Projects

Projects allow you to track costs and material usage separately for each construction site. Every Purchase Request (PR) and material withdrawal can be linked to a project so that actual expenditure can be compared against the planned BOQ budget.

Steps — Create a New Project

1. Go to Master Data → Projects
2. Click + Create Project
3. Fill in the details
   • Project Name — the name referenced across all documents
   • Project Manager — the person responsible
   • Start / End Date (if applicable)
4. Click Save

Set a BOQ Budget

A BOQ (Bill of Quantities) is a list of materials with estimated quantities and unit prices for the project.

1. Open the project and click Edit BOQ
2. Add material line items, specifying the estimated quantity and unit price for each
3. Click Save — the system will compare actual costs against the BOQ in the project cost report

Close a Project

When the work is complete, click the ⋯ (More) button and select Close Project. Closed projects remain viewable for historical reference but cannot be linked to new records.

Tip

Use descriptive project names, such as “Building A — Level 3 (Jun 2026)”, so that field teams can select the correct project when creating a PR.