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Projects and construction

The job and its margin, while the work happens

Each project is split into sections and line items, and each piece of work is a document with an owner. Hours, expenses and materials add up live, without waiting for month-end close.

Request a demo See how it works
  • BC3 budget import
  • Running cost per project
  • Portfolio and team workload

Work and planning

Projects and construction: what it does

Sections, line items and documents

The project is structured into sections, line items and sub-items. Each piece of work is a document with its owner, its checklist and its service report, just like any work order.

Measurements and progress billing

The site report records the measurements and the progress billing for each line item. What is measured on site stays in the project, not in a notebook.

Running cost and progress

Hours at their rate, expenses and materials add up while the work happens, and progress comes from closed documents. With the Gantt chart you compare planned against actual.

Portfolio and workload

The portfolio brings your projects together, and the workload view shows who is overloaded before you commit to a date. By day, week or month, based on each person’s actual working hours.

From a BC3 budget

You import the budget from Presto or Arquimedes in BC3 format: sections, line items and amounts arrive without retyping. And the project report prints with your branding.

Multi-user whiteboards

A live whiteboard with charts, notes, annotations, drawings, images and rich text. The text supports headings, task lists and links to documents, users, customers, projects and groups. You see each person’s cursor and who changed what, with history and named versions.

How it works

Step by step

This is how it is used day to day, on the same document as the rest of the modules.

  1. Step 1

    You create or import the project

    Manually or from a BC3 file, with its sections, line items and amounts.

  2. Step 2

    You plan and assign

    Dates, estimated hours and owners, with the Gantt chart and team workload in view.

  3. Step 3

    The work happens in documents

    Technicians close their service reports with hours, materials and measurements, from their phone or their desktop.

  4. Step 4

    You track the margin

    Progress and cost update with every closed document, and profitability is reported per project.

Where it is used

It fits every area

Industry solutions

attendo CMMS attendo Field Service attendo CRM attendo Projects

Industries that use it

Honesty

Where it fits (and where it does not)

  • The portfolio, the workload view and the Gantt chart are desktop screens. On mobile, technicians work on their documents.

  • If your BC3 file has many levels, part of the hierarchy is flattened on import. Check the structure before planning.

Works with

Modules that go hand in hand

Gantt chart

Plan projects and construction jobs with dependencies and a baseline

See Gantt chart

Business documents

Quotes, orders and delivery notes in sequence; invoices in your ERP

See Business documents

Scheduling and calendar

The team’s schedule, based on each person’s real working hours

See Scheduling and calendar

Mobile app and Field Radar

The service report on your phone, offline, and a map of who can go

See Mobile app and Field Radar

Glossary

Glossary terms

Projects

Gantt chart

Project timeline · schedule chart

A Gantt chart is a project schedule drawn as bars: each task takes one row, and its bar starts and ends on its planned dates.

Projects

Resource utilization

Team workload · utilization rate

Resource utilization is the share of each person’s available hours that is already committed to planned work, measured by day, week or month.

Projects

Timesheet

Time entries · project time tracking

A timesheet is the record of the time each person spends on each project, task or customer, used to know what each job costs and what is billable.

Sales and customers

Customer profitability

Account profitability

Customer profitability is the difference between what you bill an account and what it costs you to serve it.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Is it only for construction?

No. It works for a plant shutdown, a store opening or an installation, with the same sections and line items.

Which estimating programs can I import from?

Those that export to BC3, such as Presto or Arquimedes. Sections, line items and amounts come through.

Can I see project profitability?

Yes. Logged hours, expenses and materials are compared with what was invoiced in the sales documents that go to your ERP. Profitability is reported per project, just like per customer or per contract.

When the job is finished, do I keep using the same system?

Yes. The store you open today as a project, you maintain tomorrow as a customer, with its assets and contracts.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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