Client

The Payments module enables users to record and manage all payment transactions related to clients, projects, and invoices.
It provides a centralized way to track payment status, methods, and approvals efficiently.
<h3>How to Access</h3>
Log in to the application &gt; go to the left menu &gt; click on Payments.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7668 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-40.png" alt=" Payments" width="1600" height="748" />
Click on the Add Payment button to create a new payment entry.
<h3>Steps to Create a Payment</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Project Name* – Choose the project associated with the payment.</li>
<li style="font-weight: 400;" aria-level="1">Select Client Name* – Choose the client linked to the project.</li>
<li style="font-weight: 400;" aria-level="1">Select Payment Schedule – Pick a previously created payment schedule for reference.</li>
<li style="font-weight: 400;" aria-level="1">Select Invoice – Choose the invoice related to the payment.</li>
</ul>
Upon selecting the invoice, the following fields are automatically filled:
<ul>
<li style="font-weight: 400;" aria-level="1">Payment Due Date</li>
<li style="font-weight: 400;" aria-level="1">Invoice Amount*</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount*</li>
<li style="font-weight: 400;" aria-level="1">Sub Total</li>
<li style="font-weight: 400;" aria-level="1">Enter Adjustment Amount – Add or deduct any adjustments, if applicable.</li>
<li style="font-weight: 400;" aria-level="1">Total Amount – Automatically calculated based on the invoice and adjustment details.</li>
<li style="font-weight: 400;" aria-level="1">You can add multiple invoices by clicking the + Add icon.</li>
</ul>
Next, fill in the payment details:
<ul>
<li style="font-weight: 400;" aria-level="1">Select Payment Date* – Choose the actual date of payment.</li>
<li style="font-weight: 400;" aria-level="1">Select Payment Method – Choose from options such as Bank Transfer, Credit Card, Debit Card, Cash, Cheque, Net Banking, UPI, or PayPal.</li>
<li style="font-weight: 400;" aria-level="1">Select Approver – Choose the person authorized to approve this payment.</li>
<li style="font-weight: 400;" aria-level="1">Select Payment Made By – Displays a list of project members who can make the payment.</li>
<li style="font-weight: 400;" aria-level="1">Enter Transaction Number* – Record the transaction reference number.</li>
<li style="font-weight: 400;" aria-level="1">Upload Attachments – Add supporting documents or receipts.</li>
<li style="font-weight: 400;" aria-level="1">Enter Reference Note – Add any remarks or internal comments related to the payment.</li>
</ul>
Click Save to record the payment details successfully.
<h3>Payment Details Page</h3>
By clicking on the Payment Reference Number displayed in the payment listing, the system redirects to the Payment Details Page.
This page displays all information entered during payment creation, grouped into sections such as:
<img loading="lazy" decoding="async" class="alignnone wp-image-7669 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-41.png" alt="Payment Details Page" width="1600" height="780" />
<ul>
<li style="font-weight: 400;" aria-level="1">General Information – Displays key details like project, client, and payment method.</li>
<li style="font-weight: 400;" aria-level="1">Approval Information – Shows the approver and approval status for the transaction.</li>
<li style="font-weight: 400;" aria-level="1">Payee Information – Contains details of the person or organization receiving the payment.</li>
<li style="font-weight: 400;" aria-level="1">Invoices – Lists all invoices linked to the payment along with their amounts and statuses.</li>
</ul>
<h3>KPI’s</h3>
The Payments listing page displays key financial metrics for quick analysis:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Payments Made – Total number of payments recorded in the system.</li>
<li style="font-weight: 400;" aria-level="1">Total Payment Amount – Aggregate value of all payments made.</li>
<li style="font-weight: 400;" aria-level="1">Pending Payments – Count and value of payments that are yet to be completed.</li>
<li style="font-weight: 400;" aria-level="1">Average Payment Amount – Average value per payment transaction.</li>
</ul>
Payments by Type/Client – Distribution of payments based on type or client.

Payments

The Payments Schedule module allows users to plan, track, and manage scheduled payments for clients and projects. 
It helps in monitoring due amounts, milestones, and payment progress efficiently.
<h3>How to Access</h3>
Log in to the application &gt; go to the left menu &gt; click on Payments Schedule.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7663" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-38.png" alt=" Payments Schedule " width="1600" height="714" />
 
 Click on the Add Payment Schedule button to create a new payment schedule.
<h3>Steps to Create a Payment Schedule</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Client – Choose the client from the drop-down list. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Project* – Choose the associated project from the drop-down. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Milestone – Select a milestone; the milestone names created for the selected project are displayed. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Scheduled Date* – Choose the date when the payment is planned. 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Due Amount* – Specify the amount that is due for the selected milestone or period. 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Grace Period (Days) – Define the number of days allowed beyond the due date for payment. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Payment Type* – Choose the payment category (Milestone Payment, Advance Payment, Final Payment, Retention Release, Progress Payment, or Penalty Deduction). 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Late Fee Amount – Specify any late fee to be applied for delayed payments. 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Description – Provide a short description of the payment schedule. 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Notes – Add any additional remarks or relevant information. 
</li>
<li style="font-weight: 400;" aria-level="1">Click Save – Save the payment schedule to record the entry.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7666" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-39.png" alt="Steps to Create a Payment Schedule" width="1600" height="778" />
You can edit, view, or delete any existing payment schedule as needed.
<h3>Payment Schedule Details Page</h3>
By clicking on the Client Code displayed in the Payment Schedule listing, the system redirects to the Payment Schedule Details Page.
This page displays all the details entered during creation, grouped into sections such as:
<ul>
<li style="font-weight: 400;" aria-level="1">General Information – Displays key payment and client details.</li>
<li style="font-weight: 400;" aria-level="1">Schedule Information – Shows project, milestone, and due date data.</li>
<li style="font-weight: 400;" aria-level="1">Description &amp; Notes – Contains any remarks or supporting notes added by the user.</li>
</ul>
<h3>KPI’s</h3>
The Payment Schedule listing page also displays key financial indicators for quick tracking:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Scheduled Amount – Total value of all scheduled payments.</li>
<li style="font-weight: 400;" aria-level="1">Total Due This Month – Amount due for the current month.</li>
<li style="font-weight: 400;" aria-level="1">Total Overdue Amount – Cumulative value of overdue payments.</li>
<li style="font-weight: 400;" aria-level="1">Total Paid to Date – Total payments completed till date.</li>
<li style="font-weight: 400;" aria-level="1">Pending Amount – Remaining unpaid balance from the schedule.</li>
<li style="font-weight: 400;" aria-level="1">Schedule Completion % – Percentage of payments completed against the total scheduled amount.</li>
</ul>

Payments Schedule

The Client Invoice module allows to create, manage, and track invoices related to approved client contracts. 
It ensures accurate billing, tax calculation, and payment tracking for each project.
<h3>How to Access</h3>
Log in to the application &gt; go to the left menu &gt; click on Client Module &gt; click on Invoice &gt; click on Add Invoice.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7651 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-37.png" alt="Client Invoice" width="1600" height="662" />
The Create Invoice pop-up will appear, where you can fill in the necessary details.
<h3>Steps to Create an Invoice</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Project Name – Choose the project for which the invoice is being generated.</li>
<li style="font-weight: 400;" aria-level="1">Select Invoice Type* – Choose whether the invoice is Regular, Proforma, or Credit.</li>
<li style="font-weight: 400;" aria-level="1">Enter Invoice Number* – Provide a unique invoice identifier.</li>
<li style="font-weight: 400;" aria-level="1">Select Contract* – Choose an approved contract linked to the project.</li>
<li style="font-weight: 400;" aria-level="1">Invoice From Type* – Select the organization issuing the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Invoice To Type* – Select the client receiving the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Select Currency* – Choose the currency for the transaction.</li>
<li style="font-weight: 400;" aria-level="1">Select Status – Choose the current invoice status (e.g., Draft, Submitted, Paid).</li>
<li style="font-weight: 400;" aria-level="1">Select Item Name* – Choose items from the list configured in Company Settings &gt; Items Master.</li>
<li style="font-weight: 400;" aria-level="1">Unit Price &amp; Quantity – Automatically populated based on selected items; quantity updates total item price. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Tax* – Apply the relevant tax; Tax Amount and Total Amount are auto-calculated. 
</li>
<li style="font-weight: 400;" aria-level="1">Add Multiple Items – Use the “+” icon beside the Total Amount field to include more items. 
</li>
<li style="font-weight: 400;" aria-level="1">Auto Calculations – Invoice Amount, Tax Amount, and Net Amount are automatically calculated. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Payment Terms* – Choose from payment terms configured under Finance Settings. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Invoice Date, Due Date, and Invoice Receive Date* – Define important billing dates. 
</li>
<li style="font-weight: 400;" aria-level="1">Upload Attachments – Attach supporting documents (optional). 
</li>
<li style="font-weight: 400;" aria-level="1">Click Save – Save the invoice to complete the process.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7661" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-24-1.jpg" alt="" width="800" height="404" />
<h3>Invoice Details Page</h3>
By clicking on an invoice number, the system redirects to the Invoice Details Page, where all entered invoice details are displayed along with a barcode for scanning.
Available Actions:
<ul>
<li style="font-weight: 400;" aria-level="1">Print Preview – View and print the invoice in a formatted layout.</li>
<li style="font-weight: 400;" aria-level="1">Cancel Invoice – Cancel the invoice if required.</li>
<li style="font-weight: 400;" aria-level="1">Audit Log – View the change history and user actions performed on the invoice.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7654 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-25.jpg" alt="Invoice Details Page " width="800" height="376" />
<h3>KPI’s</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Total Invoice – Displays the total number of invoices generated. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Paid – Shows the total amount received from all invoices. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Outstanding – Indicates the total unpaid balance from clients. 
</li>
<li style="font-weight: 400;" aria-level="1">Overdue Invoice – Lists invoices that have crossed their due date. 
</li>
<li style="font-weight: 400;" aria-level="1">Unpaid Invoices – Displays invoices pending payment confirmation. 
</li>
<li style="font-weight: 400;" aria-level="1">DSO (Days Sales Outstanding) – Represents the average number of days taken to collect payments.</li>
</ul>

Client Invoice

The Client Contract module is designed to manage and monitor all contractual agreements between your organization and clients.
It helps in maintaining structured records of contracts, deliverables, payment terms, and legal clauses, ensuring transparency and accountability across all projects.
<h3>Accessing the Contract Module</h3>
To access the module: Login to the application → Go to the left menu → Click on Contract → Click on Add Contract.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7643" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-22.jpg" alt="Client Contract Module Overview" width="800" height="356" />
<h3>Steps to Create a Contract</h3>
1. Select the Project Name.
2. Select the Party.
3. Select the Party Contact*.
4. Enter a Contract Name*.
5. Select the Contract Type* (from the dropdown).
6. Select the Status.
7. Choose a Start Date* and End Date*.
8. Select the Currency.
9. Choose Tax* (can be configured in Finance Settings).
10. Select Payment Terms* (from the dropdown).
11. Enter the Contract Value*.
<ul>
<li>Based on this, Tax Amount (0%)* and Total Contract Amount* are automatically calculated.</li>
</ul>
12. Select an Approver*.
13. Enter Contract Execution Date* and Contract Review Date*.
14. Fill in Contract Deliverables* including:
<ul>
<li style="font-weight: 400;" aria-level="2">Deliverable Name, Date, Notes, and Deliverable Description*.</li>
</ul>
15. Add Contract Terms* such as:
<ul>
<li style="font-weight: 400;" aria-level="2">Term Name, Term Number, Term Type, Date, Amount, Currency, and Term Description*.</li>
</ul>
16. Fill in Jurisdiction and Legal Clauses.
17. Select Parameters and upload necessary Attachments &amp; click on the save button.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7645" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-36.png" alt="Steps to Create a Contract" width="1600" height="790" />
<h3>Contract Details Page</h3>
By clicking on a contract number from the list, the page is redirected to the Contract Details Page.
Here, all the information entered during contract creation is displayed, including project details, payment terms, deliverables, and legal clauses.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7647 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-23.jpg" alt="Contract Details Page" width="800" height="348" />
Additionally, the details page includes the following options:
<ul>
<li style="font-weight: 400;" aria-level="1">Print Preview – View and print the complete contract.</li>
<li style="font-weight: 400;" aria-level="1">Add Signature – Digitally sign the contract.</li>
<li style="font-weight: 400;" aria-level="1">Terminate – Close or end an existing contract.</li>
<li style="font-weight: 400;" aria-level="1">Add Appendix – Add supplementary details to the contract.</li>
<li style="font-weight: 400;" aria-level="1">Add Amendment – Record contract modifications.</li>
<li style="font-weight: 400;" aria-level="1">Audit Log – Track all actions and changes made to the contract. 
</li>
</ul>
<h3>KPI Section</h3>
The header section of the Contract module displays key performance indicators to monitor overall contract health and status:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Contracts – Displays the total number of contracts created in the system.</li>
<li style="font-weight: 400;" aria-level="1">Total Contract Value – Shows the combined value of all approved contracts.</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Amount – Indicates the total unpaid or pending payment amount from clients.</li>
<li style="font-weight: 400;" aria-level="1">Pending Contracts – Lists contracts that are awaiting approval or finalization.</li>
<li style="font-weight: 400;" aria-level="1">Retention Held – Represents the amount retained from client payments as per contract terms.</li>
<li style="font-weight: 400;" aria-level="1">Expired Contracts – Displays contracts that have passed their end date without renewal.</li>
</ul>
<h3>Post-Approval Action</h3>
Once a contract is approved, it automatically becomes available in the Invoice Section, allowing the billing process to begin based on contract terms.

Client Contract Module Overview

The Client module helps organizations manage all client-related details and their financial activities from a single dashboard.
It allows users to create, edit, and track client information along with related contracts, invoices, payment schedules, and payments.
This ensures smooth client relationship management, transparent financial control, and easy access to essential client data.
<h3>Module Components</h3>
The Client module includes the following sections:
<ul>
<li style="font-weight: 400;" aria-level="1">Client – Manage client profiles and basic information.</li>
<li style="font-weight: 400;" aria-level="1">Contract – Maintain agreements made with clients.</li>
<li style="font-weight: 400;" aria-level="1">Invoice – Record invoices raised for clients.</li>
<li style="font-weight: 400;" aria-level="1">Payment Schedule – Define the payment milestones.</li>
<li style="font-weight: 400;" aria-level="1">Payment – Track and manage payment receipts. 
</li>
</ul>
<h3>Navigation Path</h3>
Log in to the application → Go to the Left Menu → Click on Client Module → Click on Client
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7639" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-34.png" alt="Client Module " width="1600" height="562" />
<h3>What is a Client?</h3>
A Client refers to an individual or organization your company engages with for business or project-related transactions.
It stores details such as client name, contact information, address, tax details, and financial data needed for billing, invoicing, and reporting.
<h3>Create Client – Step-by-Step Guide</h3>
Accessing the Form:
Log in to the application → Go to the Left Menu → Click on Client Module → Click on Client → Click on Add Client
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7640" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-21.jpg" alt="Create Client " width="800" height="396" />
<h3>Client Information</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Category* – Select the client’s business category, such as Organization or Individual. 
</li>
<li style="font-weight: 400;" aria-level="1">Client Code* – Enter a unique code to identify the client. 
</li>
<li style="font-weight: 400;" aria-level="1">Legal Name* – Provide the client’s registered business name. 
</li>
<li style="font-weight: 400;" aria-level="1">Client Type* – Choose from available options such as Domestic, International, or Government.</li>
<li style="font-weight: 400;" aria-level="1">First Name / Last Name – Enter the main contact person’s name. 
</li>
<li style="font-weight: 400;" aria-level="1">Tax Jurisdiction – Specify the applicable tax region or jurisdiction.</li>
<li style="font-weight: 400;" aria-level="1">TAX – Select the applicable tax type from the dropdown. (Tax configuration can be managed under Company Settings → Finance Settings) 
</li>
<li style="font-weight: 400;" aria-level="1">Tax Enabled – Check this box to apply tax to transactions related to this client. 
</li>
<li style="font-weight: 400;" aria-level="1">Status* – Define whether the client is Active, Inactive, or On Hold. 
</li>
</ul>
<h3>Client Contacts</h3>
This section allows you to manage contact persons linked to the client.
<ul>
<li style="font-weight: 400;" aria-level="1">Select the Contact Type from the dropdown. 
</li>
<li style="font-weight: 400;" aria-level="1">Enter the First Name, Last Name, Email, Phone Number, and Designation. 
</li>
<li style="font-weight: 400;" aria-level="1">Select the Is Primary checkbox to mark the main contact person. 
</li>
</ul>
<h3>Client Addresses</h3>
Add and manage all client addresses, such as billing or office locations.
<ul>
<li style="font-weight: 400;" aria-level="1">Select Address Type (Billing, Shipping, Registered, etc.) 
</li>
<li style="font-weight: 400;" aria-level="1">Enter Address Line 1, Address Line 2, City, Zipcode, Country, and State. 
</li>
<li style="font-weight: 400;" aria-level="1">Select the Is Primary checkbox if applicable. 
</li>
</ul>
<h3>Client Communications</h3>
Add communication channels, such as email or phone.
<ul>
<li style="font-weight: 400;" aria-level="1">Select Communication Type (Email, Phone, Website). 
</li>
<li style="font-weight: 400;" aria-level="1">Enter the Communication Value. 
</li>
<li style="font-weight: 400;" aria-level="1">Mark Is Primary if it is the main communication method. 
</li>
</ul>
<h3>Client Bank Details</h3>
Store the client’s financial details for payment processing.
<ul>
<li style="font-weight: 400;" aria-level="1">Enter Bank Name, Account Number, Account Holder Name, Account Type, and Branch Name. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Country, State, City, and Zipcode. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Is Primary if it is the main bank account. 
</li>
</ul>
<h3>Client Attributes</h3>
<ul>
<li>Define additional attributes related to the client. 
</li>
<li>Select the Client Attribute and its corresponding Value. 
</li>
<li>You can also upload a Logo and add Notes for internal reference.</li>
</ul>
<h3>Mandatory Fields</h3>
To create a client, the following fields are mandatory:
<ul>
<li style="font-weight: 400;" aria-level="1">Category 
</li>
<li style="font-weight: 400;" aria-level="1">Client Code 
</li>
<li style="font-weight: 400;" aria-level="1">Legal Name 
</li>
<li style="font-weight: 400;" aria-level="1">Client Type 
</li>
</ul>
<h3>Client Details Page</h3>
After creating a client, clicking on the record in the list view opens the Client Details Page, which displays:
<ul>
<li style="font-weight: 400;" aria-level="1">Client’s general information and status. 
</li>
<li style="font-weight: 400;" aria-level="1">Contacts, Addresses, Communications, and Bank Details. 
</li>
<li style="font-weight: 400;" aria-level="1">Linked Projects, Contracts, Invoices, Payment Schedules, and Payments.</li>
</ul>
All sections are displayed in a tabbed view for better navigation and clarity. 

<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7641" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-35.png" alt="Client Details Page " width="1600" height="700" />
<h3>Client KPIs</h3>
In the Client module header, KPI metrics provide a quick overview of client performance and payment health:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Clients – Displays the total number of clients registered in the system. 
</li>
<li style="font-weight: 400;" aria-level="1">Active Clients – Shows how many clients are currently active. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Receivables – Displays the total billed amount for all clients. 
</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Receivables – Shows the pending amount yet to be received. 
</li>
<li style="font-weight: 400;" aria-level="1">Average Payment Period – Indicates the average time clients take to make payments. 
</li>
<li style="font-weight: 400;" aria-level="1">Top Clients by Revenue (Optional) – Highlights the highest revenue-generating clients.</li>
<li style="font-weight: 400;" aria-level="1">Delayed Payments Count (Optional) – Displays how many client payments are overdue.</li>
</ul>

Client Module

Construction 101

The Calendar provides a structured view of all tasks related to a project, displayed in a calendar format.
<h2>Steps to Access Calendar:</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Login to the web application using your email &amp; password.</li>
<li style="font-weight: 400;" aria-level="1">Click on a Project Name.</li>
<li style="font-weight: 400;" aria-level="1">Go to the Left Menu.</li>
<li style="font-weight: 400;" aria-level="1">Click on Calendar to view project tasks.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7618" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-33.png" alt="" width="1600" height="734" />

Calendar

The Timeline provides a visual representation of a project, displaying:
<ul>
<li style="font-weight: 400;" aria-level="1">Project</li>
<li style="font-weight: 400;" aria-level="1">Program</li>
<li style="font-weight: 400;" aria-level="1">Phase</li>
<li style="font-weight: 400;" aria-level="1">Milestone</li>
<li style="font-weight: 400;" aria-level="1">Tasks</li>
</ul>
It is displayed in a vertical chart format, allowing users to track progress and dependencies. Additionally, users can link a task to another task directly from the timeline.
<h2>Steps to Access Timeline:</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Login to the web application using your email &amp; password.</li>
<li style="font-weight: 400;" aria-level="1">Click on a Project Name.</li>
<li style="font-weight: 400;" aria-level="1">Go to the Left Menu.</li>
<li style="font-weight: 400;" aria-level="1">Click on Timeline to view the project’s progress.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7616" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-32.png" alt="" width="1600" height="790" />

Timeline

Safety records are created to document safety issues or violations observed at a site related to a milestone.
<ul>
<li style="font-weight: 400;" aria-level="1">Safety records can be created using both the web application and the mobile application.</li>
<li style="font-weight: 400;" aria-level="1">Once a safety record is created, it is documented, and necessary safety actions can be taken.</li>
</ul>
<h2>Safety Creation in the Web Application</h2>
<h3>Steps to Create a Safety Record:</h3>
1. Log in to the Web Application
<ul>
<li style="font-weight: 400;" aria-level="2">Use your credentials (email and password).</li>
</ul>
2. Navigate to the Safety Section
<ul>
<li style="font-weight: 400;" aria-level="2">Select a Project.</li>
<li style="font-weight: 400;" aria-level="2">Go to the Left Menu and click on Safety.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7613" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-31.png" alt="" width="1600" height="524" />
3. Create a New Safety Record
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Create Safety button.</li>
<li style="font-weight: 400;" aria-level="2">Fill in the following details:
<ul>
<li style="font-weight: 400;" aria-level="3">Enter Safety Name*</li>
<li style="font-weight: 400;" aria-level="3">Enter Milestone Name*</li>
<li style="font-weight: 400;" aria-level="3">Select Start Date</li>
<li style="font-weight: 400;" aria-level="3">Select End Date</li>
<li style="font-weight: 400;" aria-level="3">Enter a Description</li>
</ul>
</li>
<li style="font-weight: 400;" aria-level="2">Click on the Save button to create the safety record.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7614" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-20.jpg" alt="" width="800" height="366" />
<h2>Safety Details Page</h2>
The Safety Details Page displays all the information related to the safety record and includes the following features:
1. Attachments
<ul>
<li style="font-weight: 400;" aria-level="2">Displays all attachments added during safety creation and safety actions.</li>
</ul>
2. Activities
<ul>
<li style="font-weight: 400;" aria-level="2">Shows all activities related to the safety record.</li>
</ul>
3. Safety Actions
<ul>
<li style="font-weight: 400;" aria-level="2">Displays all safety actions added from the mobile application.</li>
</ul>
<h2>Safety Creation in the Mobile Application</h2>
<h3>Steps to Create a Safety Record:</h3>
1. Log in to the Mobile Application
<ul>
<li style="font-weight: 400;" aria-level="2">Use your email and password to log in.</li>
</ul>
2. Navigate to Safety Creation
<ul>
<li style="font-weight: 400;" aria-level="2">Go to the Footer Section.</li>
<li style="font-weight: 400;" aria-level="2">Click on the New Actions icon and select Log Safety.</li>
</ul>
3. Fill in Safety Details:
<ul>
<li style="font-weight: 400;" aria-level="2">Safety Name</li>
<li style="font-weight: 400;" aria-level="2">Safety Type</li>
<li style="font-weight: 400;" aria-level="2">Select Project</li>
<li style="font-weight: 400;" aria-level="2">Select Milestone</li>
<li style="font-weight: 400;" aria-level="2">Select Priority</li>
<li style="font-weight: 400;" aria-level="2">Assign To</li>
<li style="font-weight: 400;" aria-level="2">Start Date</li>
<li style="font-weight: 400;" aria-level="2">Due Date</li>
<li style="font-weight: 400;" aria-level="2">Enter Recommended Action</li>
<li style="font-weight: 400;" aria-level="2">Enter Comments</li>
</ul>
4. Add Attachments:
<ul>
<li style="font-weight: 400;" aria-level="2">Attach files such as images or videos.</li>
</ul>
5. Save the Safety Record:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Save button to submit the safety record.</li>
</ul>
<h2>Adding Safety Actions</h2>
Once a safety record is created, safety actions can be added to address the issue.
<h3>Steps to Add Safety Actions (Mobile Application):</h3>
1. Log in to the Mobile Application
<ul>
<li style="font-weight: 400;" aria-level="2">Use your email and password.</li>
</ul>
2. Access the Safety Section:
<ul>
<li style="font-weight: 400;" aria-level="2">Go to the Footer Section and click on the More Menu icon.</li>
<li style="font-weight: 400;" aria-level="2">Click on Safety.</li>
<li style="font-weight: 400;" aria-level="2">Select a safety record from the list.</li>
</ul>
3. Add a Safety Action:
<ul>
<li style="font-weight: 400;" aria-level="2">In the Safety Details Page, go to the Header Section.</li>
<li style="font-weight: 400;" aria-level="2">Click on the Safety Actions tab.</li>
<li style="font-weight: 400;" aria-level="2">Enter a Comment.</li>
<li style="font-weight: 400;" aria-level="2">Attach any relevant files (e.g., images or documents).</li>
<li style="font-weight: 400;" aria-level="2">Click on the Send icon to submit the safety action.</li>
</ul>

Safety

Observers play a crucial role in ensuring the quality of work by making random site visits and creating observations related to the work completed on milestones.
<ul>
<li style="font-weight: 400;" aria-level="1">Observations can be created using both the web application and the mobile application.</li>
</ul>
<h2>Observation Creation in the Web Application</h2>
Steps to Create an Observation:
1. Login to the Web Application:
<ul>
<li style="font-weight: 400;" aria-level="2">Use your credentials (email and password) to log in.</li>
</ul>
2. Navigate to the Observation Section:
<ul>
<li style="font-weight: 400;" aria-level="2">Select a Project.</li>
<li style="font-weight: 400;" aria-level="2">Go to the Left Menu and click on Observation.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7611" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-19.jpg" alt="" width="800" height="240" />
3. Create a New Observation:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Create Observation button.</li>
<li style="font-weight: 400;" aria-level="2">Fill in the following details:
<ul>
<li style="font-weight: 400;" aria-level="3">Observation Name*</li>
<li style="font-weight: 400;" aria-level="3">Observation Type*</li>
<li style="font-weight: 400;" aria-level="3">Add Milestone*</li>
<li style="font-weight: 400;" aria-level="3">Assign To</li>
<li style="font-weight: 400;" aria-level="3">Start Date</li>
<li style="font-weight: 400;" aria-level="3">End Date</li>
<li style="font-weight: 400;" aria-level="3">Description</li>
</ul>
</li>
<li style="font-weight: 400;" aria-level="2">Click on the Save button to create the observation.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7612" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-30.png" alt="" width="1600" height="825" />
<h2>Observation Details Page</h2>
The Observation Details Page displays all the observation information and includes the following features:
1. Attachments:
<ul>
<li style="font-weight: 400;" aria-level="2">Displays all attachments added during observation creation and while adding resolutions.</li>
</ul>
2. Activities:
<ul>
<li style="font-weight: 400;" aria-level="2">Displays all activities related to the observation.</li>
</ul>
3. Resolution:
<ul>
<li style="font-weight: 400;" aria-level="2">Displays resolutions added to the observation through the mobile application.</li>
</ul>
<h2>Observation Creation in the Mobile Application</h2>
Steps to Create an Observation:
1. Log in to the Mobile Application:
<ul>
<li style="font-weight: 400;" aria-level="2">Use your email and password to log in.</li>
</ul>
2. Navigate to Observation Creation:
<ul>
<li style="font-weight: 400;" aria-level="2">Go to the footer section.</li>
<li style="font-weight: 400;" aria-level="2">Click on the New Actions icon and select Log Observation.</li>
</ul>
3. Fill in Observation Details:
<ul>
<li style="font-weight: 400;" aria-level="2">Observation Name</li>
<li style="font-weight: 400;" aria-level="2">Observation Type</li>
<li style="font-weight: 400;" aria-level="2">Select a Project</li>
<li style="font-weight: 400;" aria-level="2">Select Milestone</li>
<li style="font-weight: 400;" aria-level="2">Select Priority</li>
<li style="font-weight: 400;" aria-level="2">Assign To</li>
<li style="font-weight: 400;" aria-level="2">Start Date</li>
<li style="font-weight: 400;" aria-level="2">Due Date</li>
<li style="font-weight: 400;" aria-level="2">Comments</li>
</ul>
3. Add Attachments:
<ul>
<li style="font-weight: 400;" aria-level="2">Attach files such as images or videos.</li>
</ul>
4. Save the Observation:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Create button to save the observation.</li>
</ul>
<h2>Adding Resolution Comments</h2>
Once an observation is created, the milestone owner is notified via a push notification.
Steps to Add a Resolution Comment (Mobile Application):
1. Log in to the Mobile Application:
<ul>
<li style="font-weight: 400;" aria-level="2">Use your email and password.</li>
</ul>
2. Access the Observation Section:
<ul>
<li style="font-weight: 400;" aria-level="2">Go to the footer section and click on the Observations menu icon.</li>
<li style="font-weight: 400;" aria-level="2">Select the created observation by clicking on its name.</li>
</ul>
3. Add a Resolution Comment:
<ul>
<li style="font-weight: 400;" aria-level="2">In the Observation Details page, click on the Resolution Comments tab.</li>
<li style="font-weight: 400;" aria-level="2">Enter your comment.</li>
<li style="font-weight: 400;" aria-level="2">Attach any relevant files (e.g., images or documents).</li>
<li style="font-weight: 400;" aria-level="2">Click on the Send button to submit the resolution.</li>
</ul>

