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ProjectVIEW v.11 has been launched on June 2024

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


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


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


Project Parameters & Controls

Users will see how to configure:

  • Project currency and financial settings

  • Control levels and approvals

  • Reporting and monitoring options


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


Training Video

📹 Embed the Project Setup & Configuration video here


What’s Next

After completing project setup, continue with:

➡️ Budgeting & Estimating

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