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Project

Module Guide: Project (Project Master)

Module Location

Project > Project Purchasing > Project

Module Objective

The Project module serves as the center for creating and managing the master data of all projects related to purchasing. This is where you define the project's scope, schedule, initial budget, and the key personnel in charge. This module supports a hierarchical structure that allows you to create a Main Project and a Sub Project.

1. Main View (Project List)

The main page of this module displays a list of all projects (both main projects and sub projects) that have been created.

View and Key Button Functions

  • View: This page is a list of all ongoing or completed projects. You can see the Project Code, Project Name, its schedule, and its status.

  • Action Buttons:

    • [New Main Project]: To create a new parent or main project.

    • [New Sub Project]: To create a new sub project that is part of an existing main project.

2. Steps to Create a New Project

Step 1: Create a New Project

From the Main View, click the [New Main Project] button to open the AddMainProject form.

Step 2: Fill in Project Information

On the form that appears, fill in all the important details regarding the project:

  • Provide a unique and descriptive Project Code and Project Name.

  • Select the appropriate Transaction Type (this category is created in the Transaction List module).

  • Define the Project Owner and Project Coordinator.

  • Set the project schedule by filling in the Start Date and the Deadline Date.

  • Enter the initial total estimated budget in the Amount field.

  • Upload a supporting document (e.g., a proposal or project charter) via Report File.

Step 3: Save the Project

After all data is filled in, click the [Save] button to save the new project. This project will now appear in the main list.

Tips & Important Notes

  • The project created here will become the basis for the creation of a more detailed Project Budget (RAB) document.

  • Using a Main Project and Sub Project structure is very helpful in managing large projects by breaking them down into smaller, more manageable parts.

  • This module is the primary work tool for Project Managers and the PMO (Project Management Office).

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