PROJECT DASHBOARD MODULE
What is Dashboard?
The Dashboard is the main screen of the project that shows overall status, pending work, and important updates in one place.
What work does it do?
Shows tasks assigned to you
Displays project details and timeline
Provides quick access to team and recent activities
Shows project progress through charts
Key Features
Project Information
Shows project name, location, timeline, and project manager.
Weather Widget
Displays current weather for site planning.
My Ball-in-Court
Shows your pending and overdue tasks with action buttons.
Team Directory
Lists all team members with contact options.
Project Statistics
Charts for:
RFIs (Open, Closed, Draft)
Submittals (Pending, Approved, Rejected)
Recent Activity
Shows latest updates like document uploads and actions.
Project Specifications
Displays financial and project-related details.
Why it is important?
Helps track pending work
Gives quick project overview
Saves time and improves productivity
TEAM MODULE (Short Explanation)
What is Team Module?
The Team module is used to manage all users working on the project. It controls who can access the project and what role they have.
What work does it do?
Add users to the project
Assign roles and responsibilities
Manage user access (Active/Inactive)
Key Features
Team Members List
Shows all users with:
Name
Role (Admin, Engineer, HR, etc.)
Status (Active / Inactive)
Email & Phone
Add Member
Click Add Member
Select users from list
Click Add to Team
👉 Users will be added to the project.
Role Management
Assign roles based on responsibility
Example: Admin, Consultant, Engineer
Status Control
Active → User can access project
Inactive → Access is restricted
Search & Filter
Search users by name or email
Easily find specific team members
Why it is important?
Controls project access
Helps assign responsibilities
Improves team coordination
TASKS MODULE (Short Explanation)
What is Tasks Module?
The Tasks module is used to create, assign, and track work within a project. It helps teams manage daily activities and monitor progress.
What work does it do?
Create new tasks
Assign tasks to team members
Track task status and progress
Manage deadlines and priorities
Key Features
Task List View
Shows all tasks with:
Task name
Status (To Do, In Progress, Review, Completed)
Priority (Low, Medium, High)
Assignee
Due Date
Create New Task
Click New Task
Enter details like Title, Category, Priority
Add location, description, and due date
Click Create Task
Task Status Tracking
To Do → Task not started
In Progress → Work ongoing
Review → Pending approval
Completed → Task finished
Priority Management
Set task priority (Low / Medium / High)
Helps in focusing on important tasks
Checklist & Attachments
Add checklist items inside a task
Upload files (images, PDFs, documents)
Filters & Summary
Filter by status and priority
Dashboard shows total, in-progress, and pending tasks
SCHEDULE MODULE (Short Explanation)
What is Schedule Module?
The Schedule module is used to plan and manage the project timeline. It helps teams organize tasks based on dates and track overall project progress visually.
What work does it do?
Plan project timeline
Set task start and end dates
Define task duration
Track progress using timeline view
Key Features
Timeline (Gantt View)
Displays tasks in a calendar format
Shows start date, duration, and timeline
Helps visualize project progress
Task Planning
Add tasks directly in schedule
Set Start Date and Duration
Organize tasks in sequence
Hierarchy (Expand/Collapse)
Tasks can have sub-tasks
Expand or collapse task list for better view
Import / Export
Import schedules from external files
Export project schedule for reporting
Today Indicator
Highlights current date in timeline
Helps track current progress
DAILY LOGS MODULE (Short Explanation)
What is Daily Logs Module?
The Daily Logs module is used to record and track daily site activities, progress, and site conditions. It helps maintain a complete daily report of the project.
What work does it do?
Record daily work progress
Track manpower, equipment, and materials
Monitor delays and issues
Maintain history of daily activities
Key Features
Create Daily Log
Click Create Log
Fill details like project info, weather, manpower, and work performed
Add notes and attachments
Daily Log Records
View logs by date
Check status (Draft / Submitted / Verified)
Track history of all entries
🌦 Weather & Site Details
Record weather conditions
Helps analyze impact on work progress
Manpower & Equipment Tracking
Track number of workers
Record equipment usage
Delays & Issues
Log delays, reasons, and impacts
Helps in project analysis
Notes & Attachments
Add comments and upload documents/images
Maintain proper documentation
Export Option
- Export logs as PDF for reporting
DOCUMENTS MODULE (Short Explanation)
What is Documents Module?
