ProjectPro Capabilities

The Complete Construction Solution - powered by Microsoft Dynamics NAV

ProjectPro is a complete enterprise construction software solution. ProjectPro is fully integrated with all Dynamics NAV functionality. In addition to the broad depth of functionality provided by Dynamics NAV, ProjectPro adds these construction capabilities:

Quick Links:

[click to read more]
Service Dispatch Board
Mobile Service Technician Tablet App
Project Costing
My Resources
Contracts and Change Orders
Activities
Project Billing
My Jobs
My Subcontracts
Retainage Receivables and Payables
Notifications
Resources
Key Performance Indicators
Projectpro Key Reports
Request for Quotes (RFQ)
Timesheets
Materials Handling
Submittals
Site Diary (Field Reports)
Request for Information (RFI)
Transmittals
Meeting Minutes
Risk Register
Issues Register
Defects
Drawing Register
Site Instructions
Job Checklists
Notices of Delay and Extensions of Time
Dashboard

dispatch_icon.png

Service Dispatch Board

The Service Dispatch Board allows your staff to easily schedule and delagate jobs and tasks in an efficient and productive way. A overall employee timeline with up-to-date information enhances the dispatching procecess, while real-time maps allow the dispatcher to monitor the team's geographic locations. Requests may be scheduled to a team or an individual by a planner who uses information from a number of sources to decide the optimal planning.

Click Here to View a Screenshot

tablet_icon.png

Mobile Service Technician Tablet App

This feature is designed to support business processes where an order is created, scheduled by a planner, and sent to a team or an individual in the field. The service order includes all crucial information, including the customer’s name, address, the service priority, the customer’s preferred appointment date and time, and, of course, a description of the problem. As the work is completed, the service employee records all important service information such as type of service, fault reason, fault area, symptom, solution and quantity on her/his mobile computer. The service employees can add onsite requests which then supplement the ones that already exist in the back-end system. When the service job is done the customer may sign off right then. This contributes to invoicing the customer correctly and for the actual costs without demanding extra resources in your administration.

Click Here to View a Screenshot

Project Costing

ProjectPro has unlimited user-definable cost categories such as labor, materials, subcontractors, equipment, shop, or burden. Many project management inquiry screens and dashboard views are included. Extensive "drill-down and around functionality" along with 40 construction-specific reports provide all needed detail.

My Resources

ProjectPro's Role Center allows users to place select jobs into their "My Job Resources" Activity Center. This allows for monitoring and one-click attention to detail for action items.

Contracts and Change Orders

ProjectPro provides project contracts and change orders with owners, general contractors, architects and engineers. Contracts can breakdown into multiple billable line items based on percentages, units, or lump sum values.

Activities

ProjectPro places Jobs in logical "queues" that typically need attention and monitoring.

Project Billing

ProjectPro offers progress billings for calculating and generating project invoices based on percentage, units, and lump sum dollar amounts. The progress billings can create AIA G702/AIA G703 billing documents.

My Jobs

ProjectPro's Role Center allows users to place select jobs into their "My Jobs" Activity Center. This allows for monitoring and one-click attention to detail for action items.

My Subcontracts

ProjecPro subcontract application allows for the management of subcontractors by creating subcontracts for vendors that provide subcontract work on one or more projects. Users can simply pull cost budget lines into a subcontract; then, easily create purchase orders or purchase invoices for subcontracted work. Insurance tracking is available to monitor valid certificates of insurance. Lien Release Waivers can be produced on demand during payment processing for both “Progress” and “Final” releases.

Retainage Receivables and Payables

ProjectPro provides the ability to track retention receivables and payables.

Notifications

ProjectPro provides Notifications & Alerts to be tagged to Jobs so that important events cannot be overlooked.

Resources

ProjectPro enables resources to be established for labor and equipment with special cost and prices for each project. Labor resources can be used for work unit cost analysis.

Key Performance Indicators

ProjectPro KPIs are presented on the Role Center for constant monitoring and One-Click access to detail.

Projectpro Key Reports:

Aged Retention Receivable and Payables

This is a standard construction receivable and payable report with options for "show Retention" values along with regular receivable and payable transactions in a separate column, Retentions Only or Retentions Only that are "Due".

Progress Billings - AIA G702, G703, Generic

The progress billings documents use the AIA G702 and G703 format or you can select a generic format. This enables contractor to bill percentages, units, or lump sum values toward contract scheduled values. Our format supports change orders to be billed on progress billings. We also maintain progress billing "versions" to enable easy corrections to rejected applications for payment.

Job Cost Category Summary

This report represents the cost categories (Labor, Materials, Equipment, Subcontractor, etc.) vertically along with estimates, committed costs and actual costs in summary for each Job.

Actual vs. Budget Cost by APO

This report compares actual and budgeted costs with the options of Activity Level, Process Level, Operation Level, or Detailed Transaction Level with budget remaining and percentage of budget used.

Job Gross Profit

This report shows the job gross profit based on actual billings less actual costs along with percentage of profit. Option to include Sub-Level Jobs and WIP transactions.

