Functional Overview

The module is designed to comprehensively support the operational, administrative, and document management aspects of company projects, with a particular focus on construction sites, teams, and financial workflows.

Integrated Project Master Data

• Project Team: definition and assignment of involved members, with roles and responsibilities.
• Site Addresses: management of operational locations and associated construction sites.
• Acquisition Probability Management: tracking opportunities and estimating success rates.

 Estimation and Project Variants

• Estimator Tool: for creating and managing detailed project estimates.
• Project Variants: tracking and managing changes from the initial plan.

Budgeting and Financial Control

• Project Budget: initial financial planning.
• Budget Revision: updates and recalculations during project execution.
• Estimate vs. Actual Dashboard: comparison between forecasts and actual costs, with performance indicators.

Work Progress Reports (WPR)

• Client and Supplier WPR: management of progress certifications for both clients and suppliers.

Billing Plan

• Advance Billing: issuing invoices before work begins.
• WPR Billing: invoicing based on work progress.
• Delivery Note Fulfillment from Project: logistics and documentation for deliveries.

Operational Management

• Purchase Requests (PR) on Projects: procurement requests linked to the project.
• Site Transfers Management: planning and tracking material movements.
• Subcontracts: management of contracts and activities outsourced to third parties.

Documentation and Compliance

• Mandatory Document Checks for Site: verification of regulatory and safety compliance.

Project Document Management via Teams: integration with Microsoft Teams for document storage and collaboration.