Pipeline Project Case Study

The Contractor needed a way to manage deliverables of the remote engineering subcontractors. To do this they employed ProjecTools Documents to house all engineering and technical documents for the pipeline. The remote engineering companies would log into ProjecTools application and execute revisions that came

ProjecTools Pipeline Project Case Study

Pipeline Engineering and Construction Project

The Pipeline Contractor used ProjecTools application to manage engineering/design and cost for the 1500+ mile pipeline. The engagement began when the contractor acknowledged that a key to maintaining profitability in this competitively priced project was to outsource much of the Engineering to more cost-effective labor markets and keeping a close eye on the project cost. In this pipeline project case study we’ll examine how choosing to manage the cost and engineering/design in ProjecTools cloud application:

  • Allowed the contractor to effectively integrate the global engineering team
  • Allowed complete visibility into the remote engineering/design team’s performance
  • Ensured each team member, regardless of physical location, was working from the latest approved revision
  • Allowed the contractor to improve cash flows by tracking document progress and status to bill for completed work sooner.
  • Allowed the cost control team to regularly report on project cost at discipline level, keeping the project in control

Lets take a look at the specific functional uses of ProjecTools in this Pipeline Project Case Study

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Functional Uses of ProjecTools on this Project

Documents

The Contractor needed a way to manage deliverables of the remote engineering subcontractors. To do this they employed ProjecTools Documents to house all engineering and technical documents for the pipeline. The remote engineering companies would log into ProjecTools application and execute revisions that came to each engineer as tasks. In these tasks the engineers could download, markup, comment and upload the revised file(s), and submit the task. ProjecTools application returned the work to the document controller who sent the new revision to the appropriate engineering supervisor or manager for review comment and approval. This automated cycle continued until the documents were approved for construction.

Throughout this iterative engineering/design process, managers and supervisors at the contractor company had visibility into the progress and status of each document. They could also pull late action reports from the application to identify the highest performing remote engineers. This reporting allowed them to keep the engineering/design on track and maintain personal accountability for the work that was done.

Cost Control

The contractor needed a way to manage project cost and log actuals, commitments, and forecasted costs against the appropriate WBS. ProjecTools cost control allowed the contractor to define a WBS that made sense for the project and track project costs against the budget baseline. This process improved accuracy, resource allocation, and reporting for project costs which the contractor identified as issues they faced in the past.

ProjecTools application also allowed the cost control team to track document progress and feed the progress back to ProjecTools Cost Control. With a click of a button, the progress in document manager would sync over to Cost Control, allowing Cost Control to notify Accounts Receivable that billable progress had been made. This simple automation step reduced time spent in progress and status meetings by 70% compared to similar projects by eliminating the use of disjointed spreadsheets, which meant consistently impressing the client with real time progress and status of the project.

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Standard Project Management Features

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ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

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Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

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Document Management Software ROI

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Aligning Document Control and Cost Control

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  • Review and Approvals

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Document Distribution and Access for EPC and Construction

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Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Offshore Construction Case Study

The Contractor was selected by the asset owner to provide Engineering and Procurement services and deliver the Hull for a high-profile Gulf of Mexico Production Platform. The engagement began when the hull contractor won the aggressively scheduled contract.

Offshore Construction Case Study

High Profile Hull for Offshore Production Unit

The Contractor was selected by the asset owner to provide Engineering and Procurement services and deliver the Hull for a high-profile Gulf of Mexico Production Platform. The engagement began when the hull contractor won the aggressively scheduled contract. They understood that while they had the Engineering talent to deliver, they would need a system to manage the increased volume of documents. They also acknowledged that this was their first major procurement contract and needed consulting services and a system to standardize their procurement processes. By choosing to manage the engineering/design and procurement in ProjecTools cloud application, the Hull Contractor:

  • Was able to define and implement a standard procurement process
  • Created and issued consistent bid packages with suppliers submitting uniform bids for streamlined bid evaluation
  • Integrated Engineering and Procurement to align technical and commercial teams
  • Improved visibility into engineering/design and purchasing progress and status
  • Used key integrations between Engineering, Documents, Procurement, and Quality surveillance to align technical, commercial, expediters, and on-site inspection teams
  • Integrated suppliers, subs, and clients into the purchasing, query, and document approval process

Functional Uses of ProjecTools People and Technology on this Project

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Functional Uses of ProjecTools on this Project

Documents

The Hull Contractor needed a way to integrate their veteran engineering/design and document control teams, with the fledgling procurement team. ProjecTools Documents automated the document approval/revision control workflow and held the engineering team accountable for on schedule creation, review and approval of documents with automated notifications, look ahead and late action reporting. Easy access to documents approved for issue to bidders were then linked to the technical REQ with controlled revision updates that were live linked to the package through the RFQ phase and Purchase Order issue. This eliminated the need for confusing emails and phone conversations between Document Controllers, Engineers and Purchasers to ensure that the updated revision of each document was included in the bid package at each phase of the procurement life cycle, as well as at each the following phases (expediting, onsite QS inspection, etc.).

ProjecTools also allowed the EPC Contractor to receive Vendor Documents online and enforce automated approval processes for quick turnaround. The contractor was able to hold vendors and clients accountable throughout the vendor document life cycle with automated workflow, notifications, look ahead and late action reporting.

Procurement

The Hull Contractor needed to implement a standard procurement process to enforce the business rules they agreed to as an organization. To do this, they employed ProjecTools consulting services and ProjecTools Procurement application.

ProjecTools centralized project information in its online application that empowered the procurement team and eliminated fragmented information and rework resulting from confusion. ProjecTools standardized procurement lists, templates, forms, terms, and workflows by purchase order category. These standards defined and enforced repeatable processes for each procurement package by type (e.g. Capital Equipment, Services, Bulks, etc.), allowing consistent procurement package development and processing – according to type within the application, and enforcing appropriate levels of detail and approval for each package.

