Project Set up & Configuration

Purpose of this Training

This training explains how to create and configure a project in ProjectVIEW ERP, ensuring that all structures, parameters, and controls are correctly set before execution begins.

After completing this training, users will be able to:

• Create a new project

• Define project structure and basic parameters

• Configure project controls

• Prepare the project for budgeting and execution

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Creating a New Project

In this section, users will learn:

• How to create a new project

• Required project information

• Project types and templates

• Key dates and milestones

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Project Structure (WBS)

ProjectVIEW uses a Work Breakdown Structure (WBS) to organize project data.

This training covers:

• Creating WBS levels

• Assigning cost and control structures

• Best practices for WBS design

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Project Parameters & Controls

Users will see how to configure:

• Project currency and financial settings

• Control levels and approvals

• Reporting and monitoring options

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Project Validation & Readiness

Before moving forward, users should verify:

• Project structure is complete

• Required parameters are defined

• Access rights are correctly assigned

• The project is ready for budgeting and cost control

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Training Video

Embed the Project Setup & Configuration video here

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What’s Next

After completing project setup, continue with:

Budgeting & Estimating