Access Rights Configuration for Construction Management

The Construction Management module uses role-based access control to define user responsibilities and system visibility. From the user access rights screen, administrators can assign specific construction roles that control available menus, actions, and approvals.

The available roles are:

• Administrator: Full access to all construction configurations, projects, BOQs, budgets, purchase workflows, and reports.
• Project Manager: Can create and manage projects, tasks, materials, equipment, manpower, BOQs, and budgets.
• Engineering Manager: Manages task execution, material usage, equipment utilization, manpower tracking, and progress monitoring.
• Purchase Manager: Handles purchase requests, RFQs, vendor comparison, and purchase order creation after approvals.

Construction Menu Access

Once Construction Management access rights are assigned to a user, the Construction menu becomes visible in the main application dashboard. This menu acts as the central entry point for all construction related operations including project management, task execution, BOQ handling, procurement, budgeting, reporting, and dashboards.

Only users with appropriate construction roles can view and access this menu. Users without construction access will not see the Construction menu, keeping the system clean and role focused.

Configuration – Material Master

The Material configuration screen is used to define all construction materials that will be consumed during project execution. Each material is created with its basic details and cost, which becomes the default reference across projects, BOQs, tasks, purchase requests, budgets, and reports.

Once configured, materials can be directly selected while planning a project or executing tasks. The system automatically fetches the material cost from the master, ensuring consistent pricing and accurate cost calculations throughout the construction lifecycle.

This centralized material setup eliminates manual price entry and helps maintain standardized material costing across all projects.

Configuration – Equipment Master

The Equipment configuration screen is used to manage all construction equipment required for project execution. Each equipment item is defined with its cost, which is later used for project planning, BOQ calculation, task allocation, and budget tracking.

Configured equipment can be assigned to projects and tasks along with required days or usage quantity. The system automatically applies the equipment cost from the master, enabling accurate equipment cost estimation and usage tracking across construction activities.

This setup helps construction teams plan equipment usage efficiently while keeping equipment costs under control.

Configuration – Department Setup

The Department Configuration screen is used to organize employees into logical departments such as Administration, Management, Engineering, R&D, and Project Teams. Departments act as the foundation for manpower planning, cost tracking, budget allocation, and reporting across construction projects.

Each department groups employees under a responsible manager and allows the system to track employee allocation, workload distribution, and department-wise project participation. These departments are later used while assigning manpower to projects and tasks, ensuring structured workforce management.

Configuration – Employee Setup

The Employee Setup screen is used to manage all employees who participate in construction projects. Employees added here can later be assigned to departments, linked with contracts, and allocated as manpower in projects and tasks. This setup ensures proper tracking of workforce availability, responsibility assignment, and cost calculation during project execution.

Employees configured in this screen are used across manpower planning, task assignment, and reporting within the Construction Management module.

Configuration – Task Stages

The Task Stages screen is used to define and control the workflow of construction tasks within a project. Each stage represents a step in the construction lifecycle such as planning, execution, inspection, and completion. By configuring stages at the project level, teams can track task progress clearly and maintain a structured execution flow across all construction activities.

Configured stages are used automatically when creating and managing tasks inside projects.

Configuration – Purchase Request Approval

The Purchase Request Approval configuration is used to control the approval process for purchase requests created from BOQs. When enabled, every purchase request must be reviewed and approved by the selected approver before moving forward. Approval can be applied globally for all requests or controlled based on request amount, ensuring proper spending control and authorization in construction purchasing.

Only the selected approver can approve or reject purchase requests.

Project Setup and Management

Project Overview

The Project screen is the central workspace where all construction activities are planned, tracked, and controlled. Each project acts as a single source of truth that connects tasks, materials, equipment, manpower, BOQs, purchase requests, budgets, and financial records. Once a project is created, every operational and financial activity remains linked to it for complete visibility and control.

Project Basic Details

This area captures the core information of the construction project such as project name, company, and planned duration. These details define the project timeline and ensure all activities, costs, and reports are correctly aligned with the selected company and schedule.

The project header also displays real-time counters for tasks, BOQs, purchase orders, budgets, and vendor bills, giving an instant snapshot of project progress and activity.

Project Responsibility Configuration

This section is used to define key roles responsible for managing the project. Assigning a Project Manager, Engineering Manager, and Purchase Manager establishes a clear ownership structure.

These roles directly control how approvals, reviews, and actions are handled across construction workflows such as task execution, BOQ approval, and purchase request authorization. This ensures accountability and smooth coordination between teams.

Material Planning

Material planning allows users to define all construction materials required for the project along with their quantities and costs. The system automatically calculates material subtotals and overall material cost.

This planned material data becomes the foundation for BOQ creation and purchase requests, ensuring consistency between planning, procurement, and budgeting without manual duplication.

Equipment Planning

Equipment planning is used to record all machinery and tools required during project execution. Each equipment entry includes quantity and cost, enabling accurate tracking of equipment expenses.

Separating equipment costs from material costs helps maintain clarity in project cost estimation and provides better control over capital and rental equipment usage.