ProjecTools Procurement allowed the EPC Contractor to issue standard bid packages to vendors online. Vendors processed and returned their bids online. The EPC contractor avoided completely the culture of reliance on emails with its inherent problems with tracking, clarity, and accountability. ProjecTools Request Response System (RRS) allowed buyers, vendors, and package engineers to communicate about specific technical or commercial items with each communication automatically logged to the proper package at each stage. ProjecTools RRS system allowed the EPC Contractor to deliver the complete query history for each hull PO within hours of the client requesting it. In contrast and at last report, their topsides counterpart was still searching email chains and telephone logs to somehow comply with the client request.

After issue of POs, ProjecTools helped the EPC contractor manage PO inspections, expediting, and receiving. The application provided onsite inspectors with the appropriate inspection sheets, correct revision of all related documents, and a method to submit inspection reports online.

Using ProjecTools, the newly conformed and highly professional purchasing team delivered on their first project and earned repeat business from the client.

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Security and Reliability

September 1st, 2015|0 Comments

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Document Management Software ROI

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Aligning Document Control and Cost Control

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Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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FPSO Project Case Study

The EPC contractor used ProjecTools application to manage all project information for the FPSO. The engagement began when the EPC contractor communicated that dispersed teams contributing deliverables for the complex asset was causing out of control

ProjecTools FPSO Project Case Study

High Profile Floating Production Storage Offloading Vessel Project

The EPC contractor used ProjecTools application to manage all project information for the FPSO. The engagement began when the EPC contractor communicated that dispersed teams contributing deliverables for the complex asset was causing out of control project information management. As a part of this FPSO project case study, we’ll assess how centralizing the data in ProjecTools cloud application:

  • Allowed the EPC contractor to effectively manage data for the global team
  • Allowed access to live information by providing online access via. Cloud application
  • Ensured each team member had the latest project information (nobody worked with superseded data)
  • Improved timeliness (Asia Pac and Gulf coast teams shared instantly updated data regardless of time zone)
  • Allowed enforcement of business rules by enforcing workflows for remote teams
  • Linked multi-discipline project data for cross-functional team collaboration (Documents to Engineering, Engineering to Procurement, Procurement to Cost, etc.)

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Functional Uses of ProjecTools on this Project

Documents

The EPC contractor for the FPSO project required a system to maintain and manage 80,000+ design and technical documents. The required system had to account for and manage revision control, approval workflows, progress and status reporting, permission-based document access to globally dispersed team members, etc..

After implementing the proper tools to manage document processes, the contractor’s document controllers attributed an estimated time saving of 5-15 hours per week per document controller by using ProjecTools automated client report generation. This added the benefit of more accurate reporting of progress, status, and late actions.

The EPC contractor also previously had no reliable method for managing supplier data capture, approval or revision control. ProjecTools allowed the contractor to standardize the classification of documents required from vendors for each Purchase Order, communicate requirements to suppliers, and collect vendor document submittals directly into ProjecTools from the vendor interface. The system then enforced the automated approval and revision process, reducing vendor data processing and reporting by 2-10 hours per week, while providing unprecedented visibility and accountability.

The overall effect was a significant reduction in vendor document turnaround time and an effective data based method for tracking, measuring, and logging supplier performance.

Cost Control

The EPC contractor needed a system that would standardize the WBS and Budget Items, and report budget performance against a fixed budget baseline. They also needed a system to push commitments to, and pull actuals from their accounting system (Microsoft Dynamics). They were pleased that ProjecTools collected activity data, and organized that data into Cost, Change Order, Man-Hour, Commitment, Overage, Cash Flow, Progress, Earned Cost, etc. reports.

Engineering & Commissioning

The EPC contractor had no formal system to manage and integrate Equipment, Construction, Commissioning, or Punchlist data. Having experienced overruns in the completions and commissioning phases in previous projects, the EPC contractors suspected they were losing money by having poorly organized data. They were right.

Executing the project using ProjecTools, all tagged equipment was logged with standard numbering formats and formal rules for TAG metadata. The EPC contractor was then able to assign engineering interns from local universities to manage TAG data rather than highly-paid engineering resources. This allowed them to save money and perform a public good.

With all TAG Data populated in ProjecTools central register, the EPC set themselves up to gain the tremendous benefits of efficiency and precision in construction and commissioning. After loading their checksheets and populating them with live TAG data – the team then defined system enforceable progression dependencies and constraints for Certs, ITRs and Punchlists. This allowed them to efficiently assign batches of sensible inspection activities with a few clicks in the application. This contributed huge time savings over the previous Excel and Word-centric process they had outgrown. They no longer relied on a small army of clerks to organize inspections. Automated workflows ensured the critical path was followed exactly as defined.

As inspections were completed, Optical Character Recognition features in ProjecTools logged each completed ITR in the system and updated the status automatically.

ProjecTools Construction Punchlist application also allowed the EPC contractor to log punchlist items into the system and enforce predefined constraints on ITR or CERT completion according to the configurable rules in the application. This prevented the improper completion of ITRs and CERTs with outstanding critical Punchlist Items and gave supervisors and managers the ability to identify and assign them for resolution before they affected the completions schedule.

The end result of using ProjecTools Engineering & Commissioning on this FPSO project case study was significantly fewer delays and overruns caused by rework, communication errors, and organization deficiencies. The completions team also found that the system reduced the administrative overhead for each ITR and CERT by at least two hours.

Procurement

The EPC contractor in this FPSO case study required a system to integrate engineers, buyers, clients, and a growing global supply chain. They understood that improving organization, standardization, and communication among these groups was key to executing the 1000+ POs on the project without losing substantial amounts of money through excessive non-billable hours.

ProjecTools centralized all project information in its online application so buyers in Houston and Singapore could work together from the latest data and execute in a standard environment. This produced a more cohesive team and eliminated fragmented information and rework resulting from confusion.

ProjecTools standardized procurement lists, templates, forms, terms, and workflows by purchase order category. These standards defined and enforced repeatable processes for each procurement package by type (e.g. Capital Equipment, Services, Bulks, etc.). This allowed consistent procurement package development and processing – according to type within the application, and enforcing appropriate levels of detail and approval for each package. This standardized process resulted on a reduction of rework and after–the-fact change orders due to purchasing errors to the tune of 15+ labor hours per PO, as well as the material cost associated with such mistakes.

