Engineering ERP Project management module

Engineering project management that shows a slip before it costs you

Plan every project as a work breakdown, schedule it on a live Gantt, load your people, capture timesheets and track earned value, all in the same ERP that runs your costs, purchasing and billing.

  • SPI · CPIearned value on every job
  • 6–8weeks to go live
  • 1plan for time, cost and billing
Portfolio · this weekExample
  • Conveyor line · Pune72% · On track
  • Boiler retrofit · Dubai48% · 2 days late
  • Steel shed · Suva91% · On track
  • Process skid · Perth35% · Over budget
  • Planned
  • Earned
  • Actual cost
SPI0.92
CPI0.88
Forecast finishWeek 19
Before and after

From five spreadsheets to one live plan

Most engineering firms run projects across a planning file, a timesheet sheet, a cost sheet, emails and WhatsApp. Nobody sees the full picture until month end.

Plan_v7_final.xlsxTimesheets_Oct.xlsxCost tracker (old)PO registerWhatsApp: site photosIs project 2417 late? Over budget?
One project record
PlanTimeCostBuyingBillingSiteLate by 2 days, 4% over budget. Here is why.
Work breakdown

Break the project down until it can be managed

Phases, work packages and tasks, each with its own budget, owner and dates. Start from a template and adjust. Click a phase to open it.

Paint shop conveyorProject · ₹48 L budget
  • 1.1 Layout and GA
  • 1.2 Structural design
  • 1.3 Electrical design
  • 2.1 Drives and motors
  • 2.2 Steel and bought-outs
  • 3.1 Frames
  • 3.2 Chain and trolleys
  • 4.1 Erection
  • 4.2 Commissioning
Gantt and critical path

See what a delay really does

Tasks on the critical path are highlighted. Push one back and the delivery date moves with it; push a task with float and nothing changes.

W0W3W6W9W12W15W18
Layout and GA
Structural design
Electrical design
Order drives
Fabricate frames
Chain and trolleys
Erection
Commissioning
Delivery
Try it:

Delivery: week 17.

Earned value

Are you on time and on budget? Two numbers tell you

SPI compares work done with work planned. CPI compares work done with money spent. Below 1.0 means trouble. Enter where a project stands to see its health.

—SPI · schedule
—CPI · cost

Get earned value on all my projects
Resource loading

Spot overloaded people weeks in advance

Each cell is one person's load for a week across all projects. Red means more than 100%, so something will slip unless you move work or add help.

W1W2W3W4W5W6W7W8
Anil · Design609511010070403020
Priya · Electrical20801009060503010
Shop crew A010401001201159060
Site team000103070100105
Rahul · Buyer4070906040201010
Under 60%60–90%90–100%Over 100%More on resource planning
Risks and issues

A RAID log that people actually keep

Risks, assumptions, issues and dependencies sit on each project with an owner and a date. Overdue items appear on the dashboard and in the weekly status report.

  • RiskSteel price rise before POOwner: RahulHigh
  • IssueGA drawing approval pending 4 daysOwner: AnilMedium
  • AssumptionSite ready for erection by week 12Owner: ClientWatch
  • DependencyCrane hire for week 13Owner: Site teamBooked
Built for every role

Everyone sees what they need, nothing more

Pick a role to see its view.

    Connects to your tools

    Bring your plans and keep your accounts

    Import schedules from MS Project or Primavera, post costs to your accounts and push alerts to Teams or Slack, using our API integration work.

    • MS ProjectImport plans
    • Primavera P6XER import
    • ExcelOld schedules
    • Tally and Zoho BooksAccounts
    • SAP and DynamicsGroup finance
    • Teams and SlackAlerts
    • Google CalendarLeave and holidays
    • Mobile appSite updates and photos
    Implementation

    Live in 6 to 8 weeks

    We run one of your real projects in the system before rolling it out to all of them.

    1. Week 1DiscoverMap how two live projects are planned and reported today
    2. Week 2–3ConfigureWBS templates, roles, approvals and dashboards
    3. Week 4ImportProjects, people, rates and open tasks from Excel or MS Project
    4. Week 5PilotRun one live project in the system
    5. Week 6–8Roll outAll projects, training and first portfolio review
    FAQ

    Project management ERP questions

    Answers for owners, project managers and finance heads.

    What does project management ERP do for an engineering firm?

    It keeps the plan, people, time, cost and billing of every project in one system. You break work into a WBS, schedule it on a Gantt chart, load resources, book timesheets and see budget against actual, with milestones flowing to invoices.

    How is it different from MS Project or Primavera?

    MS Project and Primavera plan the schedule. A project ERP also knows the cost, purchase orders, timesheets, stock and invoices, so you see whether a project is late and whether it is losing money. You can import plans from both.

    What is earned value, and why does it matter?

    Earned value compares the work done with the time and money spent. SPI below 1 means you are behind schedule and CPI below 1 means you are over budget. It spots problems weeks before they show up in the accounts.

    Can it show the critical path?

    Yes. Task dependencies are linked, and the critical path is recalculated when any task moves, so you can see straight away whether a delay pushes the delivery date.

    How do engineers book their time?

    From the web or the mobile app, against the tasks assigned to them. Timesheets are approved by the project manager and costed at each person's rate automatically.

    Can we manage many projects at once?

    Yes. The portfolio view shows every project's status, progress, margin and resource load, and resource clashes across projects are flagged.

    Does it link to job costing and invoicing?

    Yes. Hours and purchases flow to job costing, and completed milestones become progress invoices with retention, so nothing is missed.

    How long does it take to set up?

    Most firms are live in 6 to 8 weeks: discovery, configuration, importing projects from Excel or MS Project, a pilot on one live project and the full rollout.

    Is there a mobile app for site teams?

    Yes. Site teams can update task progress, upload photos, log issues and book time from their phones, even with a weak signal.

    Get In Touch

    Ready to deliver every project on time?

    Tell us how many projects you run, how you plan them today and where they slip. We reply within 4 business hours and can demo on one of your live projects.

    ⏰
    Response TimeWithin 4 business hours (your timezone)
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