The Documents module is used to store, organize, and manage all project-related files in one place such as drawings, RFIs, submittals, and reports.
What work does it do?
Maintain all project documents
Organize files in folders
Upload and manage different document types
Track document versions and details
Key Features
Folder Management
Create new folders to organize documents
Add folder name and description
Maintain structured document hierarchy
Upload Documents
Upload files like PDF, CAD, images, etc.
Add details like title, discipline, revision, and type
Auto-generate document numbers
Search & Filter
Search documents easily
Apply filters to find specific files
Document Categories
Manage documents like Drawings, RFIs, Submittals, etc.
Keep all files categorized properly
Version Control
Track latest version of documents
Maintain revision history
Batch Upload
- Upload multiple documents at once
RFI MODULE (Request for Information)
What is RFI Module?
The RFI module is used to create, manage, and track Requests for Information between teams when there is any doubt, clarification, or missing detail in the project.
What work does it do?
Raise questions related to drawings, design, or site work
Send RFIs to responsible persons (engineer, consultant, etc.)
Track responses and status
Maintain proper communication record
Key Features
Create New RFI
Multi-step form (General Info → Details → References → Assignments → Review)
Add subject, category, priority, and description
Auto-generate RFI number
Details & Impact
Add detailed question/description
Mark impact (Cost, Schedule, Design, Safety)
References & Attachments
Add drawing references
Upload documents and related files
Assignments
Assign RFI to responsible user
Set response due date
Add notes/comments
Tracking & Status
Track status like Draft, Submitted, Pending, Closed
View Open, Overdue, and Pending RFIs
Export & Reports
- Export RFI logs for reporting
TRANSMITTAL MODULE
What is Transmittal Module?
The Transmittal module is used to send official documents between teams or external stakeholders with proper tracking and communication.
What work does it do?
Share drawings, files, and documents
Send documents for approval, review, or information
Track delivery, responses, and status
Maintain formal document communication record
Key Features
Create New Transmittal
Step-by-step process (Basic Info → Recipients → Documents → Settings → Review)
Auto-generated transmittal number
Add subject, priority, and due date
Recipients Management
Add To (Primary recipients)
Add CC (Copy recipients)
Select users from team
Document Upload
Upload new documents OR select from library
Add document number, title, revision, discipline
Support multiple file formats
Settings & Notifications
Require internal approval
Send email notifications
Attach PDF copy
Request read receipt
Tracking & Status
Status like Sent, Approved, Overdue
Track priority (Low, Normal, High, Urgent)
Monitor due dates and responses
Review & Submit
Final summary before sending
Option to Save as Draft or Send Transmittal
SUBMITTALS MODULE
What is Submittals Module?
The Submittals module is used to submit project-related documents (like drawings, materials, datasheets) for review and approval before execution.
What work does it do?
Submit shop drawings, product data, materials
Send for review and approval
Track status and reviewers
Maintain approval workflow
Key Features
Create New Submittal
Multi-step process (General Info → Assignment → Distribution → Attachments → Review)
Auto-generated submittal number
Add type, title, priority, and specification
General Information
Add location, title, type
Select manufacturer, material, supplier
Add description and enclosures
Assignment & Schedule
Set Required On Site date
Set Review Due Date
Add delivery period
Add notes/comments
Distribution
Add drawing references
Link related submittals
Add CC (distribution list)
Attachments
Upload documents (PDF, DOC, XLS, images)
Multiple file support
Tracking & Status
Status like:
In Review
Approved
Revision Required
Track reviewer (Engineer / Client Representative)
Monitor due dates and delays
Review & Submit
Final summary view
Submit or save as draft
CONTRACTS MODULE
What is New Contract Module?
The New Contract module is used to create and manage project contracts by defining contract details, scope of work, compliance requirements, cost breakdown, and financial terms.
It helps teams standardize contract creation and ensures all required information is captured before execution.
What work does it do?
Create and manage contracts
Define scope, inclusions, and exclusions
Add compliance and insurance details
Break down costs using Schedule of Values (SOV)
Configure payment terms and financial details
Maintain structured contract records
Contract Creation Workflow
The contract creation process is divided into multiple sections:
General
Scope
Compliance
SOV (Schedule of Values)
Financial & Logistics
General
This section captures the basic contract details.