Manpower Planning

Manpower planning is used to allocate workforce resources to the project. Both internal employees and temporary workers can be assigned with cost calculations based on day or hour.

This ensures precise labor cost planning and gives management clear visibility into workforce utilization across departments and project phases.

Smart Navigation & Linked Records

Smart action buttons provide quick access to all records linked to the project. Users can instantly navigate to tasks, BOQs, purchase orders, budgets, and vendor bills without leaving the project view.

These shortcuts improve productivity by reducing navigation time and give real-time insight into the current status of project operations and finances.

Bill of Quantity (BOQ)

The Bill of Quantity (BOQ) is the central cost planning document used to define and control the total estimated cost of a construction project before procurement begins. It is created directly from the project so that all planned materials and equipment are automatically inherited without any manual re-entry. This ensures the BOQ always reflects what was planned at the project level and maintains consistency across the entire construction workflow.

The BOQ provides a clear breakdown of all required construction materials along with their quantities, unit costs, and calculated subtotals. Material pricing is fetched from the configured material master, allowing the system to generate accurate cost calculations instantly. Any change in quantity or price immediately updates the overall BOQ cost, giving project and management teams full visibility into the financial impact.

Along with materials, the BOQ also includes all planned equipment required for project execution. Each equipment entry captures the usage quantity and cost, allowing equipment expenses to be tracked separately from material costs. This separation helps teams clearly understand heavy machinery and equipment-related spending during the planning phase.

The BOQ automatically calculates and displays total material cost, total equipment cost, and the overall estimated project cost. This consolidated view allows decision-makers to review project expenses in a structured and reliable format before approving procurement activities.

To maintain financial control, the BOQ follows a defined approval flow. Initially created in a draft state, it can be reviewed and confirmed before being approved. Once approved, the BOQ becomes the official cost reference for the project and is locked from further changes, ensuring cost discipline and audit clarity.

After approval, the BOQ allows direct creation of purchase requests. All BOQ materials are carried forward into the purchase request automatically, ensuring procurement activities strictly follow approved quantities and estimates. At the same time, purchase managers retain flexibility to adjust quantities if stock is already available or if combined purchasing is required for multiple projects.

Every BOQ remains fully traceable throughout the project lifecycle. It stays linked to the project, purchase requests, vendor quotations, purchase orders, and vendor bills, providing complete financial transparency from initial planning through execution and final billing.

Purchase Request and Vendor Selection Workflow

The Purchase Request workflow helps manage material procurement in a structured and controlled way directly from the project planning stage. Once the Bill of Quantity is approved, the system automatically prepares a Purchase Request with all required materials and quantities already filled in, so users do not need to re enter data manually.

Each Purchase Request is linked to its project and source BOQ, giving full visibility of why the purchase is required. The request starts in Draft state, where the Purchase Manager can review quantities and make adjustments if needed. This is especially useful when checking available stock or planning combined purchases for multiple projects before proceeding further.

After review, the Purchase Request is moved to Confirm state. Based on approval settings, the request can then be approved or rejected by the assigned approver. Once approved, the Purchase Manager can create Requests for Quotation directly from the same screen without switching modules.

The RFQ creation process allows selecting multiple suppliers at once. The system creates alternative RFQs for each selected supplier automatically, using the same materials and quantities. This makes it easy to request prices from multiple vendors in parallel and compare offers without duplicate work.

All supplier quotations are linked together under the same request. Users can compare prices, delivery dates, and quantities across vendors using a dedicated comparison view. For each material, the user can decide which supplier to choose, and the selected quantities are kept while unselected alternatives are automatically adjusted.

Once supplier selection is finalized, the system proceeds smoothly toward Purchase Order creation, ensuring that only approved quantities and selected vendors are used. This controlled flow helps avoid over ordering, improves cost control, and ensures transparency from project planning to final procurement.

This complete Purchase Request workflow ensures accurate purchasing, better vendor comparison, and smooth coordination between project managers and purchase teams, all while staying fully connected to the project and budget.

Purchase Orders

Purchase Orders Alternatives

Purchase Orders Comparison

Project Budget Planning and Cost Control

The Budget feature allows teams to plan, monitor, and control project costs from the beginning of execution until completion. Budgets are created directly against projects, ensuring that every planned expense is clearly defined before procurement or execution begins. This helps organizations avoid cost overruns and maintain financial discipline throughout the project lifecycle.

Each project budget is prepared based on expected material, equipment, and manpower costs. Once created, the budget acts as a financial reference point for all future activities. As Purchase Requests and Purchase Orders are generated, the system continuously tracks committed amounts against the approved budget, giving real-time visibility into how much budget is planned, committed, and remaining.

When vendor bills are recorded, actual expenses are automatically reflected in the budget. This allows project managers and finance teams to compare planned versus actual costs at any time without manual calculations. Any deviation becomes immediately visible, enabling corrective action before costs go out of control.

