Openbravo ERP - Metr construction erp datasheet

Web based construction ERPData Sheet

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Key Features

Tender Management

Role based Workflow Approval support

Project Estimation

Contract Management

Project Planning & Budgeting

Project Execution & Monitoring

Progress Billing Management

Construction Payroll

Labour Management

Inventory Management

Procurement Management

Tools & Equipment Management

Breakdown/Preventive Equipment Maintenance

Accounting

Executive Dashboard, Widgets

Business intelligence / Reports

Document Management / Attachments

Sub-Contractor portal

Vendor portal

Designed for today’s challenging environment, metR helps Construction businesses operate more efficiently and improve profitability.

metR ERP is specifically designed to optimize the way a construction company operates in

order to ensure continued success even as the company changes and grows. Using metR ERP,

your organization can combine several functions into a logical, integrated system that

facilitates the flow of information across your organization. metR ERP is designed using a

centralized database that facilitates the modelling and automation of basic processes

across your organization, eliminating the need for disparate systems maintained by

various units of the organization. metR allows you to control and access data in real time,

helping you maximize your profits through better budget and schedule management

while reducing the risks of duplicating or losing data entries. We streamline the management

processes to provide you with the accurate information you need to assume full control of your

day-to-day operations.

PROJECT ESTIMATION AND BIDDING

PROJECT PLANNING AND BUDGETING

PROJECT EXECUTION AND TRACKING

RESOURCEMANAGEMENT

PROGRESS INVOICING

Web based system Access Anytime, Anywhere

of projects and services

Each project can be managed as an Independent

Business Entity

Optimum utilization of project resources

Rule based

Reports, Widgets and

Charts for Visibility

Asset maintenance

Manage quotations, purchasing, warehouse, projects,

Control time and costs during the projects life

Portals for Contractors and Vendors


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ConstructionMaster setup

Construction Access Control

Project Management

» Multi-level Material Categories and Material management. Virtually it supports

unlimited levels.

» Multilevel Equipment Categories, Equipment Type, Equipment and Attachment

management.

» Tools Categories and Tool management.

» Bill of Quantities (BoQ) template management which will be used for project estimation,

planning and budgeting. Each BoQ will have any one or more of the 5 components

below in its definition.

Labour

Material

Equipment

Tools

BoQ

» Expense Type Management for effective Petty Cash Management for the Projects.

» Holiday Calendar definition for organization’s public and private holidays.

» Indirect Cost Category and Indirect Cost Element Management

» Document Rule - Approval workflow definition support based on the Document

(Requests, Invoices, etc) and its values. This is defined based on the Roles.

» Project Access - Roles based access control for Projects & its related documents,

requests, etc.

Project Estimation

» Wizard like interface enables to estimate any construction project.

» Interface to load the Approved Materials which should be considered for estimating the

project.

» Multi-Level locations can be defined during estimation to map the work required to

estimate the cost involved at each location / section to get a clear picture on the project.

» Web based WBS definition and BoQ association with each WBS activity will help us to

achieve near perfect estimation.

» BoQ templates can be selected from the master and be customized at each task level to

get more closure estimation results.

» Ability to mark client provided materials and our (Contractor Scope) materials in the

BoQ definition.

metR key Components and their Features


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Project Initiation & Contract

Project Planning

» Ability to mark client provided materials and our (Contractor Scope) materials in the

BoQ definition.

» Ability to generate RFQs and receive vendor quotations for the project which will enable

us to get the best possible rates.

» Ability to manage Sub Contractible part of the scope and get the possible rates from the

potential sub contractors.

» Ability to capture indirect costs involved for the project.

» Ability to get material’s current market price and vendor quoted price for selected BoQ

from procurement department.

» Project induction management and handling the projects related documents.

» Definition of Project warehouses / stores for effective stock checking of Materials at the

project site.

» Project Manager Assignment and Reassignment handling.

» Project contract capturing with finer details like, BoQ and Quantity that needs to be

produced with respect to the sub locations of any project. This in turn used for verifying

the work in progress invoices that are being raised during project execution. This is a

mandatory feature for Contracting companies. Real estate promoters may not require

the Contact capturing piece but rest of the features in this section would be applicable

to them.

» Project holiday calendar can be defined by inheriting it from company (organization) or

customizing the same to match the holidays required on the project location.

» Necessary Alerts, Dashboard widgets and Reports are available.

