ERP Implementation template
An ERP program from discovery through hypercare: process design, data migration, integration, testing, change and cutover as converging workstreams.
Program managers, IT directors and finance transformation leads replacing a core system.
- 6 views
- 13 fields
- 10 groups
- 29 sample tasks
- 5 milestones
- 39 dependencies
- 7 dashboard widgets
- 5 workflow statuses
- 2 automations
Program plan · Gantt view · opens first
What's included
Six workstreams on one dependency network. Process design and solution design gate the build; the data migration workstream runs its own trial loads that must reconcile before the dress rehearsal; integrations must pass SIT before UAT can start; training waits on the design and finishes before the go/no-go. Every task carries an Area (Program, Finance, Supply chain, Technology, Data, Change), a RAG status, effort and cost, so any view narrows to one workstream and the Impact view names every downstream task a slip touches. Delay the second trial migration in the simulator and watch cutover and go-live move.
Views
- Program plan (Gantt)
- Plan (Table)
- Board
- Dependencies
- Impact (Impact Matrix)
- Dashboard
Task fields
- Status
- Timeline
- Owner
- Progress
- Impact
- Dependencies
- Est. effort
- Planned cost
- Actual cost
- Area
- RAG statuscustom
- Phasecustom
- Vendor referencecustom
Groups
- Program
- Process design
- Solution design
- Build
- Integration
- Data migration
- Testing
- Change & training
- Cutover
- Hypercare
Dashboard
- KPIs
- Trend line
- Upcoming milestones
- Group progress
- Overdue tasks
- Tasks by status
- Budget & effort
Automation
- Notify when a task becomes overdue
- Raise impact when a task becomes overdue
5 statuses that match the work
Statuses are the board's columns and the filters everywhere else. The one marked complete counts a task as done; edit the list any time.
- Not started
- In progress
- Blocked
- In review
- Complete
39 links, so a slip shows up where it lands
The longest chain in the template. Every link is real: the Gantt draws it, the Impact view scores it, and the simulator moves everything downstream when you delay a task.
- Current-state discovery and fit-gapProgram
- Discovery completeProgram · feeds 4 tasks
- Design sign-offSolution design · feeds 4 tasks
- System configurationBuild · feeds 2 tasks
- UAT sign-offTesting
- Go / no-go reviewCutover
- Go-liveCutover · feeds 2 tasks
- Hypercare exit and handover to supportHypercare
7 more linked steps between these. Delay Current-state discovery and fit-gap and Depentra shows the 27 downstream tasks it reaches, the milestones that move, and by how many days, before anyone accepts the slip.
Dashboard: 7 widgets chosen for this work
Not the same dashboard for every template. This one opens with:
Often used alongside ERP Implementation
Use the ERP Implementation template
Create your account and this template is already selected on the Create project page. Pick a start date, name the project, and the 6 views are ready. Available on Standard and above.