Your Setup Timeline (Day 1 to Month 1)
A simple, ordered plan for rolling out TaameerPro — what to set up first, what can wait, and how to go live without surprises.
Use this when: You have just created your company and want to know the right order to set things up, instead of guessing what to do first.
Set up TaameerPro in layers: secure the company, add the people, build your master data, then start daily work and reporting. Doing it in this order avoids rework — for example, you need materials and vendors before you can raise a purchase order, and projects before you can report progress.
Why the Order Matters
Some records depend on others. You cannot raise a purchase order until you have materials and vendors, and you cannot file a daily progress report until you have a project with stages. Setting things up in the right order means you never get stuck halfway.
This page groups the work into four short phases. You do not have to finish a phase in one sitting — but try to keep to the order so each step has what it needs. For the bigger picture of how the areas connect, see the System Overview.
Rule of thumb
Set up the things that other things point to first: company settings, then people, then master data (projects, materials, vendors, workforce), then daily activity.
What Depends on What
Settings and people come first, master data next, then daily work, and finance flows from the activity your team records.
Day 1 — Secure the Company
- 1
Register and confirm company details
Set company name, timezone, currency, default language, and contact details. See First Login and Company Setup.
- 2
Choose your key policies
Decide whether payments must be approved before being marked paid, whether inspections are required before a stage can complete, and your idle session timeout.
- 3
Turn on secure sign-in
Enable two-step login for admins and anyone who approves money, and save the recovery codes somewhere safe.
Week 1 — Add People and Master Data
- 1
Invite your team and set roles
Add users and give each the smallest role that lets them do their job. See Roles and Access Basics.
- 2
Create projects and stages
Add your active projects and break each into stages so progress, costs, and documents have somewhere to attach. See Projects, Stages, and Schedules.
- 3
Build your procurement catalog
Add materials, vendors, and current vendor rates so purchase orders and estimates have real data to work from. See Materials, Vendors, and Rates.
- 4
Add your workforce
Create contractors and labourers with their wage profiles, then assign them to projects. See Contractors and Labourers and Project Assignments.
Weeks 2-3 — Start the Daily Cycle
- 1
Report from site every day
Supervisors file daily progress reports, log attendance, and raise material requisitions. See Daily Progress Reports.
- 2
Run procurement for real
Raise purchase orders, receive and verify deliveries, and watch stock update automatically. See Purchase Orders and Deliveries.
- 3
Approve money carefully
Process payments and payroll through their approval steps. See Payments, Cost Tracking, and Budget Alerts.
Month 1 — Review and Share
- 1
Read your dashboards and alerts
Use reports, budget alerts, and AI alerts to spot delays and overruns early. See Reports, Analytics, and AI Alerts.
- 2
Open the portals
Invite clients and vendors to their own secure portals once you have approved content to share. See Client Portal and Vendor Portal.
- 3
Tidy up access and records
Review who has which role, check your document library, and confirm your activity history looks right.
Go-Live Checklist
Company settings, timezone, and currency are correct.
Two-step login is on for admins and approvers.
Every team member has an account with the right role.
Active projects exist and are broken into stages.
Materials, vendors, and current rates are loaded.
Contractors and labourers are added and assigned to projects.
A test purchase order and a test payment have been run end to end.