ProjecTools helped the EPC contractor improve communication and collaboration. The inter-discipline integration of ProjecTools allowed technical REQs to flow from engineering to procurement in a controlled, organized manner to reduce confusion between engineers and buyers. Engineers, buyers, and suppliers were able to process technical and commercial queries throughout the REQ, RFQ, and Award process within ProjecTools application. Thereby eliminating reliance on emails which had previously created problems with tracking, clarity, and accountability. ProjecTools Request Response System (RRS) allowed these groups to communicate about specific technical or commercial items with each communication automatically logged to the proper package at each stage, which paid huge dividends when the client asked for the query history for each PO.

After POs were released, ProjecTools helped the EPC contractor manage PO inspections, expediting, and receiving. The application provided onsite inspectors with the appropriate inspection sheets, correct revision of all related documents, and a method to submit inspection reports online. This reduced inspector headaches faced in previous projects, which also represented significant time and expense savings.

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Standard Project Management Features

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  • 545

Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

  • 492

Construction Project Management Services

August 31st, 2015|0 Comments

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Project Management Assessment

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  • Review & Approvals

Document Management Software ROI

October 5th, 2016|0 Comments

Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1357

Aligning Document Control and Cost Control

February 15th, 2016|0 Comments

Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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Document Management Software ROI

October 5th, 2016|0 Comments

Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1631

Document Distribution and Access for EPC and Construction

August 24th, 2016|0 Comments

Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Construction Project Management Services

ProjecTeams is proven for flexible on-site or remote project deployments. Each ProjecTeam specialist has deep work history with a career of improving project execution, information management processes, with tools that make projects efficient, timely, and profitable.

ProjecTools Services (AKA ProjecTeams)

ProjecTools teams are for Oil & Gas, EPC, Engineering, and Capital Construction that are looking beyond the traditional temp-style staffing arrangement. Your projects are important and you need better than temps that require tons of costly training. You need project experts with experience, passion, and knowledge to make your projects more successful that can step in and pick up slack at a moments notice.

The ProjecTeams group comprised of immensely talented individuals from all project disciplines that will support your project on-site or remotely. With scalable, on-demand ProjecTeams you can avoid the waste associated with adding full-time staff to address short-term demand. Our teams are experts, so you don’t have to worry about extensive training. Simply plug our team into your process and we dig in, saving you anywhere from $20,000 to $50,000 USD per team member.

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Project Staffing

ProjecTeams is proven for flexible on-site or remote project deployments. Each ProjecTeam specialist has deep work history with a career of improving project execution, information management processes, with tools that make projects efficient, timely, and profitable.

As key members of ProjecTools software company, the ProjecTeams staff are never rusty or gathering moss. We always have work – either deployed on project work or in ProjecTools Software segment. This unique competitive advantage

means you can affordably scale up or down according to project demand. ProjecTeams highly motivated staff will plug into your project for short-term (daily/weekly) or long-term engagements with little or no training required. Forget costly deals and staffing or temp agencies with expensive training and onboarding. Never again hire long-term staff for short-time work.

ProjecTeams has resources to support the following project functions from execution level to management level.

Document ControlHealth, Safety  Environment / HSECost Control
ConstructionProject ManagementAdministrative Services
Quality SurveillanceCompletionsProcurement / Purchasing
Supplier Doc ControlSchedulingEngineering

Consulting

ProjecTeams Consultants are experts that look at your process and examine the flow and processing of information in your project. We uncover gaps, breakdowns, and opportunities to increase effective use of time as well as visibility and accountability in the workplace.

We approach an engagement with the right lenses. We examine how process improvement can improve project execution. We expose project processes that kill schedule and budget. We encourage project processes from human impact and quality-of-life perspectives. This multi-lens approach reveals problems affecting your project, client, and teams. We then bring you our findings and work with you for effective and efficient resolution, focused on an approach to fit your values and resources.

ProjecTeams consulting guarantees value to projects and delivers on that guarantee with expertise and experience to tackle any project management process problem.

Application Training

Using software applications is like driving a car – success depends on training and practice. To ensure your teams are road-ready with ProjecTools application, the ProjecTeams staff delivers in-person or remote training that equips end-users with the skills they need to win.

Courses are tailored to groups of no more than ten students to create an intimate solution-focused training environment that ensures each graduate is confident and competent to perform their tasks in a live project environment.

Training varies in length from half-day to multiple day courses. Some end-uses attend multiple courses depending on their role.

Application Implementation

ProjecTools application is powerful, robust, and flexible. ProjecTools Implementation teams bring the knowledge and skills to work with your teams to configure the application to enhance your processes and deliver the most value to your project, personnel, and clients. Similar to consulting, the implementation staff can reflect your existing processes in the tool or enhance your processes to better leverage the tool and improve project processes. It is up to you how far you want our implementation to take your project and team, but we assure you the only thing holding you back from a stellar implementation and better work processes will be resistance to change and and organizational inertia.

ProjecTools Product Information

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ProjecTools Client Spotlight

September 24th, 2015|0 Comments

ProjecTools Client Spotlight "I don't see how companies can manage projects like [...]

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Standard Project Management Features

September 2nd, 2015|0 Comments

ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

  • 545

Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

  • 492

Construction Project Management Services

August 31st, 2015|0 Comments

ProjecTeams is proven for flexible on-site or remote project deployments. Each ProjecTeam specialist has deep work history with a career of improving project execution, information management processes, with tools that make projects efficient, timely, and profitable.

ProjecTools Resources

  • 1872

Spreadsheets and Email as Project Management Tools

March 9th, 2017|0 Comments

Projects have too many moving parts and too many players to be trusting critical data to spreadsheets and emails. You need a spreadsheet reduction strategy.

  • 1811

Project Management Assessment

November 15th, 2016|0 Comments

Project Management Assessment Assess your project management practices against the best project execution teams in the Capital Construction, [...]

  • 1716
  • Review & Approvals

Document Management Software ROI

October 5th, 2016|0 Comments

Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1357

Aligning Document Control and Cost Control

February 15th, 2016|0 Comments

Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

ProjecTools Videos, Demos, and Webinars

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  • Review and Approvals

Optimizing Review and Approval Processes for Engineering

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The Keys to Successful Document Management

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Let's talk specifically about document management software, and the key factors for clean and organized documentation, accessibility, finding a system...