» Web based Project Planning which replaces MS Project or Primavera. You need not

manage your plans on MSP or Primavera and track execution on the ERP. metR enables

you to create project plans and keep track of its execution in one integrated system. Also

we provide import of MSP WBS into metR.

» Multi-level location definition to have an effective project execution control and do cost

analysis at the each location level.

» Web based Project Gant Chart enables the user to visualize the project schedule and

also shows the current completion of each task.

» BoQs for each task on the WBS can be picked up from the BoQ Templates master that

we have setup in the Construction Master Setup and they could be modified at the finer

levels to suit the current need in this project.


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» WBS BoQs are linked with the Contract definition. This ensures the effective tracking

of Contract vs. Completed vs. Invoiced Quantities. This is required only for contracting

companies.

» WBS definition also supports sub-contracted work items which will be executed by sub-

contractors. This work could be tracked by an optional sub-contractor portal where they

could feed in their execution details and submit for invoicing.

» Project Plans support multiple versions and each approved version has its own validity

period.

» Changes on the project plan are supported by the multiple version support provided for

any given project. From the effective date an approved changed project plan becomes

active for further budget changes and tracking of the project.


» Project Estimation is achieved by running estimation processor with Project Plan

data (BoQ quantities and the sub details of each BoQ item like labour, material and

equipments, etc).

» We have option to get material’s current market price and vendor quoted price for

selected BoQ from procurement department.

» Budget on all the material, labour and equipment requirements could be set based

on the outcome of the estimation which will be used during execution to alert the

management while utilization of any resource exceeds its budget in terms of Quantity

or monetary Value.

» During the budgeting process there has been a working capital assignment for each

project budget. This is provided to ensure over utilization of company fund by any single

project.

» During budgeting, Petty Cash limit is set to ensure unreasonable utilization of petty cash

during project execution.

» Budget supports multiple versions to be in line with the current approved project plan.

» Project resource requirements could be requested by submitting Material Request,

Labour Request, Equipment and Petty Cash requests.

» Each request goes into approval workflow based on the requestor, total monetary value

of the request. These rules are set in the construction Access Control section.

» Using Email add-on both requester and approver will get mail(s) on each action until

request get approved/rejected by last user/role defined in workflow.

Project Estimation and Budgeting

Project Execution & Monitoring


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» While requesting any resource for a particular project, qty and monetary values are

checked against the budget and alerted upfront on any violation.

» Labour Movements From and to of any project is being tracked using Employee In and

Employee Out feature. Similarly we have for Equipments. Material receipt is handled in

a different way.

» Requests could be tracked from a single window to know the current status.

» Project production is being reported by using the daily production entry which is against

the project plan. Budget vs. Actual reports are available based on the daily production

entry.

» Daily production entry captures material consumption on a daily basis against the WBS

and BoQ item. Which leads us to get fine grained details on the utilization of resources

vs produced. Material consumption directly reduces the project inventory directly to

show the current stock.

» Daily production entry captures the Labor utilization on a daily basis. Also this helps to

have the accurate timesheet for the contract employees where normally disputes will

arise.

» Daily production entry captures the Equipment utilization precisely on a daily basis. This

helps to maintain the timesheet for hired Equipments.


» All the labour resources are maintained as a pool of resources in this section. Normally

this is managed by logistics department.

» Provides ability to handle contract labour requirements. Handles labour contracts and

their Timesheet and Invoice management.

» Labour requests are approved by various levels before Labour Issuance. Labour issuance

is a process of allocation the resource’s to any project by marking their calendar. This

process ensures the effective utilization and control over the Human Resources.

» Labour movement From and To of this department is being tracked using the Employee

In & Employee out.

» Labour Management takes care of Labour Request, Labour Cancellation Request, Labour

Extension Request and Labour issuance.


Labour Management


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Equipment Management

Material Management

» All the Equipments are maintained in a central equipment pool and this is maintained

by logistics.

» Features supported are handling of Equipment Requests, Equipment Cancellation

Requests, Equipment Extension Requests. In addition to that it takes care of the

Equipment issuance, Equipment movements From and To for projects.

» Equipment rental management is supported and there is an integrated work flow to

create a rental equipment request based on the availability of specific Equipment

and the requests.

» Equipment Timesheet Management and rental settlement is supported.

» Reports and Dashboard widgets available to depict the utilization of Equipments

available in the organization.


» Supports centralized procurement of materials for all the projects handled by the

company.

» Approved Material requests are put in the material issuance queue and based on the

material’s availability in the central warehouse either it will be issued from the central

warehouse or a purchase request is created.

