Complete and comprehensive project management

The project module gives you the tools to plan a project, to determine its viability and to produce partial or total invoices. Moreover, is allows you to analyze the project in detail thanks to the numerous generated lists and the dashboard. It also allows you to enter consumed resources for the accounts and to extract activity and material consumption reports. You can manage subcontractor price requests, set up running accounts or invoice directly in this module.

Project Flow Module

Create a project and import a quotation

  • Manually enter a project from scratch.
  • Import all or part of the items from an existing quote.
  • Create an order.
  • Add additional work to a project.

Manage the site

  • Adjust the quantities and resources in a quote during the execution of the project.
  • Adjust the specification book.
  • Add items.
  • Detail work items which the client should not see- for internal use only.
  • Define payment parameters.

    A foreman looks at a plan

Complete the project

  • Automatically generate orders, price requests and manage the received delivery notes needed for the project.
  • Import all the resources required by the site.
  • Optimize order accuracy and monitor price negotiations.
  • Access historic order information for each site.

Subcontracting

  • Send out price requests using emails.
  • Search subcontractors in the database by a range of criteria.
  • Carry out price comparisons.
  • Make price requests for all or parts of a project.
  • Draw up running accounts for subcontractors.
  • Manage subcontractor contracts.

Activity tracking

  • Define the weekly activities.
  • Draw up progress and consumption reports.
  • Link the work with the project costs.
  • Allocate staff members to scheduled activities.

Track the project

  • Track used resource like materials, man hours etc.
  • Real time assessment of the project costs.
  • Full integration with other modules.
  • Automatic import of delivery notes.

Accountancy
Graph construction management

  • See the site progress
  • Print compliant reports.
  • Automatic or manual creation of price escalation formula (can be used for a subsection or the entire project, if required).
  • Historic records of a site, a period, of quantities and so on.
  • Automatically calculate project end.

Billing

  • Direct invoicing from the quotation
  • invoicing of running accounts
  • invoicing by usage
  • invoicing multiple customers on a single project
  • analyze outstanding invoices
  • analyze project costs and revenue
  • work with interfaces to external accounting programs

Management accounting

  • Allocate costs to the project with entering the transaction into the management accounts
  • Ability to allocate costs to multiple sites
  • Assess project profitability
  • Print different reports and documents

Bar ChartGantt chart

  • Create project timelines
  • Obtain daily requirements by date
  • Site coordination between trades
  • Project treasury management for cash flow

Analysis

  • Carry out reports for a project
  • Monitor actual costs against budgeted costs
  • Implement project changes to counter-act a potential project slip.