Project Management - PrismERP

Project Management in PrismERP helps organizations plan, organize, execute, and monitor projects from start to finish. It enables businesses to manage project information, project inventories, planning, Bills of Quantities (BOQ), and project-related transactions from a single centralized system. In this video, we demonstrate the complete Project Management workflow in PrismERP, including Project Group, Project, Project Inventory, Project Planning, BOQ Category, BOQ Template, Project BOQ, and BOQ Manager. Key Steps Covered: • Create and manage Project Groups to categorize similar projects • Configure Project Groups with name, code, and description • Create Projects with project group, customer, project amount, project code, project duration, branch, project location, and address details • Manage project information including customer details, invoices, deliveries, vouchers, inventories, expenses, income statements, work orders, services, and reports • Search, activate, and deactivate projects from the Project List • Create Project Inventories for receiving, storing, and issuing project materials • Configure inventory type including Regular, Spare Parts, Work in Progress (WIP), and Faulty/Bad Stock • Configure product type as Inventory or Rent Free • Link inventories with accounting, production units, projects, and parent inventories • Create Project Goals to define project objectives and assign responsible departments • Configure goals with title, branch, source, description, and department assignments • Create BOQ Categories to organize Bill of Quantities into reusable sections • Configure BOQ Categories with parent categories, code, and description • Create reusable BOQ Templates for frequently used project materials and services • Organize BOQ Templates using categories and subcategories • Add products to BOQ Templates and configure Revenue Type for billable and non-billable items • Create Project BOQs by selecting projects and BOQ Templates • Automatically load products from selected BOQ Templates • Configure product quantities, unit costs, total costs, and billable items • Enable Order BOM in Delivery to generate Bills of Materials during the delivery process • Manage Project BOQs through the BOQ Manager • Search and monitor BOQs by Branch, Project, and Status • Track BOQ progress through Pending, In Progress, Approved, Rejected, and Closed statuses • Preview, export, and download project reports from different sections • Track the complete Project Management lifecycle from project setup and inventory management to planning, BOQ preparation, execution, and monitoring Explore More PrismERP Documentation: https://docs.prismerp.net/ PrismERP Pricing: https://store.divineit.net/ PrismERP Website: https://www.prismerp.net/ #PrismERP #ProjectManagement #ProjectPlanning #BOQ #BillOfQuantities #ConstructionManagement #InventoryManagement #ERPSystem #BusinessSoftware #ProjectERP