Fields:
Contract Title* – Name of the contract
Contractor / Vendor* – Vendor or company name
Contract Number – Auto-generated
Start Date & End Date – Contract duration
Description – Brief overview
👉 All mandatory fields (*) must be filled before proceeding.
Scope
Defines what work is included in the contract.
Fields:
Detailed Scope of Work – Full work description
Inclusions – Items included in contract
Exclusions – Items not included
👉 Use + Add Item to add multiple entries.
Compliance
Used to manage compliance and insurance requirements.
Features:
Add insurance policies
Define compliance requirements
👉 Click + Add Policy to add details
👉 If no policy is added, it shows No insurance policies added
SOV (Schedule of Values)
Breakdown of contract cost.
Fields:
Cost Code
Description
Quantity / Unit
Rate
Amount (auto-calculated)
Features:
Add multiple rows using + Add Row
Total contract value is calculated automatically
Financial & Logistics
Defines payment and address details.
Fields:
Payment Terms (e.g., Net 30)
Retainage (%)
Billing Address
Shipping / Site Address
Final Step
Click Create Contract to save the contract.
👉 Click Cancel to discard changes
Important Notes
Mandatory fields must be filled before submission
Contract Number is auto-generated
Amount is calculated automatically in SOV
Retainage is applied on each payment
Ensure correct dates and financial values
Validation Rules
Required fields should not be empty
End Date cannot be earlier than Start Date
Numeric fields must accept only valid numbers
SOV total should update dynamically
Contract should be created successfully after valid input
OBSERVATIONS MODULE
What is Observations Module?
The Observations module is used to record, track, and manage site issues, safety concerns, and project observations.
It helps teams identify problems, assign responsibilities, and ensure timely resolution.
🔹 What work does it do?
Create and log observations
Assign observations to team members
Track status (Open, In Progress, Closed)
Set priority levels (Low, Medium, High, Critical)
Monitor deadlines and progress
Attach supporting files (images, documents)
🔹 Dashboard Overview
The Observations dashboard provides a quick summary:
Total Observations – Total number of records
Open – Observations not yet started
In Progress – Work is ongoing
Critical – High-risk items needing immediate action
Resolved – Completed observations
🔍 Observation List View
The table displays all observations with details:
Observation ID
Title
Location
Priority
Status
Assigned To
Created Date
Target Date
Features:
🔎 Search observations
📂 Filter records
📊 Toggle between Table and Graph view
👤 View “Assigned to Me” / “Assigned by Me”
Create Observation
Click “Create Observation” to add a new observation.
Basic Information
Fields:
Observation Title* – Title of the issue
Description – Detailed explanation
Location* – Site/location of issue
Classification
Fields:
Category* – Type of observation
Priority* – Select priority level
Assignment
Fields:
Assign To – Select team member
Target Date – Deadline for resolution
Attachments
Upload supporting files (Images, PDFs, etc.)
Drag & drop or click to upload
Max size: 10MB per file
Final Step
Click Create Observation to save
👉 Click Cancel to discard
Observation Status Flow
Open → Observation created
In Progress → Work started
Resolved / Closed → Issue completed
Important Notes
Fields marked with (*) are mandatory
Assigning a user helps track responsibility
Priority defines urgency level
Target Date helps ensure timely completion
Attachments improve clarity of the issue
Validation Rules
Mandatory fields should not be empty
Target Date should be a valid future date
Priority and Category must be selected
File upload should follow size/type restrictions
Observation should be saved successfully after valid input
PUNCH LIST MODULE
What is Punch List Module?
The Punch List module is used to track and manage construction issues, defects, or incomplete work items identified during project execution.
It helps teams assign tasks, monitor progress, and ensure all issues are resolved before project completion.
What work does it do?
Create and manage punch items
Assign issues to team members
Track status such as Open, In Progress, and Resolved
Set priority levels such as Low, Medium, and Critical
Monitor due dates and overdue items
Ensure timely resolution of issues
Dashboard Overview
The Punch List dashboard provides a summary of all punch items:
Total shows the total number of items
Open shows items not yet started
In Progress shows items currently being worked on
Overdue shows items that have passed their due date
Completed shows resolved items
Punch List View
The list displays all punch items with the following details:
Punch ID
Title
Location
Category
Priority
Status
Assigned To
Created By
Due Date
Features
Search punch items
Filter records
View items under All Punches, Assigned to Me, and Created by Me
Create Punch Item
Click on Create Item to add a new punch item.
