Projects

Admin User

You create named projects to organize all of the related project data into a database structure. This named project structure includes project level setup options as well as all of the related tables used to maintain the project specific calendar structure, rate structure, resource structure, codes, time phased values, documents, logs, and forms.

Basic Steps for a New Project

  1. Set up the core project data. At a minimum, this includes the calendar structure, rate structure, resource structure, and codes such as the work breakdown structure (WBS) for the project. Code, calendar, rate, and resource structures are unique to each project. You also have the option of setting up global calendar, rate, and resource structures projects can share. See Setup Project Data. You must be an administrative user to set up the core data.
  2. Enter or import the WBS for the project. See Create a Code Structure or Import a Code Structure. You must be an administrative user to set up the WBS.
  3. Create the project and enter or set project level options. As part of the set up process, the calendar structure, rate structure, resource structure, and codes created in Steps 1 and 2 are assigned to the project. See Manage Projects. You must be an administrative user to create a new project.
  4. Enter the budget data. See Cost Values.
  5. Product reports. See Reports.

Sharing Data with BOEMax

If you are also using BOEMax, you have the option of importing a BOEMax project into EVMax to create a new project. This includes the calendar structure, rate structure, resource structure, project specific code structures, and other related project data. That way you can leverage an existing project in BOEMax to quickly create a project in EVMax. See Import a Project from BOEMax.

Creating Project Groups

You also have the option of creating project groups to quickly verify total project values or to produce reports for selected groups of projects. When you select a project in the main EVMax window, the Project dropdown in the Ribbon Menu reflects the EVMax enterprise nodal structure (ENS). The default is a simple list of Enterprise projects. You can add user defined nodes to the ENS to organize your projects into groups.