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.

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ProjecTools Procurement Software

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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

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Standard Project Management Features

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Security and Reliability

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Construction Project Management Services

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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.

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