System Benefits Cloud-based system allows global access Unique - - PowerPoint PPT Presentation

System Benefits

• Cloud-based system allows global access
• Unique usernames and high-security password protection promotes security
• Role-based permissions determine access to and manipulation of data
• Robust system architecture promotes security, reliability, and recoverability via:
• Use of world-class data centers
• Instantiations failover to geographically separate infrastructure
• Client retains ownership of all data and information put into or derived from the system
• Interfaces with other applications available at client request

• Configure the application to match

your organizational processes

• Define roles, responsibilities, and user

permissions

• Define global or project-specific lists

and templates

• Set and enforce the appropriate

workflows for each purchase category

• Define Equipment lists and manage TAG data
• (Optional) Allow engineering to initiate

technical requisitions including

• Line items
• TAGs
• Technical documents
• Supplier data Requirements
• Preferred suppliers
• Link TAGs to line items

• Review and approval workflows ensure REQs

are technically sound

• REQ review and approval tasks solicit useful

feedback in a timely manner

• Facilitates a smooth handover to commercial

team as Request For Quote (RFQ)

• RFQs can originate from buyers or Engineering
• Procurement category determines the workflow, level of

specification, and oversight

• Commercial and technical approvals flow through

responsible engineering and responsible buyer

• RFQs use standard numbering formats

• Planning
• Associate WBS
• Define procurement package dates and

milestones

• RFQ Package
• Associate technical documents
• Define supplier data requirements
• Define the bid lists
• Build the RFQ letter
• Route for review and approval
• Track edits resulting from review and approval

workflows

• Issue procurement package to bidders
• Online bidding or Paper
• Sealed or Unsealed
• Manage and respond to commercial and technical

queries

• Ensure bidders have the latest document revisions
• Track bidder activity and progress
• Evaluate bids (technical and commercial) and log results
• Split RFQs
• Issue letters of award

• Optional review and approval cycle to ensure
• Terms and conditions are correct
• Correct WBS are applied
• Line items are correct
• Correct budget items are applied to line items
• Planning schedule is accurate
• Technical and commercial queries are resolved
• The latest technical documents are applied
• Engineering agrees to any design changes
• Delivery dates are correct
• PO text is correct
• Online tasks ensure the right parties have signed off on

the commercial and technical details of the package

• Facilitates a seamless transition into the PO stage

• Access View PO Information
• Issue POs to ProjecTools Supplier Portal
• Collect and manage supplier documents
• Create and issue change orders (COs) to

ProjecTools Supplier Portal

• Link commitments to accounting system

(Optional)

• Track and print technical and commercial

queries

• Report on Progress and Status

• POs flow to QS after issue along with

relevant information

• Technical Documents
• Reference Documents
• Location Information
• Supplier Contact Information
• Develop and manage:
• Inspection Plans
• Schedule
• Inspection Budget
• Issue, track, and approve PO Inspection

activities

• PO Inspection portal allows online access to

supporting information:

• Unpriced PO
• Supplier Contact Information
• Engineering/Technical Documents
• Supplier Documents
• PO Inspection portal allows inspectors to:
• Access work assignments and download

inspection forms

• Log calls
• Submit visit reports
• Issue supplier performance reports
• Log time, expense, and mileage

• PO Information links to Material

Manager

• Tags
• Line Items
• Expedite
• Plan
• Log calls
• Log dates and slippages
• Issue shipping releases and receiving

details

• Create material receipt placeholders
• Record equipment receipts
• Record Content inspections and QC

inspections

• Initiate and execute remedial activities

as needed

• Report on status and progress for PO(s)

• Define and communicate supplier data

requirements via email or ProjecTools Supplier Page

• Collect bids and supplier documents
• RRS tool manages technical and commercial

queries

• Integrate suppliers into review, approval, and

revision workflows

• Monitor and report on supplier progress and

performance

"I don't see how companies can manage projects like ours without ProjecTools“

• Carol Jones, MODEC

“ProjecTools staff has been with us every step

• f the way. Their customer services has been

what my staff needed. “

• Madelaine Blair, Audubon Engineering

“ProjecTools product and team are top-notch"

• David DeArmond, Strix LA

“I highly recommend that clients reach out to this company for innovative ways to improve project reporting and tracking."

• G. Matthews, Tepsco

ProjecTools is rated 4.6 out of 5 stars on Google

Training & Support

Training

• On-site and/or remote training available
• Small classes (10 or fewer) to ensure personal attention and achieve maximum proficiency
• Role-specific training gives users and administrators the right knowledge to perform
• Students receive training manuals, user manuals, and certificates of completion

Support

• Unlimited 24/7 support included for all users
• Support provided through email, telephone, or multimedia screen share

Support

• Unlimited 24/7 support included for all users
• Support provided through email, telephone, or multimedia screen share
• Community allows self-service support