Projects gives directors and project managers each project’s budget, progress, committed cost and site reports in one record, from set-up to close-out.
Follow one project day
01 · Daily site reports
Each department files its daily report from a template, with manpower, progress, delays and photos. Project managers see every site’s day before they leave the office, without chasing anyone on WhatsApp.
02 · Cost against plan
Budgets by cost head from set-up, with actual and committed cost and a forecast to complete. Directors see which projects are drifting while there’s still time to act.
03 · Client reports
Weekly and monthly client reports are built from the site reports already filed, then issued as numbered PDFs. The version the client received is always on record.
04 · Variations and records
Variation orders, the correspondence register, meeting minutes with an action tracker and the schedule files with their revisions stay with the project, so nothing is lost when people move on. Close-out runs from a checklist.
Approvals in this module
Approved before the work is priced to the client.
A revised budget takes effect once the project director approves.
Approved from site, then checked against the budget.
Reviewed before each numbered issue goes out.
Use cases
Each department files its daily report with photos, and the client report is compiled from them and issued as a numbered PDF.
Features
FAQ
Yes. Daily site reports are filed from a phone, with photos, and appear in the project record as soon as they are submitted.
No. Planners keep scheduling in their own tools, and the schedule files are stored with the project, every revision kept, beside the cost and progress records.
Yes. Staffing and spend by origin are prepared from the project’s staff, supplier and cost records, ready for your NCDMB reporting.
Tell us how your company works. We’ll show you the same processes in CrineonERP, using your approval chain and your documents.