Observations

Milestone inspections are crucial for completing milestones and are categorized into three stages:
<ul>
<li style="font-weight: 400;" aria-level="1">Pre-Inspection</li>
<li style="font-weight: 400;" aria-level="1">During-Inspection</li>
<li style="font-weight: 400;" aria-level="1">Post-Inspection</li>
</ul>
Ways to Create Inspections:
<ul>
<li style="font-weight: 400;" aria-level="1">From the Milestone Details Page.</li>
<li style="font-weight: 400;" aria-level="1">Through the mobile application</li>
</ul>
<h2>Creating an Inspection (From the Milestone Details Page)</h2>
1. Click on the project name in the left menu to display project-related information. 
2. Locate and click on the milestone name to navigate to the Milestone Details page. 
3. On the Milestone Details page, select the Inspection tab.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7603" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-27.png" alt="" width="1600" height="470" /> 
4. Click on the Create Inspection button. 
5. Fill in the required details in the Create Inspection pop-up:
<ul>
<li style="font-weight: 400;" aria-level="2">Inspection Title*</li>
<li style="font-weight: 400;" aria-level="2">Program (auto-selected)</li>
<li style="font-weight: 400;" aria-level="2">Project (auto-selected)</li>
<li style="font-weight: 400;" aria-level="2">Phase (auto-selected)</li>
<li style="font-weight: 400;" aria-level="2">Milestone (auto-selected)</li>
<li style="font-weight: 400;" aria-level="2">Inspection Phase (select from the dropdown: Pre, During, Post)</li>
<li style="font-weight: 400;" aria-level="2">Type</li>
<li style="font-weight: 400;" aria-level="2">User Group</li>
<li style="font-weight: 400;" aria-level="2">Assign To</li>
<li style="font-weight: 400;" aria-level="2">Start Date</li>
<li style="font-weight: 400;" aria-level="2">End Date</li>
</ul>
6. Save the inspection by clicking the Save button.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7604" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-16.jpg" alt="" width="800" height="452" />
<h2>Checklist Association for Inspections</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">After creating an inspection, the milestone owner must associate a checklist for each inspection stage.</li>
</ul>
<h2>Creating a Checklist</h2>
1. Log in and Navigate to Company Settings:
<ul>
<li style="font-weight: 400;" aria-level="2">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="2">Go to the header and click on the Settings icon.</li>
<li style="font-weight: 400;" aria-level="2">Select Company Settings.</li>
<li style="font-weight: 400;" aria-level="2">In the left menu, go to Construction &gt; Checklist.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7605" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-28.png" alt="" width="1600" height="628" />
2. Create Checklist:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Create Checklist button.</li>
<li style="font-weight: 400;" aria-level="2">Enter the checklist name.</li>
<li style="font-weight: 400;" aria-level="2">Save the checklist by clicking the Save button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7607" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-17.jpg" alt="" width="800" height="340" />
<h2>Creating Checklist Line Items</h2>
1. After creating a checklist, you need to add line items. 
2. Navigate to the Checklist Section:
<ul>
<li style="font-weight: 400;" aria-level="2">Log in and go to Settings &gt; Company Settings.</li>
<li style="font-weight: 400;" aria-level="2">In the left menu, navigate to Construction &gt; Checklist.</li>
<li style="font-weight: 400;" aria-level="2">Click on a checklist name.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7609" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-29.png" alt="" width="1600" height="533" />
3. Add Line Items:
<ul>
<li style="font-weight: 400;" aria-level="2">In the top-right section, click on the Add Line Item button.</li>
<li style="font-weight: 400;" aria-level="2">Fill in the required details:
<ul>
<li style="font-weight: 400;" aria-level="3">Checklist Name*</li>
<li style="font-weight: 400;" aria-level="3">Checklist Line Item*</li>
<li style="font-weight: 400;" aria-level="3">Sequence*</li>
<li style="font-weight: 400;" aria-level="3">Is Mandatory</li>
<li style="font-weight: 400;" aria-level="3">Is Attachment</li>
</ul>
</li>
</ul>
4. Save the line item by clicking the Save button.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7610" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-18.jpg" alt="" width="800" height="368" />
<h2>Associating a Checklist with an Inspection</h2>
1. Navigate to the Inspection Details Page by clicking on the inspection name.
2. On the Inspection Details Page, you’ll find three tabs:
<ul>
<li style="list-style-type: none;">
<ul>
<li style="font-weight: 400;" aria-level="2">Checklist</li>
<li style="font-weight: 400;" aria-level="2">Activity</li>
<li style="font-weight: 400;" aria-level="2">Answers</li>
</ul>
</li>
</ul>
3. Go to the Checklist tab.
4. Click on the Add Checklist button.
5. In the Select Checklist pop-up:
<ul>
<li style="font-weight: 400;" aria-level="2">Select a checklist from the dropdown.</li>
<li style="font-weight: 400;" aria-level="2">Save by clicking the Save button.</li>
</ul>
<h2>Answers Submission</h2>
Once the inspection process is completed, the submitted answers will appear in the Answers tab in PDF format.
Steps to View Answers:
<ul>
<li style="font-weight: 400;" aria-level="1">Navigate to the Inspection Details Page.</li>
<li style="font-weight: 400;" aria-level="1">Select the Answers tab.</li>
<li style="font-weight: 400;" aria-level="1">Review the submitted answers in PDF format.</li>
</ul>
<h2>Creating an Inspection (Through the Mobile Application)</h2>
Inspections can also be created using the mobile application.
<h3>Inspection Creation Process</h3>
1. Log in to the Mobile Application:
<ul>
<li style="font-weight: 400;" aria-level="2">Use your email and password to log in.</li>
</ul>
2. Navigate to the Inspection Creation Section:
<ul>
<li style="font-weight: 400;" aria-level="2">In the footer section, click on the New Actions icon.</li>
<li style="font-weight: 400;" aria-level="2">Select Start Inspection.</li>
</ul>
3. Fill in the Inspection Details:
<ul>
<li style="font-weight: 400;" aria-level="2">Inspection Name</li>
<li style="font-weight: 400;" aria-level="2">Select Project</li>
<li style="font-weight: 400;" aria-level="2">Select the Phase (Pre, During, Post)</li>
<li style="font-weight: 400;" aria-level="2">Assign To</li>
<li style="font-weight: 400;" aria-level="2">Select Milestone</li>
<li style="font-weight: 400;" aria-level="2">Select Start Date</li>
<li style="font-weight: 400;" aria-level="2">Select Due Date</li>
<li style="font-weight: 400;" aria-level="2">Select Checklist</li>
</ul>
4. Log the Inspection:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Log Inspection button to create the inspection.</li>
</ul>
<h2>Submitting Inspection Answers Through the Mobile Application</h2>
Once the inspection is created, the assigned user will receive a push notification on their mobile application.
1. Access the Inspection Listing Page:
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the push notification to navigate to the Inspection Listing Page, where a list of inspections will be displayed.</li>
</ul>
2. Perform the Inspection:
<ul>
<li style="font-weight: 400;" aria-level="2">The assigned user will see a list of checklist line items set by the milestone owner.</li>
</ul>
3. The user can perform the inspection in real-time by:
<ul>
<li style="font-weight: 400;" aria-level="3">Submitting answers to checklist items.</li>
<li style="font-weight: 400;" aria-level="3">Uploading attachments.</li>
<li style="font-weight: 400;" aria-level="3">Adding their signature.</li>
</ul>
4. Inspection Status Notification:
<ul>
<li style="font-weight: 400;" aria-level="2">Upon submission, the milestone owner is notified about the inspection status:
<ul>
<li style="font-weight: 400;" aria-level="3">Accepted</li>
<li style="font-weight: 400;" aria-level="3">Rejected</li>
</ul>
</li>
</ul>
5. Restarting an Inspection:
<ul>
<li>If the inspection is rejected, the contractor can restart the inspection process.</li>
</ul>

Milestone Inspection

<h3>Purpose of a Task</h3>
Tasks are the smallest units in the project hierarchy and are created to achieve specific milestones or project objectives.
<h3>Accessing Tasks</h3>
Tasks can be created in two ways:
<ul>
<li style="font-weight: 400;" aria-level="1">Under a Project: Tasks can be created for a specific project.</li>
<li style="font-weight: 400;" aria-level="1">Under a Milestone: Tasks can also be created directly within a milestone.</li>
</ul>
<h2>Task Creation Process</h2>
1. Creating a Task Under a Project
<ul>
<li style="font-weight: 400;" aria-level="1">Login to your account.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click on the Project Name.</li>
<li style="font-weight: 400;" aria-level="1">In the project-related information, locate and click on Tasks to open the Task Page.</li>
<li style="font-weight: 400;" aria-level="1">Click on the + Create Task button to open the Task Creation Popup.</li>
<li style="font-weight: 400;" aria-level="1">Fill in the required details:
<ul>
<li style="font-weight: 400;" aria-level="2">Task Title (mandatory): Enter the task name.</li>
<li style="font-weight: 400;" aria-level="2">Task Type: Specify the type of task.</li>
<li style="font-weight: 400;" aria-level="2">Add Milestone: Select a milestone from the dropdown.</li>
<li style="font-weight: 400;" aria-level="2">User Group: Choose the user group responsible for the task.</li>
<li style="font-weight: 400;" aria-level="2">Assign To: Assign the task to a specific team member.</li>
<li style="font-weight: 400;" aria-level="2">Start Date and Due Date: Specify the task’s timeline.</li>
<li style="font-weight: 400;" aria-level="2">Description: Add any additional details about the task.</li>
</ul>
</li>
<li style="font-weight: 400;" aria-level="1">Click the Save button to create the task.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7598" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-22.png" alt="" width="1600" height="593" />
2. Creating a Task Under a Milestone
<ul>
<li style="font-weight: 400;" aria-level="1">Navigate to the Milestone Details Page.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Add Tasks button to open the Task Creation Popup.</li>
<li style="font-weight: 400;" aria-level="1">Fill in all the required details as mentioned above.</li>
<li style="font-weight: 400;" aria-level="1">Click Save to create the task.</li>
</ul>
<h2>Task Details Page</h2>
The Task Details Page displays all the information provided during the task creation process.
It also includes the following additional features:
<ul>
<li style="font-weight: 400;" aria-level="1">Subtasks: Add smaller tasks under the main task.</li>
<li style="font-weight: 400;" aria-level="1">Checklist: Create and track specific checklist items.</li>
<li style="font-weight: 400;" aria-level="1">Activity: View the activity log related to the task.</li>
<li style="font-weight: 400;" aria-level="1">Links: Add related links or references to the task.</li>
<li style="font-weight: 400;" aria-level="1">Manual Time Entry: Log the time spent manually on the task.</li>
</ul>
<h2>Subtask Creation</h2>
Subtasks help divide a task into smaller, manageable parts.
Steps to Create a Subtask:
1. Click on the project name in the left menu to view project-related information.
2. Select &#8220;Tasks&#8221; from the left menu.
3. Click on a task name to open the Task Details page.
4. Navigate to the Subtasks tab.
5. Click on the Add Task button.
6. Fill in the required details:
<ul>
<li style="font-weight: 400;" aria-level="2">Task Title*</li>
<li style="font-weight: 400;" aria-level="2">Task Type</li>
<li style="font-weight: 400;" aria-level="2">Add Milestone (from the milestone dropdown)</li>
<li style="font-weight: 400;" aria-level="2">User Group</li>
<li style="font-weight: 400;" aria-level="2">Assign To</li>
<li style="font-weight: 400;" aria-level="2">Start Date</li>
<li style="font-weight: 400;" aria-level="2">Due Date</li>
<li style="font-weight: 400;" aria-level="2">Description</li>
<li style="font-weight: 400;" aria-level="1">Save to create the subtask.</li>
</ul>
<h2>Checklist Creation</h2>
A checklist is used to itemize smaller steps within a task.
Steps to Create a Checklist:
<ul>
<li style="font-weight: 400;" aria-level="1">Click on the project name in the left menu to view project-related information.</li>
<li style="font-weight: 400;" aria-level="1">Select &#8220;Tasks&#8221; from the left menu.</li>
<li style="font-weight: 400;" aria-level="1">Click on a task name to open the Task Details page.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7599" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-23.png" alt="" width="1600" height="611" />
<ul>
<li style="font-weight: 400;" aria-level="1">Navigate to the Checklists tab.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Add Checklist button.</li>
<li style="font-weight: 400;" aria-level="1">Enter the checklist title.</li>
<li style="font-weight: 400;" aria-level="1">Click on Add to save the checklist.</li>
</ul>
<h2>Activity Log</h2>
The Activity tab tracks task-related actions, including updates and changes, along with timestamps.
How to View Activity Log:
<ul>
<li style="font-weight: 400;" aria-level="1">Click on the project name in the left menu to view project-related information.</li>
<li style="font-weight: 400;" aria-level="1">Select &#8220;Tasks&#8221; from the left menu.</li>
<li style="font-weight: 400;" aria-level="1">Click on a task name to open the Task Details page.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the Activity tab.</li>
<li style="font-weight: 400;" aria-level="1">Review task-related actions, such as:
<ul>
<li style="font-weight: 400;" aria-level="2">Task created by whom?</li>
<li style="font-weight: 400;" aria-level="2">Task updated by whom.</li>
<li style="font-weight: 400;" aria-level="2">Date and time of each action.</li>
</ul>
</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7600" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-24.png" alt="" width="1085" height="586" />
<h2>Task Linking</h2>
Task linking is used to establish dependencies between tasks.
How to Link Tasks:
<ul>
<li style="font-weight: 400;" aria-level="1">Click on the project name in the left menu to view project-related information.</li>
<li style="font-weight: 400;" aria-level="1">Select &#8220;Tasks&#8221; from the left menu.</li>
<li style="font-weight: 400;" aria-level="1">Click on a task name to open the Task Details page.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the Links tab.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Add Link button.</li>
<li style="font-weight: 400;" aria-level="1">In the Add Task Link popup:
<ul>
<li style="font-weight: 400;" aria-level="2">Select the Link Type* (e.g., dependency).</li>
<li style="font-weight: 400;" aria-level="2">Choose the task to be linked.</li>
</ul>
</li>
<li style="font-weight: 400;" aria-level="1">Save the changes.</li>
</ul>
Note: If a task is linked to another, the second task cannot begin until the first task is completed.
<h2>Manual Time Entry</h2>
Manual time entry is used to log time spent on a specific task.
How to Create Manual Time Entry:
1. Open the Task Details page for the specific task.
2. In the header section, click on the Time Entry icon.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7601" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-25.png" alt="" width="1600" height="566" />
3. Fill in the details in the Manual Time Entry pop-up:
<ul>
<li style="font-weight: 400;" aria-level="2">Task Title (auto-filled).</li>
<li style="font-weight: 400;" aria-level="2">Start Time</li>
<li style="font-weight: 400;" aria-level="2">End Time</li>
<li style="font-weight: 400;" aria-level="2">Break Time</li>
<li style="font-weight: 400;" aria-level="2">Spent Hours</li>
<li style="font-weight: 400;" aria-level="2">Billable (if applicable).</li>
<li style="font-weight: 400;" aria-level="2">Comments</li>
</ul>
4. Click on Save to log the time entry.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7602" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-26.png" alt="" width="1600" height="760" />
<h2>Milestone Linking</h2>
Milestone linking is used to create dependencies between milestones.
How to Link Milestones:
<ul>
<li style="font-weight: 400;" aria-level="1">Click on the milestone name to open the Milestone Details page.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the Links tab.</li>
<li style="font-weight: 400;" aria-level="1">Click on the + Add Link button.</li>
<li style="font-weight: 400;" aria-level="1">Select the milestone(s) to be linked as dependent.</li>
<li style="font-weight: 400;" aria-level="1">Ensure that the immediate next milestone is assigned to a different contractor (if applicable).</li>
<li style="font-weight: 400;" aria-level="1">Save the changes.</li>
</ul>
Note: Linked milestones ensure that one milestone cannot begin until the preceding milestone is completed.

Task Creation Process

<ul>
<li style="font-weight: 400;" aria-level="1">A milestone in construction project management marks a significant achievement or progress point within the project.</li>
<li style="font-weight: 400;" aria-level="1">It helps track the completion of major tasks or stages, ensuring the project stays on schedule. </li>
<li style="font-weight: 400;" aria-level="1">While a project is mandatory to create a milestone, associating it with a phase is optional. Milestones provide clarity on project progress and help in managing deadlines and resource allocation</li>
</ul>
<h2>Accessing Milestones</h2>
Milestones can be accessed and created from two locations:
1. From the Project Page:
<ul>
<li style="font-weight: 400;" aria-level="2">Log in to your account.</li>
<li style="font-weight: 400;" aria-level="2">Navigate to the left menu and click on the Project Name.</li>
<li style="font-weight: 400;" aria-level="2">In the project-related information, locate and click on Milestone to open the Milestone Page.</li>
<li style="font-weight: 400;" aria-level="2">Click on the + Create Milestone button and provide the required details.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7596" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-20.png" alt="" width="1600" height="597" />
2. From the Phase Details Page:
<ul>
<li style="font-weight: 400;" aria-level="2">Navigate to the Phase Details Page.</li>
<li style="font-weight: 400;" aria-level="2">Click on the Add Milestone button to open the Create Milestone Popup.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7597" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-21.png" alt="" width="1600" height="809" />
<h2>Milestone Creation Process</h2>
<ol>
<li>Open the Create Milestone Popup:
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>From either location, click on the respective button to display the pop-up.</li>
</ul>
</li>
<li>Fill in the Required Details:
<ul>
<li>Phase (optional): Select a phase from the dropdown, if applicable.</li>
<li>Parent Milestone (optional): Select a parent milestone, if applicable.</li>
<li>Milestone Name (mandatory): Enter the name of the milestone.</li>
<li>Project Name: Auto-selected based on the associated project.</li>
<li>User Group: Select the user group responsible for the milestone.</li>
<li>Assign To: Assign the milestone to a specific team member.</li>
<li>Estimated Hours: Provide the estimated time required for the milestone.</li>
<li>Start Date and Due Date: Specify the milestone’s timeline.</li>
<li>Description: Add any additional details about the milestone.</li>
</ul>
</li>
<li>Save the Milestone: Click the Save button to complete the milestone creation.</li>
</ol>
<h2>Milestone Details Page</h2>
The Milestone Details Page displays all the information provided during creation.
It also includes three additional features:
<ol>
<li style="font-weight: 400;" aria-level="1">Add Task: Create tasks under the milestone.</li>
<li style="font-weight: 400;" aria-level="1">Milestone Linking: Link the milestone to related entities.</li>
<li style="font-weight: 400;" aria-level="1">Milestone Inspection: Monitor and inspect milestone progress.</li>
</ol>

Creating a Milestone

<ul>
<li style="font-weight: 400;" aria-level="1">A phase in construction project management is a distinct stage or segment of the overall project, typically defined by specific goals, tasks, and deliverables.</li>
<li style="font-weight: 400;" aria-level="1">It helps in organizing and managing the project in manageable parts, ensuring that each stage is completed before moving on to the next, with clear timelines and resource allocation</li>
</ul>
<h2>Accessing the Phase Section</h2>
1. Log in to the application using email &amp; password, click on a project name &gt; mark on the left menu.
<ul>
<li style="font-weight: 400;" aria-level="2">This displays all project-related information.</li>
</ul>
2. Locate the Phase option among the displayed information.
<ul>
<li style="font-weight: 400;" aria-level="2">Click on Phase to be redirected to the Phase Creation Page.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7594" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-18.png" alt="" width="1600" height="624" />
<h2>Creating a New Phase</h2>
1. Initiate Phase Creation:
<ul>
<li style="font-weight: 400;" aria-level="2">Go to the header section.</li>
<li style="font-weight: 400;" aria-level="2">Click on the Create Phase button to open the Phase Creation Popup</li>
</ul>
2. Fill in the Required Details:
<ul>
<li style="font-weight: 400;" aria-level="2">Phase Name (mandatory): Enter the name of the phase.</li>
<li style="font-weight: 400;" aria-level="2">Project Name: Select the associated project from the dropdown.</li>
<li style="font-weight: 400;" aria-level="2">User Group: Choose the user group involved in the phase.</li>
<li style="font-weight: 400;" aria-level="2">Assign To: Assign the phase to a specific user.</li>
<li style="font-weight: 400;" aria-level="2">Start Date (mandatory): Specify the start date for the phase.</li>
<li style="font-weight: 400;" aria-level="2">End Date: Specify the end date (optional).</li>
<li style="font-weight: 400;" aria-level="2">Estimated Hours: Enter the estimated time required for the phase.</li>
<li style="font-weight: 400;" aria-level="2">Description: Provide additional details about the phase.</li>
</ul>
3. Save the Phase:
<ul>
<li style="font-weight: 400;" aria-level="2">Click the Save button to create the phase.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7595" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-19.png" alt="" width="1600" height="824" />

Phase Creation Process

<ul>
<li>Activities represent the next level of work division under a WBS (Work Breakdown Structure).</li>
<li>Each WBS can contain multiple activities that define specific work packages or operational steps.</li>
<li>These activities help in detailed planning, execution, tracking, and cost management within a project.</li>
</ul>
<h3>Steps to Create an Activity</h3>
1. Navigation Path:
Log in to the application → Go to Project Overview Page → Left Menu → Click Activities
2. Create Activities:
Click on the Create Activities button to open the creation pop-up.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7590" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-13.jpg" alt="" width="800" height="378" />
<h3>Create Activities – Popup Fields</h3>
<h3>Basic Information</h3>
<ol>
<li>Title*: Enter the name of the activity.</li>
<li>WBS*: Select the WBS from the dropdown list.
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Upon selection, the Estimated Cost and Remaining Allocated Cost for that WBS are displayed.</li>
</ul>
</li>
<li>Owner*: Select the user responsible for executing the activity.</li>
<li>Type: Choose the type or category of work (e.g., Civil, Electrical, Plumbing, etc.).</li>
<li>Priority: Assign a priority level (Low, Medium, High, etc.).</li>
<li>Start Date / End Date: Select the duration of the activity.
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Dates must fall within the WBS Start and End Dates.</li>
</ul>
</li>
</ol>
<h3>Dependency Configuration</h3>
<ol>
<li>Select Activity: Choose an existing activity to establish a dependency.</li>
<li>Link Type: Define the relationship as Predecessor or Successor.</li>
<li>Dependency Type: Choose one of the following:
<ul>
<li>Finish to Finish (FF)</li>
<li>Finish to Start (FS)</li>
<li>Start to Finish (SF)</li>
<li>Start to Start (SS)</li>
</ul>
</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7591" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-14.jpg" alt="" width="800" height="450" />
<h3>Resource Allocation</h3>
Allocate human resources required for the activity:
<ol>
<li>Resource Name: Select from the dropdown list.</li>
<li>Unit: Choose Hour, Day, Week, or Month.</li>
<li>Duration: Enter total working duration.</li>
<li>Cost Per Hour: Define the hourly rate.
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Base Cost and Project Cost are auto-calculated.</li>
</ul>
</li>
<li>Add multiple resources using the (+) icon. 
</li>
</ol>
<h3>Item Allocation</h3>
Add material items required for the activity:
<ol>
<li>Item Name: Select from the dropdown (fetched from Company Settings → Item Master).</li>
<li>UOM &amp; Unit Price: Auto-filled on selection.</li>
<li>Quantity: Enter the required quantity.</li>
<li>Cost Calculation:
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Base Cost and Project Cost auto-calculate.</li>
</ul>
</li>
<li>Add multiple items using the (+) icon. 
</li>
</ol>
<h3>Asset Allocation</h3>
Include assets or equipment needed for execution:
<ol>
<li>Asset Name: Select from the dropdown (Company Settings → Asset Master).</li>
<li>UOM &amp; Unit Price: Auto-filled.</li>
<li>Quantity: Specify quantity.</li>
<li>Cost Calculation:
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Base Cost and Project Cost are auto-calculated.</li>
</ul>
</li>
<li>Add multiple assets using the (+) icon. 
</li>
</ol>
<h3>Skill Requirement</h3>
<ul>
<li aria-level="1">Skill Name: Choose from dropdown (Company Settings → Human Capital Section). 
Defines the skill sets required to perform this activity efficiently.</li>
</ul>
<h3>Cost Summary</h3>
<ul>
<li aria-level="1">The Total Estimated Cost is automatically calculated based on total resources, items, and assets linked to the activity.</li>
</ul>
<h3>Inspection Configuration</h3>
If the activity requires inspection, select the checkbox “Do you want to add inspection to this activity?”
<ul>
<li aria-level="1">Inspection Type: Choose Pre, During, and/or Post (multiple selections allowed).</li>
<li aria-level="1">Role &amp; Approvers: Automatically displays approvers responsible for inspection from Company Settings → Construction → Inspection Approver Sequences.</li>
</ul>
<h3>Additional Information</h3>
<ul>
<li aria-level="1">Description: Add relevant details or work instructions for the activity.</li>
<li aria-level="1">Attachments: Upload any supporting documents or drawings. 
 Click Save to create and record the activity.</li>
</ul>
<h3>Activity Details Page</h3>
After creation, all details appear on the Activity Details Page such as:
<ol>
<li aria-level="1">Resources – Displays all assigned resources, their hours, and cost details.</li>
<li aria-level="1">Items – Lists all materials with quantity, cost, and UOM.</li>
<li aria-level="1">Assets – Shows assigned equipment with utilization data.</li>
<li aria-level="1">Skills – Displays required skills and associated roles.</li>
<li aria-level="1">Est. Hours – Planned working hours for completion.</li>
<li aria-level="1">Spent Hours – Actual hours logged.</li>
<li aria-level="1">Start Date / Due Date – Actual and planned timelines.</li>
<li aria-level="1">People, Labels, Custom Fields – For tagging, categorization, and additional metadata.</li>
<li aria-level="1">File – Lists uploaded attachments for quick access.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7592" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-16.png" alt="" width="1474" height="1250" />
<h3>Additional Features</h3>
<ul>
<li aria-level="1">Generate Link – Creates a shareable link for quick reference.</li>
<li aria-level="1">Time Log – Allows manual entry of work logs with fields for Task Title, Owner, Date, Start Time, End Time, Break Time, and Comments.</li>
<li aria-level="1">Save / Cancel – Save entries or cancel edits.</li>
</ul>
<h3>Actions Available</h3>
<ul>
<li aria-level="1">View – Open the detailed Activity page.</li>
<li aria-level="1">Edit – Modify existing details.</li>
<li aria-level="1">Delete – Remove the activity record.</li>
</ul>
<h3>Activities Actuals</h3>
<ol>
<li>On the Activities Details Page, click Add Actuals from the header.</li>
<li>Allows users to enter actual data related to cost, progress, and resource utilization.</li>
<li>All actuals dynamically update in the activity summary.</li>
</ol>
<h3>Linked Details Displayed in Activities Details Page</h3>
The Activities Details Page includes several linked components for better traceability and progress tracking:
<ol>
<li aria-level="1">Tasks – Lists all tasks created under the activity, including their status and assignees.</li>
<li aria-level="1">Checklists – Displays predefined inspection or quality checklists linked to the activity.</li>
<li aria-level="1">Logs – Maintains chronological records of all activity-related updates, time logs, or progress notes.</li>
<li aria-level="1">Comments – Shows user discussions or feedback related to the activity for collaboration.</li>
<li aria-level="1">Dependencies – Outlines relationships between this and other activities for better sequencing.</li>
<li aria-level="1">Requisition History – Tracks all material or asset requisitions raised for the activity.</li>
<li aria-level="1">Inspections – Displays inspection types (Pre, During, Post) and their status updates.</li>
<li aria-level="1">Actuals – Shows real-time actual cost, effort, and duration data compared to estimates.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7593" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-17.png" alt="" width="1600" height="642" />

Activities

The Work Breakdown Structure (WBS) is a hierarchical representation of project work that breaks down the overall scope into smaller, manageable components.
It provides a clear structure of deliverables, tasks, and resources — ensuring effective project planning, execution, and cost control.
<h3>Overview</h3>
A WBS divides a project into multiple levels of detail, starting from high-level deliverables and breaking them into smaller work elements.
It enables teams to define responsibilities, assign resources, estimate costs, and monitor progress efficiently.
<h3>Steps to Create a WBS</h3>
<ul>
<li aria-level="1">Navigation Path:</li>
</ul>
Log in to the application → Go to Project Overview Page → Left Menu → Click WBS.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7587" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-14.png" alt="" width="1600" height="743" />
<ul>
<li>Create WBS:</li>
</ul>
Click on the Create WBS button to open the creation pop-up. 

<h3>Create WBS – Popup Fields</h3>
Basic Information
<ul>
<li>Project Name: Auto-filled based on the selected project.</li>
<li>Parent WBS: Select the parent WBS if applicable.</li>
<li>WBS Name*: Enter the WBS name (mandatory).</li>
<li>Owner*: Select the owner responsible for the WBS.</li>
<li>Start Date / End Date: Select the WBS duration. 
</li>
</ul>
Dates must fall within the Project Start Date and Project End Date. 

<h3>Dependency Configuration</h3>
<ol>
<li>Select WBS: Choose an existing WBS to establish a link.</li>
<li>Link Type: Choose between Predecessor or Successor.</li>
<li>Dependency Type: Select one of the following relationships:
<ul>
<li>Finish to Finish (FF)</li>
<li>Finish to Start (FS)</li>
<li>Start to Finish (SF)</li>
<li>Start to Start (SS)</li>
</ul>
</li>
</ol>
<h3>Resource Allocation</h3>
Select the required resources for the WBS:
<ol>
<li>Resource Name: Choose from the dropdown.</li>
<li>Unit: Select from (Hour, Day, Week, Month).</li>
<li>Duration: Enter total working duration.</li>
<li>Cost Per Hour: Specify rate per hour.
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>The Base Cost and Project Cost are auto-calculated.</li>
</ul>
</li>
<li>Add multiple resources by clicking the (+) icon next to the cost field.</li>
</ol>
<h3>Item Allocation</h3>
Add the required items linked to the WBS:
<ol>
<li>Item Name: Select from the dropdown (fetched from Company Settings → Item Master).</li>
<li>UOM &amp; Unit Price: Auto-filled upon item selection.</li>
<li>Quantity: Enter the required quantity.
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>The Base Cost and Project Cost are automatically calculated.</li>
</ul>
</li>
<li>Add multiple items by clicking the (+) icon.</li>
</ol>
<h3>Asset Allocation</h3>
Add the required assets for the WBS:
<ol>
<li>Asset Name: Select from the dropdown (fetched from Company Settings → Asset Master).</li>
<li>UOM &amp; Unit Price: Auto-filled automatically.</li>
<li>Quantity: Enter the quantity of assets to be used.</li>
<li>Cost Calculation:
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>The Base Cost and Project Cost are auto-calculated.</li>
</ul>
</li>
<li>Add multiple assets using the (+) icon. 
</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7588" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-12-1.jpg" alt="" width="800" height="426" />
<h3>Skill Requirement</h3>
Select the required skills for the WBS:
<ul>
<li aria-level="1">Skill Name: Choose from dropdown (configured in Company Settings → Human Capital Section). 
</li>
</ul>
<h3>Cost Summary</h3>
<ul>
<li aria-level="1">The Total Estimated Cost for the WBS is automatically calculated based on the total cost of all resources, items, and assets used. 
</li>
</ul>
<h3>Additional Information</h3>
<ul>
<li aria-level="1">Description: Add relevant notes or details for the WBS. 
</li>
<li aria-level="1">Click Save to create and record the WBS. 
</li>
</ul>
<h3>WBS Listing Page</h3>
The WBS listing page displays all existing WBS records with key details such as:
<ul>
<li aria-level="1">WBS Title</li>
<li aria-level="1">Start Date</li>
<li aria-level="1">Due Date</li>
<li aria-level="1">Estimated Cost</li>
<li aria-level="1">Allocated Cost</li>
<li aria-level="1">Remaining Cost 
</li>
</ul>
Actions Available:
<ul>
<li aria-level="1">View – Opens the WBS details page. 
</li>
<li aria-level="1">Edit – Modify existing WBS information. 
</li>
<li aria-level="1">Delete – Remove WBS record. 
</li>
</ul>
<h3>WBS Details Page</h3>
Displays comprehensive information about the selected WBS:
<ul>
<li aria-level="1">Project Name</li>
<li aria-level="1">WBS Name</li>
<li aria-level="1">Status (Active, In-Progress, On-Hold, Delayed, Completed)</li>
<li aria-level="1">WBS Owner</li>
<li aria-level="1">Start Date</li>
<li aria-level="1">Due Date</li>
<li aria-level="1">Total Estimated Cost</li>
<li aria-level="1">Allocated Cost</li>
<li aria-level="1">Description 
</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7589" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-15.png" alt="" width="1600" height="757" />
<h3>WBS Actuals</h3>
<ul>
<li aria-level="1">On the WBS Details Page, click Add Actuals in the header section.</li>
<li aria-level="1">This allows users to input actual data for cost, duration, and progress.</li>
<li aria-level="1">All actual entries are reflected dynamically in the WBS detail summary. 
</li>
</ul>
<h3>Linked Details Displayed in WBS Details Page</h3>
The following linked components are displayed:
<ul>
<li aria-level="1">Linked WBS</li>
<li aria-level="1">Resources</li>
<li aria-level="1">Items</li>
<li aria-level="1">Assets</li>
<li aria-level="1">Skills</li>
<li aria-level="1">Activities</li>
<li aria-level="1">Actuals</li>
</ul>

Work Breakdown Structure (WBS)

The Project Module is a central feature in construction project management that allows users to create, organize, and manage individual projects within a workspace. Each project can function independently or be associated with a broader program to ensure coordinated planning, budgeting, and progress tracking.
<h3>Overview</h3>
A Program in construction management represents a collection of related projects managed together to achieve a shared goal. 