» Based on the purchase request this is being purchased from the desired vendor and

then depending on the delivery it will be either directly issued to the project by the

vendor or it will be transferred via central warehouse.

» Material requests and their corresponding movements and fulfilments are being tracked

end to end.

» During the material request approvals, current project warehouse quantity of the

material is being shown to the approver for the material requested. This is to ensure

only necessary qty is being stocked for any given material.

» For Purchase Order to vendor, Purchase Invoice, payments to vendor we are using

Openbravo’s Purchase, Finance and Accounting modules.

» Also metR provides a key feature to manage the client provided materials during

execution which should not affect our inventory values but to be tracked on the

inventory.



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» Project invoicing consists of two key components.

Survey

Invoicing

» Project Survey is meant to submit the unbilled project production to be surveyed by the

customer / customer’s representative and provide approval for the completed BoQs.

» Project survey process produces the survey document based on the Project Contract

and Unbilled Project production entries for the given stipulated time.

» Project survey helps to keep track of the production submission for survey and approval

for the production.

» Project survey helps to keep track of the production submission for survey and approval

for the production.

» Project invoicing helps to create the WIP invoice based on the Approved Project Survey

document. This Work In Progress invoice is created as a sales invoice to keep track of the

receivable and receipts from the customer.


» Requests (Material and Sub-Contract) received from different projects may consolidate

as single quote by the procurement department and send it to authorized vendors by

mail.

» Once dead line crosses, procurement department will open quotations received from

different vendors and evaluate and send selected quotation for approval based on the

document rule.

» For Purchase Order to vendor, Purchase Invoice, payments to vendor we are using

Openbravo’s Purchase, Finance and Accounting modules.

» Ability to get feedback from project team on each vendor helps us during vendor

quotation evaluations to choose the appropriate vendor for that requirement.


» HR employee defines information about employee id, personal information, certification

details, address, dependents, current position and immediate reporting person.

» HR have option to import time sheet which submitted by project management this is the

initiation of payroll management.

» Component setup is meant to code and name with type either income or deduction.

Project Invoicing

Tender Management

HR and Payroll Management


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» Payroll configuration defines name of configuration and pay type whether monthly

or hourly. This configuration also called global payroll definition, it differentiate both

income and deduction components and each component have option to enter formula.

» Once payroll configuration get ready we need to associate with employee. Here we

can add employee specific rules and values for static components (ie,. Food Allowance,

etc..).

» Loan request component defines employee requested amount with instalment period

and when it will effect in payroll, this request are approved by various levels before

disbursal.

» Payroll details defines the preview of employee salary before generate payslip.

» We can process pay slip for a single employee or all employees who working in

organization in a single shot.

Project Costing

Asset / Equipment Maintenance

» Calculates cost for equipment, labour, material and petty cash used in the project.

» Project costing setup defines the project for which costing is to be calculated and have

option to include unused employee / equipment and overtime wage based on position

(Note: Ability to import from global definition).

» Project costing is supported by standard cost (labour & equipment) and average cost

(material).


» Ability to define Preventive Maintenance schedules for Equipments / Assets.

» Supports time based, Performance based and combined Preventive Maintenance

definitions.

» Provides interface to capture periodic meter readings from different equipments.

» Automatically alerts and provides tentative schedule for the maintenance as well as

alters the schedule of maintenance based on the recent meter reading and its trend.

» Provision to capture and track the break down maintenance of equipments and their

cost involved.

» Provision to maintain the Maintenance Contracts and their terms with each of the

equipments.

» Provides the forecast of maintenance cost for each of the equipments.


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» Vendor portal enables your business partners (Vendors) to quickly respond to your

requirements and keep track of the ongoing deals between you.

» This web interface works outside of ERP and an add-on module in the ERP is deployed

to manage the access control for vendors.

» Vendors can view the RFQs and submit their quotations online.

» Vendors can view the purchase orders that are raised to them by you.

» Vendors who are supplying contract employees and Equipments can submit their

timesheet online.

» Vendors can submit their invoices online through this portal and know the status of the

payment.

» Contractor portal enables sub-contractors to effectively communicate with you. So that

you could be on top of everything about your project.

» Enables your qualified contractors to participate on the tenders and enables them to

effectively communicate the status of the contracted project to you.

» Provides interface to raise request for survey, submit and track the invoice for the Work

that was performed.

Vendor Portal

Contractor Portal

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Technology

Openbravo ERP - Metr construction erp datasheet