Planning Project Management

Manage the project planning process with full team collaboration.

What the module does

Set up new projects, including buildings, departments, and rooms, and enter project information such as logos for PDF reports.
Import items from an existing room, department, project, or template, then customize them for the new project.
Assign typical rooms for quick, easy item copying.
Set the basis for VAT calculations on a per-project basis.
Select electromechanical AutoCAD symbols for the specific project, and document the project's funding source for procurement.
Document all project stakeholders and their contact information for email notifications, and create a project charter.
Set up approval hierarchies and access levels for all users to enable full collaboration.
Assign “Purchased By,” “Installed By,” and “Scope of Work” for each item to support comprehensive planning while managing procurement within a defined scope.
Assign a procurement phase (1, 2, or 3) to each item.
Use the built-in Meeting Management menu to create minutes and assign specific users to follow up until issues and tasks are resolved.
Store and retrieve all documents by document number.
Allocate existing items to a new project — enabling planning without procurement.
Assign component weights for bid evaluation.
Flag items that require shop drawings or have ASE/First Fix properties.
Mark items, components, and accessories as fixed assets, since this designation can vary by client or project.
Customize project specifications, including required accessories and options, and send them electronically to clients for review and approval.
Access a wide range of reports to support project management, from budgets to department and room listings.
Take advantage of flexible, stage-based budgeting that captures both CAPEX and OPEX.
Adjust budgets at each project stage — Concept, Preliminary Planning, Detailed Planning, Tendering, and Post-Tendering.
Track comprehensive costs, including cost of goods (ex-factory), freight and customs, warranty costs, standard-option asset costs, and the cost of consumables and disposables.

Next in the project cycle

04 Project Planning Module Plan multiple rooms and items at once, with instant access to manufacturer and component data. 05 Project Design Module Keep FF&E planning and room design drawings perfectly aligned. 06 Purchase Requisitions Module Let your project management team initiate and manage procurement with ease.