Projects are temporary, goal-oriented efforts designed to deliver specific outcomes, such as constructing a building or completing a development phase.
Projects can be:
<ul>
<li style="font-weight: 400;" aria-level="1">Created directly under a workspace. 
</li>
<li style="font-weight: 400;" aria-level="1">Optionally associated with a Program. 
</li>
</ul>
<h3>Navigation Options:</h3>
<ul>
<li>Clicking on a Program Name redirects to the Project Page.</li>
<li>Clicking on the Organization Name in the left menu redirects to the Create Project Page.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7580" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-11.png" alt="" width="1600" height="615" />
<h2>Steps to Create a Project</h2>
<ol>
<li>Navigate to the Project Page.</li>
<li>Click on the Create Project button located in the top-right section.</li>
<li>Fill in the project details in the pop-up form:
<ul>
<li>Program Name: Select from dropdown (optional).
<ul style="list-style-type: circle; margin-top: 5px; margin-left: 0px;">
<li>Upon selection, the Budget and Budget Amount fields appear only if a budget is linked to the chosen program.</li>
</ul>
</li>
<li>Parent Project: Select from dropdown (optional).</li>
<li>Project Name: Enter a unique project name (mandatory).</li>
<li>Organization Name: Select from the dropdown.</li>
<li>Priority: Choose the project’s priority level (mandatory).</li>
<li>Start Date: Pick the project’s start date (mandatory).</li>
<li>End Date: Pick the project’s end date (optional).</li>
<li>Upload Files: Attach any project-related documents or reference files.</li>
<li>Description: Add additional details or context about the project (optional).</li>
</ul>
</li>
<li>Click Save to create the project.</li>
</ol>
<h2>Functionalities on the Project Page</h2>
1. Export Projects
<ul>
<li style="font-weight: 400;" aria-level="1">Steps :
<ul>
<li style="font-weight: 400;" aria-level="2">Click on the Export Icon in the header section.</li>
<li style="font-weight: 400;" aria-level="2">Select a project from the All Projects dropdown.</li>
<li style="font-weight: 400;" aria-level="2">Click the Export button to download project data.</li>
</ul>
</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7581" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-12.png" alt="" width="1551" height="544" />
2. Create Project Templates
Steps: 

<ul>
<li>Log in to the application and go to the Project Overview Page.</li>
<li>Click on the Template Icon in the header.</li>
<li>The system redirects to the Template Page.</li>
<li>Click Create Template to design a new project template.</li>
<li>Clicking a created template card redirects to the Template Overview Page, where users can create a project from an existing template.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7584" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-11.jpg" alt="" width="800" height="307" />
<h2>Project Overview</h2>
Access:
Click on any project name to navigate to the Project Overview Page.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7585" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-13.png" alt="" width="1501" height="910" />
<h2>Details Displayed:</h2>
<h3>1. Basic Information</h3>
Displays the fundamental details of the project, helping users quickly identify its core attributes.
<ul>
<li style="font-weight: 400;" aria-level="1">Project Name</li>
<li style="font-weight: 400;" aria-level="1">Start Date</li>
<li style="font-weight: 400;" aria-level="1">End Date</li>
<li style="font-weight: 400;" aria-level="1">Project Description 
</li>
</ul>
<h3>2. Project Budget</h3>
Provides a clear view of the project’s financial status, including estimated, actual, and remaining costs.
<ul>
<li style="font-weight: 400;" aria-level="1">Estimated Cost</li>
<li style="font-weight: 400;" aria-level="1">Actual Cost</li>
<li style="font-weight: 400;" aria-level="1">Remaining Cost</li>
<li style="font-weight: 400;" aria-level="1">% of Budget Utilized (displayed in a budget summary card)</li>
</ul>
<h3>3. Resources</h3>
Shows the total number of resources allocated to the project for efficient manpower management.
<ul>
<li style="font-weight: 400;" aria-level="1">Total Resources assigned to the project</li>
</ul>
<h3>4. Progress Tracking</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">WBS Progress</li>
<li style="font-weight: 400;" aria-level="1">Overall Progress</li>
<li style="font-weight: 400;" aria-level="1">Activity Progress</li>
<li style="font-weight: 400;" aria-level="1">Task Progress</li>
<li style="font-weight: 400;" aria-level="1">Inspection Progress</li>
<li style="font-weight: 400;" aria-level="1">Observation Progress</li>
</ul>
<h3>5. Vendor Insights</h3>
Provides key financial and performance indicators related to vendors.
<ul>
<li style="font-weight: 400;" aria-level="1">Total Vendors</li>
<li style="font-weight: 400;" aria-level="1">Contract Amount</li>
<li style="font-weight: 400;" aria-level="1">Invoiced Amount</li>
<li style="font-weight: 400;" aria-level="1">Payments Made</li>
<li style="font-weight: 400;" aria-level="1">Purchase Orders</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Payables</li>
</ul>
<h3>6. Contractor Insights</h3>
Shows financial and contractual data related to all engaged contractors.
<ul>
<li style="font-weight: 400;" aria-level="1">Total Contractors</li>
<li style="font-weight: 400;" aria-level="1">Contract Amount</li>
<li style="font-weight: 400;" aria-level="1">Invoiced Amount</li>
<li style="font-weight: 400;" aria-level="1">Payments Made</li>
<li style="font-weight: 400;" aria-level="1">Work Orders</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Payables</li>
</ul>
<h3>7. Client Insights</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Total Clients</li>
<li style="font-weight: 400;" aria-level="1">Contract Amount</li>
<li style="font-weight: 400;" aria-level="1">Invoiced Amount</li>
<li style="font-weight: 400;" aria-level="1">Payments Received</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Receivables</li>
<li style="font-weight: 400;" aria-level="1">Payments % vs Contract (performance ratio) 
</li>
</ul>
<h3>8. Most Used Items</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Displays Top 5 Most Used Items</li>
</ul>
<h3>9. Most Used Assets</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Displays Top 5 Most Used Assets</li>
</ul>
<h3>10. Expense Overview</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Summary of all project-related expenses and allocations</li>
</ul>
<h3>11. Project Insights</h3>
<ul>
<li>Highlights Upcoming Activities and Delayed Tasks for proactive tracking</li>
</ul>

Project Module

The Program Module enables users to create, manage, and monitor programs efficiently within their workspace.
<h3>Overview</h3>
The Program module provides a centralized interface to organize multiple projects under one strategic program, define budgets, set priorities, assign responsibilities, and track progress through a visual dashboard.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7578" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-10-1.jpg" alt="" width="800" height="324" />
<h3>Steps to Create a Program</h3>
<ol>
<li>Log in to the application.</li>
<li>Navigate to the left menu → Program.</li>
<li>Click on the &#8220;New Program&#8221; button.</li>
<li>Fill in the following required fields:
<ul>
<li>Program Name: Enter a unique program name.</li>
<li>Organization: Select the organization from the dropdown list.</li>
<li>Start Date: Choose the start date for the program.</li>
<li>End Date: Choose the end date for the program.</li>
<li>Priority: Set the program&#8217;s priority level (e.g., High, Medium, Low).</li>
<li>Assign To: Select the responsible team member.</li>
<li>Budget: Choose a predefined budget.</li>
<li>Budget Amount: This field auto-fills based on the selected budget.</li>
</ul>
</li>
<li>Click &#8220;Save&#8221; to create the program.</li>
</ol>
Users can edit or delete a program by clicking the three-dot (kebab) menu beside the program entry.
<h3>Program Dashboard View</h3>
To access the Program Dashboard View:
<ul>
<li>Log in to the application → Go to the left menu → Program → Enable Dashboard View (located beside the New Program button).</li>
</ul>
The dashboard displays key performance indicators (KPIs) and visual insights, including:
<ul>
<li>Total Programs</li>
<li>Total Budget</li>
<li>Total Overdue Programs</li>
<li>Budget Utilization</li>
</ul>
Additionally, the dashboard includes:
<ul>
<li>Expense Summary by Program</li>
<li>Actual Budget vs. Actual Spent (comparison chart)</li>
<li>Program Progress (displayed in graphical chart format)</li>
</ul>

Program Module

After logging into the OConstruction platform, the left-hand menu provides access to key modules and features. Below is an overview of the modules:
<h2>Workspace</h2>
Brief description about workspace and how it helps
<ul>
<li style="font-weight: 400;" aria-level="1">A workspace within a construction project management tool is a digital environment where teams collaborate, organize tasks, track progress, and manage resources and documents related to a project.</li>
<li style="font-weight: 400;" aria-level="1">It centralizes communication, ensures efficient coordination, and helps in tracking milestones, deadlines, and project status</li>
<li style="font-weight: 400;" aria-level="1">Overview:
<ul>
<li style="font-weight: 400;" aria-level="2">&#8220;My Workspace&#8221; is displayed by default after signup.</li>
<li style="font-weight: 400;" aria-level="2">Users can create additional workspaces by clicking the &#8220;Create Workspace&#8221; button.</li>
</ul>
</li>
<li style="font-weight: 400;" aria-level="1">Steps to Create a Workspace:
<ul>
<li style="font-weight: 400;" aria-level="2">Click the &#8220;Create Workspace&#8221; button.</li>
<li style="font-weight: 400;" aria-level="2">Enter a unique workspace name.</li>
<li style="font-weight: 400;" aria-level="2">Save the workspace.</li>
</ul>
</li>
</ul>
<h2>Dashboard</h2>
The Dashboard serves as the central command center of OConstruction — giving users an at-a-glance view of all critical project activities, performance indicators, and team progress. It’s designed to provide real-time visibility, helping you make informed decisions quickly and manage construction workflows efficiently.
Purpose of the Dashboard
The dashboard consolidates all key project metrics in one place. Whether you’re a project manager, site supervisor, or team member, it allows you to:
<ul>
<li style="font-weight: 400;" aria-level="1">Monitor project progress and task completion rates.</li>
<li style="font-weight: 400;" aria-level="1">View updates from all active workspaces.</li>
<li style="font-weight: 400;" aria-level="1">Identify pending tasks, upcoming deadlines, and bottlenecks.</li>
<li style="font-weight: 400;" aria-level="1">Track workforce allocation, equipment usage, and material status.</li>
<li style="font-weight: 400;" aria-level="1">Assess overall project health using visual charts and KPIs.</li>
</ul>

Navigating OConstruction

OConstruction offers a seamless onboarding experience through our dedicated team.Interested users who want to use the OConstruction product must reach out to our sales team.The core team will set up an account for the user.
Once the account is created, the user can log in using their email and password.
After logging in, the user can add additional members to their organization through the Configuration section under Company Settings.
<h3>Logging In</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Access the Login Page:</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7559" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-4-1.png" alt="" width="1505" height="912" />
<h3>Log In:</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Enter your registered email address.</li>
<li style="font-weight: 400;" aria-level="1">Enter the password you created during sign-up.</li>
<li style="font-weight: 400;" aria-level="1">Click the &#8220;LogIn&#8221; button.</li>
</ul>
<h2>Configuration</h2>
The Configuration section in the application is divided into three main parts:
<ul>
<li style="font-weight: 400;" aria-level="1">Profile Settings</li>
<li style="font-weight: 400;" aria-level="1">Company Settings</li>
<li style="font-weight: 400;" aria-level="1">Project Settings</li>
</ul>
<h2>Profile Settings</h2>
<h3>Steps to Access Profile Settings:</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Login to the web application using your email &amp; password.</li>
<li style="font-weight: 400;" aria-level="1">Go to the Header Section.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Settings Icon.</li>
<li style="font-weight: 400;" aria-level="1">Click on Profile Settings.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7561" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-5-1.png" alt="" width="1580" height="553" />
<h3>Profile Settings Sections:</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">My Profile</li>
<li style="font-weight: 400;" aria-level="1">Change Password</li>
<li style="font-weight: 400;" aria-level="1">Workspace</li>
</ul>
My Profile
To access My Profile:
<ol>
<li>Go to Profile Settings.</li>
<li>In the Left Menu, click on My Profile.</li>
<li>Displays all personal information related to the logged-in user:
<ul>
<li>First Name*</li>
<li>Last Name*</li>
<li>Phone Number</li>
<li>Email Address</li>
<li>Role</li>
<li>Skills</li>
<li>Time Zone</li>
<li>Time Format</li>
<li>Upload a Profile Picture</li>
</ul>
</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7570" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-6-1.png" alt="My Profile" width="1600" height="754" />
&nbsp;
Change Password
To change the password:
<ol>
<li>Go to Profile Settings.</li>
<li>In the Left Menu, click on Change Password.</li>
<li>Enter the following details:
<ul>
<li>Current Password*</li>
<li>New Password*</li>
<li>Confirm Password*</li>
</ul>
</li>
<li>Click on Save to update the password.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7571" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-7-1.jpg" alt="" width="800" height="401" />
Workspace
To add a new workspace:
<ol>
<li style="font-weight: 400;" aria-level="1">Go to Profile Settings.</li>
<li style="font-weight: 400;" aria-level="1">In the Left Menu, click on Workspace.</li>
<li style="font-weight: 400;" aria-level="1">In the Header Section, click on the New Workspace button.</li>
<li style="font-weight: 400;" aria-level="1">Enter the Workspace Name.</li>
<li style="font-weight: 400;" aria-level="1">Click on Save.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7572" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-8-1.jpg" alt="" width="800" height="246" />
<h2>Company Settings</h2>
The Company Settings can be accessed in two ways:
<ol>
<li style="font-weight: 400;" aria-level="1">From the Left Menu</li>
<li style="font-weight: 400;" aria-level="1">From the Header Section (Settings Icon)</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7573" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-7-1.png" alt="" width="1600" height="582" />
<h3>Accessing Company Settings:</h3>
Method 1: Left Menu
<ol>
<li style="font-weight: 400;" aria-level="1">Log in to the web application using your email &amp; password.</li>
<li style="font-weight: 400;" aria-level="1">In the Left Menu, click on Company Settings.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7574" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-8-1.png" alt="" width="1363" height="958" />
&nbsp;
Method 2: Header Section (Settings Icon)
<ol>
<li style="font-weight: 400;" aria-level="1">Log in to the web application using your email &amp; password.</li>
<li style="font-weight: 400;" aria-level="1">Go to the Header Section.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Settings Icon.</li>
<li style="font-weight: 400;" aria-level="1">Click on Company Settings.</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7575" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-9-1.jpg" alt="" width="800" height="344" />
<h3>Inside Company Settings:</h3>
1. General Settings
Overview: Displays all information related to the organization, including:
<ul>
<li>Organization Name</li>
<li>Website</li>
<li>Contact Number</li>
<li>Currency</li>
<li>Description</li>
<li>Organization Owner</li>
</ul>
Import Project: Allows importing of projects into the system.
2. Users Management
Users
The Users section is used to invite new users to the organization.
Steps to Invite a User:
<ol>
<li>Go to Company Settings.</li>
<li>Click on the Users dropdown.</li>
<li>Click on Users.</li>
<li>In the Top Right Section, click on the Invite User button.</li>
<li>Fill in the required details:
<ul>
<li>First Name*</li>
<li>Last Name*</li>
<li>Email Address*</li>
<li>Access Level</li>
</ul>
</li>
<li>Click on Invite.
<ul>
<li>The invited user will receive an email from the organization.</li>
<li>They can log in to the application using the invitation link.</li>
</ul>
</li>
</ol>
Invited Users
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7576" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-9.png" alt="" width="1600" height="725" />
<ul>
<li>Displays the list of all invited users.</li>
<li>To access:</li>
</ul>
<ol>
<li style="list-style-type: none;">
<ol>
<li>Go to Company Settings.</li>
<li>Click on the Users dropdown.</li>
<li>Click on Invited Users.</li>
</ol>
</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7577" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-10.png" alt="" width="1600" height="669" />
User Group
The User Group section is used to organize invited users into groups.
Steps to Create a User Group:
<ol>
<li style="font-weight: 400;" aria-level="1">Go to Company Settings.</li>
<li style="font-weight: 400;" aria-level="1">Click on the Users Dropdown.</li>
<li style="font-weight: 400;" aria-level="1">Click on User Group.</li>
<li style="font-weight: 400;" aria-level="1">In the Top Right Section, click on the Create Group button.</li>
<li style="font-weight: 400;" aria-level="1">Enter a Group Name.</li>
<li style="font-weight: 400;" aria-level="1">Click on Save.</li>
</ol>
Adding Members to a User Group:
<ol>
<li style="font-weight: 400;" aria-level="1">Click on the Group Name.</li>
<li style="font-weight: 400;" aria-level="1">Add members to the group.</li>
</ol>

Account Setup

Contractor Management

The Contractor Payment module allows project and finance teams to manage, track, and record all financial transactions made to contractors.
It provides a structured way to handle payments against approved invoices, ensuring accuracy and accountability in project-related expenses.
This module helps maintain a transparent audit trail of every payment processed, supports multiple payment methods, and provides real-time updates on financial commitments and balances. It also assists in monitoring pending, approved, and completed payments, helping organizations manage their cash flow efficiently.
<h3>Navigation Path</h3>
<ul>
<li>Log in to the application. 
</li>
<li>Go to the left menu and click Contractor. 
</li>
<li>Click Payment. 
</li>
<li>Click Add Payment to create a new record.</li>
</ul>
<h3>Create Payment – Step-by-Step Instructions</h3>
1. Select Project – Choose the project for which the payment is being made.
2. Select Contractor – Select the contractor to whom the payment will be issued.
3. Select Invoice – Choose the linked invoice associated with this payment.
After selecting the invoice, the system automatically pre-fills important financial details such as:
<ul>
<li style="font-weight: 400;" aria-level="1">Payment Due Date – Displays the date when payment is expected.</li>
<li style="font-weight: 400;" aria-level="1">Invoice Amount – Shows the total invoice amount before tax.</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount – Displays the applicable tax on the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Sub Total – The total amount excluding tax.</li>
<li style="font-weight: 400;" aria-level="1">Adjustment Amount – Displays any adjustments or deductions applied.</li>
<li style="font-weight: 400;" aria-level="1">Total Amount – The total invoice value, including tax.</li>
<li style="font-weight: 400;" aria-level="1">Total Tax Amount – Displays the total calculated tax.</li>
<li style="font-weight: 400;" aria-level="1">Payment Amount – The actual amount being paid.</li>
<li style="font-weight: 400;" aria-level="1">Currency Code – The currency in which payment is made.</li>
</ul>
4. Enter Payment Date – Specify the date on which the payment was made.
5. Enter Payment Method – Select the mode of payment, such as bank transfer, cheque, online payment, or cash.
6. Select Approver – Choose the authorized person who approved this payment.
7. Select Payment Made By – Specify the user who initiated or processed the payment.
8. Enter Transaction Number – Provide a valid transaction or reference number for tracking the payment in financial records.
9. Upload Attachments – Attach any payment confirmation documents, receipts, or bank slips for reference.
10. Enter Reference Note – Add any remarks or additional details relevant to the transaction.
<h3>Mandatory Fields</h3>
The following fields are mandatory for creating a payment: 
<ul>
<li>Contractor, Invoice, Payment Date, Approver, Payment Made By, and Transaction Number.</li>
</ul>
<h3>Payment – Table Listing</h3>
Each payment record in the system displays the following details for easy tracking and management:
<ul>
<li style="font-weight: 400;" aria-level="1">Actions – Options to View, Edit, or Delete the record. 
</li>
<li style="font-weight: 400;" aria-level="1">Payment Reference Number – A unique system-generated identifier for the payment. 
</li>
<li style="font-weight: 400;" aria-level="1">Payment Amount – The total amount paid to the contractor. 
</li>
<li style="font-weight: 400;" aria-level="1">Project Name – The project is linked to the payment. 
</li>
<li style="font-weight: 400;" aria-level="1">Contractor Name – The contractor who received the payment. 
</li>
<li style="font-weight: 400;" aria-level="1">Payment Method – The mode used for the payment (bank transfer, cheque, etc.). 
</li>
<li style="font-weight: 400;" aria-level="1">Payment Date – The actual date on which the payment was made. 
</li>
<li style="font-weight: 400;" aria-level="1">Status – Displays the current status of the payments, such as Pending, Approved, Completed, or Canceled. 
</li>
</ul>
<h3>Payment KPIs (Key Performance Indicators)</h3>
The payment dashboard provides real-time insights into financial activities:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Payments Made – Displays the total number of payments recorded in the system. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Payment Amount – Shows the cumulative value of all processed payments. 
</li>
<li style="font-weight: 400;" aria-level="1">Pending Payments – Indicates payments awaiting approval or clearance. 
</li>
<li style="font-weight: 400;" aria-level="1">Average Payment Amount – Calculates the average value of all payments made. 
</li>
<li style="font-weight: 400;" aria-level="1">Payments by Subcontractor – Provides a breakdown of payments grouped by subcontractor for better tracking and financial analysis. 
</li>
</ul>
<h3>Additional Features</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Global Search – Quickly search payments using payment reference numbers, contractor names, or project details.</li>
<li style="font-weight: 400;" aria-level="1">Sorting – Sort the payment list by date, amount, project name, or payment status for easier navigation and reporting.</li>
</ul>

Contractor Payment

The Contractor Invoice module enables you to manage and track all billing activities associated with approved Work Orders.
It provides a centralized view of invoices raised by contractors, ensuring transparency in project expenses and payments.
<ul>
<li style="font-weight: 400;" aria-level="1">Monitor payment progress and outstanding liabilities.</li>
<li style="font-weight: 400;" aria-level="1">Maintain compliance with contractual and financial terms.</li>
<li style="font-weight: 400;" aria-level="1">Streamline approval and payment workflows through the integrated finance system. 
</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Click Invoice.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Invoice to create a new record. 
</li>
</ul>
<h2>Create Invoice</h2>
<h3>1. Select Project</h3>
<ul>
<li>Choose the project associated with this invoice from the dropdown list.</li>
</ul>
(Only active or approved projects will be displayed.)
<h3>2. Invoice Type</h3>
Select the invoice type from the dropdown options:
<ul>
<li style="font-weight: 400;" aria-level="1">Regular – For standard billing based on work completion.</li>
<li style="font-weight: 400;" aria-level="1">Proforma – For preliminary or advance billing before finalization.</li>
<li style="font-weight: 400;" aria-level="1">Credit – For issuing credit notes or adjustments to previous invoices. 
</li>
</ul>
<h3>3. Enter Invoice Number</h3>
Provide a unique invoice reference number. This helps maintain traceability and prevents duplication.
<h3>4. Select Invoice From</h3>
Select the Contractor issuing the invoice from the dropdown list. The system automatically fetches contractor details from the approved vendor database.
<h3>5. Select Work Order</h3>
Choose the related Work Order for which the invoice is being generated. The system will auto-fetch related work details, quantities, and amounts linked to the Work Order.
<h3>6. Select Invoice To</h3>
Select the organization or client to whom the invoice is being billed.
<h3>7. Select Currency</h3>
Choose the currency applicable to the invoice transaction. If a project involves international vendors, this ensures correct conversion for accounting.
Based on the above inputs, the following fields are auto-filled:
<ul>
<li style="font-weight: 400;" aria-level="1">Invoice Amount</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount</li>
<li style="font-weight: 400;" aria-level="1">Total Amount (Invoice + Tax)</li>
</ul>
<h3>8. Select Payment Terms</h3>
<ul>
<li>Choose the predefined payment terms configured in Company Settings ➝ Finance Settings.</li>
</ul>
For example: Net 15, Net 30, On Delivery, etc.
<h3>9. Select Invoice Date</h3>
Enter the date when the invoice was officially issued.
<h3>10. Select Due Date</h3>
Specify the payment due date. The system uses this to calculate overdue status automatically.
<h3>Select Invoice Receive Date</h3>
<ul>
<li>Record the date when your organization received the invoice from the contractor.</li>
</ul>
<h3>Upload Attachments</h3>
Attach supporting documents such as:
<ul>
<li style="font-weight: 400;" aria-level="1">Signed work completion certificates</li>
<li style="font-weight: 400;" aria-level="1">Delivery receipts</li>
<li style="font-weight: 400;" aria-level="1">Subcontractor bills</li>
<li style="font-weight: 400;" aria-level="1">Tax documents or payment confirmations</li>
</ul>
<h3>Note:</h3>
<h3>Mandatory Fields</h3>
For creating an invoice, the following fields are mandatory:
<ul>
<li style="font-weight: 400;" aria-level="1">Project *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Type *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Number *</li>
<li style="font-weight: 400;" aria-level="1">Invoice From *</li>
<li style="font-weight: 400;" aria-level="1">Work Order *</li>
<li style="font-weight: 400;" aria-level="1">Invoice To *</li>
<li style="font-weight: 400;" aria-level="1">Payment Terms *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Date *</li>
<li style="font-weight: 400;" aria-level="1">Due Date *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Receive Date * 
</li>
</ul>
<h3>Invoice Listing Details</h3>
Each invoice record displays the following details:
<ul>
<li style="font-weight: 400;" aria-level="1">Actions – Options to View, Edit, Delete, or Make Payment.</li>
<li style="font-weight: 400;" aria-level="1">Invoice Number – The unique reference number of the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Contractor Name – The contractor issuing the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Project Name – The project related to the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Invoice Amount – The total amount before tax.</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount – The calculated tax on the invoice.</li>
<li style="font-weight: 400;" aria-level="1">Total Amount – The final amount after tax.</li>
<li style="font-weight: 400;" aria-level="1">Due Date – The date when the payment is due.</li>
<li style="font-weight: 400;" aria-level="1">Status – The current status of the invoice, such as Draft, Submitted, Paid, Canceled, or Overdue.</li>
</ul>
<h3>Invoice Status Descriptions</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Draft or Submitted – Invoice is created but not yet approved.</li>
<li style="font-weight: 400;" aria-level="1">Paid or Settled – Invoice has been fully paid.</li>
<li style="font-weight: 400;" aria-level="1">Canceled or Rejected – Invoice has been voided or rejected.</li>
<li style="font-weight: 400;" aria-level="1">Overdue – Invoice payment date has passed, but payment is still pending. 
</li>
</ul>
<h3>Additional Features</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Search – Find invoices by invoice number, project, or contractor name. 
</li>
<li style="font-weight: 400;" aria-level="1">Sort – Organize invoice records by date, amount, or status. 
</li>
<li style="font-weight: 400;" aria-level="1">Filter – Apply filters for viewing Paid, Pending, or Overdue invoices.</li>
</ul>
<h2>Invoice KPI’s (Key Performance Indicators)</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Total Invoices – Shows the total number of invoices created.</li>
<li style="font-weight: 400;" aria-level="1">Total Paid – Displays the total value of paid invoices.</li>
<li style="font-weight: 400;" aria-level="1">Total Outstanding – Shows the balance of unpaid or partially paid invoices.</li>
<li style="font-weight: 400;" aria-level="1">Overdue Invoices – Displays invoices whose due date has passed.</li>
<li style="font-weight: 400;" aria-level="1">Unpaid Invoices – Lists invoices pending approval or payment.</li>
<li style="font-weight: 400;" aria-level="1">DPO (Days Payable Outstanding) – Indicates the average number of days taken to pay contractor invoices. This helps evaluate payment efficiency and cash flow performance.</li>
</ul>
<h3>Next Steps After Invoice Approval</h3>
Once the invoice is approved, it flows into the Payment section, where:
<ul>
<li style="font-weight: 400;" aria-level="1">Finance teams can initiate payments as per approved terms.</li>
<li style="font-weight: 400;" aria-level="1">The system updates payment history and outstanding balances.</li>
</ul>
Status automatically changes to Paid once the transaction is completed.

Contractor Invoice

The Contractor Work Order module is a key part of project execution in construction management. 

It defines the scope of work, materials, timelines, and financials agreed between the company and the contractor.
In real-world construction, Work Orders (WOs) are used to:
<ul>
<li style="font-weight: 400;" aria-level="1">Assign specific construction, maintenance, or renovation tasks to subcontractors.</li>
<li style="font-weight: 400;" aria-level="1">Track labor, equipment, and materials required for a job.</li>
<li style="font-weight: 400;" aria-level="1">Define measurable deliverables tied to contracts and payments.</li>
<li style="font-weight: 400;" aria-level="1">Maintain regulatory compliance, safety, and inspection documentation.</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Click Work Order.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add Work Order button to open the form.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7375 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-10.jpg" alt="Contractor Work Order" width="800" height="338" />
<h2>Create Work Order – Form Fields</h2>
1. Select Project 

<ul>
<li>Choose the project for which the Work Order is being created. </li>
<li>Only active projects will be listed.</li>
</ul>
2. Select Sub Contractor 

<ul>
<li>Choose the subcontractor who will execute the assigned work.</li>
</ul>
3. Select Contract 

<ul>
<li>Select an approved contract from the dropdown.</li>
<li>Only contracts in Approved or Completed status are available.</li>
</ul>
4. Work Order Name 

<ul>
<li>Enter a descriptive name for easy identification (e.g., Electrical Installation – Tower B).</li>
</ul>
5. Parent Work Order 

<ul>
<li>If this is a continuation of a previous order, select the parent work order.</li>
</ul>
6. Work Order Type 

<ul>
<li>Select from available options such as Maintenance, Construction, Renovation, or Demolition. 
</li>
</ul>
(Configured for categorization and tracking different types of work activities.)
7. Work Order Category 

<ul>
<li>Select the category from the dropdown. 
</li>
</ul>
(Configured in Company Settings ➝ Construction ➝ Work Order Categories.)
8. Work Order Date 

<ul>
<li>Select the date on which the Work Order is issued.</li>
</ul>
9. Start Date / End Date 

<ul>
<li>Specify the planned start and completion dates. 
</li>
<li>These dates determine scheduling, progress tracking, and delay analysis.</li>
</ul>
10. Approver 

<ul>
<li>Select the authorized approver from the dropdown. 
</li>
</ul>
(Configured in Company Settings ➝ Organisation ➝ Approvers.)
Priority 

<ul>
<li>Choose the urgency level – High, Medium, or Low. 
</li>
<li>This helps project managers allocate resources and monitor critical jobs first.</li>
</ul>
Equipment Required 

<ul>
<li>Select Yes or No. 
</li>
</ul>
If “Yes,” it indicates that equipment or heavy machinery is needed (e.g., cranes, scaffolding, drilling rigs).
Estimated Labor Hours 

<ul>
<li>Enter the total estimated working hours required to complete the job.</li>
<li>This helps in workforce planning and performance tracking.</li>
</ul>
Permit Number 

<ul>
<li>Enter the relevant permit number for the work. 
</li>
<li>Permits ensure compliance with local construction, safety, and labor laws.</li>
</ul>
Inspection Status 

<ul>
<li>Select from: Not Started, Started, In Progress, Completed, or Rejected.</li>
<li>This field helps track quality assurance and inspection readiness.</li>
</ul>
Regulatory Compliance 

<ul>
<li>Select one of the following: Fully Compliant, Partially Compliant, Non-Compliant, or Pending Review.</li>
<li>This ensures the work aligns with government and safety standards.</li>
</ul>
Safety Checklist 

<ul>
<li>Enter or upload the safety checklist for this work order. 
</li>
<li>This typically includes PPE usage, fall protection, fire safety, and hazard controls.</li>
</ul>
Subcontractor Info 

<ul>
<li>Add additional subcontractor details such as supervisor name, on-site contact, or work crew information.</li>
</ul>
Item Name* 

<ul>
<li>Select the item from the dropdown that is being supplied or used in the work order (e.g., Cement Bag, Rebar, Tiles).</li>
</ul>
Unit Price 

<ul>
<li>Enter the per-unit price for the selected item.</li>
</ul>
Quantity* 

<ul>
<li>Enter the number of units or quantity of work.</li>
</ul>
Amount Calculation 

<ul>
<li>The total amount is auto-calculated based on Unit Price × Quantity.</li>
</ul>
Tax* 

Select applicable tax from the dropdown. 

