Project Management
Follow each project from survey to handover: tasks, milestones, material, expenses and collections in one place.
- Milestones
- Tasks
- Site updates
- Project profit
What Project Management does
Milestones
Survey, design, dispatch, installation, net metering and handover, tracked stage by stage.
Tasks
Assign work to engineers and technicians and see what is done.
Material
Stock reserved and issued for each project.
Expenses
Costs recorded against the project as they happen.
Payments
Milestone payments linked to the work that earned them.
Profitability
Revenue against real costs, project by project.
Four steps. One flow.
- 1
Start
From an accepted quotation.
- 2
Plan
Milestones and tasks.
- 3
Execute
Material, work and updates.
- 4
Close
Handover and final payment.
Project Management questions
An accepted quotation converts into a sales order and a project, carrying the customer, capacity, products and payment terms.
Milestones, tasks, material, expenses and payments, from survey to handover.
Yes. Project revenue is compared with the costs recorded against it.
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