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.

Overview

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:

• Created directly under a workspace.
  
• Optionally associated with a Program.
  

Navigation Options:

• Clicking on a Program Name redirects to the Project Page.
• Clicking on the Organization Name in the left menu redirects to the Create Project Page.

Steps to Create a Project

1. Navigate to the Project Page.
2. Click on the Create Project button located in the top-right section.
3. Fill in the project details in the pop-up form:
   • Program Name: Select from dropdown (optional).
     • Upon selection, the Budget and Budget Amount fields appear only if a budget is linked to the chosen program.
   • Parent Project: Select from dropdown (optional).
   • Project Name: Enter a unique project name (mandatory).
   • Organization Name: Select from the dropdown.
   • Priority: Choose the project’s priority level (mandatory).
   • Start Date: Pick the project’s start date (mandatory).
   • End Date: Pick the project’s end date (optional).
   • Upload Files: Attach any project-related documents or reference files.
   • Description: Add additional details or context about the project (optional).
4. Click Save to create the project.

Functionalities on the Project Page

1. Export Projects

• Steps :
  • Click on the Export Icon in the header section.
  • Select a project from the All Projects dropdown.
  • Click the Export button to download project data.

2. Create Project Templates

Steps:

• Log in to the application and go to the Project Overview Page.
• Click on the Template Icon in the header.
• The system redirects to the Template Page.
• Click Create Template to design a new project template.
• Clicking a created template card redirects to the Template Overview Page, where users can create a project from an existing template.

Project Overview

Access:

Click on any project name to navigate to the Project Overview Page.

Details Displayed:

1. Basic Information

Displays the fundamental details of the project, helping users quickly identify its core attributes.

• Project Name
• Start Date
• End Date
• Project Description
  

2. Project Budget

Provides a clear view of the project’s financial status, including estimated, actual, and remaining costs.

• Estimated Cost
• Actual Cost
• Remaining Cost
• % of Budget Utilized (displayed in a budget summary card)

3. Resources

Shows the total number of resources allocated to the project for efficient manpower management.

• Total Resources assigned to the project

4. Progress Tracking

• WBS Progress
• Overall Progress
• Activity Progress
• Task Progress
• Inspection Progress
• Observation Progress

5. Vendor Insights

Provides key financial and performance indicators related to vendors.

• Total Vendors
• Contract Amount
• Invoiced Amount
• Payments Made
• Purchase Orders
• Outstanding Payables

6. Contractor Insights

Shows financial and contractual data related to all engaged contractors.

• Total Contractors
• Contract Amount
• Invoiced Amount
• Payments Made
• Work Orders
• Outstanding Payables

7. Client Insights

• Total Clients
• Contract Amount
• Invoiced Amount
• Payments Received
• Outstanding Receivables
• Payments % vs Contract (performance ratio)
  

8. Most Used Items

• Displays Top 5 Most Used Items

9. Most Used Assets

• Displays Top 5 Most Used Assets

10. Expense Overview

• Summary of all project-related expenses and allocations

11. Project Insights

• Highlights Upcoming Activities and Delayed Tasks for proactive tracking