The system automatically calculates:
<ul>
<li style="font-weight: 400;" aria-level="1">Tax Amount</li>
<li style="font-weight: 400;" aria-level="1">Total Price</li>
<li style="font-weight: 400;" aria-level="1">Net Amount</li>
<li style="font-weight: 400;" aria-level="1">Total Tax Amount</li>
<li style="font-weight: 400;" aria-level="1">Grand Total</li>
</ul>
Currency Code 

<ul>
<li>Select the currency for this work order.</li>
</ul>
Attachments 

<ul>
<li>Upload related documents such as BOQs, drawings, or material approvals.</li>
</ul>
Description 

<ul>
<li>Provide any remarks or additional context related to the work order.</li>
</ul>
<h2>Note: For Creating a Work Order</h2>
Mandatory Fields:
<ul>
<li>Project * 
</li>
<li>Sub Contractor * 
</li>
<li>Contract * 
</li>
<li>Work Order Name * 
</li>
<li>Work Order Type * 
</li>
<li>Work Order Category * 
</li>
<li>Work Order Date * 
</li>
<li>Start Date * 
</li>
<li>End Date * 
</li>
<li>Priority * 
</li>
<li>Item Name * 
</li>
<li>Unit Price 
</li>
<li>Quantity * 
</li>
<li>Tax *</li>
</ul>
<h2>Work Order Workflow</h2>
<ul>
<li>When created, the Work Order status is initially set to Draft.</li>
<li>Once reviewed and approved, it automatically updates to Approved, Issued, or another applicable stage. 
</li>
<li>The Work Order then becomes eligible for Invoice generation, where billing and payment tracking occur. 
</li>
<li>Completed Work Orders feed data into Performance Reports and Contractor KPI dashboards for analysis. 
</li>
<li>Revision or reissue is possible if work scope changes or materials are updated.</li>
</ul>
<h2>Each Work Order Record Displays</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Work Order Name</li>
<li style="font-weight: 400;" aria-level="1">Work Order Amount</li>
<li style="font-weight: 400;" aria-level="1">Work Order Type</li>
<li style="font-weight: 400;" aria-level="1">Project Name</li>
<li style="font-weight: 400;" aria-level="1">Contractor Name</li>
<li style="font-weight: 400;" aria-level="1">Work Order Date</li>
<li style="font-weight: 400;" aria-level="1">Start &amp; End Date</li>
<li style="font-weight: 400;" aria-level="1">Priority</li>
<li style="font-weight: 400;" aria-level="1">Status 
</li>
</ul>
<h3>Available Actions:</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">View – Open detailed work order information.</li>
<li style="font-weight: 400;" aria-level="1">Edit – Update work order fields.</li>
<li style="font-weight: 400;" aria-level="1">Delete – Remove the work order after confirmation.</li>
</ul>
<h2>Additional Features</h2>
<ul>
<li>Search – Search by Work Order Number or Name. 
</li>
<li>Sorting – Click column headers to sort by date, amount, contractor, or project.</li>
</ul>
<h2>Work Order KPI’s</h2>
<ul>
<li>Total Work Orders – Total number of work orders created. 
</li>
<li>Total Work Order Value – Combined financial value of all WOs. 
</li>
<li>Total Work Certified – Amount of work approved after inspection. 
</li>
<li>Total Paid Against WOs – Payments made to contractors. 
</li>
<li>Total Outstanding WO Payables – Pending amounts yet to be paid. 
</li>
<li>Total Retention Held – Retention value held back as per contract terms.</li>
</ul>
<h2>Next Steps After Work Order Completion</h2>
Once a Work Order is completed and approved, it automatically flows into the Invoice module:
<ul>
<li style="font-weight: 400;" aria-level="1">Generation of contractor invoices.</li>
<li style="font-weight: 400;" aria-level="1">Validation of completed work and payments.</li>
<li style="font-weight: 400;" aria-level="1">Linking of invoices with corresponding contracts for financial tracking.</li>
</ul>

Contractor Work Order

The Contractor Contract section enables organizations to formalize agreements with contractors by defining contract details, values, deliverables, terms, and legal clauses. It ensures compliance, streamlines financial tracking, and establishes clear expectations between the organization and contractors. 
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Click on Contract.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add Contract button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7366 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/undefined-8.png" alt="Contractor Contract" width="1600" height="736" />
<h2>Form Field Details</h2>
<h3>Create a Contract – Steps</h3>
1. Select Project Name
Choose the project associated with this contract from the dropdown.
2. Select Contractor/party Name
Select the contractor from the Party dropdown.
3. Select Contact
Choose the appropriate contact linked to the selected contractor.
4. Contract Name
Enter a name for the contract.
5. Contract Type
Select the type of contract from the dropdown.
6. Contract Status
Default status is set to Draft.
7. Date Range
Select the start date and due date from the calendar picker.
8. Currency Code
Select the currency in which the contract value is defined.
9. Tax Selection
Choose applicable taxes from the dropdown.
(Configured in Company Settings ➝ Finance Settings ➝ Tax)
10. Payment Terms
Select payment terms from the dropdown.
(Configured in Company Settings ➝ Finance Settings ➝ Payment Terms)
Contract Value
<ul>
<li>Enter the total contract value.</li>
</ul>
Tax Amount &amp; Total Contract Amount 

<ul>
<li>Calculated automatically based on the entered contract value and tax rate.</li>
</ul>
Select Approver 

<ul>
<li>Choose the approver from the dropdown. 
</li>
</ul>
(Configured in Company Settings ➝ Organization Settings)
Contract Execution Date &amp; Review Date 

<ul>
<li>Enter the dates for contract execution and review.</li>
</ul>
Contract Deliverables 

Define expected deliverables by filling in:
<ul>
<li style="font-weight: 400;" aria-level="1">Deliverable Name</li>
<li style="font-weight: 400;" aria-level="1">Deliverable Date</li>
<li style="font-weight: 400;" aria-level="1">Additional Notes</li>
<li style="font-weight: 400;" aria-level="1">Deliverable Description</li>
</ul>
Contract Terms
Specify detailed contract terms, including:
<ul>
<li style="font-weight: 400;" aria-level="1">Term Name</li>
<li style="font-weight: 400;" aria-level="1">Term Number</li>
<li style="font-weight: 400;" aria-level="1">Term Type (Payment, Delivery, Penalty, Add Deliverable)</li>
<li style="font-weight: 400;" aria-level="1">Date</li>
<li style="font-weight: 400;" aria-level="1">Amount</li>
<li style="font-weight: 400;" aria-level="1">Currency</li>
<li style="font-weight: 400;" aria-level="1">Term Description</li>
</ul>
Jurisdiction Name &amp; Legal Clauses
<ul>
<li>Enter the legal jurisdiction and include relevant clauses.</li>
</ul>
Parameter Selection &amp; Attachment Upload 

<ul>
<li>Select additional parameters and upload supporting documents.</li>
</ul>
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Stores the contract record.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards any entered data and exits the form. 
</li>
</ul>
<h2>Note: For Creating a Contractor Contract</h2>
Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Project *</li>
<li style="font-weight: 400;" aria-level="1">Party *</li>
<li style="font-weight: 400;" aria-level="1">Contact *</li>
<li style="font-weight: 400;" aria-level="1">Contract Name *</li>
<li style="font-weight: 400;" aria-level="1">Contract Type *</li>
<li style="font-weight: 400;" aria-level="1">Currency *</li>
<li style="font-weight: 400;" aria-level="1">Tax *</li>
<li style="font-weight: 400;" aria-level="1">Payment Terms *</li>
<li style="font-weight: 400;" aria-level="1">Contract Value *</li>
<li style="font-weight: 400;" aria-level="1">Approver *</li>
</ul>
<h2>Actions Available per Record</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">View – See contract details.</li>
<li style="font-weight: 400;" aria-level="1">Edit – Update contract information.</li>
<li style="font-weight: 400;" aria-level="1">Contract Template – Access predefined templates.</li>
<li style="font-weight: 400;" aria-level="1">Delete – Remove the contract record.</li>
</ul>
<h2>Additional Features</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Contract status determines eligibility for generating Work Orders.</li>
<li style="font-weight: 400;" aria-level="1">Clicking the contract name redirects to the Contract Details Page with complete information. 
</li>
</ul>
<h3>Contract Details Page – Additional Options</h3>
<ul>
<li>Print Preview – Generate a printable version of the contract. 
</li>
<li>Add Signature – Insert digital signatures. 
</li>
<li>Terminate – End the contract before its due date. 
</li>
<li>Add Appendix – Attach supporting documents. 
</li>
<li>Add Amendment – Record changes to contract terms. 
</li>
<li>Audit Log – Track updates, approvals, and history for compliance.</li>
</ul>
<h2>Contractor Contract KPI’s</h2>
<ul>
<li>Total Contracts – Displays the total number of contracts. 
</li>
<li>Total Contract Value – Sum of all active contracts. 
</li>
<li>Outstanding Amount – Tracks unpaid or pending balances. 
</li>
<li>Pending Contracts – Contracts awaiting review or approval. 
</li>
<li>Retention Held – Displays retained amounts as per contract terms. 
</li>
<li>Expired Contracts – Contracts that have passed their validity date.</li>
</ul>

Contractor Contract

<h2>Overview</h2>
Contractor Contacts provide direct communication channels between your organization and contractors.
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Select Contact.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Contact.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6849 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image6-1.png" alt="Contractor Contact" width="1887" height="707" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1.png 1887w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1-300x112.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1-1024x384.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1-768x288.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-1-1536x575.png 1536w" sizes="auto, (max-width: 1887px) 100vw, 1887px" />
<h2>Field Descriptions</h2>
1. Select Contractor*
<ul>
<li>Choose the registered contractor to whom the contact belongs. Only listed contractors will appear.</li>
</ul>
2. First Name*
<ul>
<li>Enter the first name of the contact person.</li>
</ul>
3. Last Name*
<ul>
<li>Enter the last name of the contact person.</li>
</ul>
4. Contact Type
<ul>
<li>Select the purpose of the contact from options such as Billing, Shipping, or Purchase.</li>
</ul>
5. Designation*
<ul>
<li>Enter the job title or role, such as “Procurement Manager” or “Accounts Officer.”</li>
</ul>
6. Email*
<ul>
<li>Provide the official email address for communication.</li>
</ul>
7. Phone Number
<ul>
<li>Enter the phone number, supporting international formats.</li>
</ul>
8. Address Line 1 &amp; 2
<ul>
<li>Enter the physical address, such as the office or site location.</li>
</ul>
9. Country / State / City / Zip Code
<ul>
<li>Provide detailed geographical information for accurate recordkeeping.</li>
</ul>
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Saves the contact under the contractor’s profile.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards the data and closes the form without saving. 
</li>
</ul>
<h2>Note: For Creating a Contractor Contact</h2>
1. Mandatory Fields:
<ul>
<li>Contractor Name * 
</li>
<li>First Name * 
</li>
<li>Last Name * 
</li>
<li>Designation * 
</li>
<li>Email *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>No additional configurations required. Contacts are directly linked to registered contractors.</li>
</ul>
<h2>Additional Notes</h2>
Direct Communication
Contacts can be used to initiate emails, calls, or correspondence directly from the contractor’s profile.
Billing and Shipping Coordination
Separate contacts for billing and shipping ensure inquiries and logistics are directed to the right person, improving response time and efficiency.

Contractor Contact

<h2>Overview</h2>
Contractor Assets refer to tools, equipment, or infrastructure provided by contractors to support project execution. 
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Click Assets.</li>
<li style="font-weight: 400;" aria-level="1">Click the + Add Asset button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6846 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image9-1.png" alt="Contractor Asset" width="1890" height="658" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1.png 1890w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1-300x104.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1-1024x357.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1-768x267.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1-1536x535.png 1536w" sizes="auto, (max-width: 1890px) 100vw, 1890px" />
<h2>Form Fields Explained</h2>
1. Contractor*
Select the contractor to whom the asset is assigned. Only registered contractors will be available.
2. Select Asset
Choose the asset from the dropdown list. Assets must be predefined in Company Settings ➝ Item Master ➝ Asset to ensure uniformity.
<img loading="lazy" decoding="async" class="aligncenter wp-image-6847 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image1-2.png" alt="Form Fields Explained" width="1037" height="717" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2.png 1037w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-300x207.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-1024x708.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-768x531.png 768w" sizes="auto, (max-width: 1037px) 100vw, 1037px" />
3. Price
Enter the unit price of the asset being provided. This field is required for valuation and cost tracking.
4. Currency Code
Select the currency used for asset pricing.
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Saves the asset details and links them to the contractor’s profile.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Closes the form without saving any changes.</li>
</ul>
<h2>Note: For Creating a Contractor Asset</h2>
1. Mandatory Fields:
<ul>
<li>Contractor Name * 
</li>
<li>Asset * 
</li>
<li>Price * 
</li>
<li>Currency Code *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Assets are configured under: Company Settings ➝ Item Master ➝ Asset</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6847 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image1-2.png" alt="Form Fields Explained" width="1037" height="717" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2.png 1037w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-300x207.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-1024x708.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-2-768x531.png 768w" sizes="auto, (max-width: 1037px) 100vw, 1037px" />
<h2>Contractor Asset KPI’s</h2>
<ul>
<li>Total Contractor Assets – Shows the total number of assets linked to contractors. 
</li>
<li>Total Contractor Asset Value – Summarizes the overall value of assets supplied by contractors. 
</li>
<li>Active Contractor Assets – Tracks assets currently in use or available. 
</li>
<li>Depreciated Contractor Assets – Displays assets that have undergone value reduction due to usage or aging.</li>
</ul>

Contractor Asset

<ul>
<li style="font-weight: 400;" aria-level="1">Contractor Items allow organizations to track materials, tools, or services supplied by contractors.</li>
<li style="font-weight: 400;" aria-level="1">By associating items with specific contractors, teams can monitor procurement costs, ensure timely delivery, and maintain accurate stock levels for operational efficiency. </li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Select Item.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add Item button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-6844" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image10.png" alt="" width="1892" height="588" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image10.png 1892w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image10-300x93.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image10-1024x318.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image10-768x239.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image10-1536x477.png 1536w" sizes="auto, (max-width: 1892px) 100vw, 1892px" />
<h2>Form Fields Explained</h2>
1. Contractor*
Select the registered contractor from the dropdown list to whom the item will be assigned. Only contractors already added to the system will appear here.
2. Select Item
Choose the item from the dropdown list. Items must be predefined in the item master to ensure consistency.
3. Price
Enter the unit price at which the contractor supplies the item. This field is mandatory for cost calculations and budgeting.
4. Currency Code
Select the currency used for pricing the item. This ensures accurate financial reporting across regions.
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Stores the item details under the contractor’s profile after filling all mandatory fields.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards entered data and exits the form without saving.</li>
</ul>
<h2>Note: For Creating a Contractor Item</h2>
1. Mandatory Fields:
<ul>
<li>Contractor Name * 
</li>
<li>Item * 
</li>
<li>Price * 
</li>
<li>Currency Code *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Items are configured under: Company Settings ➝ Item Master</li>
</ul>

Contractor Item

<ul>
<li style="font-weight: 400;" aria-level="1">Contractor licenses ensure that contractors meet the necessary legal, safety, and industry-specific compliance requirements before working on a project. </li>
<li style="font-weight: 400;" aria-level="1">Keeping accurate records of licenses helps organizations avoid regulatory risks, plan audits, and ensure contractors remain qualified throughout the project lifecycle. </li>
</ul>
<h2>Filling the License Form</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu, click Contractor, and then select Licenses.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add License button at the top-right corner to open the form.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-6841" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image8-1.png" alt="" width="1892" height="558" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1.png 1892w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1-300x88.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1-1024x302.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1-768x227.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1-1536x453.png 1536w" sizes="auto, (max-width: 1892px) 100vw, 1892px" />
<h2>Step-by-Step Instructions to Create a License</h2>
1. Select Contractor
<ul>
<li>Choose the registered contractor from the dropdown list to whom the license applies.</li>
</ul>
2. Select License
<ul>
<li>Pick the license type from the dropdown. Only the licenses associated with that particular contractor will be available.</li>
</ul>
3. License Number
<ul>
<li>Enter the official license number as mentioned in the document.</li>
</ul>
4. Issue Date
<ul>
<li>Select the date when the license was issued using the calendar picker.</li>
</ul>
5. Valid Upto
<ul>
<li>Choose the expiration or validity end date to help set reminders for renewals and audits.</li>
</ul>
6. License Document Upload
Attach a soft copy of the license for record-keeping:
<ul>
<li style="font-weight: 400;" aria-level="1">Click the upload icon or “Click to upload.”</li>
<li style="font-weight: 400;" aria-level="1">Browse and select the file from your system.</li>
</ul>
<h2>Final Actions</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Store the license record and link it to the contractor’s profile.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Exit the form or discard any changes without saving.</li>
</ul>
<h2>Note: For Creating a Contractor License</h2>
1. Mandatory Fields:
<ul>
<li>Contractor Name * 
</li>
<li>License * 
</li>
<li>Issue Date * 
</li>
<li>Valid Up to *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Licenses are configured under: Company Settings ➜ License and Certification</li>
</ul>
This ensures that the necessary license types are available to associate with contractors.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-6842" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image13.png" alt="" width="862" height="671" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image13.png 862w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image13-300x234.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image13-768x598.png 768w" sizes="auto, (max-width: 862px) 100vw, 862px" />
<h2>License Table Overview</h2>
The License table provides a structured view of all licenses linked to contractors, helping users track compliance, deadlines, and documentation efficiently.
Table Columns:
<ul>
<li style="font-weight: 400;" aria-level="1">License Name – Displays the type of license assigned to the contractor (e.g., Driving License, Safety Compliance Certificate).</li>
<li style="font-weight: 400;" aria-level="1">Contractor Name – Shows the name of the contractor to whom the license is linked.</li>
<li style="font-weight: 400;" aria-level="1">Valid From – Indicates the start date when the license became effective.</li>
<li style="font-weight: 400;" aria-level="1">Valid To – Displays the expiration date of the license to help monitor renewals.</li>
</ul>
Status – Shows the current status of the license, such as Active, Inactive, Pending, Expired, or Deleted.

Contractor Licenses

<h2>Create Contractor – Step-by-Step Guide</h2>
<h3>Accessing the Form</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and select Contractor.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Contractor to open the form.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6834 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image4-1.png" alt="Contractor" width="1890" height="567" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1.png 1890w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1-300x90.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1-1024x307.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1-768x230.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1-1536x461.png 1536w" sizes="auto, (max-width: 1890px) 100vw, 1890px" />
<h2>Fill Contractor Information</h2>
<ol>
<li>
<h3>Contractor Information</h3>
<ul>
<li>Name: Enter the full contractor name.</li>
<li>Email: Provide the official email address for communication.</li>
<li>Phone Number: Enter the contact number with country code.</li>
<li>Industry Code: Classification of the contractor’s industry or field.</li>
<li>Contractor Code: Unique identifier assigned to the contractor.</li>
<li>Legal Name: Registered company name of the contractor.</li>
<li>Contractor Type: Define the role, such as supplier, subcontractor, consultant, etc.</li>
<li>Category: Type of product or service provided.</li>
<li>Address: Enter detailed address information:
<ul>
<li>Line 1</li>
<li>Line 2</li>
<li>Country</li>
<li>State</li>
<li>City</li>
<li>Zip Code</li>
<li>Type (Primary, Billing, Shipping, Others)</li>
</ul>
</li>
</ul>
</li>
<li>
<h3>Bank Details</h3>
<ul>
<li>Account Number: Bank account used for contractor payments.</li>
<li>Account Holder Name: Name of the account owner.</li>
<li>Account Type: Type of account (savings, current, etc.).</li>
<li>Bank Name: Name of the contractor’s bank.</li>
<li>Branch Name: Branch details.</li>
<li>IFSC Code: Bank routing code.</li>
<li>SWIFT Code: International transfer code.</li>
<li>MICR Code: Clearing code.</li>
<li>Address: Branch address including:
<ul>
<li>Country</li>
<li>State</li>
<li>City</li>
<li>Zip Code</li>
</ul>
</li>
</ul>
</li>
<li>
<h3>Tax Identification</h3>
<ul>
<li>Type: Tax type such as GST, PAN, etc.</li>
<li>Number: Official tax number issued by the government.</li>
<li>Click + to add additional tax records if applicable.</li>
</ul>
</li>
</ol>
<h3>Final Actions</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Click to register the contractor with the provided details.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Click to discard changes and exit the form.</li>
</ul>
<h3>Note</h3>
For creating a Contractor:
1. Mandatory Fields:
<ul>
<li>Contractor Name * 
</li>
<li>Email * 
</li>
<li>Industry Code * 
</li>
<li>Legal Name *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Industry Code is configured under: Company Settings ➜ Item Master ➜ Industry</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6835 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image5-1.png" alt="Contractor" width="1822" height="600" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1.png 1822w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1-300x99.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1-1024x337.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1-768x253.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1-1536x506.png 1536w" sizes="auto, (max-width: 1822px) 100vw, 1822px" />
<h2>Contractor Details Page</h2>
When you click on a contractor’s name, you are directed to the Contractor Details page where the following information is available:
General Information
<ul>
<li style="font-weight: 400;" aria-level="1">Displays the information entered during contractor creation, such as Legal Name, Contractor Code,Category,Contractor Type.</li>
</ul>
Contact Details
<ul>
<li style="font-weight: 400;" aria-level="1">Email – Communication address.</li>
<li style="font-weight: 400;" aria-level="1">Phone Number – Primary contact number.</li>
<li style="font-weight: 400;" aria-level="1">Address – Registered location and other address records.</li>
</ul>
<h2>Contractor Tabs – Explained</h2>
Each tab focuses on specific areas of the contractor’s operations:
<ul>
<li style="font-weight: 400;" aria-level="1">License Tab – Shows certifications, permits, and compliance documents required for legal and operational purposes.</li>
<li style="font-weight: 400;" aria-level="1">Item Tab – Lists materials, equipment, and tools provided by the contractor to projects, helping track supplies and procurement.</li>
<li style="font-weight: 400;" aria-level="1">Assets Tab – Displays details of assets supplied by the contractor, such as machinery and equipment.</li>
<li style="font-weight: 400;" aria-level="1">Contact Tab – Contains individuals associated with the contractor, such as billing managers or site supervisors.</li>
<li style="font-weight: 400;" aria-level="1">Contract Tab – Lists formal agreements and contractual obligations with the contractor.</li>
<li style="font-weight: 400;" aria-level="1">Work Order Tab – Tracks assigned tasks or jobs issued to the contractor, including progress and completion details.</li>
<li style="font-weight: 400;" aria-level="1">Invoice Tab – Records all billing activities from the contractor, including invoice numbers, amounts, and payment status.</li>
<li style="font-weight: 400;" aria-level="1">Payment Tab – Provides a payment history for the contractor, helping reconcile financial records and track pending dues.</li>
<li style="font-weight: 400;" aria-level="1">Bank Details Tab – Shows the contractor’s payment accounts, ensuring correct and compliant fund transfers.</li>
<li style="font-weight: 400;" aria-level="1">Addresses Tab – Stores multiple address records for operational or regulatory needs.</li>
<li style="font-weight: 400;" aria-level="1">Tax Details Tab – Displays tax-related information, such as registration types and numbers required for billing and compliance.</li>
</ul>
<h2>Contractor Actions</h2>
Edit Contractor
<ul>
<li style="font-weight: 400;" aria-level="1">Click Edit next to the contractor.</li>
<li style="font-weight: 400;" aria-level="1">Modify the necessary fields.</li>
<li style="font-weight: 400;" aria-level="1">Click Save to update the information.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6836 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image11-1.png" alt="Edit Contractor" width="1391" height="462" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1.png 1391w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1-300x100.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1-1024x340.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1-768x255.png 768w" sizes="auto, (max-width: 1391px) 100vw, 1391px" />
Delete Contractor
<ul>
<li style="font-weight: 400;" aria-level="1">Click Delete next to the contractor record.</li>
<li style="font-weight: 400;" aria-level="1">Confirm the deletion in the pop-up window.</li>
<li style="font-weight: 400;" aria-level="1">The contractor will be removed from the list.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6837 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image2-1.png" alt="Contractor" width="1298" height="453" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1.png 1298w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1-300x105.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1-1024x357.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1-768x268.png 768w" sizes="auto, (max-width: 1298px) 100vw, 1298px" />
View Contractor Details
<ul>
<li style="font-weight: 400;" aria-level="1">Click the contractor’s name or email to access detailed information.</li>
<li style="font-weight: 400;" aria-level="1">Review all associated records, including contacts, invoices, and payments.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6838 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image3-2.png" alt="View Contractor Details" width="1310" height="452" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-2.png 1310w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-2-300x104.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-2-1024x353.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-2-768x265.png 768w" sizes="auto, (max-width: 1310px) 100vw, 1310px" />
Search, Filter, and Sort
<ul>
<li style="font-weight: 400;" aria-level="1">Use the search bar to quickly find contractors by name or email.</li>
<li style="font-weight: 400;" aria-level="1">Apply filters based on status, category, or type.</li>
<li style="font-weight: 400;" aria-level="1">Click on column headers to sort by alphabetical order, date, or other criteria.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6839 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image7-1.png" alt="Search" width="1520" height="233" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1.png 1520w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1-300x46.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1-1024x157.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1-768x118.png 768w" sizes="auto, (max-width: 1520px) 100vw, 1520px" />
<h2>Contractor KPI Dashboard</h2>
The dashboard provides a quick overview of key performance metrics to track contractor activities and project health.
<h3>First Section – Summary Metrics</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Total Contractors – Displays the total number of contractors registered.</li>
<li style="font-weight: 400;" aria-level="1">Total Work Order Value – Shows the cumulative value of all work orders assigned to contractors.</li>
<li style="font-weight: 400;" aria-level="1">Total Paid to Contractors – Tracks payments made, helping monitor cash outflows.</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Payables – Highlights pending payments that require follow-up.</li>
<li style="font-weight: 400;" aria-level="1">Retention Held – Shows amounts retained as per contract terms or policies.</li>
<li style="font-weight: 400;" aria-level="1">Average Payment Delay – Provides insights into delays in payment processing.</li>
</ul>
<h3>Dashboard Charts (Pie and Bar Charts)</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Pending Payments by Contractor – Displays contractors with the highest pending payments.</li>
<li style="font-weight: 400;" aria-level="1">Performance vs Project Progress – Tracks how contractors are contributing relative to project milestones.</li>
<li style="font-weight: 400;" aria-level="1">Top Subcontractors – Work Order Frequency and Value – Identifies the most active subcontractors by task frequency and financial contribution.</li>
<li style="font-weight: 400;" aria-level="1">Most Frequently Used Item – Shows which materials or tools are procured most often from contractors.</li>
</ul>
Monthly Payments to Contractors – Visualizes monthly payment trends, assisting with budgeting and forecasting.

Contractor

<h2>What is a Contractor?</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">A Contractor is an individual or company engaged to perform specific tasks, services, or deliverables in a construction project.</li>
<li style="font-weight: 400;" aria-level="1"> Contractors may include suppliers, subcontractors, consultants, or specialized service providers.</li>
<li style="font-weight: 400;" aria-level="1"> They play a crucial role in project execution by providing materials, labor, expertise, or equipment needed to meet construction timelines, budget goals, and compliance standards.</li>
<li style="font-weight: 400;" aria-level="1">Contractors help ensure that construction projects progress smoothly by offering specialized services and resources.</li>
<li style="font-weight: 400;" aria-level="1"> Managing contractor information effectively helps streamline procurement, billing, payments, and compliance reporting throughout the project lifecycle.</li>
</ul>
<h2>Overview</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Contractor Management is a crucial component in ensuring smooth project execution, compliance, and financial accountability in construction projects.</li>
<li style="font-weight: 400;" aria-level="1"> It helps organizations maintain accurate records, manage contractual relationships, and track the performance and obligations of contractors.</li>
</ul>
<h2>Why Contractor Management?</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Centralized Information – All contractor-related data is stored in one place, making it easy to access and update.</li>
<li style="font-weight: 400;" aria-level="1">Compliance &amp; Safety – Licenses, permits, and certifications are tracked to ensure contractors meet safety and legal requirements.</li>
<li style="font-weight: 400;" aria-level="1">Financial Oversight – Payments, invoices, and outstanding balances are monitored to ensure timely and accurate financial transactions.</li>
<li style="font-weight: 400;" aria-level="1">Operational Efficiency – Work orders, assets, and items supplied by contractors are managed effectively to support project timelines. 
</li>
</ul>
<h2>Module Structure</h2>
The Contractor Management module is organized into the following sections to provide a comprehensive view of contractor activities:
<ul>
<li style="font-weight: 400;" aria-level="1">Contractor – Register and manage contractor profiles, including business information, location, and classification.</li>
<li style="font-weight: 400;" aria-level="1">License – Record and track licenses and certifications associated with contractors for compliance and audit purposes.</li>
<li style="font-weight: 400;" aria-level="1">Item – Track materials, tools, and services supplied by contractors, helping manage inventory and procurement.</li>
<li style="font-weight: 400;" aria-level="1">Assets – Manage contractor-owned assets used on projects, including machinery and equipment details.</li>
<li style="font-weight: 400;" aria-level="1">Contact – Maintain contact details of contractor representatives for communication and coordination.</li>
<li style="font-weight: 400;" aria-level="1">Contract – Handle formal agreements, terms, and obligations between contractors and the organization.</li>
<li style="font-weight: 400;" aria-level="1">Work Order – Create and manage orders placed with contractors, including task assignments and progress tracking.</li>
<li style="font-weight: 400;" aria-level="1">Invoice – Monitor invoices issued by or to contractors, including amounts, tax details, and payment status.</li>
<li style="font-weight: 400;" aria-level="1">Payment – Track payments made to contractors, adjustments, methods, and status for financial transparency.</li>
</ul>

Overview

Expense

The Expense module allows users to record, manage, and track project-related or organizational expenditures efficiently.
 It helps maintain financial transparency and provides a detailed breakdown of expenses across projects, departments, and programs.
<h3>How to Access</h3>
Log in to the application &gt; go to the left menu &gt; click on Expense &gt; click on the Create Expense button.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7672" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-26.jpg" alt="" width="800" height="330" />
<h3>Steps to Create an Expense</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Organization Name – Choose the organization under which the expense is being recorded. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Project – Pick the project related to the expense from the dropdown list. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Expense Group – Choose the expense group (can be created in Company Settings &gt; Finance Settings &gt; Expense Group). 
</li>
<li style="font-weight: 400;" aria-level="1">Select Expense Head – Based on the selected group, the corresponding expense heads are displayed (can be configured in Company Settings &gt; Finance Settings &gt; Expense Head). 
</li>
<li style="font-weight: 400;" aria-level="1">Select Requested By* – Choose the employee who initiated the expense. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Approver – Assign an approver (approvers can be configured in Company Settings &gt; Organization &gt; Approvers). 
</li>
<li style="font-weight: 400;" aria-level="1">Select Expense Date* – Specify the date of the expense. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Currency* – Choose the currency for the transaction.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7673" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-42.png" alt="Steps to Create an Expense" width="1600" height="792" />
<h3>Line Items</h3>
Add individual expense line items:
<ul>
<li style="font-weight: 400;" aria-level="1">Name – Description or purpose of the expense. 
</li>
<li style="font-weight: 400;" aria-level="1">Expense Amount – Enter the amount for the line item. 
</li>
<li style="font-weight: 400;" aria-level="1">Select Tax – Choose the applicable tax rate. 
</li>
</ul>
Upon entering the above, the system automatically calculates:
<ul>
<li style="font-weight: 400;" aria-level="1">Tax Amount (0%) 
</li>
<li style="font-weight: 400;" aria-level="1">Total Expense 
</li>
</ul>
You can upload attachments such as bills, receipts, or vouchers.
The following fields are automatically filled:
<ul>
<li style="font-weight: 400;" aria-level="1">Net Amount*</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount*</li>
<li style="font-weight: 400;" aria-level="1">Total Expense Amount*</li>
</ul>
You can also add multiple line items by clicking on the + icon.
Click Save to create the expense successfully.
<h3>Expense Details Page</h3>
By clicking on the Expense Group Name, the system redirects to the Expense Details Page.
This page displays all information added during expense creation, organized under the following sections:
<ul>
<li style="font-weight: 400;" aria-level="1">General Information – Key expense and date details. 
</li>
<li style="font-weight: 400;" aria-level="1">Financial Information – Displays total, tax, and net amounts.</li>
<li style="font-weight: 400;" aria-level="1">Approval Details – Shows the approver and approval status. 
</li>
<li style="font-weight: 400;" aria-level="1">Organization and Project Information – Lists the associated organization and project. 
</li>
<li style="font-weight: 400;" aria-level="1">Items – Displays all expense line items with their amounts and taxes.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7674" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-43.png" alt="Expense Details Page" width="1600" height="771" />
<h3>Dashboard View</h3>
Login to the application &gt; go to the left menu &gt; click on Expenses &gt; go to the header section &gt; click on the Dashboard View icon. 

