PORTWARE. Modules

Ready from day one — base setup, project template, company formation

A new company opens not with empty drop-downs but with the configuration an industrial SME expects, an exemplary delivery project, a shared knowledge layer and, if it wishes, a company formation system.

In the handbook: chapter 3

  • No settings to inventTask ladders, taxonomies, the warehouse and work centres arrive ready.
  • A project worth copyingA delivery project with phases, icons, descriptions and estimates.
  • Knowledge reaches every installationWhat the product learnt on one installation spreads with every update.
  • Your values are keptNo edited value is overwritten by an update.
Projects: a new project starts from the exemplary template
Projects: a new project starts from the exemplary template

Where it appears: A new company and a new database · Project › templates · the company form

Base setup

Empty business software is not a system but a set of empty drop-downs. Somebody has to invent a stage ladder, a sector taxonomy, a product tree, a warehouse shape and a list of job titles before the first record — and every company invents them again, differently. PORTWARE Base Setup files them once. On a new database and on every company created afterwards:

  • the Jira-style task ladder — TO-DO, IN-PROGRESS, DONE, CANCEL, FAIL — on every board, with the project stages beside it;
  • project and CRM tags, CRM lost reasons;
  • a partner taxonomy: sector, machinery and automation, relationship type, and the "Takipten Çıkar" discipline that keeps a prospect pool honest;
  • a product category tree, variant attributes, dealer pricelists;
  • Türkiye's 45-hour, 6-day working week;
  • a two-step receipt, pick-pack-ship warehouse with storage zones;
  • work centres, departments, job positions, equipment categories and maintenance teams.

It is configuration only: nothing that looks like business — no customer, order or invoice — is added. Everything is keyed by name: a second install changes nothing, and a value somebody edited is never overwritten. A company that has already traded takes it deliberately, from the button on its form.

The shared knowledge layer

Some knowledge reaches every database, on install and with every update: Cowork's product knowledge (how PORTWARE behaves — learnt on one installation, true on all) and the PORTWARE project and task templates. Each item is delivered once; one an administrator removed does not come back.

The exemplary project template

The standard core gives a project the ability to be a template; it does not give anybody a template worth copying. PORTWARE Project Template makes an exemplary delivery project — one that scopes, designs, procures, builds, tests, hands over and closes — part of the product:

  • Phase columns — the board reads as a timeline, not a to-do pile.
  • An icon on every task — from the bundled 3D set, never an emoji.
  • A description on every task — a lead sentence, the step's checklist and the named output.
  • An estimate on every task — the plan has a shape before anyone edits it; a parent's time covers its children.

Company formation

Founding a company is a project with a deadline nobody set, run out of a mailbox and a notebook. PORTWARE Company Formation makes it a system:

  • The formation project — six stages and the real task list, from the pre-formation decisions to MERSİS and the trade registry, the chamber, taxes and the fiscal seal, e-invoice and e-archive, social security, banking and accounting setup, trademarks and incentives.
  • Official filings — authority, application date and number, document number, status, missing document and fee; it reads like a registry ledger.
  • The decision register — trade name, shareholding, capital, managers, bank, accountant, NACE code… Nothing undecided is recorded as decided.
  • Corporate identity and the document register — a document about to expire raises an activity 60, 30 and 7 days ahead.
  • What it cost — formation expenses with the estimate beside the actual; the monthly and annual fixed cost.
ModuleWhat it doesVersion
PORTWARE Base SetupA company arrives configured: stages, sector taxonomy, categories, work centres, departments19.0.2.0.2
PORTWARE Project TemplateThe worked example a new project starts from: phases, tasks, estimates and descriptions somebody can actually follow19.0.1.0.0
PORTWARE Company FormationFound a company inside PORTWARE: the formation project, the official filings, the decision register, the corporate identity, the document register and what it all cost19.0.1.15.0