  • 1716
  • Review & Approvals

Document Management Software ROI

October 5th, 2016|0 Comments

Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1631

Document Distribution and Access for EPC and Construction

August 24th, 2016|0 Comments

Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Construction and Commissioning Software

Commissioning Management System (CMS) for mechanical completion, pre-commissioning, commissioning and handover. Auto-populate existing Inspection Test Records (ITRs) or build new forms using ProjecTools Smart Form technology. Significantly reduce setup time with auto-assignment

ProjecTools Engineering & Commissioning Software

ProjecTools online Engineering & Commissioning facilitates the planning, executing, and tracking of complex engineering, procurement, and construction and commissioning activities with the systems completion and construction punch list software. Construction and commissioning software won’t measure up to ProjecTools, which is a fully featured Commissioning Management System (CMS) makes instant project progress reporting a reality.

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Systems Completion

Systems Completion provides an online Commissioning Management System (CMS) for mechanical completion, pre-commissioning, commissioning and handover. Auto-populate existing Inspection Test Records (ITRs) or build new forms using ProjecTools Smart Form technology. Significantly reduce setup time with auto-assignment rules and keep the completion team focused on defined priorities.

Issue ITRs and track progress by company, system/sub-system, phase, discipline, etc. Easily log progress and load completed forms in bulk. Enforce business rules to prevent certificate completion with outstanding items.ProjecTools allows instant progress reporting and identifies bottlenecks before they affect the project schedule

Construction Punch List

Maintain a searchable register of all punch list items for the project and assign items for completion.

Bulk import punchlist items and link to tag/ITR assignments, systems, locations, and more. Place holds on ITR completion for critical punch list items.

Seamless integration with Equipment Manager and Systems Completion provides comprehensive status reporting and audit-friendly history.

Equipment Manager

Equipment manager is the critical link between engineering and commissioning planning. Most systems make completions teams scramble to make engineering data useful for completions, but equipment manager transfers equipment data from the design phase to the completions stage automatically through clever software design.

At its core, Equipment Manager allows engineering teams to define, track and manage equipment, line and cable schedules by systems, sub-systems, locations, functions, and more. Monitor operating conditions and easily access related documents.

Build weight and electrical load cases to identify problems before they occur. Adhere to safety and risk guidelines by tracking equipment criticalities. Collaborate electronically with procurement to build bid packages complete with technical documents, supplier data requirements list, tagged line items, and more.

Home Page

The ProjecTools Home Page provides users easy online access to the Engineering & Commissioning Management System (CMS) and provides the ability to
view and download documents.
FeatureBenefit
Definable Tag FormatsPromotes consistency and reduces errors
Customized workflowsEnforce your process for completing ITRs, certificates, dossiers, etc.
ITR Smart FormsEasily populate ITR forms with equipment information
Punchlist RegisterCreate and manage punchlist items and link them to ITRs, TAGs, etc.
Status ReportingQuickly assess procurement and commissioning progress
Bulk import & UpdateReduce data entry time and errors
Global LibraryStandard ITRs and certificates reduce confusion and promote information integrity across projects
SaaS ModelCommissioning Management System (CMS) available anywhere in the world

ProjecTools Product Information

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ProjecTools Client Spotlight

ProjecTools Client Spotlight "I don't see how companies can manage projects like ours without ProjecTools" "The staff at ProjecTools has been with us every step of the [...]

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Standard Project Management Features

ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

  • 545

Security and Reliability

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

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Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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Document Management Software ROI

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Document Distribution and Access for EPC and Construction

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Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Project Control Software

Define work breakdown structures (WBS), build a profiled baseline budget, and manage administrative and contractual change orders. Execute your budget plan from start to closeout using a system controlled process. Use integrated, web based tools

Project Control Software

ProjecTools Project Control Software manages cash flows, mitigates risks and produces concise reports using tools that integrate critical information and communication with real-time, world-wide access.

View PDF Version

Cost Controller

Managing project cost is not a simple task. The bigger the project, the more costs there are to chip away at budget control. As such, the typical method of spreadsheets to manage budgets, progress, and produce reports becomes less and less appropriate as projects get larger.

ProjecTools Project Control software helps project controllers define work breakdown structures (WBS), build a profiled baseline budget, and manage administrative and contractual change orders. Execute your budget plan from start to closeout using a system controlled process. Use integrated, web based project control software to manage each WBS with line item precision from cost, man-hours, and revenue perspectives. Generate reports to predict cash flow requirements.

Other breakdown structures (OBS) allow organizations to map existing WBS formats for consistent and familiar reporting.

Instantly replicate project control structures and best practices to rapidly deploy new projects for complete project control.

Financial Interface

Integrate existing accounting systems with ProjecTools Cost Control Software and Procurement Software to generate precise, Financial data and reports in a secure environment eliminating duplicated effort and costly data entry errors.

Financial Interface pushes purchase order and change order data directly and pulls purchasing data, commitments and actuals directly to and from your company’s accounting system, bypassing cumbersome spreadsheets.

Scheduling Interface

The Financila Interface in ProjecTools Cost Control Software integrates existing scheduling systems with ProjecTools for true collaboration, up-to-date cost and progress data, and real-time progress reporting.

* Additional implementation necessary to integrate

Home Page

The ProjecTools Home Page allows users to complete tasks as well as view, download, mark-up, and submit items as well as define and generate Cost Control Histograms to help project control teams track costs vs estimates vs time.

FeatureBenefit
Budget controlsProtects baseline from inception through closeout
Work breakdown structures (WBS)Standardized for more accurate and flexible project reporting
Purchasing, financial and scheduling integrationSingle entry financial and scheduling data prevent wasted time and inaccuracies
WBS mappingReport using the client’s WBS
Cloud deploymentProvides secure, worldwide access to real-time project control data and reports
Extensive reportingMaintain financial visibility and credibility
Performance measurementAccurately compute variance and Earned Value
Budget ForecastingMaintain accurate projections with visibility into bid package progress and pending change orders

ProjecTools Product Information

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Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1357

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Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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Document Management Software ROI

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  • 1631

Document Distribution and Access for EPC and Construction

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Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Procurement Management Software

Generate and track Requests for Quote (RFQ) with system-enforced workflows for WBS, Supplier Data Requirement List (SDRL), requisition schedules, approvals, technical and commercial documentation, revision updates, status reports, etc.