Job WIP Details

This report shows the details of job WIP process that have been run for WIP Costs, WIP Sales, Recognized Costs and Recognized Sales. Also shows whether posted to General Ledger.

Percentage of Completion

This report is used by Job managers and accountants to assess the completion of each Job. This report is used to indicate what portion of each contract has been earned. There are two options for calculating the percentage of completion. The sample shown is the first method which is calculated using actual costs divided by budgeted costs. The second option is calculated using the manually entered percentage of completion in the Job card.

Bonding

This report is common for bonding and insurance companies that provide special Job insurance coverage or bonding insurances. There are two options for calculating the percentage of completion. The sample shown is the first method which is calculated using actual costs divided by budgeted costs. The second option is calculated using the manually entered percentage of completion in the Job card.

Committed Cost Detail

This report is a detailed list of open purchase order sorted by jobs. The transactions are items and G/L Accounts with quantities by job task and unit costs.

Actual vs. Budget Cost per Work Unit

This report will show the actual verses budgeted costs per work unit by job tasks. The estimated per unit cost compared to the actual unit cost yield from the field input. Very beneficial if tracking actual work completed on the job site.

Subcontract Status by Job

This report shows all subcontractors per job with their individual statuses. This includes the option to print in summary or detailed level. Detailed level show subcontracts with budgeted contract details, vendor billings, vendor payments made toward subcontracts followed by total for each subcontractor.

Job Material List

This report shows a list of all job items (or G/L Accounts) summarized by like items for entire job as a procurement list. This will show the purchasing agent in summary what items need to be purchased for each job.

Purchase Order Status by Job

This report is a detailed list of purchase orders by job showing vendor, items, expected delivery dates, quantity ordered, and quantity remaining to receive along with unit costs.

Request for Quotes (RFQ)

Working within Microsoft Outlook®, the RFQ process is made much simpler with the ability to easily create, store and send a personalized RFQ to each vendor. Without leaving the RFQ screen, you can then evaluate each vendor according to desired criteria and IPM will generate a score to assist with the selection process.

Once quotes are received from vendors, you can update the RFQ details and with the click of a mouse create a Subcontract, Purchase Order or Subcontract Change Order for the winning vendor from within the RFQ screen. Winning bid information can also be automatically updated to the job budget.

Click Here to View a Screenshot

Timesheets

Depending on the type of projects being managed in IPM, there may be a need to record resource usage. Resources can be people classified as employees, materials or equipment and IPM Timesheet functionality facilitates the recording of resource hours by resource and day of the week. Timesheets can be sorted by either resource or job and can be copied from week to week. Users can also complete their own individual Timesheets in the My Timesheets section, which can then be grouped together with other Timesheet entries to create Timesheet batches for the job.

Rates tables can be configured to associate a cost with the resource and these rates can be vary from project to project. The rate table associated with a project is nominated on the project record in IPM job setup. The Timesheet information has up to two levels of approval to allow project managers and accounting staff to separately approve the entries and Timesheets can be exported to payroll systems once approved.

Click Here to View a Screenshot

Materials Handling

With IPM’s material handling tools, you know where materials ordered for your site are at every step of the delivery process. When line items from a purchase order are shipped, you can use the Material Receipts tool to track them until they arrive at a specific location, be it your site or a central store. Using the information from the receipt, you can then track specific items as they are delivered to specific jobs via the Material Shipments tool. Both tools automatically create a tracking log each time new information is entered into the database, giving you a comprehensive record of the delivery of all your items.

Material receipts and shipments can also be created for materials from different purchase orders and on any number of jobs, so you can track all the materials in a particular shipment, regardless of the job they are required for.

With IPM’s Material Handling tools, you know exactly where the materials for your job are every step of the way to keep your site informed, help you manage your schedule and ensure every job runs smoothly.

Click Here to View a Screenshot

Submittals

IPM ensures that every Submittal sent and every response received is accountable and accessible from within the Submittal record. IPM automatically tracks incomplete Submittals through a user-definable status system.

Once a Submittal has been recorded, it can be viewed and retrieved instantly, along with the associated email communications. Search functions can also be used to search for all related communications. Both individual and system-wide workflows can be created by authorized users to facilitate follow-up processes.

Click Here to View a Screenshot

Site Diary (Field Reports)

Entering field reports and daily logs has never been quicker or simpler than with IPM Site Diary. By using the latest Microsoft Dynamics® CRM offline client configuration, users can access, review and submit field reports and daily logs on site without the need for a connected workstation. The offline client allows users to view record and send information to the IPM Site Diary instantly, once communication with the server is established.

When the Site Diary has been submitted, users can check staff attendance, weather conditions, job progress and any other site information that has been recorded. IPM ensures that every site diary entry is automatically filed and can be recalled quickly as needed. Once Site Diaries have been finalized, all job details are automatically updated, including real time information in Job Task Scheduling.

