ERP PROJECT SCOPE TEMPLATE

PROJECT NAME PROJECT ID COMPANY NAME Street Address City, State and Zip webaddress.com Version 0.0.0 00/00/0000

VERSION HISTORY
VERSION	APPROVED BY	REVISION DATE	DESCRIPTION OF CHANGE	AUTHOR

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

Table of Contents

1.	SCOPE STATEMENT	3

2.	GOALS	3

3.	OBJECTIVES	3

4.	CONSTRAINTS	3

5.	DEFINITION OF ROLES	3

6.	CUSTOMER PROJECT TEAM	3

7.	ASSUMPTIONS	3

7.1	COMMITMENT OVERVIEW	3

8.	DELIVERABLES	3

9.	FUNCTIONAL REQUIREMENTS	3

9.1	LIBRARY MASTER	3

9.2	GENERAL LEDGER AND BANK RECONCILIATION	3

9.3	ACCOUNTS RECEIVABLE	3

9.4	ACCOUNTS PAYABLE	3

9.5	PAYROLL	3

9.6	INVENTORY MANAGEMENT	3

9.7	SALES ORDER	3

9.8	PURCHASE ORDER	3

9.9	BILL OF MATERIALS	3

9.10	WORK ORDER	3

10.	PROJECT CHANGE CONTROL	3

11.	FUTURE PROJECTS	3

12.	ATTACHMENTS	3

13.	APPROVAL	3

SCOPE STATEMENT

GOALS

OBJECTIVES

CONSTRAINTS

DEFINITION OF ROLES

ROLE	DEFINITION

CUSTOMER PROJECT TEAM

DEPARTMENT / ROLE	TITLE	NAME	EMAIL

CUSTOMER PROJECT TEAM, CONTINUED

DEPARTMENT / ROLE	TITLE	NAME	EMAIL

ASSUMPTIONS

7.1	COMMITMENT OVERVIEW

Percent of time investment required per week based upon assigned roles.

ROLE	% OF TIME
Executive Sponsor
Project Manager/Project Owner
Team Leader
Team Member
System Administrator
Project Advisor

DELIVERABLES

FUNCTIONAL REQUIREMENTS

9.1	LIBRARY MASTER

LIBRARY MASTER	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.2	GENERAL LEDGER AND BANK RECONCILIATION

GENERAL LEDGER AND BANK RECONCILIATION	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.3	ACCOUNTS RECEIVABLE

ACCOUNTS RECEIVABLE	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.4	ACCOUNTS PAYABLE

ACCOUNTS PAYABLE	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.5	PAYROLL

PAYROLL	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.6	INVENTORY MANAGEMENT

INVENTORY MANAGEMENT	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.7	SALES ORDER

SALES ORDER	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.8	PURCHASE ORDER

PURCHASE ORDER	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.9	BILL OF MATERIALS

BILL OF MATERIALS	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

9.10	WORK ORDER

WORK ORDER	NOTES
MANUAL INPUT
DATA CONVERTED
REPORTS / INQUIRIES REQUIRED
CUSTOMIZATIONS AND USER DEFINED FIELDS
PROCEDURE CHANGES

PROJECT CHANGE CONTROL

FUTURE PROJECTS

ATTACHMENTS

ATTACHMENT NAME	LOCATION / LINK

APPROVAL

Project Approver Name and Title (Printed)
Project Approver Signature	Date

Project Sponsor / Lead Name and Title (Printed)
Project Sponsor / Lead Signature	Date

Project Manager Name (Printed)
Project Manager Signature	Date

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