ProjecTools links information

ProjecTools Procurement Software

View PDF Version

ProjecTools Procurement Software gives buyers and procurement managers an online system to centralize purchasing information and activities. The software takes away the pain of not being able to find standard terms and engineering data, endless waits on approvals, and wondering about progress and status.

Purchasing Setup

Smart procurement software offers flexibility to match your established, successful processes and the bulk of that flexibility is defined in Purchasing Setup. This area is where teams define processes and the process replicable with time-saving project templates for a consistent procurement framework. Procurement templates ensure purchases are compliant with procurement strategy and practice. Define and enforce procurement workflows to improve standardization, quality, and consistency. Also define approved supplier lists, default letters, terms, conditions, bid formats, PO and CO text, etc.

Customize purchasing setup by buyer, site, project and accounting company.

Requisition Manager

Buyers are tasked with uniting the needs of engineering with the needs of the business or project. Aligning technical and commercial endeavors with the wrong procurement software can be a losing battle. In Requisition Manager, buyers generate and track Requests for Quote (RFQ) with system-enforced workflows for WBS, Supplier Data Requirement List (SDRL), requisition schedules, approvals, technical and commercial documentation, revision updates, status reports, etc.

ProjecTools links information from related internal and external business units to streamline the procurement process.

With a few clicks of the mouse, select approved suppliers for the RFQ from lists defined according to rank, geographic region, country, services, commodity codes, and manufacturers. Import standard terms and conditions, standard line items and expected costs.

Send bid packages for online squad checks using the ProjecTools routing wizard.

Suppliers bid online using ProjecTools intuitive format. Uniform bid responses simplify buyer evaluations and comparisons with the ability to rate and rank all bids from a single screen.

Transition easily from RFQ to Request for Purchase Order (RFP), verify compliance with requirements, confirm delivery dates and schedules as well as specify milestone payments and warranty terms.

Purchase Order

Award purchase orders and electronically route them to suppliers.

Request, approve and manage change orders. ProjecTools integrated system updates information from purchase orders and change orders to related areas of ProjecTools to eliminating double entry and constant manual imports/exports.

Supplier Manager

Maintain a database of suppliers to score and track for Historically Underutilized Businesses (HUB). Easily add, organize, and find suppliers with defined manufacturers, commodity codes and geographic region.

Materials Manager

Quality procurement management software for construction projects isn’t enough if equipment isn’t on site when the construction team needs it. Manage logistics with Material Manager which integrates natively with ProjecTools Procurement. This means that all released purchase order and change order information is available to authorized logistics personnel anywhere in the world. Instant access to critical information allows easy coordination and tracking of expediting, shipping and receiving to ensure equipment and teams are on site at the right time.

Expediters develop and execute logistics strategies using real-time information. Schedule, assign, and log correspondence with suppliers. Monitor slippages and quality while documenting shipping releases and storage requirements.

ProjecTools user-friendly system links receiving data, site inspections, shortages, surplus and damage information to equipment managers. Construction Managers update equipment required dates with information linked directly to expediters. Linked communication between suppliers, subs, and team members facilitates effective team collaboration and accountability to protect the bottom line.

Quality Surveillance

Create Quality Surveillance Plans (QSPs) and manage budget information by job or PO. Build custom Inspection Test Plans (ITPs) and assign internal or external inspectors. Receive site visit reports and photos electronically directly from the field to immediately communicate progress.

FeatureBenefit
Standardized packagesPromotes consistency, efficiency and time-savings
Schedule planningFacilitates timely progress and reporting
TemplatesImproves information integrity, uniformity and efficiency
SaaS modelImproves collaboration among buyers, engineers, suppliers, and clients
Review & ApprovalsAutomates approval before key steps
Technical & Commercial QueriesDitches emails and marries queries to the PO
Online biddingSimplifies bidding, evaluation and award
Centralized systemAllows visibility into each procurement task and promotes accountability

ProjecTools Product Information

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ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

  • 545

Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

  • 492

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Document Management Software ROI

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  • 1357

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1631

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Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Document Management Software

ProjecTools Document Management Software

View PDF Version

ProjecTools Document Management Software resolves the problem of revision control, communication management and reporting. ProjecTools Supports Oil & Gas projects by providing industry-friendly workflows and reporting in an online system.

Document Manager

ProjecTools Document Manager brings together engineering design documents, distribution and revision control into a user-friendly interface. The intuitive, online review and transmittal process, complete with audit history in ProjecTools Document Management Software, ensures clients receive a quality product every time. Powerful reporting tools drive transparency and accountability to eliminate costly bottlenecks.

Supplier Data is maintained in a searchable register by PO or Project. Suppliers submit and receive transmittals online to greatly reduce the overall review time. Extensive reporting tools, including late action reports, maintain schedule compliance.

Correspondence Manager

Correspondence Manager captures and archives project communications, memos, emails, letters, etc. Achieve enhanced communication and accountability using ProjecTools.

Document Interface

Document Interface provides automated, rule-based integration with subs, suppliers or client document systems

* Additional implementation necessary to integrate

Home Page

The ProjecTools Home Page integrates Engineers, Partners, Key Subs, and Clients allowing each to complete tasks as well as submit files and participate in online markups and approval workflows.

FeatureBenefit
WorkflowsImprove oversight, prevent data inaccuracies, and duplicated effort
Routings & TransmittalsDistribute document packages for review and approval
MilestonesTrack progress consistently and get paid quicker
Online Supplier SubmittalsIncreases accountability
Late action reportsMaintain accountability
Batch Upload & ImportDrastically reduce resources needed to maintain documents
Document RegistersManage document revisions and metadata
Online MarkupsSimplifies and consolidates markups
Distribution MatrixProvides global teams access to the latest revisions

ProjecTools Product Information

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ProjecTools Client Spotlight

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ProjecTools Client Spotlight "I don't see how companies can manage projects like [...]

