Project Templates

Adding a project type means adding a template — no new screens, no forked product.

Templates

Modules Available

Projects Using Templates

Projects on This Template

Template Catalogue

Construction Project

Full construction delivery controls: BOQ, submittals, RFIs, drawings, site inspections and work orders.

Template IDconstruction

Default methodologyStage-gate

MethodologiesStage-gate, Waterfall, Custom

HierarchyPortfolio › Program › Project › Work Package › Phase › Activity

Required fieldsLocation, Contract Value, Consultant, Main Contractor

Lifecycle phases

ConceptIn DesignIn TenderIn PlanningUnder ConstructionCommissioningHandoverCompleted

Workstreams

Project ManagementCivil & StructuralArchitecturalMEP WorksFinishesCommissioningHSE

Enabled Modules

Drives the workspace tabs for this project type

OverviewProject CharterWork PlanMilestonesDeliverablesApprovalsStage GatesRAIDChange ControlBudget & CostsResourcesDocumentsReportsAudit TrailScheduleWorkstreamsBOQInspectionsSite ReportsWork OrdersStakeholdersMeetings & Actions

Terminology

Same engines, contextual labels

queryRFI

submittalSubmittal

drawingDrawing

inspectionInspection

progressReportSite Report

costPlanBOQ

contractorContractor

consultantConsultant

activityActivity

workstreamWork Package

Stage Gates

DC1 — Design Coordination

Concept design approved
Authority NOC obtained

DC2 — Stage Compliance

IFC drawings issued
BOQ baselined

RFP — Tender Award

Tender evaluation complete
Award approval

Execution Start

Mobilisation complete
HSE plan approved

BCC — Building Completion

Snag list closed
Testing complete

TOC — Taking Over

As-built documents
Warranties handed over

KPI Set

SPI—

CPI—

Physical Progress%

Open NCRscount

Open RFIscount

Cost Variancecurrency

Deliverable Types

DrawingSubmittalMethod StatementAs-builtO&M Manual

Risk Categories

ScheduleCostHSEQualityDesignProcurementWeather

Roles & Access

Role model applied to projects created from this template

Portfolio ManagerProgram ManagerProject ManagerPMO AdministratorWorkstream LeadExecutive SponsorReviewerApproverAuditorView-only StakeholderContractorConsultantSite EngineerHSE Officer