Quick process for creating a new client project with assigned users

Quick process for creating a new client project with assigned users

The following steps will walk you through a quick straight forward process for creating a new project for a new client. For a complete understanding of the processes you should refer to the WebCert User Guide.

The processes assume you have the required role / permissions assigned to your user profile. Also refer to the article WebCert Roles and Assigning Them to Users

1. Login with your User credentials
In the role of Client Manager and Client Admin you will have the appropriate permissions to complete these tasks.

2. Create User as Client Manager & Consultant Admin

Before setting up a new client you must have at lest one user in the system in the role of CONSULTANT ADMIN at the CONSULTANT level. If you wish this user to also be responsible for managing this client by way of adding Programmes and Projects, then also assign them the role of CLIENT MANAGER at the CLIENT level.

3. Create you new Client

When you add the new Client you will need to select one of the users to which the role of Client Manager has been assigned as the CLIENT MANAGER for this client.

4. Set up your Cost Category Schedule

Go to the Cost Category Schedule option and you will see that a basic list of Cost Groups and Summary Items have been created. Add the Cost Groups and Cost Summary Items you require for all projects for this Client. Be sure that at least one Summary Item for each Cost Group exists to which cost claims will be processed.

5. Set up a Region

You will need to set up at least one Region for each Client.

6. Set up further Users

You will now need to set up new users assigning them to the respective roles as follows:
  1. Programme Manager assigned at Client Level
  2. Project Director assigned at Client level

7. Create your new Project

You will create the project assigning the Project Director from the list of users in this role for this Client and set the Initial Budgets for the relevant Cost Summary Items.

8. Create your Project Users

You now add those users who will be responsible for processing the project cost claims and other processes around completing cost details for each period of the project. Add the users assigning them the roles of Project Manager and/or Project Officer at the Project level.



Creation of your Project is now complete and the users added will each have access to this project with the permissions relevant to their role(s).

Select the Client and Project in the top bar and then select Historical Certifications under the Certification menu option. Yo uwill see thatthe first period has been created with your Cost Groups and Summary items each with their budgets as allocated.

ll that remains now is to add the Cost and Sub Cost Item against each Cost Summary item with their relevant balances.



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