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Standard Project Management Features

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ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

  • 545

Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

  • 492

Construction Project Management Services

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ProjecTools Resources

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  • 1811

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Project Management Assessment Assess your project management practices against the best project execution teams in the Capital Construction, [...]

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1357

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February 15th, 2016|0 Comments

Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1631

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August 24th, 2016|0 Comments

Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

ProjecTools Products

ProjecTools software products are designed to work individually or as an integrated unit to bring together the EPC and capital construction disciplines such as document management, engineering, procurement, inspections, logistics, HSE, contract management, cost control, and completions & commissioning.

ProjecTools Products

View PDF Version

Documents

Manage project documents and communication while maintaining accountability, revision accuracy, and access to documents and all ProjecTools products through the web.

Document Manager

Centralize project documents and engineering data with advanced revision control. Maintain all information pertaining to suppliers, subs, and service firms involved in a project.

Correspondence Manager

Records project communication in an easily accessible, searchable register.

Document Interface

Integrates ProjecTools with other document systems

Engineering & Commissioning

Track equipment from purchasing through construction with comprehensive status and inspection reporting for on-time completion.

Equipment Manager

Track parts and equipment by tag numbers and manage requisitions in the equipment register.

Systems Completion

Complete commissioning management system to manage ITRs, create certificates, and report on project progress.

Construction Punch List

Track Punch list items. Relate them to ITRs in systems completion and report on progress.

Cost Control

Integrate with purchasing and accounting for efficient project cost/cash management with real-time tools and extensive reporting

Cost Control Manager

Allows cost controllers to set up detailed WBS and practice project cost accounting on very detailed levels using robust reporting.

Scheduling Interface

Integrates ProjecTools with other scheduling systems like Microsoft Project, Primavera, Etc.

Finiancial Interface

Integrates with accounting software to streamline key financial processes and real time exchange of data.

Procurement

Build and execute bid packages with definable workflows to ensure deliverables are delivered on time and built to spec.

Purchasing Manager

Conceptualize, develop, and issue requisitions and purchase orders according to set workflows in a paperless system with online bidding.

Mateials Manager

Provides expediting, shipping, and receiving management for multiple locations using real-time data.

Quality Surveillance

Simplifies defining, executing and reporting on purchase order inspections.

Supplier Manager

Manage supplier lists, commodity codes, and supplier performance.

ProjecTools Product Information

  • 817

ProjecTools Client Spotlight

September 24th, 2015|0 Comments

ProjecTools Client Spotlight "I don't see how companies can manage projects like ours without ProjecTools" "The staff at ProjecTools has been with us every step of the [...]

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ProjecTools subscriptions provide valuable standard features that support projects. ProjecTools standard features are available to each user to complement core application functions and business processes. Utilize the modules below to increase top-down visibility, communication, accountability

  • 545

Security and Reliability

September 1st, 2015|0 Comments

Users need a secure, reliable environment to access project information and perform work. All applications and client data resides in a private cloud network with data replication and failover to geographically diverse datacenter equipment. ProjecTools provides 99.5% Network Availability

  • 492

Construction Project Management Services

August 31st, 2015|0 Comments

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ProjecTools Resources

  • 1872

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March 9th, 2017|0 Comments

Projects have too many moving parts and too many players to be trusting critical data to spreadsheets and emails. You need a spreadsheet reduction strategy.

  • 1811

Project Management Assessment

November 15th, 2016|0 Comments

Project Management Assessment Assess your project management practices against the best project execution teams in the Capital Construction, Oil & Gas, and EPC projects The [...]

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Document Management Software ROI

October 5th, 2016|0 Comments

Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1357

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Align Document Control with Cost Control and create seamless progress and earned value reports to stay on budget and improve cash flows.

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Document Management Software ROI

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Document management is massively important for engineering and construction projects. Take the approach and use the tools that add the most value.

  • 1631

Document Distribution and Access for EPC and Construction

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Global projects have global teams that need to be in the loop. Cloud technology takes the pain out of giving teams on demand access to project data.

Project Control Software Demo

Have trouble planning and managing budgets? Are you using accounting software not cutting it? See the project control software demo.

Project Control Software Demo

See ProjecTools Cost Controller in action and learn how this project-centric application will:

  • Manage budgets and schedule by WBS and budget item

  • Standardize the WBS for more accurate and consistent reporting

  • Eliminate reliance on spreadsheets and ERPs as cost control tools

  • Use key integration points to provide project control groups with the latest numbers

Enjoy ProjecTools Project Control Software demo!

Project Control Demo Transcript

Eric Morey:
Real quick, before we get started talking about Project control, I just want to touch on all the products that ProjecTools has. We’re talking about cost control today, which has the cost controller, our project controls module. A big benefit of our project control software is it takes all of the information from any hearing commissioning the documents and procurement. Everything that has cost fees that are scheduled all wraps up into cost controller. You can track budget and progress along the way throughout the whole project.

Getting in to our project control module. When our clients come to us, or perspective clients say, they’re saying, hey, we need better project control software. They’re finding that most of the oil and gas friendly cost management software, that they’re on site applications, which require a lot of maintenance, server procurement, IT personnel, et cetera to run. So they’re finding that they’re very expensive, not to mention, the often times licensing fees, which can be huge. So that’s a problem.

Another problem is that these project cost controllers are using ERP and accounting systems. They’re finding that they don’t work for project control because they’re not project based. They’re back end accounting based, definitely geared towards GL code and not so time bound.

They’re also finding that it’s hard to find cost management applications that integrate with procurement, accounting, and scheduling applications. Often times their information isn’t up to date.

They also find that most systems don’t report earned value tied to actual project activities. They’re also having trouble with inconsistent WBS. Granted, that’s more of an issue of using spreadsheets as your cost management application. The result of that is inaccurate internal and client reporting, inability to pull up to see different WBS levels, et cetera.

To wrap all that up, we have this mouthful of sentence here. So, how do find an affordable cost management system that is oil and gas project-centric, that integrates with procurement, scheduling, and accounting, and then uses that project data to report earned value while standardizing the WBS throughout the project? Or across all of your projects, perhaps.

