Cost & finance

Cost estimationBuild estimates and track project finances
Project budgetsApprove the budget and track actual costs against it
Cost trackingLink invoices to estimates and compare budget with actual costs
Vendor invoicesDrop in the invoice, check it and code it to the estimate
Change orders & deviationsManage changes, deviations and their financial impact
ProcurementIssue RFQs and compare supply chain quotes side by side

Project delivery

SchedulingPlan activities, dependencies and milestones
Meetings & decisionsKeep minutes, responsibilities, deadlines and decisions together
To-dosAssign tasks and keep every action visible until it is done
Risk registerLog risks early and track mitigation through to closure
Key metrics & reportingKey metrics for schedule, cost, and all projects
Team & permissionsManage roles, access and responsibility in the project

Documents & drawings

Documents, drawings & modelsKeep files, versions and drawings in one place
Common data environment (CDE)Issue documents to external parties and see what was sent
Reviews, RFIs & issuesMark up, assign and follow questions through to decisions
BIM & 3DOpen and coordinate models directly in the project
BIM take-offTake off quantities straight from the 3D model
OperationsCloseout, assets, inspections and work orders

Site operations

Site & daily logDaily log, photos and follow-up directly from production
Site formsDigitize quality checks and inspections from the field
Safety formsReport near misses and record safety observations digitally
TimesheetsRecord hours worked each day and approve them in the project
Site attendanceSee who’s on site, and since when
Inspections & qualityDocument inspections and track actions to completion

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By role

OwnersStay in control of requirements, decisions and deliverables from programming to closeout.
Architects & engineersIssue the right revision and keep feedback together.
ContractorsBuild from current information and reduce costly rework.
Public sectorManage requirements, deliverables and decisions throughout the project.
Procurement teamsSend the bid request, receive sealed bids and compare them side by side.
Finance teamsTrack budget, invoices and forecast per project, without side spreadsheets.
Facility managersTake over the building with documents, warranties and inspections in place.
IndividualsBring drawings, quotes and decisions together for your own building project.

By company size

Small companies5–50 employeesReplace spreadsheets with one simple system
Mid-size companies50–250 employeesStandardize delivery across a growing portfolio
Large organizations250+ employeesControl, reporting and integrations at enterprise scale

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Solutions: Document management

Find practical guidance for project workflows. Choose a topic to explore the information, responsibilities, and follow-up involved.

Solutions Roles Locations Construction document management software Document management for construction consultants Document portal for construction subcontractors

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