

When you click , the server executes a topological sort of the directed acyclic graph of task predecessors:

  • Forward Pass: Computes Earliest Start Time ($ES$) and Earliest Finish Time ($EF$) for all tasks.
  • Backward Pass: Computes Latest Finish Time ($LF$) and Latest Start Time ($LS$).
  • Total Float (Slack): Calculated as $TF = LS - ES = LF - EF$. Tasks where $TF = 0$ are marked with the red CRITICAL badge. Any delay in these tasks directly postpones the project release date.
Baseline V0 Snapshots

Before production commences, project managers click . This records the planned start, planned finish, duration, and estimated hours into ProjectBaselines and TaskBaselines tables. All subsequent schedule variance is displayed against this baseline.


Functional Area Chapter 9

Task Workspace & Creative Proofing

The Task Workspace (/task-workspace.html?id=...) is the execution environment for specialists (Artworkers, Retouchers, Designers).

Task Workspace & Creative Execution
Figure 9.1: Task Workspace with deliverable checklist, sub-tasks, and proofing viewer.
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Core Actions Available in Task Workspace
  • Status Cycling: Click the status badge to cycle from Not StartedIn ProgressPending ReviewComplete.
  • Predecessor Linking: View predecessor task status. If predecessors are incomplete, warning flags alert the specialist.
  • Asset Proofing: Upload high-res PDF or TIFF files to trigger automated die-line and color profile checks.

Functional Area Chapter 10

Calypso Resource Scheduler & Capacity Heatmaps

The Calypso Resource Scheduler (/modern-scheduler.html) enables studio traffic managers and resource directors to balance workloads across regional studios.

Calypso Modern Resource Scheduler
Figure 10.1: Calypso modern scheduling board displaying specialist capacity timelines and booking bars.
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Capacity Thresholds & Color Coding
  • 0% - 80% Optimal studio availability.
  • 81% - 100% Fully booked; caution advised before scheduling additional deliverables.
  • > 100% Over-allocated. Triggers alert badges and highlights specialist row in red.

Functional Area Chapter 11

Timesheets, Labor Tracking & 1-Click Quick Log

Kraken re-engineers labor logging to eliminate administrative friction for creative specialists (/timesheets.html).

Timesheets and 1-Click Quick Log
Figure 11.1: Timesheet console featuring the 1-Click "Quick Log 7.5h" button and weekly distribution grid.
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⚡ The 1-Click Quick Log (7.5h) Innovation

Instead of manually opening dialogs and typing numbers into individual cells, specialists record their entire standard studio day with a single click. Kraken automatically allocates 7.5 billable hours to your active tasks/project, writes database records via pure ADO.NET, updates the weekly total badge, and displays an instant non-blocking confirmation toast in under 150ms.

Access Location Trigger Action Keyboard Shortcut Operational Behavior
Weekly Timesheets Console (/timesheets.html) Click green ⚡ Quick Log 7.5h Today button Q Evenly distributes 7.5h across active in-progress tasks for today.
Triton Project Workspace (/project-workspace.html) Navigate to ⏱️ Hours tab → click ⚡ 1-Click Quick Log (7.5h) Q Logs 7.5h directly to the currently open project with status SUBMITTED.
Task Workspace & Details (/task-workspace.html) Click ⚡ 1-Click Quick Log (7.5h) in the card header Commits 7.5h directly to the active task ID without any form inputs.
Universal Top Navigation Bar (Any page) Click Quick Create → ⚡ 1-Click Quick Log (7.5h) Instant shortcut accessible anywhere across all 64 application pages.

Functional Area Chapter 12

Leviathan SAP Enterprise Gateway

Leviathan (/sap-gateway.html) is the bidirectional integration pipeline bridging Marks Kraken operational projects with SAP APIM QAS/PRD.

Leviathan SAP Gateway Console
Figure 12.1: Leviathan SAP Gateway console displaying 1,355 synchronized orders and document reconciliation.
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SAP Document Types Managed by Leviathan
SAP Doc Type Description Condition Type Workflow Impact
TA Standard Sales Order ZPB0 Commercial billable jobs. Linked to milestone billing events.
ZFOC Free of Charge Order N/A Zero-value orders for proofs, press trials, and exploratory artwork.
ZSV5 Service Order ORDERID Internal cost tracking and external contractor settlement.

Functional Area Chapter 13

SAP Octopus Financials & Milestone Invoicing

The Octopus module (/sap-octopus.html) manages commercial invoicing schedules and automated billing previews.

SAP Octopus Financials and Invoicing
Figure 13.1: SAP Octopus Invoicing console showing sales order linkage and invoice line breakdowns.
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Automated Milestone Invoicing Protocol

When a project milestone (e.g. Final Die-line Approved) reaches 100% completion in the WBS, Kraken generates an invoice preview via GET /api/projects/{id}/invoice-preview:

  1. 1 Verifies all deliverable tasks associated with the milestone are signed off.
  2. 2 Pulls contract pricing and applies the active exchange rate if billing in foreign currency (EUR/USD).
  3. 3 Prepares SAP draft payload including Sold-To (AG) and Tax Condition codes for finance review.

Functional Area Chapter 14

Catalyst Visual SVG Workflow Engine

Catalyst (/workflow-canvas.html) is an administrative visual designer allowing process engineers to configure custom automation graphs.