The solution, if you’re an oil and gas EPC, is ProjecTools Cost Control. We are the price performance leader today, so it’s the most affordable application for the most amount of oil and gas EPC project control features.

The reasons we have this price performance leadership position in the project control space are these five points here on the slide.

ProjecTools uses project activity and data to report an earned value.

ProjecTools standardizes the WBS throughout the project, like I mentioned.

It integrates the accounting, procurement, and scheduling, which I also mentioned.

Very importantly, it gets project cost controllers out of spreadsheet, homegrown, and accounting system hell. So they no longer have to rely on these unreliable, clunky, or outdated systems, perhaps, to manage project costs.

As I mentioned before, we are the price performance leader and tailor to oil and gas EPC.

I’m going to go through these points here and give you some more detail on how we achieve these.

Number one, supports earned value. In ProjecTools, you can link the WBS project activities so you can track milestones and document control, and tie that back to the WBS to report earned value. Similar, in procurement, commitment only for budget items, which tie back to project control. Then you can track progress and scheduling and tie that to the WBS as well.

ProjecTools allows you to report earned value through using progress milestones from documents, procurement, scheduling interface, and more to calculate on earned value.

The second thing that I mentioned was standardizing the WBS throughout the project. In ProjecTools, define a WBS that makes sense for you. Whether that’s per project or throughout your whole organization. It really depends on what kind of a company you are and what you’re trying to achieve. ProjecTools allows you to standardize and customize WBS to achieve a consistency and produce meaningful, accurate, and consistent reports, and have the ability to roll up and filter in a coherent manner.

Another cool feature that I just threw on here is the WBS mapping. This is super convenient. It allows you to map your WBS to your client’s WBS. When you click the report button, you can choose to report some reports in the client’s format. It’s a pretty awesome feature that allows you to speak your client’s language and it goes a long way towards impressing your client and getting that repeat business.

The third thing that I mentioned was integrating accounting, procurement, and scheduling. ProjecTools is really good at this. How we do it is through the financial interface, one, which links real time accounting data to ProjecTools cost control. This eliminates double data entry and ensures all your teams have the latest numbers. It eliminates a lot of the offline interface that … From the project teams with the accounting teams … You don’t want a whole lot of conversation going on there. It’s much better if the information flows natively and automatically in real time. At the end of the day, what that does is lets accounting teams do accounting and the project control manage project cost and schedule, which is what you want.

There’s also scheduling interface, which integrates data from some powerful scheduling applications out there. With ProjecTools Cost Control, in itself, it’s used to report more effectively on earned value and project cost. ProjecTools also integrates with procurement negatively, so we have a procurement application. It links up with ProjecTools cost control and links line item commitments to project control for item WBS reporting.

The fourth thing that I mentioned was escaping spreadsheet and accounting system hell. ProjecTools is project-centric unlike European accounting systems, so there are project-based work to ensure proper approval, changeover procedures, and reporting or a project.

There’s also planning a baseline requirements are met, which allows accurate budget setup and tracking. There’s also a change order approval work flow that keeps the baseline budget under control. Then forecasting project periods and budget profiling will allow for point-in-time forecast reports.

Then there’s just some generic reporting that spreadsheets and accounting systems and ERP systems don’t really have, which is a project cost report, cost histogram, and change order report, earned value report, et cetera. These all come standard. Basically, you click the button and it makes the report. Whereas, you could probably produce these project control reports in a spreadsheet. You could probably produce them in an accounting system or an ERP, but it’s going to require some considerable set up and you’re basically going to have to shoehorn your information in and then get the job of why you have to pry your data back out in the format that you want. It’s really the project control nightmare – unfortunately it’s also the project control reality.

The fifth thing that I mentioned is ProjecTools is the price performance leader in the oil and gas EPC cost management space. We achieved this through a quick and painless implementation. If your data is good and your processes are good, we’ve seen that implementations can take one to two days. It’s very easy to learn so your whole team can be using the app in fewer than five days. And it’s cost effective. It’s a cloud based project management system that starts at $4500 a month and it doesn’t impact your IT budget, meaning that there’s no expensive servers or installation. You don’t have to hire new IT people. You don’t have to get a bunch of consulting just to make the thing run and customize it. Basically, all we do is give you log-ins and you go. And to have a complete project control feature set for oil and gas EPC so you can manage special setup, execution, and reporting all the way from project planning to your closeout.

Now, let’s get into the application and we’ll have Danielle show us how ProjecTools helps with project control and eliminates spreadsheet chaos, accounting system limitations, it integrates with other applications to report earned value, and standardizes the WBS.

Danielle Nelson:
Okay, I’m sharing my screen right now so you should be able to see. I’m looking at our cost control reports right now. Can you see that?Eric Morey:
Yeah. We can see your reports.

Danielle Nelson:
Great.

Eric already mentioned the reports we have in ProjecTools and so this is a snapshot of all the reports that we have readily available for you right off the bat. As he mentioned, we’re not having to sort our spreadsheets every time we need a report. It’s a click of a button to get the information we need.

I can come over here and look for my dates, my periods that I want to report off of, and I can preview it right here on the screen.

Just to give you a little overview of this specific report, we have our budget items filtered and grouped over here on the side so that’s an option for you. And then we’ll go over the columns of information you have available as well. So you can see how we start out with our original budget on this particular report. We see our different change orders that come through, we see any pending changes to date, and we’re also seeing what commitments we have put out there, and then we see what’s been expended to for period and expended to date.

This is one of the summary reports we have. Just to give you an idea of the kinds of information we have. They’re all pretty simple and all have the formulas down here, below, as well, so it’s easy to see how those numbers are arrived at.

Lots of good reports here. Another one I’ll touch on is this overage report. If you are over on some of your budget items, again, two clicks and you can see those budget items where you’re over as well, so lots of good information here.

Let’s talk about how we get to this point. There’s two main areas in our cost control module. One being the setup and the other being execution, so in setup that’s where we are setting up our budget.

