Process Catalog
Brief context for Process Catalog in BE-terna Project.
Process Setting up a new client for BE-terna Project Create a company, start the setup and define the database.
Use the guided process in the new company to import initial or demo data in a controlled manner. Then check the necessary data update so that price calculation and follow-up processes work stably.
Process Control projects via the Role Center Use project lists and project cards as central workspaces.
Open projects via search, tiles or bookmarks and control further editing via project list and project card. In this way, planning, purchasing and evaluation functions remain in a consistent process.
Process Reconcile project documents and costing Document entry, pricing and controlling in a coordinated process.
Connect document processing, price shares, and award logic with project-specific evaluations. This reduces media disruptions and improves the traceability of changes in results.
Process Prepare and close project accounting Carry out invoicing in a controlled manner with printing and checking options.
Use standardized verification and approval steps before final invoicing, including surcharge and instalment checks. Document deviations directly in the process.