Setup and Configuration of Ventoo Case Management

Ventoo Case Management is a configurable framework: almost all business logic is driven by settings, not by fixed code. This section describes every configuration area an administrator sets up before or while the team works with the app. The central hub is the Case Management Setup page with its navigation actions.

In this section

Page	Description
General settings in Ventoo Case Management	Number series, billing and process defaults, change log, internal cost, list-column attributes, activity date restrictions, and dimension priorities.
Naming and language in Ventoo Case Management	Rename entities per language and ship them through the translation app.
Roles and party types in Ventoo Case Management	Define roles, assign allowed party types, and set approval and visibility behavior.
Processes in Ventoo Case Management	Workflow processes with steps, milestone amounts, and approval gates.
Attributes in Ventoo Case Management	Attribute groups, custom fields, dropdown values, assignments, and process-step permissions.
Scope schemas in Ventoo Case Management	Reusable product templates with items, default quantities, and automatic activity creation.
Billing profiles in Ventoo Case Management	Billing types, invoice consolidation, intervals, and invoice texts as reusable profiles.
Permissions and visibility in Ventoo Case Management	Role capabilities, user-party mapping, and materialized case visibility.