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A Construction Project Management Overview
Many people need to coordinate during a construction project to complete the job successfully. Ease of communication between key project teams and people helps set the stage for effective execution.
Wasting time searching for and sending project documents drives up costs, strains delivery schedules, and pulls job site teams away from progress. The longer it takes to relay critical data to office staff and company leaders, the greater the risk of overlooked issues.
A true cloud ERP platform like Acumatica provides users with a connected system that is available whereever you work, fostering project success and delighting customers. Configure processes to meet the unique challenges of each project, both in sharing information and collecting key data. Empower project managers and staff to drive growth, reduce costs, improve quality, and increase profits while giving customers and employees a modern and extraordinary user experience.
This solution brief details construction project management requirements and the ERP software that supports critical business processes. Learn how Acumatica’s powerful project management tools drive construction success, delivering efficiency and control for businesses of all sizes.
Challenges – Construction Project Complexities
Keeping track of all the moving parts in a complex construction project is very demanding. Countless activities occur on a job site daily, all needing guidance toward completion. Cost, time, quality, safety, and team management contribute to the demanding job of managing a construction site.
Below are five difficulties commonly faced during the execution of a construction project.
Poor Communication Project executives and owners rely on accurate, timely reports to make informed decisions. Without a clear communication process, critical job site data and observations risk being lost or overlooked.
“With Acumatica, we have a unified voice, a single source of truth where no matter who a customer talks to during a project, it’s all going to be the same data.”
Features – Native Project Capabilities
Enhance project communication and coordination with the Acumatica Project Management module. Tackle construction project challenges with confidence—set clear objectives, realistic timelines, and achievable budgets.
Rapports quotidiens sur le terrain
The daily field report lists everything of note that occurred on the job site each day, ensuring clear communication lines. Project managers and supervisors record observations and activities that could impact the budget and timeline.
Daily reports pull together all job site activities into one easy to use document. Set up survey questions, set frequency, and view reports by project or date.
Project Issues
Unexpected problems must be addressed as soon as possible to ensure the least impact on schedules and project costs. When they are reported, construction site issues can result in a request for information or a change request.
In Acumatica, project issues are used for tracking and reporting all activities that are related to the issues encountered on the job site. Creating a project issue in Acumatica allows the user to associate it with a project or a project task. Set the issue’s priority level and easily convert it to a change order or RFI. This powerful feature also allows users to alert necessary stakeholders if the issue has impacted the project schedule or budget.
RFIs
Requests for Information (RFIs) may come from a subcontractor or contractor to obtain information that is unclear or not present in the contract documents. RFIs are often submitted while the project is underway for clarification. Sometimes the RFI is used to suggest a change in materials or to better understand the owner’s intended use of a part of the project.
Track and manage RFIs effortlessly with streamlined workflows that monitor request status. Convert RFIs into change requests and close them upon completion. Foster seamless vendor and subcontractor collaboration—no license required.
Dessins
Project drawings evolve throughout a job and failing to track revisions can lead to costly mistakes.
Ensure accuracy by displaying and sharing both original and updated drawings. Maintain a clear audit trail with markups and revisions, eliminating guesswork and reducing risk.
Submittals
Submittals outline proposed changes or details requiring approval before implementation. They can include drawings, product components, and other project specifics.
Timely approval is crucial to avoid delays and budget risks. In Acumatica, submittals provide visibility into materials before fabrication or purchase. Users can review, enable workflows, track revisions, and create templates for efficient processing.
Photo Logs
Photo logs are used to store all photos taken for a project. They are saved and shared securely to document project progress and surface issues that may need to be resolved.
Capture project progress with mobile devices, linking photos to specific tasks or projects. Leverage offline capabilities to sync photo logs and collected data, ensuring seamless updates even without an internet connection.
Features – Advanced Project Management Features
In addition to these features, Acumatica offers advanced project management tools designed for construction firms looking to extend their capabilities.
Programmation
Timelines are a moving target on the job site. With multiple crews at different project stages, losing track of the schedule happens fast and can derail the entire project.
View the project schedule by task, filter and sort by progress stages or start/finish dates. Use the schedule to click into a task, assign internal and external people, and send them notifcations of the assignments.
Safety Reports
Safety reports are essential for identifying hazards, ensuring compliance, and preventing accidents on construction sites. Regular documentation helps maintain a safe working environment for all personnel.
Safety reports are fully integrated into daily logs, where project managers can control the content and schedule what days a safety survey is needed.
Specifications
Construction projects face costly change orders that impact budgets and timelines without easy access to building specs.
People need effortless access to specs from the job site. Give field teams the ability to view scope of work documents, materials lists, and the project work requirements.
Punch Lists
This document lists final tasks and corrections that need to happen before a project is considered complete. A punch list is a way to ensure the client is satisfied with the quality of the work and provides closure to the project.
Ensure all punch list information is accurate and in one place to avoid delays in correcting the issues found. Give punchlist access to empower the team towards completion of all outstanding tasks, to the delight of the client.
Inspections
Regular inspections help identify hazards before they lead to incidents. Without detailed and easily accessible inspection records, companies are unprepared for costly surprises.
Leverage integrations to capture inspection report, easily access them, and get notifications when existing inspections are completed, passed, or failed.
Collecte de données
Each project is unique and may not fit into a preset template when trying to collect job site data.
Custom fields allow project teams to customize data collection, enabling project-specific reporting.
Procès-verbal de la réunion
Stakeholders are present at project meetings to discuss emerging issues and how they will be resolved. Meeting minutes function as a history of the project’s status, the plan forward, and the parties involved.
Give users the ability to record each meeting’s minutes in one central location to accurately represent the main discussion points and key takeaways. Store minutes for access to hold parties accountable.
Project Management with Acumatica Construction Edition
Legacy construction platforms do not traditionally have native project management features like Acumatica. Adding real-time workflows and building one-off integrations can quickly become expensive and difficult to maintain and support.
Handle each project management challenge with Acumatica. Improve collaboration between the field and office to monitor and maintain objectives, timelines, and budgets. Quickly find, assess, and resolve issues proactively to keep the project moving forward and ensure a positive impact on the bottom line.
Acumatica Construction Edition’s one source of truth for all project data, configurable workflows, and rapid integration tools make it the best platform to support your business today, tomorrow, and for years into the future.
