ProjecTools Procurement Software
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.
| Feature | Benefit |
|---|---|
| Standardized packages | Promotes consistency, efficiency and time-savings |
| Schedule planning | Facilitates timely progress and reporting |
| Templates | Improves information integrity, uniformity and efficiency |
| SaaS model | Improves collaboration among buyers, engineers, suppliers, and clients |
| Review & Approvals | Automates approval before key steps |
| Technical & Commercial Queries | Ditches emails and marries queries to the PO |
| Online bidding | Simplifies bidding, evaluation and award |
| Centralized system | Allows visibility into each procurement task and promotes accountability |
ProjecTools Product Information
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ProjecTools Client Spotlight
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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
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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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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 Resources
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Spreadsheets and Email as Project Management Tools
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Project Management Assessment
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Document Management Software ROI
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Aligning Document Control and Cost Control
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ProjecTools Videos, Demos, and Webinars
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Document Management Software ROI
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Document Distribution and Access for EPC and Construction
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