Overview & Introduction

Purpose of this Training

This introductory training provides a high-level overview of ProjectVIEW ERP, explaining what the system is, who it is designed for, and how it supports the full lifecycle of construction and project-driven organizations.

After completing this training, users will:

• Understand what ProjectVIEW ERP is

• Become familiar with the core business logic

• See how modules are interconnected

• Learn how to navigate the system before moving to detailed module training

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What is ProjectVIEW ERP?

ProjectVIEW is a cloud-based ERP platform designed for construction companies, EPC contractors, and project-driven organizations.

It integrates:

• Project Planning & Control

• Cost Management

• Procurement & Subcontractors

• Materials & Resources

• Finance & Accounting

into one unified system, providing real-time visibility across all project activities.

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Core Business Logic – High Level

ProjectVIEW follows a project-centric approach.

Key concepts:

• Projects are structured using Work Breakdown Structures (WBS)

• Budgets are built from BoQs and Cost Codes

• Actual costs flow automatically from:

  • Procurement

  • Subcontractors

  • Payroll

  • Inventory movements

• Financial data is always linked directly to project performance

This ensures accurate cost control, forecasting, and reporting.

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System Navigation Overview

In this training, users will see:

• The main dashboard and menus

• Project selection and switching

• Module navigation

• Common actions such as filtering, reporting, and exporting data

This section focuses on orientation, not detailed operational steps.

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Training Video

Embed the Introduction to ProjectVIEW ERP video here

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What’s Next

After completing this introduction, continue with:

• System access and user roles

• Project creation and configuration

• Detailed module-by-module training

Proceed to Getting Started & Core Setup