Basic Information
Fields
Title is required and defines the issue name
Description provides detailed information about the issue
Priority and Assignment
Fields
Category is required and defines the type of issue such as Civil or Safety
Priority is required and defines urgency level
Location is required and specifies where the issue exists
Due Date is required and defines the resolution deadline
Assign To selects the responsible team member
Final Step
Click Create Punch Item to save the item.
Click Cancel to discard changes.
Punch Item Status Flow
Open when the item is created
In Progress when work has started
Resolved or Completed when the issue is fixed
Important Notes
All required fields must be filled before submission
Due Date determines whether an item becomes overdue
Priority helps identify urgency
Assigned user is responsible for resolution
Overdue items should be addressed immediately
Validation Rules
Required fields should not be empty
Due Date must be valid and logical
Priority and Category must be selected
Punch item should be created successfully with valid data
MATERIAL MANAGEMENT MODULE
🔹 What is Material Management Module?
The Material Management module is used to manage the complete lifecycle of material requests, procurement, storage, tracking, and financial settlements within a project.
It ensures smooth coordination between teams for requesting, approving, purchasing, and tracking materials.
🔹 What work does it do?
Create and manage material requests
Approve or reject requests
Process purchases and generate LPOs
Track material delivery and status
Manage store operations and QC checks
Handle invoices and payments
Maintain supplier and material records
🔹 Module Workflow
The module is divided into the following sections:
Dashboard
Request Creation
Approval
Purchase
Store Keeper
Accounts
Tracking
Supplier Management
Material & Supplier Mapping
📊 Dashboard
Provides a summary of material activities:
Pending Approval – Requests waiting for approval
Approved – Ready for purchase
In Purchase – Orders being processed
On Hold – Paused requests
Features:
Quick Actions (New Request, Review, Track)
Recent Requests list
Status overview (Approved, Rejected, On Hold)
➕ New Material Request
Click New Request to create a material request.
🧾 Request Details
Project Context:
Project Name
Project Code
Requested By
Request Date
Revision No
Request Information:
Request Type*
Priority*
Required Date*
Site No*
Department
Delivery Location
Justification*
👉 Click Next to proceed to item selection and review
✅ Approval
Used by authorized users to review requests.
Features:
View Pending / Approved / Rejected requests
Review request details
Approve or Reject
👉 Approved requests move to Purchase stage
🛒 Purchase
Handles procurement process.
Features:
View Pending Purchase requests
Generate LPO (Local Purchase Order)
Track LPO history
📦 Store Keeper
Manages material receiving and quality checks.
Sections:
Pending QC – Awaiting inspection
Issues Found – Defective items
Completed – Successfully received
Features:
Create GRN (Goods Receipt Note)
Track dispatch and QC status
💳 Accounts
Handles financial transactions.
Sections:
Invoice Entry
Approvals
Partial / Fronting
Settled History
Features:
Track invoice status
Monitor payments and balances
🚚 Tracking
Tracks delivery and shipment status.
Features:
View shipment progress
Monitor status (Processing, Approved, Rejected)
Track percentage completion
🏢 Supplier Management
Manages vendor details.
Fields:
Supplier Code
Name
Contact Person
Category
Email / Phone
City
Rating
Status
Features:
Add new supplier
View Active / Inactive suppliers
🔗 Material & Supplier Mapping
Maps materials with suppliers.
Features:
Assign multiple suppliers to a material
Define preferred supplier
Categorize materials
Track availability
🔄 Status Flow
Request Created
Pending Approval
Approved / Rejected
Purchase Processing
Store & QC
Accounting & Payment
Tracking Completion
⚠️ Important Notes
Mandatory fields must be filled
Approval is required before purchase
QC must be completed before store entry
Financial records must match purchase data
Tracking updates should reflect real-time status
🧪 Validation Rules
Required fields should not be empty
Dates must be valid and logical
Numeric values must be correct
Approval workflow must be followed
Data consistency across modules