The Expense Dashboard provides a visual summary of expense data through interactive charts and graphs, offering insights such as:
<ol>
<li style="font-weight: 400;" aria-level="1">Monthly Expense Trend – Shows the spending pattern month-wise. 
</li>
<li style="font-weight: 400;" aria-level="1">Expense by Projects – Displays expense distribution across projects.</li>
<li style="font-weight: 400;" aria-level="1">Department-Wise Expenses – Compares expenses between different departments.</li>
<li style="font-weight: 400;" aria-level="1">Expenses by Programs – Highlights spending across ongoing programs.</li>
<li style="font-weight: 400;" aria-level="1">Expenses by Organization – Summarizes total expenses for each organization unit. 
</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7675" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-44.png" alt="Dashboard View" width="1600" height="825" />
<h3>KPI’s</h3>
The Expense module dashboard also displays key performance indicators for quick insights:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Expenses – Overall expenses recorded within the system.</li>
<li style="font-weight: 400;" aria-level="1">Average Transaction – Average amount spent per expense entry.</li>
<li style="font-weight: 400;" aria-level="1">Pending Approvals – Number of expenses awaiting approval.</li>
</ul>
Pending Reimbursements – Expenses submitted but not yet reimbursed.

Expense Overview

Finance Budget

The Account Payable section manages payments owed to vendors, contractors, and service providers. It helps track outstanding obligations, due dates, and approval statuses to maintain a healthy cash flow and vendor relationship.
<h3>Displayed Columns</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Number 
</li>
<li style="font-weight: 400;" aria-level="1">Outstanding 
</li>
<li style="font-weight: 400;" aria-level="1">Vendor 
</li>
<li style="font-weight: 400;" aria-level="1">Type 
</li>
<li style="font-weight: 400;" aria-level="1">Project 
</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Days 
</li>
<li style="font-weight: 400;" aria-level="1">Due Date 
</li>
<li style="font-weight: 400;" aria-level="1">Status 
</li>
</ul>
<h3>Account Payable KPIs</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Date Range – Enables filtering payments within a selected period for analysis. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Invoice – The number of invoices received from vendors and contractors. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Paid – The total amount disbursed to clear outstanding payments. 
</li>
<li style="font-weight: 400;" aria-level="1">Total Outstanding – Remaining payables not yet settled. 
</li>
<li style="font-weight: 400;" aria-level="1">Overdue Invoice – Payables that have passed their due date. 
</li>
<li style="font-weight: 400;" aria-level="1">Unpaid Invoices – Invoices that are recorded but await payment. 
</li>
</ul>
DPO (Days Payable Outstanding) – Indicates the average number of days the company takes to pay its suppliers.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7303 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image1-4.png" alt="Account Payable" width="1891" height="785" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4.png 1891w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4-300x125.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4-1024x425.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4-768x319.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-4-1536x638.png 1536w" sizes="auto, (max-width: 1891px) 100vw, 1891px" />

Account Payable

The Account Receivable section tracks all payments due from clients. It provides complete visibility into outstanding invoices, due dates, and payment statuses — ensuring timely follow-up and accurate cash flow forecasting.
<h3>Displayed Columns</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Number</li>
<li style="font-weight: 400;" aria-level="1">Outstanding</li>
<li style="font-weight: 400;" aria-level="1">Type</li>
<li style="font-weight: 400;" aria-level="1">Client</li>
<li style="font-weight: 400;" aria-level="1">Project Name</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Days</li>
<li style="font-weight: 400;" aria-level="1">Due Date</li>
<li style="font-weight: 400;" aria-level="1">Status (Approved, Sent)</li>
</ul>
<h3>Account Receivable KPIs</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Date Range – Filter data by specific time periods for reporting and analysis.</li>
<li style="font-weight: 400;" aria-level="1">Total Invoice – Total number of invoices generated for clients.</li>
<li style="font-weight: 400;" aria-level="1">Total Paid – Total amount received from clients.</li>
<li style="font-weight: 400;" aria-level="1">Total Outstanding – Remaining unpaid invoices.</li>
<li style="font-weight: 400;" aria-level="1">Overdue Invoice – Invoices past their due date.</li>
<li style="font-weight: 400;" aria-level="1">Unpaid Invoices – Invoices that are issued but not yet cleared.</li>
</ul>
DSO (Days Sales Outstanding) – Measures the average number of days taken to collect payments after a sale, reflecting collection efficiency. 

<img loading="lazy" decoding="async" class="aligncenter wp-image-7301 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image2-3.png" alt="Account Receivable" width="1919" height="908" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3.png 1919w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3-300x142.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3-1024x485.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3-768x363.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-3-1536x727.png 1536w" sizes="auto, (max-width: 1919px) 100vw, 1919px" />

Account Receivable

The Budget Insights section provides a consolidated view of all budgets at various hierarchy levels — program, project, milestone, WBS, or task.
It helps decision-makers analyze financial performance, track spending, and identify deviations from planned budgets.
<h3>Navigation Path</h3>
Log in to the application → Go to Left Menu → Finance Module → Budget Insights
<h3>Displayed Information</h3>
Each record displays:
<ul>
<li style="font-weight: 400;" aria-level="1">Budget Name</li>
<li style="font-weight: 400;" aria-level="1">Budget Type (Program, Project, Milestone, WBS, Activity, Task)</li>
<li style="font-weight: 400;" aria-level="1">Estimated Cost</li>
<li style="font-weight: 400;" aria-level="1">Actual Cost</li>
<li style="font-weight: 400;" aria-level="1">Status (New, Active, In Progress, Completed, On Hold)</li>
<li style="font-weight: 400;" aria-level="1">End Date</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7299 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image3-4.png" alt="Budget Insights" width="1899" height="950" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4.png 1899w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4-300x150.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4-1024x512.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4-768x384.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-4-1536x768.png 1536w" sizes="auto, (max-width: 1899px) 100vw, 1899px" />
<h3>Budget Insight KPIs</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Budget Variance – Measures the difference between planned and actual spending. A positive variance indicates cost savings, while a negative variance suggests overspending. 
</li>
<li style="font-weight: 400;" aria-level="1">Cost Performance Index (CPI) – Evaluates cost efficiency (CPI &gt; 1 = under budget; CPI &lt; 1 = over budget).</li>
<li style="font-weight: 400;" aria-level="1">Budget Utilization – Represents the percentage of the budget consumed.</li>
<li style="font-weight: 400;" aria-level="1">Approval Rate – Displays the ratio of approved budgets to total created budgets.</li>
<li style="font-weight: 400;" aria-level="1">Pending Approvals – Shows budgets awaiting managerial approval.</li>
</ul>
Percentage of Budget Spent – Tracks how much of the allocated budget has been used within a given period.

Budget Insights

<h3>Purpose</h3>
The Budget section allows users to create, allocate, and manage financial budgets for different levels (Program, Project, or WBS, Activity, Tasks, Sub-tasks)
<h3>Navigation Path</h3>
Log in to the application →Go to Left Menu → Finance Module → Budget →Click Add Budget.
<h3>Steps to Create a Budget</h3>
1. Organization*
<ul>
<li>Select the organization from the dropdown list.</li>
</ul>
2. Title
<ul>
<li>Enter a descriptive budget title</li>
</ul>
3. Fiscal Period*
<ul>
<li>Select the fiscal period from the dropdown.</li>
</ul>
(To configure Fiscal Period and Fiscal Year: Go to Settings → Company Settings → Finance Settings → Fiscal Year) 

4. Fiscal Year
<ul>
<li>Choose the appropriate fiscal year from the dropdown.</li>
</ul>
5. Budget Type*
<ul>
<li>Select the budget type (e.g., Program Level, Project Level).</li>
</ul>
6. Initial Amount*
<ul>
<li>Enter the total initial amount allocated. 
</li>
</ul>
7. Currency 

<ul>
<li>Select the currency for the budget. 
</li>
</ul>
8. Approver 

<ul>
<li>Choose the approver from the dropdown. 
</li>
</ul>
(Approvers can be added under Settings → Company Settings → Organisation → Approvers) 

9. Last Date of Approval 

<ul>
<li>Select the approval deadline from the calendar.</li>
</ul>
10. Description 

<ul>
<li>Provide a detailed description of the budget.</li>
</ul>
<h3>Budget Relations</h3>
1. Budget Relationship – Select the relationship type from the dropdown.
(Configured in Settings → Company Settings → Finance Settings → Budget Relationship Types)
2. Parameters &amp; Values – Choose predefined parameters and their corresponding values.
(Configured in Settings → Company Settings → Finance Settings → Budget Parameters)
<h3>Line Items</h3>
For each line item:
<ul>
<li style="font-weight: 400;" aria-level="1">Enter Title</li>
<li style="font-weight: 400;" aria-level="1">Select Cost Category</li>
<li style="font-weight: 400;" aria-level="1">Enter Amount*</li>
<li style="font-weight: 400;" aria-level="1">Select Currency*</li>
<li style="font-weight: 400;" aria-level="1">Define Order</li>
<li style="font-weight: 400;" aria-level="1">Upload Attachments*</li>
</ul>
Use the ➕ icon to add multiple line items.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7295 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image5-3.png" alt="Budget" width="1920" height="954" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3.png 1920w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3-300x149.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3-1024x509.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3-768x382.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-3-1536x763.png 1536w" sizes="auto, (max-width: 1920px) 100vw, 1920px" />
<h3>Mandatory Fields</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Organization *</li>
<li style="font-weight: 400;" aria-level="1">Title *</li>
<li style="font-weight: 400;" aria-level="1">Budget Type *</li>
<li style="font-weight: 400;" aria-level="1">Initial Amount *</li>
<li style="font-weight: 400;" aria-level="1">Line Items * 
</li>
</ul>
<h3>Budget Dashboard View</h3>
After budget creation, the dashboard provides a visual and analytical view of budget performance through charts and graphs, including:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Budget Allocation</li>
<li style="font-weight: 400;" aria-level="1">Total Expenses</li>
<li style="font-weight: 400;" aria-level="1">Remaining Budget</li>
<li style="font-weight: 400;" aria-level="1">Budget Utilization Rate</li>
<li style="font-weight: 400;" aria-level="1">Pending Approvals</li>
<li style="font-weight: 400;" aria-level="1">Budget vs. Actual Spending</li>
<li style="font-weight: 400;" aria-level="1">Budget Allocation by Category</li>
<li style="font-weight: 400;" aria-level="1">Pending vs. Approved Budgets</li>
<li style="font-weight: 400;" aria-level="1">Budget Utilization Over Time</li>
<li style="font-weight: 400;" aria-level="1">Top Budgeted Projects</li>
<li style="font-weight: 400;" aria-level="1">Budget Approval Trends</li>
<li style="font-weight: 400;" aria-level="1">Budget Relationships</li>
<li style="font-weight: 400;" aria-level="1">Budget Cost Breakdown</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7297 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image6-3.png" alt="Budget Dashboard View" width="1906" height="874" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3.png 1906w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3-300x138.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3-1024x470.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3-768x352.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-3-1536x704.png 1536w" sizes="auto, (max-width: 1906px) 100vw, 1906px" />
<h3>Export Functionality</h3>
Users can export detailed budget reports. 
The system automatically sends the export file to the registered user’s email for security and accessibility.

Budget

The Finance Module provides a centralized platform to manage and monitor all financial activities within the organization.
It enables budgeting at both the program and project levels, allows tracking of accounts receivable from clients, and accounts payable to vendors, contractors, and project-related expenses. 

This module ensures transparency, financial accountability, and efficient budget utilization across all ongoing projects.
The Finance Module consists of the following key sections:
<ul>
<li style="font-weight: 400;" aria-level="1">Budget – Define and manage organizational, program, and project budgets.</li>
<li style="font-weight: 400;" aria-level="1">Budget Insights – Analyze budget performance and utilization metrics.</li>
<li style="font-weight: 400;" aria-level="1">Account Receivable – Track payments due from clients.</li>
</ul>
Account Payable – Manage payments owed to vendors, contractors, and other service providers.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7291 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image4-3.png" alt="Finance Overview" width="1909" height="807" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3.png 1909w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3-300x127.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3-1024x433.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3-768x325.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-3-1536x649.png 1536w" sizes="auto, (max-width: 1909px) 100vw, 1909px" />

Finance Overview

Inventory Management

The Item Requisition section displays all material requests raised from the Task Details Page by users or site engineers.<img loading="lazy" decoding="async" class="aligncenter wp-image-7764 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-58.jpg" alt="Item Requisition" width="800" height="368" />
<h3>Listing Information</h3>
Each record in the Item Requisition list displays the following details:
<ul>
<li style="font-weight: 400;" aria-level="1">Item Name – The name of the material requested.</li>
<li style="font-weight: 400;" aria-level="1">Project Name – The project for which the item is needed.</li>
<li style="font-weight: 400;" aria-level="1">Task Name – The task linked to the requisition request.</li>
<li style="font-weight: 400;" aria-level="1">Requested By – The team member who raised the request.</li>
<li style="font-weight: 400;" aria-level="1">In-Hand Quantity – The quantity of the item currently available.</li>
<li style="font-weight: 400;" aria-level="1">Stock In-Hand – Current balance of the item in inventory.</li>
<li style="font-weight: 400;" aria-level="1">Request Date – The date the requisition was created.</li>
</ul>
Status – Current status of the request (e.g., Pending, Approved, Rejected, or Fulfilled).
<img loading="lazy" decoding="async" class="aligncenter wp-image-7765 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-70.png" alt="Item Requisition" width="1600" height="593" />

Item Requisition

<h3>How to Access the Inventory</h3>
Log in to the application &gt; go to the left menu &gt; click on Inventory &gt; then click on Item Inventory.
<h3>Overview</h3>
The Item Inventory page displays a list of all items and assets added in Company Settings ➝ Item Master.
Each record provides complete visibility into stock levels, helping teams plan procurement and avoid delays.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7757 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-56.jpg" alt="Item Inventory" width="800" height="354" />
<h3>Listing Information</h3>
The Item Inventory listing displays:
<ul>
<li style="font-weight: 400;" aria-level="1">Item Name – The name of the material or asset.</li>
<li style="font-weight: 400;" aria-level="1">Quantity – Available quantity in stock.</li>
<li style="font-weight: 400;" aria-level="1">Reorder Point – The minimum quantity at which new stock must be ordered.</li>
<li style="font-weight: 400;" aria-level="1">Safety Stock – Buffer quantity to prevent stockouts.</li>
<li style="font-weight: 400;" aria-level="1">Location – The warehouse or site location where the item is stored.</li>
</ul>
At the top of the page, users can view the total count of items currently being tracked.
Additionally, the Show/Hide Filters feature allows filtering items based on name, type, or location, making it easy to search and manage inventory data.
<h3>Dashboard View</h3>
The Dashboard View provides a real-time visual summary of inventory data through charts and graphs.
It displays the following key insights:
<ul>
<li style="font-weight: 400;" aria-level="1">Stock Levels by Material Type – Breaks down inventory based on material categories.</li>
<li style="font-weight: 400;" aria-level="1">Equipment &amp; Tools Availability – Shows the availability of essential tools and machinery.</li>
<li style="font-weight: 400;" aria-level="1">Top 5 Materials with Highest Usage – Highlights materials that are most frequently consumed.</li>
<li style="font-weight: 400;" aria-level="1">Material Usage Trend Over Time – Displays how material usage fluctuates across different time periods.</li>
<li style="font-weight: 400;" aria-level="1">Stock In vs Stock Out – Tracks inflow and outflow of inventory in real time.</li>
<li style="font-weight: 400;" aria-level="1">Low Stock Alert – Flags items that have reached or fallen below the reorder point.</li>
<li style="font-weight: 400;" aria-level="1">Inventory Turnover Ratio – Measures how efficiently inventory is being used and replenished.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7758 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-57.jpg" alt="Dashboard View" width="800" height="400" />
<h3>KPI’s</h3>
The Item Inventory dashboard also includes critical key performance indicators to monitor stock performance:
<ul>
<li style="font-weight: 400;" aria-level="1">Total Inventory Cost – Displays the total monetary value of all stocked items.</li>
<li style="font-weight: 400;" aria-level="1">Total Items – Count of all unique inventory items tracked in the system.</li>
<li style="font-weight: 400;" aria-level="1">Low Stock Items – Number of items that have reached the reorder level and need restocking.</li>
<li style="font-weight: 400;" aria-level="1">Out-of-Stock Items – Items currently unavailable in stock, requiring immediate replenishment.</li>
</ul>

Item Inventory

<ul>
<li style="font-weight: 400;" aria-level="1">The Inventory module plays a vital role in construction project management by ensuring that work never halts due to a shortage of materials or equipment.</li>
<li style="font-weight: 400;" aria-level="1"> It helps in maintaining optimum stock levels, monitoring reorder points, and tracking item usage trends—so teams always have the right resources available at the right time.</li>
<li style="font-weight: 400;" aria-level="1"> Effective inventory management ensures smooth operations, cost efficiency, and timely completion of construction activities.</li>
</ul>
<h3>The Inventory Module Includes:</h3>
<ol>
<li style="font-weight: 400;" aria-level="1">Item Inventory</li>
<li style="font-weight: 400;" aria-level="1">Item Requisition</li>
</ol>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7755 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-69.png" alt="Inventory" width="1600" height="798" />

Inventory

My Approvals

<ul>
<li style="font-weight: 400;" aria-level="1">The My Approvals module provides a centralized view for users who are assigned as approvers for various operations across the system — such as budgets, expenses, contracts, invoices, payments, and more.</li>
<li style="font-weight: 400;" aria-level="1">It helps streamline the approval workflow by allowing authorized users to quickly review, approve, or reject pending requests directly from one place, ensuring timely decision-making and operational efficiency.</li>
</ul>
<h3>How to Access?</h3>
Log in to the application &gt; go to the left menu &gt; click on My Approvals.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7767 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-71.png" alt="My Approvals " width="1600" height="745" />
<h3>Overview</h3>
The My Approvals page displays all approval requests assigned to the logged-in user.
Requests are automatically categorized into tabs for easy navigation:
<ul>
<li style="font-weight: 400;" aria-level="1">Pending – Requests awaiting your review or decision.</li>
<li style="font-weight: 400;" aria-level="1">Approved – Requests that have already been approved.</li>
<li style="font-weight: 400;" aria-level="1">Rejected – Requests that have been declined.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7768 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-72.png" alt="My Approvals Overview" width="1600" height="728" />
<h3>Actions</h3>
Each approval record displays the operation details such as request type, requester name, submission date, and status. 
 Users can take the following actions directly from the Action Icon:
<ul>
<li style="font-weight: 400;" aria-level="1">Approve – Confirms and approves the pending request.</li>
<li style="font-weight: 400;" aria-level="1">Reject – Declines the request with an optional remark.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7769 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-59.jpg" alt="Actions" width="800" height="375" />
Once an action is taken, the system automatically updates the request status in real time and removes it from the pending list.
<h3>Key Benefits</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Centralized access to all pending approvals in one dashboard.</li>
<li style="font-weight: 400;" aria-level="1">Quick decision-making to prevent delays in workflow execution.</li>
<li style="font-weight: 400;" aria-level="1">Real-time status updates for better transparency.</li>
<li style="font-weight: 400;" aria-level="1">Streamlined collaboration between project, finance, and management teams.</li>
</ul>

My Approvals Overview

Site Management

<h3>How to Access</h3>
Log in to the web application &gt; go to Site Management &gt; click on Site Types &gt; click on the Add Site Type button.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7751 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-68.png" alt="Site Types" width="1600" height="767" />
<h3>Steps to Create Site Type</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Name* – Enter the site type name (e.g., Residential, Industrial, Renovation).</li>
<li style="font-weight: 400;" aria-level="1">Start Date / End Date – Define the validity period of the site type.</li>
<li style="font-weight: 400;" aria-level="1">Description – Provide a brief explanation about the site type or usage purpose.</li>
</ul>
Click Save to create a new site type successfully.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7752 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-55.jpg" alt="Steps to Create Site Type" width="800" height="398" />
<h3>Benefits of Site Management</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Ensures accurate, location-based attendance tracking through geo-validation.</li>
<li style="font-weight: 400;" aria-level="1">Prevents false or off-site check-ins.</li>
<li style="font-weight: 400;" aria-level="1">Allows project-specific resource allocation and visibility.</li>
<li style="font-weight: 400;" aria-level="1">Provides real-time monitoring of site activity and workforce presence.</li>
<li style="font-weight: 400;" aria-level="1">Enhances field accountability and improves project efficiency.</li>
</ul>

Site Types

The Site Attendance feature ensures that attendance is captured only when a resource is physically present at the site, using GPS-based validation.
When users log in to the Oconstruction Mobile App, they can check in at the site.
If their GPS location matches the site boundary, attendance is marked as Valid; otherwise, it is recorded as Invalid.
<h3>How to Record Attendance (Mobile Application)</h3>
1. Log in to the mobile app. 

<img loading="lazy" decoding="async" class="aligncenter wp-image-7760 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/image-5.png" alt="Site Attendance" width="324" height="407" />
2. Click on the Attendance Icon in the header section.
3. Select the Site and Project from the dropdown. 

<ul>
<li style="list-style-type: none;">
<ul>
<li style="font-weight: 400;" aria-level="2">Click on Clock In to mark attendance. 
</li>
</ul>
</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7761 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/image-6.png" alt="Site Attendance" width="323" height="493" />
<h3>Attendance Display in Web Application</h3>
All clock-in data from the mobile app is automatically displayed in the Site Attendance list on the web.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7749 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-38.jpg" alt="Attendance Display in Web Application" width="800" height="382" />
Each record shows:
<ul>
<li style="font-weight: 400;" aria-level="1">Actions</li>
<li style="font-weight: 400;" aria-level="1">Site Name</li>
<li style="font-weight: 400;" aria-level="1">Resource Name</li>
<li style="font-weight: 400;" aria-level="1">Project Name</li>
<li style="font-weight: 400;" aria-level="1">Check-In Time</li>
<li style="font-weight: 400;" aria-level="1">Check-In Longitude / Latitude</li>
<li style="font-weight: 400;" aria-level="1">Check-Out Time</li>
<li style="font-weight: 400;" aria-level="1">Check-Out Longitude / Latitude</li>
<li style="font-weight: 400;" aria-level="1">Is Valid – Displays whether the check-in was within the site boundary.</li>
<li style="font-weight: 400;" aria-level="1">Status – Displays if the attendance is Approved, Pending, or Invalid.</li>
</ul>
This real-time integration helps site managers verify attendance accuracy and monitor resource presence.

Site Attendance

<h3>How to Access</h3>
Log in to the web application &gt; go to Site Management &gt; click on Site Resources &gt; click on the Add Site Resources button.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7744 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-66.png" alt="Site Resources" width="1600" height="787" />
<h3>Steps to Assign Site Resource</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Site* – Choose the site from the dropdown (previously created sites).</li>
<li style="font-weight: 400;" aria-level="1">Select Project* – Select the project linked to this site.</li>
<li style="font-weight: 400;" aria-level="1">Select Resource* – Choose the resource (worker, staff, or equipment) to allocate.</li>
<li style="font-weight: 400;" aria-level="1">Allocated Date – Specify the date of resource allocation.</li>
<li style="font-weight: 400;" aria-level="1">Start Date / End Date – Define the resource availability period.</li>
<li style="font-weight: 400;" aria-level="1">Notes – Add any specific remarks or instructions for the resource. 
</li>
</ul>
To assign multiple resources, click the + icon and repeat the process.
Click Save to confirm.
<img loading="lazy" decoding="async" class="aligncenter size-full wp-image-7745" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-36.jpg" alt="" width="800" height="396" />
<h3>Listing View</h3>
All assigned site resource appear in the list view with the following details:
<ul>
<li style="font-weight: 400;" aria-level="1">Actions (Edit / Delete)</li>
<li style="font-weight: 400;" aria-level="1">Resource</li>
<li style="font-weight: 400;" aria-level="1">Site</li>
<li style="font-weight: 400;" aria-level="1">Project</li>
<li style="font-weight: 400;" aria-level="1">Allocated Quantity</li>
<li style="font-weight: 400;" aria-level="1">Allocated Date</li>
<li style="font-weight: 400;" aria-level="1">Notes</li>
<li style="font-weight: 400;" aria-level="1">Start Date</li>
<li style="font-weight: 400;" aria-level="1">End Date</li>
<li style="font-weight: 400;" aria-level="1">Status</li>
</ul>

Site Resources

<h3>How to Access</h3>
Log in to the web application &gt; go to the left menu &gt; click on Site Management &gt; select Sites &gt; click on the Add Site button.
<h3>Steps to Create a Site</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Site Name* – Enter the full name of the construction site.</li>
<li style="font-weight: 400;" aria-level="1">Site Type* – Select from the dropdown (e.g., Renovation, Industrial, Infrastructure, Construction Site).</li>
<li style="font-weight: 400;" aria-level="1">Short Name – Enter a short identifier for the site.</li>
<li style="font-weight: 400;" aria-level="1">Map* – Define the site boundaries by connecting points on the map (create a rectangle, polygon, etc.).</li>
<li style="font-weight: 400;" aria-level="1">Address – Enter the detailed address of the site.</li>
<li style="font-weight: 400;" aria-level="1">Description – Provide additional details about the site.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7742 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-35.jpg" alt="Sites" width="800" height="394" />
<h3>Assign Project to Site</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Select Project – Choose the project(s) associated with this site.</li>
<li style="font-weight: 400;" aria-level="1">Assigned Date – Date on which the project was assigned to the site.</li>
<li style="font-weight: 400;" aria-level="1">Start Date / End Date – Define the duration for project execution at this site.</li>
<li style="font-weight: 400;" aria-level="1">Notes – Add remarks or any relevant site-related notes. 
</li>
</ul>
If multiple projects need to be assigned to the same site, click on the + icon to add more.
Click Save to create the site successfully.
The created sites appear in the Site List, displaying their key details.

Sites

The Site Management module is a key feature in construction project management that ensures field activities, resource tracking, and attendance monitoring are accurate and location-based.
It allows project managers to define sites, assign resources, and validate on-site attendance using geo-fencing—ensuring that users clock in and out only when physically present within the defined project site boundary.
This prevents false attendance marking and improves transparency and efficiency in managing on-site operations.
<h3>Modules under Site Management</h3>
The Site Management module consists of the following sections:
<ul>
<li style="font-weight: 400;" aria-level="1">Sites</li>
<li style="font-weight: 400;" aria-level="1">Site Resources</li>
<li style="font-weight: 400;" aria-level="1">Site Attendance</li>
<li style="font-weight: 400;" aria-level="1">Site Types</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7739 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/11/undefined-65.png" alt="Site Management" width="1600" height="761" />

Site Management Overview

Vendor Management

<ul>
<li style="font-weight: 400;" aria-level="1">The Item Received section enables users to track and manage goods received from vendors.</li>
<li style="font-weight: 400;" aria-level="1"> It ensures that all shipments are accurately recorded, monitored for delivery schedules, and reconciled with purchase orders and invoices. </li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Click Item Received.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Received Items to open the form for recording received shipments.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6823 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image9.png" alt="Item Received" width="1892" height="658" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image9.png 1892w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-300x104.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1024x356.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-768x267.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image9-1536x534.png 1536w" sizes="auto, (max-width: 1892px) 100vw, 1892px" />
<h2>Create Shipment – Form Fields</h2>
1. Select Project 

Choose the project associated with the shipment from the dropdown.
2. Select Vendor 

Select the vendor linked to the project.
3. Select Purchase Order
<ul>
<li>Pick the purchase order corresponding to the shipment.
<ul>
<li>Upon selecting the purchase order, all items associated with it are automatically filled with their respective quantities and prices.</li>
</ul>
</li>
</ul>
4. Select Invoice Number
<ul>
<li>Choose the invoice linked to the shipment.</li>
</ul>
5. Select Shipping Method 

<ul>
<li>Specify the method used for transporting the items.</li>
</ul>
6. Enter Shipping Cost 

<ul>
<li>Enter the shipping cost incurred.</li>
</ul>
7. Enter Total Cost 

<ul>
<li>The total cost is automatically calculated based on the shipment details.</li>
</ul>
8. Expected Delivery Date
<ul>
<li>Select the date when the shipment is expected to be delivered.</li>
</ul>
9. Enter Tracking Number 

<ul>
<li>Provide the tracking or transaction number for reference.</li>
</ul>
10. Enter Total Weight 

<ul>
<li>Specify the total weight of the items received.</li>
</ul>
Enter Total Volume 

<ul>
<li>Fill in the total volume or space occupied by the items.</li>
</ul>
Enter Reference Number 

<ul>
<li>Provide a reference number for easy tracking.</li>
</ul>
Select Status 

<ul>
<li>Choose the current status of the shipment from the available options:
<ul>
<li>Draft: Shipment is being prepared but not yet dispatched.</li>
<li>Dispatched: Shipment has been sent from the source location.</li>
<li>In Transit: Shipment is currently on the way to its destination.</li>
<li>Cancelled: Shipment has been called off and will not be delivered.</li>
<li>Received: Shipment has arrived and been confirmed at the destination.</li>
</ul>
</li>
</ul>
Enter Transporter Name 

<ul>
<li>Fill in the name of the transporter handling the shipment.</li>
</ul>
Enter Transporter Note 

<ul>
<li>Add any additional notes or details about the transporter.</li>
</ul>
Upload Attachments 

<ul>
<li>Attach relevant documents like delivery notes, invoices, or shipment confirmations by clicking “Click to upload”.</li>
</ul>
Enter Notes 

<ul>
<li>Add any remarks or observations related to the shipment.</li>
</ul>
<h2>Action Buttons</h2>
1. Save
<ul>
<li>Click this to save the received shipment details and create the record.</li>
</ul>
2. Cancel
<ul>
<li>Click this to discard any entered data and exit the form without saving.</li>
</ul>
<h2>Note: For creating a Payment :</h2>
Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Vendor *</li>
<li style="font-weight: 400;" aria-level="1">Purchase Order *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Number *</li>
<li style="font-weight: 400;" aria-level="1">Shipping Method *</li>
<li style="font-weight: 400;" aria-level="1">Expected Delivery Date *</li>
</ul>

