Procurement & Subcontractor Management

Purpose of this Training

This training explains how procurement and subcontract management are handled in ProjectVIEW ERP, ensuring that all purchases, subcontract agreements, and commitments are fully controlled, approved, and linked to project budgets.

After completing this training, users will be able to:

• Manage procurement processes for materials and services

• Create and control subcontract agreements

• Track commitments and their impact on project budgets

• Monitor procurement and subcontract costs throughout project execution

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Procurement Overview

In ProjectVIEW ERP, procurement is fully integrated with project budgeting, cost control, and financial management.

This section explains:

• How procurement requests originate from project needs

• The link between procurement, budgets, and commitments

• Approval workflows and authorization levels

Procurement ensures that all purchases are controlled, approved, and financially traceable.

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Purchase Requests & Orders

Users will learn how to:

• Create purchase requests

• Convert requests into purchase orders

• Assign suppliers and delivery terms

• Track order status and approvals

All purchase orders are linked to project budgets and WBS structures.

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Subcontract Management

ProjectVIEW supports full subcontract lifecycle management.

This training covers:

• Creating subcontract agreements

• Defining scope of work and contract values

• Linking subcontractors to WBS and cost codes

• Managing variations and amendments

Subcontract costs are automatically reflected in project commitments.

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Commitments & Cost Control

This section explains how commitments are managed and monitored.

Users will see how to:

• Track committed vs. approved budget values

• Monitor committed costs per project and WBS

• Control exposure before actual costs occur

Commitments provide early visibility into future project costs.

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Procurement & Subcontract Monitoring

Users will learn how to:

• Track procurement and subcontract progress

• Monitor supplier and subcontractor performance

• Use reports and dashboards for cost monitoring

This ensures transparency and proactive cost management.

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Training Video

Embed the Procurement & Subcontract Management in ProjectVIEW ERP video here

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What’s Next

After completing procurement and subcontract management, continue with:

Cost Control & Actuals