# 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)**.