Item Received

<ul>
<li style="font-weight: 400;" aria-level="1">The Vendor Payment module enables users to record payments made to vendors against specific invoices.</li>
<li style="font-weight: 400;" aria-level="1"> It simplifies financial management, tracks payments, and helps with reporting through KPIs and analytics.</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Click Payment.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Payment.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6820 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image8.png" alt="Vendor Payment" width="1897" height="595" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image8.png 1897w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-300x94.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1024x321.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-768x241.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image8-1536x482.png 1536w" sizes="auto, (max-width: 1897px) 100vw, 1897px" />
<h2>Create Payment</h2>
1. Select Project
<ul>
<li>Choose the project related to the payment.</li>
</ul>
2. Select Vendor
<ul>
<li>Choose the vendor to whom the payment is being made.</li>
</ul>
3. Select Invoice
<ul>
<li>Pick the invoice linked to the vendor.</li>
<li>After selecting the invoice, the following fields are automatically pre-filled:
<ul>
<li>Payment Due Date: Date when the payment is expected.</li>
<li>Invoice Amount: The original invoice amount before tax.</li>
<li>Tax Amount: Tax applied to the invoice.</li>
<li>Sub Total: The invoice amount excluding tax.</li>
<li>Total Tax Amount: The cumulative tax amount for the invoice.</li>
<li>Total Amount: The invoice amount including tax.</li>
<li>Payment Amount: The amount being paid.</li>
<li>Currency Code: The currency used for the payment.</li>
</ul>
</li>
</ul>
4. Enter the Adjustment Amount (Optional)
<ul>
<li>If applicable, enter any adjustments to the payment.</li>
</ul>
5. Enter Payment Date
<ul>
<li>Specify the actual date the payment is made.</li>
</ul>
6. Enter Payment Method
<ul>
<li>Select how the payment was made (bank transfer, cheque, etc.).</li>
</ul>
7. Select Approver
<ul>
<li>Choose the person authorized to approve the payment.</li>
</ul>
Select Payment Made By
<ul>
<li>Specify who made the payment.</li>
</ul>
8. Enter Transaction Number
<ul>
<li>Provide the transaction or reference number for tracking.</li>
</ul>
9. Upload Attachments
<ul>
<li>Attach supporting documents such as receipts or confirmations.</li>
</ul>
10. Enter Reference Note
<ul>
<li>Add any additional remarks or notes about the payment.</li>
</ul>
11. Save Button
<ul>
<li>Click Save to create and record the payment.</li>
</ul>
<h2>Note: For creating a Payment :</h2>
Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Vendor *</li>
<li style="font-weight: 400;" aria-level="1">Invoice *</li>
<li style="font-weight: 400;" aria-level="1">Payment Date *</li>
<li style="font-weight: 400;" aria-level="1">Approver *</li>
<li style="font-weight: 400;" aria-level="1">Payment Made By *</li>
<li style="font-weight: 400;" aria-level="1">Transaction Number *</li>
</ul>
<h2>Payment – Table Listing</h2>
<h3>Each payment record displays the following details:</h3>
1. Actions
<ul>
<li>View, Edit, Delete.</li>
</ul>
2. Payment Reference Number
<ul>
<li>Unique identifier for the payment record.</li>
</ul>
3. Payment Amount
<ul>
<li>The amount paid.</li>
</ul>
4. Project Name
<ul>
<li>Project associated with the payment.</li>
</ul>
5. Vendor Name
<ul>
<li>The vendor receives the payment.</li>
</ul>
6. Payment Method
<ul>
<li>How the payment was made.</li>
</ul>
7. Payment Date
<ul>
<li>The date of the payment.</li>
</ul>
8. Status
<ul>
<li>Current state of the payment.</li>
</ul>
<h2>Invoice KPI’s</h2>
The dashboard provides quick insights into payment activities:
1. Total Payments Made
<ul>
<li>The total number of payments processed.</li>
</ul>
2. Total Payment Amount
<ul>
<li>The cumulative value of payments made.</li>
</ul>
3. Pending Payments
<ul>
<li>Amounts awaiting clearance or approval.</li>
</ul>
4. Average Payment Amount
<ul>
<li>The average value of all recorded payments.</li>
</ul>
5. Payments By Type Vendor
<ul>
<li>Breakdown of payments grouped by vendor type.</li>
</ul>
<h2>Additional Features</h2>
<ul>
<li>Global Search – Easily search for payments by reference number or other criteria.</li>
<li>Sorting – Sort the payment list by date, amount, project, or status for better visibility.</li>
</ul>

Vendor Payment

<h2>Overview</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">The Vendor Invoice section allows you to create, track, and manage invoices issued by vendors.</li>
<li style="font-weight: 400;" aria-level="1">This ensures that payments, billing, and financial reconciliation are properly handled based on purchase orders and contract terms.</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Click Invoice.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Invoice.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6818 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image3-1.png" alt="Vendor Invoice" width="1892" height="547" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1.png 1892w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1-300x87.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1-1024x296.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1-768x222.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1-1536x444.png 1536w" sizes="auto, (max-width: 1892px) 100vw, 1892px" />
<h2>Create Invoice – Form Fields</h2>
1. Select Project
<ul>
<li>Choose the project associated with this invoice.</li>
</ul>
2. Invoice Type
Select the type of invoice from the dropdown options:
<ul>
<li style="font-weight: 400;" aria-level="1">Regular</li>
<li style="font-weight: 400;" aria-level="1">Proforma</li>
<li style="font-weight: 400;" aria-level="1">Credit</li>
</ul>
3. Enter Invoice Number
<ul>
<li>Provide a unique invoice reference number.</li>
</ul>
4. Select Invoice From
<ul>
<li>Select the vendor name from the dropdown list.</li>
</ul>
5. Select Purchase Order
<ul>
<li>Choose the related purchase order.</li>
</ul>
6. Select Invoice To
<ul>
<li>Select the organization name receiving the invoice.</li>
</ul>
7. Select Currency
<ul>
<li>Choose the currency for the invoice.</li>
</ul>
Based on the above inputs, the following fields are auto-filled:
<ul>
<li style="font-weight: 400;" aria-level="1">Invoice Amount</li>
<li style="font-weight: 400;" aria-level="1">Tax Amount</li>
<li style="font-weight: 400;" aria-level="1">Total Amount</li>
</ul>
8. Select Payment Terms
<ul>
<li>Choose the payment terms predefined in the Company Settings ➝ Finance Settings.</li>
</ul>
9. Select Invoice Date
<ul>
<li>Choose the date the invoice was issued.</li>
</ul>
10. Select Due Date
<ul>
<li>Enter the date by which the payment is expected.</li>
</ul>
11. Select Invoice Receive Date
<ul>
<li>Record the date when the invoice was received.</li>
</ul>
12. Upload Attachments
<ul>
<li>Attach supporting documents like receipts, contracts, or delivery notes.</li>
</ul>
<h2>Note: For creating an Invoice:</h2>
Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Project *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Type *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Number *</li>
<li style="font-weight: 400;" aria-level="1">Invoice From *</li>
<li style="font-weight: 400;" aria-level="1">Purchase Order *</li>
<li style="font-weight: 400;" aria-level="1">Invoice To *</li>
<li style="font-weight: 400;" aria-level="1">Payment Terms *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Date *</li>
<li style="font-weight: 400;" aria-level="1">Due Date *</li>
<li style="font-weight: 400;" aria-level="1">Invoice Receive Date *</li>
</ul>
<h2>Invoice – Table Listing (Vertical Format)</h2>
Each invoice record displays the following fields:
1. Actions
<ul>
<li>View, Edit, Delete, and Make Payment options.</li>
</ul>
2. Invoice Number
<ul>
<li>Unique invoice identifier.</li>
</ul>
3. Vendor Name
<ul>
<li>The vendor issuing the invoice.</li>
</ul>
4. Project Name
<ul>
<li>The related project.</li>
</ul>
5. Invoice Amount
<ul>
<li>Amount before tax.</li>
</ul>
6. Tax Amount
<ul>
<li>Tax is applied to the invoice.</li>
</ul>
7. Total Amount
<ul>
<li>Final amount including tax.</li>
</ul>
8. Due Date
<ul>
<li>Payment deadline.</li>
</ul>
9. Status
<ul>
<li>Displays the current state of the invoice:
<ul>
<li>Draft / Submitted: Invoice created but not yet approved.</li>
<li>Paid / Settled: Invoice fully cleared and payment received.</li>
<li>Cancelled / Rejected: Invoice marked invalid or refused.</li>
</ul>
</li>
<li>Additional Features:
<ul>
<li>Search: Locate invoices using invoice number or other available filters.</li>
<li>Sort: Arrange invoices by date, amount, or status for easier tracking.</li>
</ul>
</li>
</ul>
<h2>Invoice KPI’s</h2>
1. Total Invoice
<ul>
<li>Displays the total number of invoices recorded.</li>
</ul>
2. Total Paid
<ul>
<li>Shows the cumulative value of invoices that have been settled.</li>
</ul>
3. Total Outstanding
<ul>
<li>Indicates unpaid invoice balances.</li>
</ul>
4. Overdue Invoice
<ul>
<li>Highlights invoices past their due date.</li>
</ul>
5. Unpaid Invoices
<ul>
<li>Lists pending payments awaiting processing.</li>
</ul>
6. DPO (Days Payable Outstanding)
<ul>
<li>Lists the Average days taken to pay suppliers</li>
</ul>

Vendor Invoice

<ul>
<li style="font-weight: 400;" aria-level="1">The Vendor Purchase Order section allows users to create and manage purchase orders related to vendors.</li>
<li style="font-weight: 400;" aria-level="1"> A purchase order formalizes procurement requests, ensuring that vendor-supplied materials, equipment, or services are properly tracked, priced, and aligned with approved contracts.</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Click Purchase Order.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Purchase Order.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6817 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image14.png" alt="Vendor Purchase Order" width="1890" height="720" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image14.png 1890w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image14-300x114.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image14-1024x390.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image14-768x293.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image14-1536x585.png 1536w" sizes="auto, (max-width: 1890px) 100vw, 1890px" />
<h2>Create Purchase Order – Form Fields</h2>
1. Select Project
<ul>
<li>Choose the project for which the purchase order is being created from the dropdown list.</li>
</ul>
2. Select Vendor
<ul>
<li>Choose the vendor from the dropdown list.</li>
</ul>
3. Select Contract
<ul>
<li>Select the approved contract from the dropdown. Only contracts in the Approved or Completed stage will appear here.</li>
</ul>
4. Purchase Date
<ul>
<li>Select the date of the purchase using the calendar picker.</li>
</ul>
5. Purchase Order Reference
<ul>
<li>Enter a unique reference number for tracking the purchase order.</li>
</ul>
6. Address Details
Enter the shipping or billing address as applicable:
<ul>
<li style="font-weight: 400;" aria-level="1">Address Line 1</li>
<li style="font-weight: 400;" aria-level="1">Address Line 2</li>
<li style="font-weight: 400;" aria-level="1">Country</li>
<li style="font-weight: 400;" aria-level="1">State</li>
<li style="font-weight: 400;" aria-level="1">City</li>
<li style="font-weight: 400;" aria-level="1">Zip Code</li>
</ul>
7. Attachments
<ul>
<li>Upload relevant documents such as quotations, agreements, or delivery notes.</li>
</ul>
8. Select Item
<ul>
<li>Choose an item from the vendor’s list. The unit price is auto-filled based on predefined rates.</li>
</ul>
9. Enter Quantity
<ul>
<li>Provide the quantity of the item required. The total price is automatically calculated.</li>
</ul>
10. Select Tax
<ul>
<li>Choose the applicable tax from the dropdown. The tax amount and total purchase amount are updated accordingly.</li>
</ul>
Total Purchase Amount Validation
<ul>
<li>The system ensures that the total amount does not exceed the approved contract amount.</li>
</ul>
<h2>Note: For creating a Purchase Order:</h2>
Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Project *</li>
<li style="font-weight: 400;" aria-level="1">Vendor *</li>
<li style="font-weight: 400;" aria-level="1">Contract *</li>
<li style="font-weight: 400;" aria-level="1">Purchase Date *</li>
<li style="font-weight: 400;" aria-level="1">Item Name *</li>
<li style="font-weight: 400;" aria-level="1">Select Tax *</li>
</ul>
<h2>Purchase Order Workflow</h2>
<ul>
<li>Upon creation, the purchase order status is set to Draft.</li>
<li>Once reviewed and approved, the status updates automatically to Approved or other applicable stages.</li>
<li>The purchase order then progresses toward invoicing once the goods or services are delivered.</li>
</ul>
<h2>Each purchase order record displays the following information:</h2>
1. Actions
<ul>
<li>View, Edit, and Delete options.</li>
</ul>
2. PO Number
<ul>
<li>Unique identifier for the purchase order.</li>
</ul>
3. Vendor Name
<ul>
<li>Name of the vendor supplying the goods or services</li>
</ul>
4. Project Name
<ul>
<li>The project is associated with the purchase order.</li>
</ul>
5. Subtotal
<ul>
<li>The amount before tax.</li>
</ul>
6. Tax Amount
<ul>
<li>The applicable tax for the purchase.</li>
</ul>
7. Total Amount
<ul>
<li>The total cost, including tax.</li>
</ul>
8. PO Date
<ul>
<li>The date when the purchase order was created. 
</li>
</ul>
9. PO Reference
<ul>
<li>Reference number for tracking.</li>
</ul>
10. Payment Type
<ul>
<li>Specifies the type of payment method.</li>
</ul>
11. Payment Method
<ul>
<li>The method through which payment will be made.</li>
</ul>
12. Status
<ul>
<li>The current status (Draft, Under Review, Reviewed, Issued, Delivered, Pending Inspection, Cancelled, Completed, Closed, Sent, Approved, etc.) of the purchase order.</li>
</ul>
<h2>Available Actions:</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">View – See detailed purchase order information. 
</li>
<li style="font-weight: 400;" aria-level="1">Edit – Update purchase order details. 
</li>
<li style="font-weight: 400;" aria-level="1">Delete – Remove the purchase order after confirmation.</li>
</ul>
<h2>Additional Features:</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Search – Search purchase orders by PO number or other criteria.</li>
<li style="font-weight: 400;" aria-level="1">Sorting – Click column headers to sort by date, amount, or other attributes.</li>
</ul>
<h2>Purchase Order KPI’s</h2>
<ul>
<li>Total POs – Total number of purchase orders created.</li>
<li>Total PO Value – The sum of all purchase orders’ amounts.</li>
<li>Total Approved PO Value – The value of all purchase orders that have been approved.</li>
<li>Total Paid Against POs – The total amount that has been paid against purchase orders.</li>
<li>Outstanding PO Payables – The amount pending payment for purchase orders.</li>
<li>Open PO Value – The total value of purchase orders that are still open or in process.</li>
</ul>
Next Steps After Purchase Order Completion
Once the purchase order is created and confirmed, it flows into the Invoice section where billing can be processed and payments initiated.

Vendor Purchase Order

<h2>Overview</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">The Vendor Contract section is designed to register, manage, and track contractual agreements between your organization and vendors.</li>
<li style="font-weight: 400;" aria-level="1">The form captures essential details such as contract duration, payment terms, deliverables, legal clauses, and approval workflows to ensure transparency, accountability, and compliance throughout the vendor relationship.</li>
</ul>
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Go to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Click on Contract.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add Contract button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6808 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image12.png" alt="Vendor Contract" width="1882" height="645" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image12.png 1882w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-300x103.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-1024x351.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-768x263.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-1536x526.png 1536w" sizes="auto, (max-width: 1882px) 100vw, 1882px" />
<h2>Form Field Details</h2>
<h3>Create a Contract – Steps</h3>
1. Select Project Name
<ul>
<li>Choose the project associated with this contract from the dropdown list.</li>
</ul>
2. Select Vendor Name
<ul>
<li>Select the vendor from the “Party” dropdown.</li>
</ul>
3. Select Contact
<ul>
<li>Choose the appropriate contact associated with the selected vendor.</li>
</ul>
4. Contract Name
<ul>
<li>Enter the name of the contract.</li>
</ul>
5. Contract Type
<ul>
<li>Select the type of contract from the dropdown.</li>
</ul>
6. Contract Status
<ul>
<li>By default, the status is set to Draft.</li>
</ul>
7. Date Range
<ul>
<li>Select the start date and due date using the calendar picker.</li>
</ul>
8. Currency Code
<ul>
<li>Select the currency in which the contract value will be defined.</li>
</ul>
9. Tax Selection
<ul>
<li>Select applicable taxes from the dropdown. Taxes are configured in Company Settings ➝ Finance Settings ➝ Tax. Newly added taxes are available here.</li>
</ul>
10. Payment Terms
<ul>
<li>Select payment terms from the dropdown. These are configured in Company Settings ➝ Finance Settings ➝ Payment Terms.</li>
</ul>
11. Contract Value
<ul>
<li>Enter the total contract value.</li>
</ul>
12. Tax Amount &amp; Total Contract Amount
<ul>
<li>The tax amount (default 0%) and total contract amount are automatically calculated based on the entered price.</li>
</ul>
13. Select Approver
<ul>
<li>Choose the approver from the dropdown. Approvers are configured in Company Settings ➝ Organisation Settings.</li>
</ul>
14. Contract Execution Date &amp; Review Date
<ul>
<li>Enter the date of contract execution and the review date.</li>
</ul>
<h3>Contract Deliverables</h3>
Define the expected deliverables with the following fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Deliverable Name</li>
<li style="font-weight: 400;" aria-level="1">Deliverable Date</li>
<li style="font-weight: 400;" aria-level="1">Additional Notes</li>
<li style="font-weight: 400;" aria-level="1">Deliverable Description</li>
</ul>
<h3>Contract Terms</h3>
Enter specific terms by filling in:
<ul>
<li style="font-weight: 400;" aria-level="1">Term Name</li>
<li style="font-weight: 400;" aria-level="1">Term Number</li>
<li style="font-weight: 400;" aria-level="1">Term Type (select from Payment, Delivery, Penalty, or Add Deliverable)</li>
<li style="font-weight: 400;" aria-level="1">Date</li>
<li style="font-weight: 400;" aria-level="1">Amount</li>
<li style="font-weight: 400;" aria-level="1">Currency</li>
<li style="font-weight: 400;" aria-level="1">Term Description</li>
</ul>
<h3>Jurisdiction Name &amp; Legal Clauses</h3>
Specify the jurisdiction and add any legal clauses that are part of the agreement.
<h3>Parameter Selection &amp; Attachment Upload</h3>
Select relevant parameters and upload any supporting documents.
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Saves the contract record.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards the entered data and exits the form.</li>
</ul>
<h2>Note: For creating a Vendor Contract</h2>
 Mandatory Fields:
<ul>
<li style="font-weight: 400;" aria-level="1">Project *</li>
<li style="font-weight: 400;" aria-level="1">Party *</li>
<li style="font-weight: 400;" aria-level="1">Contact *</li>
<li style="font-weight: 400;" aria-level="1">Contract Name *</li>
<li style="font-weight: 400;" aria-level="1">Contract Type *</li>
<li style="font-weight: 400;" aria-level="1">Currency *</li>
<li style="font-weight: 400;" aria-level="1">Tax *</li>
<li style="font-weight: 400;" aria-level="1">Payment Terms *</li>
<li style="font-weight: 400;" aria-level="1">Contract Value *</li>
<li style="font-weight: 400;" aria-level="1">Approver *</li>
</ul>
Actions available per record:
<ul>
<li style="font-weight: 400;" aria-level="1">View – See contract details.</li>
<li style="font-weight: 400;" aria-level="1">Edit – Update contract information.</li>
<li style="font-weight: 400;" aria-level="1">Contract Template – Access template options.</li>
<li style="font-weight: 400;" aria-level="1">Delete – Remove the contract.</li>
</ul>
Additional Features:
<ul>
<li style="font-weight: 400;" aria-level="1">The contract status determines eligibility for generating purchase orders.</li>
<li style="font-weight: 400;" aria-level="1">Clicking the contract name redirects to the contract details page with full information.</li>
</ul>
<h2>Contract Details Page – Additional Options</h2>
When viewing the contract details, you can:
<ul>
<li>Print Preview – Print or preview the contract layout.</li>
<li>Add Signature – Include digital signatures.</li>
<li>Terminate – End the contract early.</li>
<li>Add Appendix – Append supporting documents or details.</li>
<li>Add Amendment – Create contract amendments as needed.</li>
<li>Audit Log – Track changes and history for accountability.</li>
</ul>
<h2>Contract KPI’s</h2>
<ul>
<li>Total Contracts – Displays the total number of contracts.</li>
<li>Total Contract Value – The cumulative value of all contracts.</li>
<li>Outstanding Amount – Tracks unpaid or pending amounts.</li>
<li>Pending Contracts – Shows contracts awaiting approval or action.</li>
<li>Active Contracts – Lists all ongoing contracts.</li>
<li>Expired Contracts – Tracks contracts that have passed their end date.</li>
</ul>

Vendor Contract

<h2>Overview</h2>
The Vendor Contact section allows your organization to maintain detailed contact information for each vendor.Contacts can be used for direct communication related to billing, shipping, or purchases.
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Select Contact.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Contact.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6808 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image12.png" alt="Vendor Contact" width="1882" height="645" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image12.png 1882w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-300x103.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-1024x351.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-768x263.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image12-1536x526.png 1536w" sizes="auto, (max-width: 1882px) 100vw, 1882px" />
<h2>Field Descriptions</h2>
1. Select Vendor
<ul>
<li>Choose the vendor to whom the contact belongs from the dropdown. Only registered vendors are available in the list.</li>
</ul>
2. First Name
<ul>
<li>Enter the first name of the contact person.</li>
</ul>
3. Last Name
<ul>
<li>Enter the last name of the contact person.</li>
</ul>
4. Contact Type
Select the purpose of the contact from the dropdown options, such as:
<ul>
<li style="font-weight: 400;" aria-level="1">Billing</li>
<li style="font-weight: 400;" aria-level="1">Shipping</li>
<li style="font-weight: 400;" aria-level="1">Purchase</li>
</ul>
5. Designation
<ul>
<li>Enter the job title or designation of the contact, such as “Procurement Manager” or “Accounts Officer.”</li>
</ul>
6. Email
<ul>
<li>Provide the official email address for communication.</li>
</ul>
7. Phone Number
<ul>
<li>Enter the contact’s mobile or landline number. Supports international format selection.</li>
</ul>
8. Address Line 1 &amp; Line 2
<ul>
<li>Enter the physical address if available, such as the office location or site address.</li>
</ul>
9. Country / State / City / Zip Code
<ul>
<li>Provide detailed geographical information to ensure proper recordkeeping and traceability.</li>
</ul>
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Saves the contact record under the selected vendor’s profile.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards any entered data and closes the form without saving.</li>
</ul>
<h2>Note: For creating a Vendor Contact:</h2>
Mandatory Fields:
<ul>
<li> Vendor Name *</li>
<li>First Name *</li>
<li>Last Name*</li>
<li>Designation *</li>
<li>Email *</li>
</ul>
Direct Communication
Contacts listed here can be used to initiate emails, calls, or correspondence directly from the vendor’s profile.
Billing and Shipping Coordination
Separate contacts for billing and shipping ensure that inquiries and logistics are directed to the right person.

Vendor Contact

<h2>Overview</h2>
The Vendor Asset section enables users to associate physical or service assets with vendors, including pricing details.
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to Vendors.</li>
<li style="font-weight: 400;" aria-level="1">Click Assets.</li>
<li style="font-weight: 400;" aria-level="1">Click the + Create Vendor Asset button.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6831 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image11.png" alt="Vendor Asset" width="1886" height="632" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image11.png 1886w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-300x101.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1024x343.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-768x257.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image11-1536x515.png 1536w" sizes="auto, (max-width: 1886px) 100vw, 1886px" />
<h2>Form Fields Explained</h2>
1. Vendor
<ul>
<li>Select the vendor to whom the asset is associated. This is a required field, and only registered vendors will appear in the list.</li>
</ul>
2. Select Asset
<ul>
<li>Assets must be created beforehand in Company Settings ➝ item Master ➝ Asset. Once created, they appear in the dropdown to ensure standardization and prevent duplication.</li>
</ul>
3. Price 

<ul>
<li>Enter the unit price of the asset being provided by the vendor. This is a required numeric field used in valuation and reporting.</li>
</ul>
4. Currency Code
<ul>
<li>Choose the currency used for asset pricing. </li>
</ul>
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Saves the asset details and links them to the selected vendor.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Closes the form without saving any changes.</li>
</ul>
<h2>Note: For creating a Vendor Assert:</h2>
1. Mandatory Fields:
<ul>
<li>Vendor Name * 
</li>
<li>Assert * 
</li>
<li>Price * 
</li>
<li>Currency Code*</li>
</ul>
<h2>Vendor Asset KPI’s</h2>
<ul>
<li>Total Vendor Assets – Displays the number of assets assigned across vendors.</li>
<li>Total Vendor Asset Value – Summarizes the combined value of all vendor assets.</li>
<li>Active Vendor Assets – Tracks assets currently in use or valid.</li>
<li>Depreciated Vendor Assets – Monitors assets that have reduced in value over time or reached the end of their lifecycle.</li>
</ul>

Vendor Asset

<h2>Overview</h2>
The Vendor Item section allows you to associate items with specific vendors by defining relevant details such as pricing and currency.
<h2>Navigation Path</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Vendor.</li>
<li style="font-weight: 400;" aria-level="1">Select Item.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add Vendor Item button.</li>
</ul>
<h2>Form Fields Explained</h2>
1. Vendor
<ul>
<li>Select the vendor from the dropdown to whom the item will be assigned. Only registered vendors will appear in this list.</li>
</ul>
2. Select Item
<ul>
<li>Select the item from the drop-down.</li>
</ul>
3. Price
<ul>
<li>Enter the unit price at which the vendor supplies the selected item. This is a required field used for purchase order calculations and cost tracking.</li>
</ul>
4. Currency Code
<ul>
<li>Select the currency in which the item price is denominated.</li>
</ul>
<h2>Action Buttons</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Stores the item details under the vendor’s profile once all mandatory fields are filled.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Discards any data entered and exits the form without saving.</li>
</ul>
<h2>Note: For creating a Vendor item:</h2>
1. Mandatory Fields:
<ul>
<li>Vendor Name * 
</li>
<li>Item * 
</li>
<li>Price * 
</li>
<li>Currency Code*</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Items are configured under: Company Settings ➝ Item Master</li>
</ul>
<h2>Vendor Item KPI’s</h2>
<ul>
<li>Total Vendor Item – The total count of items assigned to all vendors.</li>
<li>Vendor Item in Stock – Tracks the number of items currently in inventory.</li>
<li>Total Vendor Inventory Value – The cumulative value of all vendor item based on quantity and unit price.</li>
<li>Low Stock Vendor Item – Identifies items nearing depletion, helping prioritize procurement.</li>
</ul>

Vendor Item

<h2>Overview</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Licenses are essential for ensuring that vendors meet legal, safety, and industry-specific compliance requirements.</li>
<li style="font-weight: 400;" aria-level="1">Maintaining accurate records of licenses helps with audits, renewals, and regulatory adherence, thereby safeguarding projects and operations.</li>
</ul>
<h2>Filling the License Form</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and click Licenses.</li>
<li style="font-weight: 400;" aria-level="1">Click the Add License button at the top-right corner to open the form.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6801 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image1-1.png" alt="Vendor Licenses" width="1886" height="535" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1.png 1886w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1-300x85.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1-1024x290.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1-768x218.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-1-1536x436.png 1536w" sizes="auto, (max-width: 1886px) 100vw, 1886px" />
<h2>Step-by-Step Instructions to Create a License</h2>
1. Select Vendor
Choose the registered vendor from the dropdown list to whom the license applies.
2. Select License
Pick the license type from the dropdown. Example types include:
<ul>
<li style="font-weight: 400;" aria-level="1">Driving License</li>
<li style="font-weight: 400;" aria-level="1">ISO Certification</li>
<li style="font-weight: 400;" aria-level="1">Safety Compliance Certificate</li>
</ul>
3. License Number
Enter the official license number as mentioned in the document.
4. Issue Date
Select the date when the license was issued using the calendar picker.
5. Valid Upto
Choose the expiration or validity end date. This helps in setting reminders for renewals and audits.
6. License Document Upload
Attach a soft copy of the license:
<ul>
<li style="font-weight: 400;" aria-level="1">Click the upload icon or “Click to upload.”</li>
<li style="font-weight: 400;" aria-level="1">Browse and select the file from your system.</li>
</ul>
Final Actions
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Store the license record and link it to the vendor’s profile.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Exit the form or discard any changes without saving.</li>
</ul>
<h2>Note: For creating a Vendor License:</h2>
1. Mandatory Fields:
<ul>
<li>Vendor Name * 
</li>
<li>License * 
</li>
<li>Issue Date * 
</li>
<li>Valid Up to *</li>
</ul>
2. Configurations in Company Settings:
<ul>
<li>Licenses are configured under: Company Settings ➜ License and Certification</li>
</ul>
<h2>License Table Overview</h2>
The License table provides a structured view of all licenses linked to vendors, helping users track compliance and document details.
Table Columns:
<ul>
<li style="font-weight: 400;" aria-level="1">License Name – Displays the type of license assigned to the vendor (e.g., Driving License, Safety Compliance Certificate).</li>
<li style="font-weight: 400;" aria-level="1">Vendor Name – Shows the name of the vendor to whom the license is linked.</li>
<li style="font-weight: 400;" aria-level="1">Valid From – Indicates the start date when the license became effective.</li>
</ul>
Valid To – Displays the expiration date of the license to help monitor renewals.