Catalyst Visual SVG Workflow Builder
Figure 14.1: Catalyst visual canvas with drag-and-drop triggers, validation gates, and conditional branches.
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Supported Graph Node Types
⚡ Event Trigger Node
Listens for lifecycle events (e.g., ProjectCreated, TaskStatusChanged, BaselineCaptured).
🛡️ Pre-Validation Block
Asserts conditions (e.g., must have approved brief, all timesheets logged) before proceeding.
🔀 Conditional Branch (If/Else)
Evaluates expressions and splits the execution path based on job parameters.
📡 Service Bus Publisher
Broadcasts enterprise integration events to Azure Service Bus or Leviathan SAP gateway.

Functional Area Chapter 15

Marks Troubleshooting, Diagnostics & Self-Healing

The Marks Operations Troubleshooting Console (/marks-troubleshooting.html) gives system administrators and support engineers deep visibility into runtime health.

Marks Operations Troubleshooting
Figure 15.1: Marks Operations Troubleshooting dashboard with automated connectivity tests and self-healing tools.
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Automated Diagnostic Test Suite
  • Azure SQL Connection & Pool Health: Measures round-trip query latency and active connection pool utilization.
  • SAP APIM Gateway Ping: Tests HTTP status and TLS certificate validity against QAS endpoint.
  • Poison Message Quarantine: Inspects dead-letter queues and allows safe replay of failed messages.

Functional Area Chapter 16

Security Administration, RBAC & MFA

Enterprise governance is enforced via role-based access control (RBAC), multi-factor authentication, and immutable audit trails (/security-admin.html).

Security Roles and Administration
Figure 16.1: Security Roles and Granular Permissions Administration console.
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Standard Security Roles Matrix
Role WBS & Projects Scheduling Financials & Quotes SAP Sync
System Administrator Full Full Full Full
Project Manager Full Bookings View Only View Status
Studio Specialist Assigned Tasks View Own No Access No Access
Commercial Finance View Projects View Capacity Full Edit Invoice Sync

Ergonomics Chapter 17

Complete Keyboard Shortcuts Cheat Sheet

Designed for high-speed studio production with zero mouse dependency:

Global Navigation
Global Omnisearch Ctrl+K or /
In-Page Contextual Help F1
Keyboard Shortcuts Modal ?
Quick Create Menu C or N
Dismiss Modals / Panels Esc
WBS & Timesheets
Inline Edit Cell Enter
Indent Task in Hierarchy Tab
Outdent Task Shift+Tab
Quick Log 7.5h (Timesheets) Q
Navigate Items Up/Down J / K

Operational Manual Chapter 18
Interactive How-To Hub

Extensive Step-by-Step How-To Guides

Procedural recipes covering core daily workflows for creative production specialists, project managers, and studio leadership.

⚡ Recipe 1: How to Log Time with 1-Click (The 7.5h Quick Log)
Zero Typing / <150ms

Kraken features an automated 1-Click labor recording system that bypasses modal dialogs and manual keystrokes. Specialists can record their daily 7.5 billable packaging hours instantly.

Method 1: From Weekly Timesheets (/timesheets.html)
  1. Navigate to /timesheets.html.
  2. Click the prominent green ⚡ Quick Log 7.5h Today button in the top-right header, or simply press hotkey Q.
  3. Kraken queries your active assignments, commits 7.5h to Azure SQL via pure ADO.NET, and updates your weekly badge to 37.5 Hours Logged.
Method 2: Inside Triton Project Workspace (/project-workspace.html)
  1. Open your active packaging project workspace.
  2. Click the ⏱️ Hours tab on the left sidebar.
  3. Click the green ⚡ 1-Click Quick Log (7.5h) button or press Q.
  4. The labor record appears immediately in the table with status Submitted.
📦 Recipe 2: Delivering a Packaging Project from Intake to SAP Billing
  1. Intake: Accept client packaging request in /requests.html and click Convert to Triton Project.
  2. WBS Scheduling: Define tasks in project-workspace.html (Artwork, Prepress, GMG Proofing) and click Compute CPM.
  3. Baseline Freeze: Navigate to the Baselines tab and click Capture New Baseline to record Baseline V0.
  4. Proofing: Upload GMG proofs on the Documents tab; inspect via Document Inspector Drawer.
  5. SAP Sync: Click ⚡ Submit to SAP (S1S) to dispatch the order through Leviathan APIM.
📋 Recipe 3: Managing Dynamic Custom Forms & Technical Specs

Open the 📋 Project Details tab in Triton. All categories (e.g. Brand Specifications, Print Processes, Die-line References) load dynamically. Click any cell to edit; edits auto-save to dbo.ProjectCustomFormValues upon blur.

📅 Recipe 4: Studio Specialist Capacity Balancing in Calypso

Open /modern-scheduler.html. Review capacity heatmaps across regional studios. Drag and drop bookings along the timeline to rebalance specialist allocations and eliminate bottlenecks.

🔄 Recipe 5: Synchronizing Orders with Leviathan SAP Gateway

From any project workspace, click ⚡ Submit to SAP (S1S). Monitor order creation in /sap-gateway.html. The Outbox processor dispatches order lines to SAP APIM and updates the synchronization status in real-time.