Click Here to View a Screenshot

Request for Information (RFI)

Effective RFI management is essential to meeting budgets and scheduling targets – as well as ensuring the project team has access to accurate, up-to-the-minute information. IPM RFI streamlines and simplifies the RFI process by using native Microsoft Office® integration to create, view, and send RFIs from a single screen.

Automatic filing ensures that the RFI and all related email communications are stored in document history for easy viewing and retrieval. Personal and system-wide workflows can easily be created to facilitate follow-up processes for each RFI document as it moves through its lifecycle.

Click Here to View a Screenshot

Transmittals

IPM takes Transmittals into today’s business environment with an increased focus on customization and professional presentation. Every data field within the Transmittal form can be personalized to suit the specific needs and requirements of any business.

IPM also uses the latest Microsoft graphical standards to ensure that every Transmittal appears professional and is familiar to Microsoft Office® users. The Transmittal log automatically stores every Transmittal created for the Job to give you quick information retrieval in the event of a dispute or claim. As with Submittals, both individual and system-wide workflows can be created by authorized users to facilitate follow-up processes.

Click Here to View a Screenshot

Meeting Minutes

IPM Meeting Minutes lets you record, distribute, and manage meeting items and action items quickly and easily. Set a reminder to appear in all attendees’ Outlook® calendar and once meeting items are entered and attendees selected, a single mouse click can generate a PDF of the minutes that can be sent to all attendees via Outlook®.

The PDF is automatically stored in document history, letting you search and retrieve previous meeting minutes whenever they are needed. IPM also allows the creation of a series of Meeting Minutes, which automatically updates items that are resolved and transfers outstanding items to a new meeting.

Click Here to View a Screenshot

Risk Register

All projects carry some degree of risk and the IPM Risk register provides a convenient place to document and update the details of these risks. The status of the risk can then be managed centrally. Should a risk lead to some other change in the project, workflows can be created to generate RFIs, Change Requests or any other IPM document from any specific risk.

Click Here to View a Screenshot

Issues Register

As projects are executed issues always arise from a variety of sources. The IPM issues register provides a centralized system for recording issues and allows other documents such as Change Requests and RFIs to be generated from a particular issue using standard Microsoft Dynamics® CRM workflows.

Click Here to View a Screenshot

Defects

Identifying and correcting defects is crucial to ensure jobs are completed to a satisfactory level. With IPM Defects, you can create and store details of any defects that arise on a job, and assign them to a contact. Workflows can also be created to manage the resolution process.

Click Here to View a Screenshot

Drawing Register

The IPM drawing register lets you attach, edit and send multiple drawings and revisions from a single screen. Integration with Microsoft Outlook® means that you can manage the drawing register without having to change applications – or even change screens. IPM has a built-in document tracking system that lets you view the status, history and version of every drawing.

Users can view current and superseded versions of each drawing, as well as the drawing register communication log, which displays when each drawing version was received. Individual and system-wide workflows can be created by users to facilitate follow-up processes as each drawing moves through its lifecycle.

Click Here to View a Screenshot

Site Instructions

On the worksite, real-time site instructions help ensure projects are completed on time, on budget, and to specification. IPM includes a Site Instruction tool that allows users to instantly send instructions to the worksite via a web browser or through Microsoft Outlook®. Once entered into the system, site instructions are delivered as PDF files, and are also stored in document history for easy access.

Click Here to View a Screenshot

Job Checklists

Ensuring every task on your job is accounted for and gets done is now simpler with the Job Checklists function. It provides you with a convenient area to create and add checklists to your job, and assign each item on the checklist to a contact or user for completion. Check off each item once completed to ensure nothing gets missed, and both individual and system-wide workflows can be created to assist with the follow up process.

Click Here to View a Screenshot

Notices of Delay and Extensions of Time

Ensure any potential changes to your schedule are well documented and if necessary, requests submitted for extensions. Working within Outlook®, you can create, store and send any necessary Notices of Delay or Extensions of Time without leaving IPM. Create individual and system-wide workflows to assist with the follow up and approval processes and ensure all necessary schedules are updated.

Click Here to View a Screenshot

Dashboard

The 2011 version of IPM Project Management introduces a number of new features. It brings a whole new interface using the now familiar Microsoft Ribbon to all IPM screens. The Ribbon helps highlight functions to the user. In particular the Run Report button is particularly prominent which helps users to find what they are after more easily.

A new Dashboard component is now part of the suite offering easy access to personalized information about such things as overdue RFI’s, outstanding Price Requests and open Change Requests. The dashboard content can either take a list form or be presented graphically. The dashboard will certainly reduce the number of notifications that need to be delivered by email by putting all the important content in the one place. The dashboard content is active, not just a static report, which means that any problematic documents that need to be examined in further detail can be opened directly from the dashboard lists.

One important aspect of the dashboard is the context sensitive nature of its content. Lists and graphs not only show relevant content for the organization but will also specifically identify appropriate content by individual user.

With 2011, the concept of customizable workflows has been taken to a new level with the addition of process dialogs which can prompt for additional information required to move a document to completion. IPM Project Management has started to leverage this new technology to streamline project processes.

Click Here to View a Screenshot