Vendor Licenses

<h2>What is a Vendor?</h2>
A vendor is a registered supplier, subcontractor, consultant, or service provider involved in the project. The vendor’s information is essential for creating contracts, managing orders, and processing payments.
<h2>Create Vendor – Step-by-Step Guide</h2>
<h3>Accessing the Form</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Log in to the application.</li>
<li style="font-weight: 400;" aria-level="1">Navigate to the left menu and select Vendors.</li>
<li style="font-weight: 400;" aria-level="1">Click Add Vendor.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6790 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image2.png" alt="Vendor" width="1895" height="541" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image2.png 1895w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-300x86.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1024x292.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-768x219.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image2-1536x439.png 1536w" sizes="auto, (max-width: 1895px) 100vw, 1895px" />
<h2>Fill Vendor Information</h2>
1. Vendor Information
<ul>
<li style="font-weight: 400;" aria-level="1">Name – Enter the full vendor name.</li>
<li style="font-weight: 400;" aria-level="1">Email – Official email address.</li>
<li style="font-weight: 400;" aria-level="1">Phone Number – Include country code for communication.</li>
<li style="font-weight: 400;" aria-level="1">Industry Code – Classification of the vendor&#8217;s industry.</li>
<li style="font-weight: 400;" aria-level="1">Vendor Code – Unique identifier assigned to the vendor.</li>
<li style="font-weight: 400;" aria-level="1">Legal Name – Registered name of the vendor&#8217;s company.</li>
<li style="font-weight: 400;" aria-level="1">Vendor Type – Supplier, subcontractor, consultant, etc.</li>
<li style="font-weight: 400;" aria-level="1">Category – Type of product or service supplied.</li>
<li style="font-weight: 400;" aria-level="1">Address – Enter postal address.</li>
</ul>
2. Bank Details
<ul>
<li style="font-weight: 400;" aria-level="1">Account Number – The vendor’s bank account for payments.</li>
<li style="font-weight: 400;" aria-level="1">Account Holder Name – Name of the account owner.</li>
<li style="font-weight: 400;" aria-level="1">Account Type – Savings, current, etc.</li>
<li style="font-weight: 400;" aria-level="1">Bank Name – Name of the vendor’s bank.</li>
<li style="font-weight: 400;" aria-level="1">Branch Name – Branch details of the bank.</li>
<li style="font-weight: 400;" aria-level="1">Bank Address – Address of the branch.</li>
<li style="font-weight: 400;" aria-level="1">IFSC Code – Bank routing code.</li>
<li style="font-weight: 400;" aria-level="1">SWIFT Code – International transfer code.</li>
<li style="font-weight: 400;" aria-level="1">MICR Code – Clearing code.</li>
<li style="font-weight: 400;" aria-level="1">Country, State, City, Zip Code – Location information for the branch.</li>
</ul>
3. Tax Identification
<ul>
<li style="font-weight: 400;" aria-level="1">Type – GST, PAN, etc.</li>
<li style="font-weight: 400;" aria-level="1">Number – Official tax identification number.</li>
<li style="font-weight: 400;" aria-level="1">Click + to add more tax records if applicable.</li>
</ul>
Final Actions
<ul>
<li style="font-weight: 400;" aria-level="1">Save – Click to register the vendor.</li>
<li style="font-weight: 400;" aria-level="1">Cancel – Click to discard changes and exit.</li>
</ul>
<h2>Note:- For creating a Vendor</h2>
<h3>1. Mandatory Fields:</h3>
<ul style="list-style-type: disc; margin-left: 20px;">
<li>Vendor Name *</li>
<li>Email *</li>
<li>Industry Code *</li>
<li>Legal Name *</li>
</ul>
<h3>2. Configurations in Company Settings for Vendor Creation:</h3>
Industry Code is configured under: Company Settings ➜ Item Master ➜ Industry.
<img loading="lazy" decoding="async" class="aligncenter wp-image-6791 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image7.png" alt="Vendor" width="1831" height="608" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image7.png 1831w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-300x100.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1024x340.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-768x255.png 768w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image7-1536x510.png 1536w" sizes="auto, (max-width: 1831px) 100vw, 1831px" />
<h2>Vendor Details page</h2>
Each tab focuses on a specific area related to the vendor:
<ul>
<li style="font-weight: 400;" aria-level="1">License Tab – Displays all licenses assigned to the vendor, such as certifications, permits, and regulatory compliance documents.</li>
<li style="font-weight: 400;" aria-level="1">Items Tab – Lists materials, tools, or products that the vendor supplies to projects. This helps track what each vendor is providing, streamlining procurement and inventory management.</li>
<li style="font-weight: 400;" aria-level="1">Assets Tab – Shows assets provided by the vendor, including machinery, equipment, or other capital resources used in the project.</li>
<li style="font-weight: 400;" aria-level="1">Contacts Tab – Displays individual contacts associated with the vendor, such as billing representatives, project coordinators, or delivery managers.</li>
<li style="font-weight: 400;" aria-level="1">Contracts Tab – Lists all contractual agreements in place with the vendor, detailing the scope, timelines, and terms.</li>
<li style="font-weight: 400;" aria-level="1">Purchase Orders Tab – Contains orders placed with the vendor, helping monitor requests and fulfillment.</li>
<li style="font-weight: 400;" aria-level="1">Invoices Tab – Tracks billing records sent by the vendor for goods or services supplied.</li>
<li style="font-weight: 400;" aria-level="1">Payments Tab – Displays all payment transactions made to the vendor, aiding in financial tracking and reconciliation.</li>
<li style="font-weight: 400;" aria-level="1">Item Received Tab – Monitors goods or services delivered by the vendor, ensuring proper tracking of deliveries against orders.</li>
<li style="font-weight: 400;" aria-level="1">Bank Details Tab – Contains payment account information used for processing transactions with the vendor.</li>
<li style="font-weight: 400;" aria-level="1">Addresses Tab – Holds multiple physical addresses for the vendor, useful for billing, shipping, or regulatory purposes.</li>
<li style="font-weight: 400;" aria-level="1">Tax Details Tab – Displays tax information associated with the vendor, including tax types (GST, PAN, etc.), registration numbers, and documentation required for regulatory compliance</li>
</ul>
<h2>Vendor Actions</h2>
<h3>Edit Vendor</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6792 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image3.png" alt="Edit Vendor" width="1517" height="302" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image3.png 1517w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-300x60.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-1024x204.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image3-768x153.png 768w" sizes="auto, (max-width: 1517px) 100vw, 1517px" />
<ul>
<li style="font-weight: 400;" aria-level="1">Click Edit next to the vendor.</li>
<li style="font-weight: 400;" aria-level="1">Modify the fields as required.</li>
<li style="font-weight: 400;" aria-level="1">Click Save to update the information.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6794 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image5.png" alt="Edit Vendor" width="1387" height="685" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image5.png 1387w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-300x148.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-1024x506.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image5-768x379.png 768w" sizes="auto, (max-width: 1387px) 100vw, 1387px" />
<h3>Delete Vendor</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Click Delete.</li>
<li style="font-weight: 400;" aria-level="1">Confirm the action in the popup window.</li>
<li style="font-weight: 400;" aria-level="1">The vendor will be removed from the list.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6795 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image6.png" alt="Delete Vendor" width="916" height="340" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image6.png 916w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-300x111.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image6-768x285.png 768w" sizes="auto, (max-width: 916px) 100vw, 916px" />
<h3>View Vendor Details</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Click the vendor’s name or email address.</li>
<li style="font-weight: 400;" aria-level="1">Review all associated details and records.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6796 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image1.png" alt="View Vendor" width="915" height="336" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image1.png 915w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-300x110.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image1-768x282.png 768w" sizes="auto, (max-width: 915px) 100vw, 915px" />
<h3>Search, Filter, and Sort</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Use the search bar to quickly find vendors.</li>
<li style="font-weight: 400;" aria-level="1">Apply filters based on status, type, or category.</li>
<li style="font-weight: 400;" aria-level="1">Click on column headers to sort the vendor list.</li>
</ul>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6797 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/image4.png" alt="Search" width="1526" height="343" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/image4.png 1526w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-300x67.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-1024x230.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/image4-768x173.png 768w" sizes="auto, (max-width: 1526px) 100vw, 1526px" />
<h2>Vendor KPI Dashboard</h2>
The dashboard provides an overview of key performance metrics:
<h3>First Section – Summary Metrics</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Total Vendors – Displays the number of vendors in the system.</li>
<li style="font-weight: 400;" aria-level="1">Total Vendor Contract Value – Shows the combined value of all active contracts.</li>
<li style="font-weight: 400;" aria-level="1">Total Paid to Vendors – Tracks cumulative payments made to vendors.</li>
<li style="font-weight: 400;" aria-level="1">Outstanding Payables – Highlights payments that are pending.</li>
<li style="font-weight: 400;" aria-level="1">Average Payment Delay – Indicates the average delay in payments.</li>
<li style="font-weight: 400;" aria-level="1">On-Time Payment Percentage – Reflects the percentage of payments made on time.</li>
</ul>
<h3>Additional Widgets</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Pending Vendor Payments – Lists payments that are due or overdue.</li>
<li style="font-weight: 400;" aria-level="1">Top Vendors by Frequency – Ranks vendors based on transaction frequency.</li>
<li style="font-weight: 400;" aria-level="1">Monthly Payment Trends – Visualizes payment trends over time.</li>
<li style="font-weight: 400;" aria-level="1">Received vs Pending Items – Compares items received against pending deliveries.</li>
</ul>
Yearly Payment Breakdown – Shows long-term payment trends and budgeting information.

Vendor

<ul>
<li>In construction projects, vendors play a vital role by supplying materials, tools, equipment, and services.</li>
<li style="font-weight: 400;" aria-level="1">Efficient vendor management ensures timely procurement, accurate tracking of payments, and seamless coordination between stakeholders. </li>
</ul>
<h2>Why Vendor Management?</h2>
In construction, companies depend on a wide range of vendors for materials, equipment, and services. Proper vendor management helps:
<ul>
<li style="font-weight: 400;" aria-level="1">Ensure reliable supply chains.</li>
<li style="font-weight: 400;" aria-level="1">Maintain accurate vendor records and compliance details.</li>
<li style="font-weight: 400;" aria-level="1">Track payments, invoices, contracts, and deliveries.</li>
<li style="font-weight: 400;" aria-level="1">Improve procurement efficiency and cost control.</li>
</ul>
<h2>Module Structure</h2>
The Vendor Management module is divided into the following sections:
<ul>
<li style="font-weight: 400;" aria-level="1">Vendor – Register and manage vendor profiles.</li>
<li style="font-weight: 400;" aria-level="1">License – Record licenses associated with vendors.</li>
<li style="font-weight: 400;" aria-level="1">Item – Track materials and services supplied.</li>
<li style="font-weight: 400;" aria-level="1">Assets – Manage assets provided by vendors.</li>
<li style="font-weight: 400;" aria-level="1">Contact – Maintain vendor contact details.</li>
<li style="font-weight: 400;" aria-level="1">Contract – Handle contracts between vendors and the organization.</li>
<li style="font-weight: 400;" aria-level="1">Purchase Order – Manage orders placed with vendors.</li>
<li style="font-weight: 400;" aria-level="1">Invoice – Track invoices issued by or against vendors.</li>
<li style="font-weight: 400;" aria-level="1">Payment – Monitor payment history and status.</li>
<li style="font-weight: 400;" aria-level="1">Item Received – Record items received from vendors.</li>
</ul>

Help Desk

Budgeting and Planning

Budgeting is not static. Once execution begins, actual costs start to deviate from the planned values — hence, variance tracking becomes essential.
<h3>1. Accuracy Levels by Project Stage</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6990 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/10.png" alt=" Accuracy" width="677" height="251" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/10.png 677w, https://backend.oconstruction.io/wp-content/uploads/2025/10/10-300x111.png 300w" sizes="auto, (max-width: 677px) 100vw, 677px" />
<h3>2. Causes of Variance</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Scope changes or rework</li>
<li style="font-weight: 400;" aria-level="1">Market rate fluctuations</li>
<li style="font-weight: 400;" aria-level="1">Poor productivity or labor inefficiency</li>
<li style="font-weight: 400;" aria-level="1">Weather delays or unforeseen conditions</li>
<li style="font-weight: 400;" aria-level="1">Design errors or material shortages 
</li>
</ul>
<h3>3. Variance Control Techniques</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Regular Cost Reporting: Monthly budget vs. actual review.</li>
<li style="font-weight: 400;" aria-level="1">Trend Analysis: Tracking cumulative deviation patterns.</li>
<li style="font-weight: 400;" aria-level="1">Forecast at Completion (FAC): Predicting total project cost using real data. 
</li>
</ul>
<div class="copy-block">
<pre><code>EAC = BAC​ / CPI</code></pre>
<button class="copy-btn">Copy</button>
</div>
(EAC = Estimate at Completion, BAC = Budget at Completion)
<ul>
<li style="font-weight: 400;" aria-level="1">Change Management: All cost deviations must be approved and documented.</li>
<li style="font-weight: 400;" aria-level="1">Cash Flow Monitoring: Ensure expenditure aligns with planned disbursements.</li>
</ul>
<h3>4. Continuous Improvement</h3>
Post-project review helps improve future estimate accuracy through historical data benchmarking and lessons learned.
<div class="call-out-help">“Variance control is not about blame — it’s about early detection and corrective action.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">A budget is the financial expression of project scope and schedule.</li>
<li style="font-weight: 400;" aria-level="1">Linking cost, time, and work packages provides measurable control.</li>
<li style="font-weight: 400;" aria-level="1">Economic feasibility ensures financial sustainability through NPV and IRR.</li>
<li style="font-weight: 400;" aria-level="1">Owners focus on lifecycle value, while contractors focus on execution efficiency.</li>
</ul>
Continuous variance tracking and reporting maintain budget discipline.

Estimating Accuracy and Variance Control

Both owners and contractors view budgets differently — yet both perspectives are essential for balanced financial planning.
<h3>1. Owner’s Perspective</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Focused on total project cost and return on investment.</li>
<li style="font-weight: 400;" aria-level="1">Concerned with long-term operation, maintenance, and life-cycle costs.</li>
<li style="font-weight: 400;" aria-level="1">Uses budgets for funding approval, cost tracking, and performance evaluation. 
</li>
</ul>
Key Owner Budget Components:
<ul>
<li style="font-weight: 400;" aria-level="1">Land acquisition</li>
<li style="font-weight: 400;" aria-level="1">Design and consultancy</li>
<li style="font-weight: 400;" aria-level="1">Construction contracts</li>
<li style="font-weight: 400;" aria-level="1">Equipment and furnishing</li>
<li style="font-weight: 400;" aria-level="1">Permits, insurance, legal fees</li>
<li style="font-weight: 400;" aria-level="1">Contingency and escalation reserves</li>
</ul>
<h3>2. Contractor’s Perspective</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Focused on project execution cost and profit margin.</li>
<li style="font-weight: 400;" aria-level="1">Uses budgets to monitor productivity, control expenses, and meet bid commitments.</li>
</ul>
Key Contractor Budget Components:
<ul>
<li style="font-weight: 400;" aria-level="1">Direct cost (labor, materials, equipment)</li>
<li style="font-weight: 400;" aria-level="1">Indirect cost (supervision, temporary works)</li>
<li style="font-weight: 400;" aria-level="1">Overhead allocation</li>
<li style="font-weight: 400;" aria-level="1">Risk allowance and profit</li>
<li style="font-weight: 400;" aria-level="1">Cash-flow management</li>
</ul>
<h3>3. Bridging the Perspectives</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Owners seek value for money; contractors seek profitability.</li>
<li style="font-weight: 400;" aria-level="1">Transparent communication and realistic estimates align both sides.</li>
<li style="font-weight: 400;" aria-level="1">Incentive-based contracts (e.g., cost + incentive fee) can balance performance and profit.</li>
</ul>
<div class="call-out-help">“A successful budget satisfies both the owner’s ROI and the contractor’s margin.”</div>

Owner’s and Contractor’s Cost Perspectives

A project budget is the financial blueprint that defines how much the project will cost, where funds will be spent, and how performance will be measured.
It converts the cost estimate into a time-phased and accountable financial plan.
Key Components of a Construction Budget
<img loading="lazy" decoding="async" class="aligncenter wp-image-6986 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/8.png" alt="Developing the Project Budget" width="1086" height="455" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/8.png 1086w, https://backend.oconstruction.io/wp-content/uploads/2025/10/8-300x126.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/8-1024x429.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/8-768x322.png 768w" sizes="auto, (max-width: 1086px) 100vw, 1086px" />
<h3>Steps in Budget Development</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Define Scope Clearly – base the budget on the approved WBS.</li>
<li style="font-weight: 400;" aria-level="1">Convert Estimates into Budget Categories – organized by cost codes or divisions.</li>
<li style="font-weight: 400;" aria-level="1">Integrate Cash Flow Forecasts – determine expenditure by month or quarter.</li>
<li style="font-weight: 400;" aria-level="1">Include Contingencies and Escalations – account for inflation, labor/material changes.</li>
<li style="font-weight: 400;" aria-level="1">Get Approvals and Baseline – lock the budget before procurement and execution.</li>
</ul>
<h3>Deliverables</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Project Budget Report</li>
<li style="font-weight: 400;" aria-level="1">Cash Flow Chart</li>
<li style="font-weight: 400;" aria-level="1">Budget Approval Sheet</li>
</ul>
<div class="call-out-help">“A good budget is not about precision; it’s about preparedness.”</div>

Developing the Project Budget

Construction projects involve long-term investments, where the timing of cash inflows and outflows affects profitability.
This is why understanding the Time Value of Money (TVM) is essential.
<h3>1. Basic Concept</h3>
A rupee today is worth more than a rupee tomorrow because of its potential earning capacity.
Hence, costs and revenues must be analyzed in present-value terms.
<h3>2. Core Financial Tools</h3>
<h3>Method – Formula – Used For</h3>
Present Value (PV) 

<div class="copy-block">
<pre><code>PV = F / (1 + i)ⁿ</code></pre>
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Used For: Calculating today’s value of future cash.
Future Value (FV)
<div class="copy-block">
<pre><code>FV = P (1 + i)ⁿ</code></pre>
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Used For: Estimating the future worth of current funds.
Net Present Value (NPV) 

<div class="copy-block">
<pre><code>NPV = Σ (Rt - Ct) / (1 + i)ᵗ</code></pre>
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Used For: Evaluating the profitability of an investment.
Internal Rate of Return (IRR)
<div class="copy-block">
<pre><code>Discount rate where NPV = 0</code></pre>
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Used For: Comparing investment alternatives.
Benefit–Cost Ratio (B/C)
<div class="copy-block">
<pre><code>Present Value of Benefits / Present Value of Costs</code></pre>
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Used For: Decision-making for project approval.
Example
A ₹10 Cr. investment yields ₹2.5 Cr. per year for 5 years.
At a discount rate of 10%,
NPV = 2.5 × ((1 &#8211; (1.1)⁻⁵) / 0.1) &#8211; 10 = ₹1.9 Cr.
Since NPV &gt; 0, the project is financially viable.
<h3>4. Economic Feasibility Factors</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Interest rates and inflation</li>
<li style="font-weight: 400;" aria-level="1">Project life cycle and maintenance cost</li>
<li style="font-weight: 400;" aria-level="1">Market demand and revenue potential</li>
<li style="font-weight: 400;" aria-level="1">Loan repayment schedule</li>
</ul>
Key Takeaway:
Project budgeting is incomplete without analyzing financial returns over time.

Economic Feasibility & Time Value of Money

Scope, schedule, and cost are the three pillars of project control — tightly linked through the Work Breakdown Structure (WBS).
<h3>1. The Scope–Cost–Schedule Relationship</h3>
<ul>
<li>Scope defines what work must be done.</li>
<li>The schedule defines when it will be done.</li>
<li>Cost defines how much it will take.</li>
</ul>
If one element changes, the others must be adjusted.
For example:
<ul>
<li style="font-weight: 400;" aria-level="1">Expanding scope (adding a new floor) → increases both cost and schedule.</li>
<li style="font-weight: 400;" aria-level="1">Accelerating schedule (faster delivery) → increases cost due to overtime or additional crews.</li>
</ul>
<h3>2. Work Breakdown Structure (WBS) Integration</h3>
The WBS links activities to budget line items.
Each work package includes:
<ul>
<li style="font-weight: 400;" aria-level="1">Defined scope of work</li>
<li style="font-weight: 400;" aria-level="1">Assigned resources (labor, material, equipment)</li>
<li style="font-weight: 400;" aria-level="1">Estimated cost and duration</li>
</ul>
<h3>3. Time-Phased Budgets</h3>
A time-phased budget (or cost-loaded schedule) distributes total cost along the project timeline.
This helps managers:
<ul>
<li style="font-weight: 400;" aria-level="1">Monitor actual vs. planned spending</li>
<li style="font-weight: 400;" aria-level="1">Identify early cost overruns</li>
<li style="font-weight: 400;" aria-level="1">Forecast monthly cash requirements</li>
</ul>
<h3>4. Earned Value Integration</h3>
Earned Value Management (EVM) links:
<ul>
<li style="font-weight: 400;" aria-level="1">Planned Value (PV) – Budgeted cost of scheduled work.</li>
<li style="font-weight: 400;" aria-level="1">Earned Value (EV) – Budgeted cost of completed work.</li>
<li style="font-weight: 400;" aria-level="1">Actual Cost (AC) – Real cost incurred.</li>
</ul>
By tracking these, the project manager can measure:
<ul>
<li style="font-weight: 400;" aria-level="1">Cost Performance Index (CPI) = EV / AC</li>
<li style="font-weight: 400;" aria-level="1">Schedule Performance Index (SPI) = EV / PV 
</li>
</ul>
<div class="call-out-help">“Cost control is not about spending less — it’s about knowing when and why you’re spending.”</div>

Linking Scope, Schedule, and Cost

Construction Phase

Even well-managed projects face deviations; the goal is to document, evaluate, and resolve them systematically.
<h3>1. Common Claim Types</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7061 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/42.png" alt="Managing Claims" width="1018" height="300" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/42.png 1018w, https://backend.oconstruction.io/wp-content/uploads/2025/10/42-300x88.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/42-768x226.png 768w" sizes="auto, (max-width: 1018px) 100vw, 1018px" />
<h3>2. Change Order Workflow</h3>
<ol>
<li style="font-weight: 400;" aria-level="1">Identify variation through RFI or Site Instruction.</li>
<li style="font-weight: 400;" aria-level="1">Quantify cost and time impact.</li>
<li style="font-weight: 400;" aria-level="1">Submit a formal Change Order Request (COR).</li>
<li style="font-weight: 400;" aria-level="1">Review &amp; approval by PM / Client.</li>
<li style="font-weight: 400;" aria-level="1">Update contract value and schedule.</li>
</ol>
<h3>3. Dispute Resolution Mechanisms</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Negotiation / Mediation: First level; informal and fast.</li>
<li style="font-weight: 400;" aria-level="1">Dispute Review Board (DRB): Independent panel for large projects.</li>
<li style="font-weight: 400;" aria-level="1">Arbitration: Binding resolution per contract clause.</li>
<li style="font-weight: 400;" aria-level="1">Litigation: Last resort through courts.</li>
</ul>
<div class="call-out-help">“The best way to win a dispute is to avoid one — through clear documentation and timely communication.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Delivery methods (DBB, DB, CM, EPC) define project structure and risk sharing.</li>
<li style="font-weight: 400;" aria-level="1">Procurement and bidding require transparency and technical diligence.</li>
<li style="font-weight: 400;" aria-level="1">Strong contractor communication ensures coordinated progress.</li>
<li style="font-weight: 400;" aria-level="1">Scheduling and submittal control link planning with field execution.</li>
<li style="font-weight: 400;" aria-level="1">Quality, safety, and resource management sustain on-site performance.</li>
</ul>
Structured claim and change-order processes protect project interests.

Managing Claims, Disputes & Change Orders

<h3>1. Quality Management</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Establish a Project Quality Plan (PQP) with inspection &amp; test protocols.</li>
<li style="font-weight: 400;" aria-level="1">Conduct Incoming Material Inspections and Field Quality Checks.</li>
<li style="font-weight: 400;" aria-level="1">Maintain Inspection Test Records (ITRs) and Non-Conformance Reports (NCRs).</li>
<li style="font-weight: 400;" aria-level="1">Perform regular Quality Audits and Mock-ups.</li>
</ul>
Key Principle: Plan → Do → Check → Act (PDCA) cycle.
<h3>2. Safety Management</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Implement Safety Management Plan (SMP) and Job Hazard Analysis (JHA).</li>
<li style="font-weight: 400;" aria-level="1">Conduct toolbox talks, induction, and safety drills.</li>
<li style="font-weight: 400;" aria-level="1">Enforce PPE compliance, scaffolding checks, and permit-to-work systems.</li>
<li style="font-weight: 400;" aria-level="1">Track safety KPIs — LTI Rate, Near-Misses, Audit Scores.</li>
</ul>
<div class="call-out-help">“Zero accidents is not a slogan — it’s a system.”</div>
<h3>3. Resource Control</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Use Resource Histograms to monitor manpower deployment.</li>
<li style="font-weight: 400;" aria-level="1">Optimize equipment usage through preventive maintenance.</li>
<li style="font-weight: 400;" aria-level="1">Track daily consumption of key materials vs. budget.</li>
<li style="font-weight: 400;" aria-level="1">Use software-based dashboards for cost and productivity control.</li>
</ul>

Quality, Safety, and Resource Control

Field execution demands constant synchronization between design updates, resource availability, and schedule commitments.
<h3>1. Construction Scheduling</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Develop detailed activity-level schedules aligned with WBS and CPM.</li>
<li style="font-weight: 400;" aria-level="1">Prepare look-ahead schedules (1–3 weeks) for field planning.</li>
<li style="font-weight: 400;" aria-level="1">Track actual vs. planned progress through bar charts and dashboards.</li>
<li style="font-weight: 400;" aria-level="1">Integrate subcontractor schedules into the master plan.</li>
</ul>
Tools: Primavera P6, MS Project, Orangescrum Planner, Excel Gantt charts.
<h3>2. Submittal Management</h3>
Submittals include drawings, samples, method statements, and material data that require approval before execution.
Workflow
<ol>
<li style="font-weight: 400;" aria-level="1">Contractor submits →</li>
<li style="font-weight: 400;" aria-level="1">Consultant reviews →</li>
<li style="font-weight: 400;" aria-level="1">Approve / Reject / Revise and Resubmit →</li>
<li style="font-weight: 400;" aria-level="1">Distribute approved versions to site teams.</li>
</ol>
Submittal Log Contents
<ul>
<li style="font-weight: 400;" aria-level="1">Submittal ID</li>
<li style="font-weight: 400;" aria-level="1">Description &amp; Discipline</li>
<li style="font-weight: 400;" aria-level="1">Date Submitted / Approved</li>
<li style="font-weight: 400;" aria-level="1">Reviewer Name</li>
<li style="font-weight: 400;" aria-level="1">Remarks &amp; Revision History</li>
</ul>
<div class="call-out-help">“Efficient submittal control ensures what’s built matches what’s designed.”</div>

Construction Scheduling & Submittal Management

Strong communication with contractors ensures smooth coordination and minimizes disputes.
<h3>1. Contractor Management Essentials</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Define roles and reporting hierarchy clearly.</li>
<li style="font-weight: 400;" aria-level="1">Conduct weekly progress and coordination meetings.</li>
<li style="font-weight: 400;" aria-level="1">Use a Contractor Information System for submittals, RFIs, and transmittals.</li>
<li style="font-weight: 400;" aria-level="1">Review contractor performance through KPIs – safety, schedule adherence, quality compliance.</li>
</ul>
<h3>2. Communication Matrix Example</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7057 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/41.png" alt="Contractor Relations and Communication" width="972" height="252" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/41.png 972w, https://backend.oconstruction.io/wp-content/uploads/2025/10/41-300x78.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/41-768x199.png 768w" sizes="auto, (max-width: 972px) 100vw, 972px" />
<h3>3. Relationship Building</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Encourage a partnering mindset instead of adversarial roles.</li>
<li style="font-weight: 400;" aria-level="1">Recognize milestones and safety achievements.</li>
<li style="font-weight: 400;" aria-level="1">Maintain transparency in change management and claims.</li>
</ul>
<div class="call-out-help">“Contracts are written in clauses, but delivered through relationships.”</div>

Contractor Relations and Communication

Procurement translates design intent into real contracts and materials on site.
<h3>1. Procurement Phases</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Pre-Procurement Planning – Define scope, specifications, and procurement schedule.</li>
<li style="font-weight: 400;" aria-level="1">Tendering / Bidding – Invite qualified vendors or contractors.</li>
<li style="font-weight: 400;" aria-level="1">Evaluation &amp; Award – Review bids technically and commercially.</li>
<li style="font-weight: 400;" aria-level="1">Contract Finalization – Negotiate terms, finalize BOQ, warranties, and delivery schedules.</li>
<li style="font-weight: 400;" aria-level="1">Post-Award Management – Monitor deliveries, payments, and performance.</li>
</ul>
<h3>2. Bid Documents</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Invitation to Tender (ITT)</li>
<li style="font-weight: 400;" aria-level="1">Bill of Quantities (BOQ)</li>
<li style="font-weight: 400;" aria-level="1">Technical Specifications</li>
<li style="font-weight: 400;" aria-level="1">General &amp; Special Conditions of Contract</li>
<li style="font-weight: 400;" aria-level="1">Drawings and Schedules</li>
</ul>
<h3>3. Evaluation Criteria</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7055 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/40.png" alt="Procurement and Bidding Processes" width="747" height="252" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/40.png 747w, https://backend.oconstruction.io/wp-content/uploads/2025/10/40-300x101.png 300w" sizes="auto, (max-width: 747px) 100vw, 747px" />
<h3>4. Procurement Strategies</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Open Tendering: Public advertisement for bids.</li>
<li style="font-weight: 400;" aria-level="1">Selective Tendering: Invited pre-qualified bidders.</li>
<li style="font-weight: 400;" aria-level="1">Negotiated Contracts: Direct negotiation with preferred firm.</li>
<li style="font-weight: 400;" aria-level="1">Two-Stage Bidding: Technical proposal first, commercial second.</li>
</ul>
<div class="call-out-help">“Transparent bidding builds credibility; strategic procurement builds value.”</div>

Procurement and Bidding Processes

Construction delivery methods define how responsibilities for design, procurement, and construction are distributed between the owner, contractor, and designer.
<img loading="lazy" decoding="async" class="aligncenter wp-image-7555 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/image-1.png" alt="Overview of Construction Project Delivery Methods" width="776" height="431" />
Choosing the Right Method
Depends on project type, funding model, risk tolerance, and owner expertise.
<div class="call-out-help">“The delivery method defines not just who builds, but how collaboration flows.”</div>

Overview of Construction Project Delivery Methods

Design Coordination

Design management doesn’t end with drawing issuance — post-design evaluation ensures lessons are captured for continuous improvement.
<h3>1. Design Effectiveness Metrics</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7051 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/38.png" alt="Design Effectiveness Metrics" width="1098" height="392" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/38.png 1098w, https://backend.oconstruction.io/wp-content/uploads/2025/10/38-300x107.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/38-1024x366.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/38-768x274.png 768w" sizes="auto, (max-width: 1098px) 100vw, 1098px" />
<h3>2. Post-Design Review</h3>
Conducted after project handover to evaluate:
<ul>
<li style="font-weight: 400;" aria-level="1">Actual constructability issues encountered.</li>
<li style="font-weight: 400;" aria-level="1">Rework and design-related claims.</li>
<li style="font-weight: 400;" aria-level="1">Coordination bottlenecks between disciplines.</li>
<li style="font-weight: 400;" aria-level="1">Lessons for future design management systems.</li>
</ul>
<h3>3. Continuous Improvement Actions</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Update design templates and checklists.</li>
<li style="font-weight: 400;" aria-level="1">Document best practices in a Design Lessons Learned Register.</li>
<li style="font-weight: 400;" aria-level="1">Conduct team workshops for knowledge transfer.</li>
</ul>
<div class="call-out-help">“Reporting is not about documenting progress — it’s about driving it.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Design management aligns multi-disciplinary teams through structured workflows.</li>
<li style="font-weight: 400;" aria-level="1">Scope control during design prevents overruns and disputes.</li>
<li style="font-weight: 400;" aria-level="1">Coordination meetings ensure continuous alignment and accountability.</li>
<li style="font-weight: 400;" aria-level="1">Constructability reviews validate buildability; Value Engineering enhances efficiency.</li>
</ul>
Post-design evaluation transforms experience into excellence.