Budgets remain fully linked with BOQ, Purchase Requests, Purchase Orders, and Vendor Bills. This ensures that all spending is traceable back to the original project plan. Managers can quickly identify which materials, equipment, or resources are consuming the most budget and take informed decisions accordingly.

With centralized budget tracking, the system provides complete financial transparency across projects. Teams can monitor budget utilization in real time, prevent unauthorized spending, and ensure that projects are delivered within approved financial limits while maintaining accountability at every stage.

Task and Subtask Management for Project Execution

Tasks and subtasks are used to break down a project into clear, manageable units of work, allowing teams to plan, execute, and monitor construction activities in an organized manner. Each project can have multiple tasks that represent major work phases, and each task can further be divided into subtasks to capture detailed execution steps.

Tasks follow predefined stages that reflect the real construction workflow, such as Draft, Site Preparation, Execution, Quality Inspection, Rectification, and Completed. This stage-based flow gives a clear picture of progress at any moment and helps teams understand what work is pending, ongoing, or finished.

Subtasks allow teams to assign responsibilities more precisely. Individual activities can be allocated to specific employees or teams, along with planned dates and expected effort. This makes it easier to track progress at a granular level and ensures accountability across departments.

Tasks are fully integrated with timesheets, enabling team members to log actual work time directly against tasks and subtasks. This helps project managers compare planned versus actual effort and identify delays or bottlenecks early.

All task-related activities, including status changes, comments, and updates, are recorded in the activity log. This provides a complete execution history and improves coordination between project managers, engineers, and site teams.

By structuring work into tasks and subtasks, the system ensures better planning, clearer ownership, real-time progress tracking, and smoother execution of construction projects from start to finish.

Reports

Project Summary Report

The Project Summary Report provides a complete overview of a single construction project in one printable document. When generating this report, the user selects one project from the popup wizard, and the system prepares a detailed summary based on that selection.

This report helps stakeholders quickly understand overall project status, key activities, and important project information without navigating multiple screens. It is useful for project reviews, management meetings, and sharing project progress with clients or internal teams.

BOQ Report

The BOQ Report allows users to generate a consolidated bill of quantities for one or multiple projects at the same time. From the popup wizard, users can select multiple projects, and the system combines all related BOQ data into a single PDF report.

This report is ideal for cost planning and quantity analysis, as it provides a clear view of materials, quantities, and estimated costs across selected projects. It helps management compare project requirements and supports better budgeting and procurement decisions.

Purchase Request Report

The Purchase Request Report provides a detailed overview of purchase requests generated from selected projects. In the popup wizard, users can select multiple projects, and the system generates a PDF containing all related purchase request information.

This report helps track procurement requirements, review requested materials, and monitor purchasing activities across projects. It is especially useful for purchase managers and finance teams to analyze demand and ensure timely procurement planning.

Budget Report

The Budget Report offers a clear financial overview of selected projects in a single printable format. Users can select multiple projects from the popup wizard, and the system generates a PDF that summarizes budget details for each chosen project.

This report helps management evaluate planned budgets, monitor cost distribution, and assess financial control across multiple projects. It supports informed decision making by providing a consolidated view of project budgets in one place.

Construction Management Dashboard

The Construction Management Dashboard provides a centralized, real-time view of all project activities, costs, and operational progress in a single screen. By default, the dashboard can display data for all projects, and users can switch to a specific project using the project selector at the top. Once a project is selected, all metrics, charts, and summaries automatically refresh to reflect only that project’s data.

At the top, the dashboard presents key operational KPIs such as total projects, tasks, BOQs, purchase requests, purchase orders, and budgets. These high-level counters help management instantly understand overall workload and system usage without navigating into individual modules.

The task overview section breaks down tasks by stage, such as Draft, Site Preparation, Execution, and Completed. This gives clear visibility into project execution progress and highlights where work is currently concentrated.

Dedicated sections for Purchase Requests and Bill of Quantity (BOQ) provide a quick snapshot of document status, including Draft, Confirmed, Approved, Rejected, PO Created, and Cancelled. This makes it easy to track procurement flow and identify bottlenecks in approvals or purchasing.

The dashboard also includes multiple analytical charts for deeper insights:

• Budget Burn-Down shows budgeted, committed, and achieved values across projects to monitor financial control.
• BOQ Progress visualizes planned, ordered, delivered, and used quantities for better material tracking.
• Material Availability highlights required, on-hand, and remaining quantities to prevent shortages.
• Task Delay Status displays on-time and delayed tasks to quickly identify schedule risks.
• Over-Budget Materials flags materials exceeding planned costs.
• Manager-wise Breakdown provides visibility into workload distribution across project, engineering, and purchase managers.

Access to dashboard sections is role-based. Administrators can view all metrics, while Project Managers, Engineering Managers, and Purchase Managers see only the sections relevant to their responsibilities. This ensures the dashboard remains clean, focused, and actionable for every user role.

Overall, the dashboard acts as a command center for construction operations, enabling faster decisions, better cost control, and clear visibility across projects.