ReqVise ERP – Create Project

Project Information

Step 1 of 7

Project Code Auto-generated. Next available code in sequence.

Project Name *

Customer *

Priority *

High Medium Low

Project Type *

Turnkey Lab Setup

Complete lab design, build, and commissioning

Partial Fitout

Selective renovation or equipment upgrade

Supply Only

Equipment and furniture supply without installation

Renovation

Refurbish existing lab infrastructure

Maintenance

Ongoing maintenance and support contract

Description

Timeline

Step 2 of 7

Start Date *

Target End Date *

Duration Auto-calculated from dates

Phase Template Defines milestone structure

Budget

Step 3 of 7

Estimated Budget *

Currency

Contingency % Added to estimated budget for risk buffer

Budget Approval

Pending Approval

Requires Finance Manager approval

Team Assignment

Step 4 of 7

Project Manager *

Lead Engineer

Site Supervisor

Sales Owner Auto-populated from linked quote

Source & References

Step 5 of 7

Link to Quote

Link to Contract

Customer PO Reference

Site Location

Step 6 of 7

Site Address *

City *

State *

PIN Code

Access Requirements

Scope & Deliverables

Step 7 of 7

#	Item Description	Quantity	Target Date
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