Design Effectiveness and Post-Design Evaluation

Before execution, the design must be validated for constructability — ensuring it can be built safely, efficiently, and economically.
<h3>1. Constructability Review</h3>
Systematic evaluation of design documents from a builder’s perspective.
Checklist Includes:
<ul>
<li style="font-weight: 400;" aria-level="1">Are the details feasible with available construction methods?</li>
<li style="font-weight: 400;" aria-level="1">Are material specifications practical and locally available?</li>
<li style="font-weight: 400;" aria-level="1">Do drawings reflect site constraints accurately?</li>
<li style="font-weight: 400;" aria-level="1">Are safety and maintenance provisions considered?</li>
<li style="font-weight: 400;" aria-level="1">Is there potential for modularization or prefabrication?</li>
</ul>
Participants: Design engineers, construction managers, procurement heads, and safety officers.
<h3>2. Value Engineering (VE)</h3>
Value Engineering seeks to maximize value by optimizing cost, quality, and performance.
<div class="copy-block" style="text-align: left;">
<pre><code>Value= Function / Cost</code></pre>
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</div>
Steps in the VE Process:
<ul>
<li style="font-weight: 400;" aria-level="1">Information Phase – Understand project goals and design intent.</li>
<li style="font-weight: 400;" aria-level="1">Function Analysis Phase – Identify key functions of components.</li>
<li style="font-weight: 400;" aria-level="1">Creative Phase – Brainstorm alternative methods or materials.</li>
<li style="font-weight: 400;" aria-level="1">Evaluation Phase – Compare alternatives based on feasibility and ROI.</li>
<li style="font-weight: 400;" aria-level="1">Implementation Phase – Approve and integrate selected alternatives. 
</li>
</ul>
Example:
Replacing traditional scaffolding with modular systems → 30% faster erection, 20% lower labor cost.
<div class="call-out-help">“Constructability saves time; Value Engineering saves money — together, they build smarter projects.”</div>

Constructability Reviews & Value Engineering

Design coordination meetings serve as checkpoints to ensure alignment among all technical teams and provide progress visibility for stakeholders.
<h3>1. Purpose of Coordination Meetings</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Resolve design clashes and interface issues.</li>
<li style="font-weight: 400;" aria-level="1">Review progress of pending deliverables.</li>
<li style="font-weight: 400;" aria-level="1">Validate updates against the master schedule.</li>
<li style="font-weight: 400;" aria-level="1">Capture design risks and action plans. 
</li>
</ul>
<h3>2. Meeting Formats</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7047 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/36.png" alt="Coordination Meetings " width="998" height="328" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/36.png 998w, https://backend.oconstruction.io/wp-content/uploads/2025/10/36-300x99.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/36-768x252.png 768w" sizes="auto, (max-width: 998px) 100vw, 998px" />
<h3>3. Reporting Essentials</h3>
Each meeting should generate:
<ul>
<li style="font-weight: 400;" aria-level="1">Minutes of Meeting (MoM) with clear action owners and due dates.</li>
<li style="font-weight: 400;" aria-level="1">Design Coordination Report (DCR) summarizing design status by discipline.</li>
<li style="font-weight: 400;" aria-level="1">Clash Detection Summary (using Navisworks, BIM 360, etc.).</li>
<li style="font-weight: 400;" aria-level="1">Design Tracker Dashboard for graphical reporting.</li>
</ul>
<div class="call-out-help">“Meetings without follow-ups are conversations — not coordination.”</div>

Coordination Meetings and Reporting

Scope changes during design are inevitable — but unmanaged changes cause cost escalation, delays, and rework.
<h3>1. Common Sources of Design Change</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Client-driven modifications.</li>
<li style="font-weight: 400;" aria-level="1">Coordination conflicts (e.g., MEP vs. Structure).</li>
<li style="font-weight: 400;" aria-level="1">Regulatory compliance updates.</li>
<li style="font-weight: 400;" aria-level="1">Design development refinements.</li>
<li style="font-weight: 400;" aria-level="1">Errors or omissions found during peer review.</li>
</ul>
<h3>2. Change Control Workflow</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7045 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/35.png" alt="Controlling Scope Changes During Design" width="685" height="425" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/35.png 685w, https://backend.oconstruction.io/wp-content/uploads/2025/10/35-300x186.png 300w" sizes="auto, (max-width: 685px) 100vw, 685px" />
<h3>3. Tools for Scope Control</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Design Change Register (DCR)</li>
<li style="font-weight: 400;" aria-level="1">Request for Information (RFI) logs</li>
<li style="font-weight: 400;" aria-level="1">Change Order Forms with justification</li>
<li style="font-weight: 400;" aria-level="1">Version History Reports</li>
</ul>
<div class="call-out-help">“Every design change must be visible, justified, and approved — not just assumed.”</div>

Controlling Scope Changes During Design

The design process is the backbone of every construction project. Managing it efficiently means synchronizing multiple disciplines—architectural, structural, MEP, and civil—toward a unified vision and timeline.
<h3>1. Design Management Roles</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7043 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/34.png" alt="Managing the Design Process" width="836" height="392" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/34.png 836w, https://backend.oconstruction.io/wp-content/uploads/2025/10/34-300x141.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/34-768x360.png 768w" sizes="auto, (max-width: 836px) 100vw, 836px" />
<h3>2. Design Workflow Stages</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Concept Design → Owner’s vision translated into preliminary sketches.</li>
<li style="font-weight: 400;" aria-level="1">Design Development → Technical details added; disciplines coordinate.</li>
<li style="font-weight: 400;" aria-level="1">Construction Documentation → Issued-for-construction (IFC) drawings and specs prepared.</li>
<li style="font-weight: 400;" aria-level="1">As-Built Documentation → Updated drawings post-construction for record keeping. 
</li>
</ul>
<h3>3. Design Management Best Practices</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Maintain a Design Deliverable Register (DDR) with status tracking.</li>
<li style="font-weight: 400;" aria-level="1">Use the Design Responsibility Matrix (DRM) for accountability.</li>
<li style="font-weight: 400;" aria-level="1">Follow controlled document numbering and revision tracking.</li>
<li style="font-weight: 400;" aria-level="1">Adopt digital collaboration tools (BIM 360, Orangescrum, or Revit Cloud).</li>
</ul>
<div class="call-out-help">“Reporting is not about documenting progress — it’s about driving it.”</div>

Managing the Design Process

Estimation Techniques

Even the best-prepared estimates include uncertainties. Hence, contingency planning ensures financial resilience.
<h3>1. Understanding Risk in Estimates</h3>
Common risk sources:
<ul>
<li style="font-weight: 400;" aria-level="1">Incomplete scope definition</li>
<li style="font-weight: 400;" aria-level="1">Market fluctuations in materials and labor</li>
<li style="font-weight: 400;" aria-level="1">Design errors or late design changes</li>
<li style="font-weight: 400;" aria-level="1">Site or geotechnical surprises</li>
<li style="font-weight: 400;" aria-level="1">Regulatory or environmental delays</li>
</ul>
<h3>2. Types of Contingencies</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6984 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/7.png" alt="Contingency Planning" width="880" height="338" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/7.png 880w, https://backend.oconstruction.io/wp-content/uploads/2025/10/7-300x115.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/7-768x295.png 768w" sizes="auto, (max-width: 880px) 100vw, 880px" />
<h3>3. Risk Quantification Methods</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Percentage Method: Add a fixed % of the base cost (simple but less scientific).</li>
<li style="font-weight: 400;" aria-level="1">Expected Value Method: Expected Risk Cost = Probability × Impact</li>
<li style="font-weight: 400;" aria-level="1">Monte Carlo Simulation: Runs multiple probabilistic simulations to define best and worst-case outcomes.</li>
</ul>
<h3>4. Sensitivity Analysis</h3>
Test how changes in key assumptions (e.g., material rate, productivity) affect total cost.
This identifies high-impact variables that require close monitoring.
Golden Rule:
<div class="call-out-help">Contingency ≠ Cushion</div>
It’s a planned reserve for specific, measurable risks.

Quantifying Risk & Contingency Planning

Cost estimating evolves through various levels of detail as the project matures — from broad conceptual figures to precise contract bids.
<img loading="lazy" decoding="async" class="aligncenter wp-image-6982 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/5.png" alt="Types of Construction Estimates" width="1167" height="473" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/5.png 1167w, https://backend.oconstruction.io/wp-content/uploads/2025/10/5-300x122.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/5-1024x415.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/5-768x311.png 768w" sizes="auto, (max-width: 1167px) 100vw, 1167px" />
<h3>Examples</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Conceptual Estimate: ₹1,200 per sq. ft. for a school building.</li>
<li style="font-weight: 400;" aria-level="1">Preliminary Estimate: ₹2.5 Cr. based on schematic design and material assumptions.</li>
<li style="font-weight: 400;" aria-level="1">Definitive Estimate: ₹2.35 Cr. after complete BOQ and vendor quotations.</li>
</ul>
As the project design matures, the accuracy increases and the uncertainty decreases.

Types of Construction Estimates (Conceptual to Definitive)

Cost estimation is not just about numbers — it’s a collaborative process requiring alignment across engineering, procurement, and management teams.
<h3>1. Importance of Team Alignment</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Ensures all stakeholders agree on the basis and assumptions of the estimate.</li>
<li style="font-weight: 400;" aria-level="1">Reduces disputes later when budgets are locked.</li>
<li style="font-weight: 400;" aria-level="1">Links technical scope with financial feasibility.</li>
<li style="font-weight: 400;" aria-level="1">Builds confidence for management approvals or funding.</li>
</ul>
<h3>2. Estimate Validation Process</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Internal Review: Cross-verification by project controls or estimation team.</li>
<li style="font-weight: 400;" aria-level="1">Management Review: Validation by senior management or client-side PM.</li>
<li style="font-weight: 400;" aria-level="1">Peer Benchmarking: Compare with similar past projects or industry databases.</li>
<li style="font-weight: 400;" aria-level="1">Reconciliation: Resolve variances between design, procurement, and finance.</li>
<li style="font-weight: 400;" aria-level="1">Sign-Off: Formal approval and baseline creation.</li>
</ul>
<h3>3. Common Validation Tools</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Estimate Basis Document (EBD): Explains data sources, exclusions, and assumptions.</li>
<li style="font-weight: 400;" aria-level="1">Estimate Review Checklist: Used to confirm accuracy and completeness.</li>
<li style="font-weight: 400;" aria-level="1">Cost Benchmark Library: Maintains historical project cost data for reference.</li>
</ul>
<div class="call-out-help">“A validated estimate is not the lowest — it’s the most defensible.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Early estimates shape project feasibility and decision-making.</li>
<li style="font-weight: 400;" aria-level="1">Estimation evolves from conceptual to definitive stages as design matures.</li>
<li style="font-weight: 400;" aria-level="1">The estimating process uses systematic data collection, WBS, and capacity models.</li>
<li style="font-weight: 400;" aria-level="1">Risk and contingency must be quantified — not guessed.</li>
<li style="font-weight: 400;" aria-level="1">Alignment and validation ensure credibility, transparency, and accountability.</li>
</ul>

Team Alignment and Estimate Validation

<h3>1. The Estimating Work Process</h3>
A structured process ensures that estimates are consistent, documented, and traceable.
Steps in Cost Estimation:
<ul>
<li style="font-weight: 400;" aria-level="1">Define Scope and Work Breakdown Structure (WBS) 
→ Identify all activities, deliverables, and quantities.</li>
<li style="font-weight: 400;" aria-level="1">Collect Data 
→ Historical project costs, productivity rates, supplier quotations.</li>
<li style="font-weight: 400;" aria-level="1">Develop Unit Costs 
→ Material + Labor + Equipment + Overheads + Profit.</li>
<li style="font-weight: 400;" aria-level="1">Apply Pricing Models 
→ Use cost-capacity factors, ratios, or database-driven tools.</li>
<li style="font-weight: 400;" aria-level="1">Review and Validate 
→ Conduct internal peer reviews and management sign-offs.</li>
<li style="font-weight: 400;" aria-level="1">Document and Archive 
→ Record assumptions, exclusions, and risk notes for traceability.</li>
</ul>
<h3>2. Cost–Capacity Curves</h3>
Used primarily in early stages when detailed data is limited. The relationship between capacity (size) and cost is not linear but follows a power law.
Formula:
<div class="copy-block" style="text-align: left;">
<pre><code>C₂ = C₁ × (Q₂/Q₁)ⁿ</code></pre>
<button class="copy-btn">Copy</button>
</div>
Where:
<ul>
<li>C₁ = Cost of existing facility</li>
<li>Q₁ = Capacity of existing facility</li>
<li>C₂ = Estimated cost for new facility</li>
<li>Q₂ = New capacity</li>
<li>n = Cost-capacity exponent (typically 0.5–0.9)</li>
</ul>
Example:
If a 100 MW power plant costs ₹600 Cr, what’s the estimated cost for a 150 MW plant with n=0.6?
C₂ = 600 × (1.5)⁰·⁶ ≈ ₹760 Cr. (approx.)
Interpretation:
As capacity increases, cost rises — but not proportionally, due to economies of scale.

Estimating Work Process & Cost-Capacity Curves

Early cost estimation is one of the most critical management functions in the initiation and planning stages of a construction project. It sets the foundation for the budget, financing strategy, design decisions, and project feasibility.
<h3>Why Early Estimates Matter</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Provides the first financial picture of a project before design is finalized.</li>
<li style="font-weight: 400;" aria-level="1">Enables go/no-go decisions by owners and investors.</li>
<li style="font-weight: 400;" aria-level="1">Helps compare alternative design concepts and materials.</li>
<li style="font-weight: 400;" aria-level="1">Guides budget allocation for design, procurement, and construction.</li>
<li style="font-weight: 400;" aria-level="1">Detects financial risks early and allows proactive planning.</li>
</ul>
<h3>Consequences of Poor Early Estimation</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Unrealistic budgets leading to funding shortfalls.</li>
<li style="font-weight: 400;" aria-level="1">Frequent design changes and scope revisions.</li>
<li style="font-weight: 400;" aria-level="1">Owner dissatisfaction and contractor disputes.</li>
<li style="font-weight: 400;" aria-level="1">Cost overruns and project delays.</li>
</ul>
Key Idea:
The accuracy of an early estimate determines the credibility of the entire project plan.

Importance of Early Cost Estimation

Initiation and Feasibility

Modern construction emphasizes collaboration over confrontation. Early partnerships between owners, designers, and contractors help prevent disputes and delays.
<h3>1. What is Partnering?</h3>
Partnering is a structured relationship-building process among project stakeholders to promote teamwork, trust, and shared objectives.
<h3>2. Benefits of Partnering</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Reduces adversarial relationships.</li>
<li style="font-weight: 400;" aria-level="1">Promotes problem-solving instead of blame-shifting.</li>
<li style="font-weight: 400;" aria-level="1">Enables early identification of risks and cost savings.</li>
<li style="font-weight: 400;" aria-level="1">Enhances communication and transparency.</li>
<li style="font-weight: 400;" aria-level="1">Improves overall project quality and morale.</li>
</ul>
<h3>3. Partnering Models</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6981 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/4-1.png" alt="Partnering and Early Collaboration Models" width="933" height="377" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/4-1.png 933w, https://backend.oconstruction.io/wp-content/uploads/2025/10/4-1-300x121.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/4-1-768x310.png 768w" sizes="auto, (max-width: 933px) 100vw, 933px" />
<h3>4. Principles for Effective Partnering</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Establish joint goals and KPIs.</li>
<li style="font-weight: 400;" aria-level="1">Sign a “Partnering Charter.”</li>
<li style="font-weight: 400;" aria-level="1">Conduct regular joint workshops and performance reviews.</li>
<li style="font-weight: 400;" aria-level="1">Foster a “no-blame” culture focused on solutions.</li>
</ul>
<div class="call-out-help">“The best projects are not won through bids — they’re won through collaboration.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">The project lifecycle sets the foundation for structured delivery.</li>
<li style="font-weight: 400;" aria-level="1">Feasibility studies ensure projects are viable before investment.</li>
<li style="font-weight: 400;" aria-level="1">A clearly defined scope and objectives prevent rework and confusion.</li>
<li style="font-weight: 400;" aria-level="1">Value engineering aligns cost with performance.</li>
<li style="font-weight: 400;" aria-level="1">Choosing the right contract model defines risk and efficiency.</li>
</ul>
Early collaboration among stakeholders builds trust and project success.

Partnering and Early Collaboration Models

The type of contractual setup significantly impacts project delivery, risk allocation, and control.
<h3>1. Public Projects</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Funded by government agencies, municipalities, or PSUs.</li>
<li style="font-weight: 400;" aria-level="1">Governed by strict procurement laws (e.g., GFR, CVC, GeM).</li>
<li style="font-weight: 400;" aria-level="1">Focused on transparency, accountability, and social benefit.</li>
<li style="font-weight: 400;" aria-level="1">Bids are typically L1-based (lowest bidder).</li>
<li style="font-weight: 400;" aria-level="1">Involves longer approval cycles and audit controls.</li>
</ul>
Common Forms:
<ul>
<li style="font-weight: 400;" aria-level="1">Design–Bid–Build (DBB)</li>
<li style="font-weight: 400;" aria-level="1">EPC (Engineering, Procurement &amp; Construction)</li>
<li style="font-weight: 400;" aria-level="1">PPP (Public–Private Partnership) models</li>
</ul>
<h3>2. Private Projects</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Funded by individuals, corporations, or institutions.</li>
<li style="font-weight: 400;" aria-level="1">Offer more flexibility in design and procurement.</li>
<li style="font-weight: 400;" aria-level="1">Decision-making is faster; quality and speed are key drivers.</li>
<li style="font-weight: 400;" aria-level="1">Contractors are often selected based on quality, capability, and relationships.</li>
</ul>
Common Forms:
<ul>
<li style="font-weight: 400;" aria-level="1">Design–Build (Turnkey)</li>
<li style="font-weight: 400;" aria-level="1">Construction Management (CM) at Risk</li>
<li style="font-weight: 400;" aria-level="1">Cost-Plus or Guaranteed Maximum Price (GMP) models</li>
</ul>
Key Difference:
Public projects focus on compliance and fairness,
while private projects focus on efficiency and profitability.

Contractual Arrangements (Public vs. Private Projects)

Construction projects succeed when they fulfill stakeholder expectations efficiently and economically.
<h3>1. Stakeholder Identification</h3>
Stakeholders include:
<ul>
<li style="font-weight: 400;" aria-level="1">Owner / Client</li>
<li style="font-weight: 400;" aria-level="1">Architects &amp; Engineers</li>
<li style="font-weight: 400;" aria-level="1">Contractors &amp; Subcontractors</li>
<li style="font-weight: 400;" aria-level="1">End-Users (operators, community, government)</li>
<li style="font-weight: 400;" aria-level="1">Regulatory bodies and funding agencies</li>
</ul>
Each has different priorities — cost, quality, schedule, compliance, or safety.
A project manager’s task is to balance these needs through communication and negotiation.
<h3>2. Stakeholder Analysis</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Identify influence and interest levels.</li>
<li style="font-weight: 400;" aria-level="1">Develop engagement strategies: inform, consult, collaborate, or manage closely.</li>
<li style="font-weight: 400;" aria-level="1">Maintain transparency to build trust throughout the project lifecycle.</li>
</ul>
<h3>3. Value Engineering (VE)</h3>
A systematic process to improve value = function/cost.
VE aims to achieve the same or better function at a lower cost without compromising quality.
Examples of VE Applications:
<ul>
<li style="font-weight: 400;" aria-level="1">Using precast concrete instead of cast-in-situ to reduce labor and time.</li>
<li style="font-weight: 400;" aria-level="1">Substituting locally available materials with equivalent performance.</li>
<li style="font-weight: 400;" aria-level="1">Re-engineering mechanical systems for lower energy consumption.</li>
</ul>
Steps in Value Engineering:
<ol>
<li style="font-weight: 400;" aria-level="1">Information Phase – Collect data and define functions.</li>
<li style="font-weight: 400;" aria-level="1">Analysis Phase – Identify high-cost/low-value areas.</li>
<li style="font-weight: 400;" aria-level="1">Creativity Phase – Brainstorm alternative solutions.</li>
<li style="font-weight: 400;" aria-level="1">Evaluation Phase – Compare life-cycle cost and benefits.</li>
<li style="font-weight: 400;" aria-level="1">Implementation Phase – Integrate approved alternatives into design.</li>
</ol>
<div class="call-out-help">“Value Engineering is not cost-cutting; it’s intelligent optimization.”</div>

Stakeholder Needs and Value Engineering

Once feasibility is confirmed, the next step is to define exactly what will be built and what success looks like.
<h3>1. Project Scope Definition</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Specifies what work is included and what is excluded.</li>
<li style="font-weight: 400;" aria-level="1">Defines deliverables, standards, materials, systems, and performance requirements.</li>
<li style="font-weight: 400;" aria-level="1">Creates a Scope Statement linked to the Work Breakdown Structure (WBS).</li>
</ul>
Example:
Construct a 20,000 sq. ft. three-story academic block including classrooms, labs, and administrative areas, with a 9-month completion schedule and ₹10 Cr. budget.
<h3>2. Project Objectives</h3>
Objectives should follow the SMART principle:
Specific, Measurable, Achievable, Realistic, and Time-bound.
Examples of Project Objectives:
<ul>
<li style="font-weight: 400;" aria-level="1">Complete Phase I by Q4 within the approved ₹8 Cr. budget.</li>
<li style="font-weight: 400;" aria-level="1">Achieve a 5-star GRIHA energy rating.</li>
<li style="font-weight: 400;" aria-level="1">Maintain less than 2% deviation in cost and schedule.</li>
</ul>
<h3>3. Scope Change Control</h3>
To prevent “scope creep,” establish a formal process for modifying project scope, including documentation, approval, and a cost-time impact analysis.
Tip:
<div class="call-out-help">“A project fails not from poor execution, but from an undefined scope.”</div>

Defining Project Scope and Objectives

Before breaking ground, every project idea must pass through feasibility evaluation — assessing whether it should be built at all, and under what conditions.
<h3>Types of Feasibility Studies</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-6977 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/3-1.png" alt="Feasibility and Conceptual Studies" width="1051" height="470" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/3-1.png 1051w, https://backend.oconstruction.io/wp-content/uploads/2025/10/3-1-300x134.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/3-1-1024x458.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/3-1-768x343.png 768w" sizes="auto, (max-width: 1051px) 100vw, 1051px" />
<h3>Conceptual Design Stage</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Converts project ideas into concept sketches, rough layouts, and preliminary cost estimates.</li>
<li style="font-weight: 400;" aria-level="1">Involves early stakeholder workshops and basic risk assessments.</li>
<li style="font-weight: 400;" aria-level="1">Determines whether the project should proceed to detailed design.</li>
</ul>
Deliverable: Feasibility Report / Business Case Document summarizing project rationale, benefits, costs, risks, and recommendations.

Feasibility and Conceptual Studies

A construction project evolves through a structured lifecycle, typically divided into five core phases. Understanding these phases helps managers apply the right methods at the right time.
<h3>1. Initiation/Feasibility Phase</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Identifying the project need or opportunity</li>
<li style="font-weight: 400;" aria-level="1">Conducting feasibility, risk, and financial studies</li>
<li style="font-weight: 400;" aria-level="1">Approving the project charter and initial scope</li>
</ul>
<h3>2. Planning/Design Phase</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Defining scope, deliverables, and milestones</li>
<li style="font-weight: 400;" aria-level="1">Preparing budgets, schedules, and resource plans</li>
<li style="font-weight: 400;" aria-level="1">Developing conceptual, preliminary, and detailed designs</li>
</ul>
<h3>3. Execution / Construction Phase</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Procuring resources, materials, and contractors</li>
<li style="font-weight: 400;" aria-level="1">Performing construction and site management</li>
<li style="font-weight: 400;" aria-level="1">Monitoring safety, quality, and progress</li>
</ul>
<h3>4. Monitoring and Control Phase</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Measuring performance using cost and schedule metrics</li>
<li style="font-weight: 400;" aria-level="1">Managing change orders and scope adjustments</li>
<li style="font-weight: 400;" aria-level="1">Ensuring compliance and stakeholder satisfaction</li>
</ul>
<h3>5. Closure/Handover Phase</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Conducting inspections, commissioning, and documentation</li>
<li style="font-weight: 400;" aria-level="1">Handing over as-built drawings and warranties</li>
<li style="font-weight: 400;" aria-level="1">Post-project review and lessons learned</li>
</ul>
Key Insight:
Over 70% of a project’s success is determined during the initiation and planning phases, not during construction.

Project Lifecycle & Phases

Introduction

<ul>
<li>A construction project is a temporary, goal-oriented endeavor involving multidisciplinary collaboration.</li>
<li>Scope, Cost, Time, and Quality form the foundation of project control.</li>
<li>Project management is a balance of technical execution and human leadership.</li>
<li>Communication, teamwork, and documentation are as crucial as design and construction.</li>
<li>Early application of management principles significantly influences project success.</li>
</ul>

Key Takeaways

In construction, quality is not an afterthought—it’s embedded into every decision, from concept to commissioning.
True quality means fitness for purpose, compliance with specifications, and owner satisfaction.
A high-quality project is one that:
<ul>
<li style="font-weight: 400;" aria-level="1">Performs as intended</li>
<li style="font-weight: 400;" aria-level="1">Is delivered within agreed parameters</li>
<li style="font-weight: 400;" aria-level="1">Complies with safety and environmental norms</li>
<li style="font-weight: 400;" aria-level="1">Minimizes rework and defects</li>
</ul>
<div class="call-out-help">
 &#8220;If it doesn&#8217;t work, it&#8217;s worthless—no matter how fast or cheap it was built.&#8221; 
 — Garold D. Oberlender
</div>

Quality as an Integral Project Element

Modern project management practices are guided by recognized global standards and associations, such as:
<ul>
<li style="font-weight: 400;" aria-level="1">PMI (Project Management Institute) – Publisher of the PMBOK Guide and certifying body for PMP® credentials.</li>
<li style="font-weight: 400;" aria-level="1">CMAA (Construction Management Association of America) – Defines standards and certification for construction management.</li>
<li style="font-weight: 400;" aria-level="1">ASCE (American Society of Civil Engineers) – Promotes construction management principles for civil engineers.</li>
<li style="font-weight: 400;" aria-level="1">CII (Construction Industry Institute) – Develops research-based best practices in engineering and construction.</li>
</ul>
Familiarity with these frameworks helps construction professionals benchmark their practices to international standards.

Professional and Regulatory Frameworks

The Project Manager (PM) is the central figure who integrates all project activities and ensures successful delivery.
A PM must balance technical competence with leadership and communication skills.
Key responsibilities include:
<ul>
<li style="font-weight: 400;" aria-level="1">Establishing project goals and success criteria</li>
<li style="font-weight: 400;" aria-level="1">Preparing and managing budgets and schedules</li>
<li style="font-weight: 400;" aria-level="1">Coordinating design, procurement, and construction activities</li>
<li style="font-weight: 400;" aria-level="1">Managing contracts, risks, and claims</li>
<li style="font-weight: 400;" aria-level="1">Reporting progress and maintaining stakeholder relationships</li>
<li style="font-weight: 400;" aria-level="1">Ensuring quality, safety, and compliance</li>
</ul>
A great project manager is both a strategist and a coach — guiding teams through challenges while maintaining alignment with project objectives.

The Role of the Construction Project Manager

Project management can be summarized into five key functions, applicable at every stage:
<ul>
<li style="font-weight: 400;" aria-level="1">Planning – Defining project objectives, strategies, milestones, and work breakdown structures (WBS).</li>
<li style="font-weight: 400;" aria-level="1">Organizing – Allocating resources, establishing project hierarchies, and assigning responsibilities.</li>
<li style="font-weight: 400;" aria-level="1">Staffing – Selecting and training skilled professionals to perform specialized roles.</li>
<li style="font-weight: 400;" aria-level="1">Directing – Leading teams, motivating personnel, and facilitating decision-making.</li>
<li style="font-weight: 400;" aria-level="1">Controlling – Monitoring scope, cost, and time; identifying variances; and applying corrective measures.</li>
</ul>
These five functions form the managerial backbone of construction project execution — ensuring that every activity is aligned with the overall project vision.

Core Functions of Construction Project Management

<img loading="lazy" decoding="async" class="aligncenter wp-image-6974 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/1-1.png" alt="Key Responsibilities in a Construction Project" width="1045" height="537" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/1-1.png 1045w, https://backend.oconstruction.io/wp-content/uploads/2025/10/1-1-300x154.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/1-1-1024x526.png 1024w, https://backend.oconstruction.io/wp-content/uploads/2025/10/1-1-768x395.png 768w" sizes="auto, (max-width: 1045px) 100vw, 1045px" />
Successful project delivery depends on how well these parties collaborate rather than compete.
A cooperative, transparent, and goal-driven culture ensures efficiency across the construction lifecycle.

Key Responsibilities in a Construction Project

Construction projects are complex ecosystems involving design, procurement, logistics, and execution under uncertain and dynamic conditions.
Effective project management:
<ul>
<li style="font-weight: 400;" aria-level="1">Reduces cost overruns and schedule delays</li>
<li style="font-weight: 400;" aria-level="1">Enhances coordination between multi-disciplinary teams</li>
<li style="font-weight: 400;" aria-level="1">Ensures compliance with safety, quality, and environmental regulations</li>
<li style="font-weight: 400;" aria-level="1">Improves communication and documentation across all stakeholders</li>
<li style="font-weight: 400;" aria-level="1">Increases owner satisfaction and return on investment</li>
</ul>
Ultimately, project management bridges vision with execution — transforming blueprints into operational structures.

Why Construction Project Management Matters

At the heart of every construction project lies the Project Management Triangle, representing:
<ul>
<li style="font-weight: 400;" aria-level="1">Scope (What to deliver) – Defines the quantity, quality, and nature of work.</li>
<li style="font-weight: 400;" aria-level="1">Cost (How much it costs) – Encompasses all direct, indirect, and contingency expenses.</li>
<li style="font-weight: 400;" aria-level="1">Time (When to deliver) – Determines the project schedule and key milestones.</li>
<li style="font-weight: 400;" aria-level="1">Quality (How well it performs) – Ensures that the end result meets owner satisfaction and technical standards.</li>
</ul>
Maintaining balance among these four components is the cornerstone of project success.
Any change in one inevitably affects the others — for example, expanding scope increases cost and time, while reducing budget may compromise quality.

Scope, Cost, Schedule, and Quality Triangle

Construction project management is the art and science of coordinating people, materials, equipment, money, and schedules to deliver a built asset that meets the client’s requirements — safely, on time, and within budget.
Every construction project is unique. It involves a diverse set of professionals—owners, designers, contractors, engineers, consultants, vendors, and regulators—who must work together efficiently toward a shared objective.
Unlike routine operations, construction projects are temporary, goal-oriented, and non-repetitive. Hence, they demand meticulous planning, execution, monitoring, and control.

What Is a Construction Project?

Personal Management

Leadership is the art of inspiring people to achieve common goals — not by authority, but by influence.
<h3>1. Leadership Styles</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7079 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/50.png" alt="Leadership Styles" width="707" height="455" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/50.png 707w, https://backend.oconstruction.io/wp-content/uploads/2025/10/50-300x193.png 300w" sizes="auto, (max-width: 707px) 100vw, 707px" />
<h3>2. Emotional Intelligence (EI) Framework</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7080 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/51.png" alt="Emotional Intelligence (EI) Framework" width="943" height="426" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/51.png 943w, https://backend.oconstruction.io/wp-content/uploads/2025/10/51-300x136.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/51-768x347.png 768w" sizes="auto, (max-width: 943px) 100vw, 943px" />
<h3>3. Developing Leadership Presence</h3>
<ul>
<li style="font-weight: 400;" aria-level="1">Lead by example — model punctuality, integrity, and accountability.</li>
<li style="font-weight: 400;" aria-level="1">Practice active listening and inclusive dialogue.</li>
<li style="font-weight: 400;" aria-level="1">Provide constructive feedback — privately and positively.</li>
<li style="font-weight: 400;" aria-level="1">Recognize both effort and outcome.</li>
<li style="font-weight: 400;" aria-level="1">Maintain composure in pressure situations.</li>
</ul>
<div class="call-out-help">“Emotional intelligence turns a manager into a leader — and a group into a team.”</div>
<h2>Module Summary</h2>
<ul>
<li style="font-weight: 400;" aria-level="1">Time management and structured decision-making drive efficiency.</li>
<li style="font-weight: 400;" aria-level="1">Motivation and behavioral insight unlock team performance.</li>
<li style="font-weight: 400;" aria-level="1">Clear communication and presentation build credibility.</li>
<li style="font-weight: 400;" aria-level="1">Meetings and reports must convert discussion into action.</li>
</ul>
Leadership combined with emotional intelligence sustains long-term success.

Leadership Styles and Emotional Intelligence

Meetings and reports are the backbone of project coordination, but they must be purposeful and result-driven.
<h3>1. Conducting Effective Meetings</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7076 size-full" src="https://backend-oconstruction.andolasoft.co.in/wp-content/uploads/2025/10/48.png" alt="Conducting Effective Meetings" width="817" height="255" srcset="https://backend.oconstruction.io/wp-content/uploads/2025/10/48.png 817w, https://backend.oconstruction.io/wp-content/uploads/2025/10/48-300x94.png 300w, https://backend.oconstruction.io/wp-content/uploads/2025/10/48-768x240.png 768w" sizes="auto, (max-width: 817px) 100vw, 817px" />
Golden Rule:
<div class="call-out-help">“No meeting without a decision or action plan.”</div>
<h3>2. Report Writing Essentials</h3>
<img loading="lazy" decoding="async" class="aligncenter wp-image-7567 size-full" src="https://backend.oconstruction.io/wp-content/uploads/2025/10/image-3-1.png" alt="Report Writing Essentials" width="881" height="243" />
Report Writing Tips:
<ul>
<li style="font-weight: 400;" aria-level="1">Use headings, tables, and visuals.</li>
<li style="font-weight: 400;" aria-level="1">Be factual, concise, and solution-oriented.</li>
<li style="font-weight: 400;" aria-level="1">Include summary and recommendations.</li>
</ul>
<div class="call-out-help">“A well-run meeting saves hours of confusion; a clear report saves weeks of rework.”</div>

As-Built Drawings and Record Management

1. Purpose

2. As-Built Preparation Process

3. Record Management