What does that mean? While we’re putting in our WBSs we’re getting those added into the system. Oh … my baselines already set so I can’t open this one up here, but what Eric was talking about where you can put your number formatting in for WBSs and make it standardized.

Each one of these different levels in our WBS is determined by you. You determine how many levels there are and what the options are for each level. Once you put that format into place, every time someone adds a new budget or WBS, they have to stick to that format so everyone’s going to be on the same page as far as that.

Let’s also talk how these WBSs get in here. Of course, you can see on the screen where I can go add one at a time, add a new one. A lot of times, at the beginning of a project, you’re wanting to add all of your WBSs in at once. We have some options for that as well. We do have an import where you can import them and there is a ProjecTools excel spreadsheet that you can use to, go ahead, and get that information in there. A lot of times you’re working your budget with excel anyway so it’s really easy to put it in our spreadsheet and import it.

Another option is to copy from another project. If you’ve got a project that’s very similar to one you’ve done before, you can copy over your WBS’s and budget items and then just do whatever little maintenance you need to, maybe, tweak some of them from a previous project. All that information will come will come in at once. Again, saving steps and trying to make repeatable processes here.

So that was WBS’s. Budget items is the same thing. You’re going to add your budget item which is, basically you WBS plus the labor code. A lot of times it’s going to be your GL codes from accounting and we’re actually putting our cost, man hours, and revenue here. This is where we’re actually tying the dollar amounts and labor.

The final stage, the setup, would be profiling your budget items. This is just going through each budget item and saying where you’re expecting to incur this cost. Ahead of time, you’ve set up your project periods and now we’re just saying, all right, in period one we think we’re going to spend this much on equipment and this much on labor whatnot. That’s just profiling and that’s the final step before you actually set your budget up and set your baseline in ProjecTools. It’s a really simple, really quick and easy process for you.

I skipped over OBS’s. Eric also talked about that. This is another incredible project control tool where you can set up your client’s work breakdown structure. A lot of times, when you report back to them, they’re going to require it to be in their breakdown structure. Every time you have to send a report to them, you’re maybe exporting it to excel, and mapping everything out yourself. If you set up these OBS’s, you do the linking and the mapping here. I can say, it looks like this client’s WBS contains two of our work breakdown structures. Then there’s reports you can run that are OBS report specific. You just, again, two clicks and you’ve got the report pushed out in your client’s breakdown structure.

So, that’s the setup side. Let me jump over to execution. Execution is where we’re going to be watching the budget, running reports. You see, right off the top here we’ve got change orders. Of course, you can be adding your budget change orders and managing those and watching those. These do pull on your reports as we saw a while ago.

There’s also actuals. Actuals can come into the system a few different ways. One being the manual entry. If you manually need to put some actuals in here to pull up your reports. The other, more common way, is through the financial interface. We can set it up to actually pull those accounting entries in from your financial system to populate your reports. That’s really the most common way. A lot of times you can use a hybrid. Maybe you pull in your actuals from accounting but you’re expected to get reimbursed for something. It hadn’t hit the books in accounting yet but you still want it to show on your reports. A lot of our clients will show up and put a manual entry in there so it can show up on your Friday reports. When it does actually hit the books then they can go in and clear it back out. Just an example on how you may use those.

We also have a forecasting tool. For the forecasting tool, you can go in and set up forecast. You can determine, for each budget item, what you’re expecting to incur as the project goes on. You can see where you’re sitting compared to your actual budget.

Let me go over here to this edit WBS screen. I’m going to show you, along the way … Yes, we do have a work school in place. Once you set your budget, you can’t make changes to it … to the Original budget, excuse me. That’s always set in place. Everything after that is done through a budget change order so you always have that information available to you. You can see what your original budget was versus what’s actually happening now. You can also add WBS’s and budget items along the way. Here’s an example, something new came up, added scope to the project. I need to add some WBS’s to encompass that. You can do that here at the execution screen. Again, this is what I was talking about a while ago. We have a few different levels here of our work breakdown structure. Again, you define the levels and you define what’s listed in each level. This is how everyone would go about adding WBS’s. It’s strictly enforced. No one’s going to be using a product that you don’t have a code for or whatnot. It’s all enforced. There’s also usage codes. WBS’s are used throughout the system in ProjecTools. One example, of course, being procurement. When they’re creating their procurement packages and putting their tags and their pieces of equipment in there that they need to purchase. They can link those to budget items that way it pulls into the cost system and everything’s linked, offering complete project control.

Another example is in document control. Maybe you’re tracking your progress on your documents or your drawings that you’re coming up with. You can track when you’re going to get paid on them. You can also pull the percent completes into cost control by using the budget items there. They are also available for you in document control.

Just a couple examples of how cost control actually does talk to the other modules.

All right. Those are the two main areas of cost control. We’ve got the setup and execution. Like I said, on the execution side, we’re mainly watching our budgets so we do have lots of reports here. While I have this up, let me also show you … I skipped over this a while ago. When you are running a report, I just did a print preview, but you also have the ability to save it as PDF so you can send it to your client right away. You can save it to excel. You can also export these reports into excel. If you need to run your numbers through excel or other spreadsheet.

That’s a basic overview of the cost control module.

Eric Morey:
Perfect. Thank you, Danielle. I know it’s kind of quick but it’s kind of a small module. We’ll just recap what we thought of ProjecTools project control features and Danielle went through and showed us that we did those five things for project control that we talked about. I think that we talked about it earlier, ProjecTools standardizes the WBS, which adds value to the project in execution and reporting. It has work flows. That makes sense to oil and gas. You’ve got to have your baseline set and manage your change overs so you don’t lose track of how you did in the planning stage.

ProjecTools integrates with other applications. For project control, it speaks to documents, it speaks to speaks to procurement, and very importantly, it speaks to your accounting system through the financial interface. It also will eliminate reliance on spreadsheets as a project management tool. ERP and accounting systems has a project management tool. Danielle mentioned that it’s very common for folks to use excel spreadsheets as a worksheet to import stuff and manipulate date and that’s great, but it shouldn’t be the central hub of your cost control management.

Hopefully we effectively demonstrated how ProjecTools solves all those project control problems and adds value without crippling your software budget.

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