Manage complex construction projects easily with PIM

Monitor your real estate and infrastructure projects with PrometriQ, the project management platform!

Projects are an essential part of the lifecycle of buildings and structures. Not only construction and deconstruction are complex projects but also extension, transformation or renovation of assets are designed and implemented as projects. They maintain the value of an asset or portfolio, or develop the asset to a higher level. To support these processes, the Project Information Management (PIM) area of PrometriQ provides the necessary functionality.

The starting point is the pipeline of construction and maintenance activities in the AIM area. For complex construction works, a project can be defined and developed using the PIM (Project Information Management) functionality. The asset and its impacted facilities are related to the project. In order to meet the project goals concerning the budget and deadlines, PrometriQ manages the needed information of the planning and realization phases. It provides also functionality for contract management (including the management of the potential change orders, change orders, realization reports and invoices) based on the quantitative and qualitative specifications. In the future, the management of project risks in connection with risk-limiting measures will also be supported.

Project managers are supported in their decision by the key performance indicators. These are generated from the project data. The lifecycle concept is sustained by the integration of the CapEx values of the current projects with the operate costs (OpEx) and revenues, revealing a complete cost perspective over the asset.

Easily organize projects

After the main data has been defined, the work breakdown structure (WBS) is created according to the project requirements.

  • Free definition of the work breakdown structure

  • Tasks management

  • Synchronization of the WBS with coordination schedule

  • Free definition of project properties, support using templates

Project master data/structure

Project main data

As a prerequisite for starting a project, the main data and the project WBS must be defined.

  • System mandatory data like the project unique code, description, start/end date, contact person, catalogue settings, currency are used to identify and manage the project.
  • The catalogues can be set up considering the owner’s organization needs.
  • The project properties are freely configurable. These can be easily managed using templates. There are predefined templates for different project types like new construction, transformation, extension.

Define the project WBS

After the main data has been defined, the work breakdown structure (WBS) is created according to the project requirements.

  • Free definition of the WBS, with any number of levels.
  • The most detailed items in the WBS are the work packages.
  • Each work package can contain individual tasks managed using the taskboard, similar to a Kanban/lean board (see scheduling).
  • The number of the tasks and open tasks is displayed also in the project WBS.
  • The start and end dates for each work package are calculated within the coordination schedule (see scheduling).

Easy schedule tasks and milestones

PrometriQ provides multi-level scheduling. An integrated Gantt component supports easy scheduling of the work packages and tasks.

  • Scheduling with Gantt chart diagram

  • MS-Project® Integration

  • Integration of the 3D building model

  • Detailed schedules for customized planning

Scheduling

Schedule all project phases

PrometriQ provides 3 level scheduling: the framework schedule, the coordination schedule and detailed schedules. The framework schedule is used to define the project deadlines as milestones. The coordination schedule helps the PrometriQ user to coordinate the work packages of the WBS for all project phases. For complex work packages, detailed schedules come in place. The tasks of the schedules can be easily planned with the integrated Gantt component.

  • Creation of a Gantt chart with relationships.
  • MS Project® integration.
  • Milestones from the superior level of schedule are displayed to identify potential overdue.
  • Work packages can have tasks (see taskboard).
  • Individual processes or work packages of the coordination schedule can be further managed using detailed schedules.
  • The schedule tasks may be linked to the 3D building model. This allows a support for visual monitoring and for task progress tracking.

Taskboard for work packages

In addition to the tasks of the coordination schedule, the work packages can have tasks managed using a taskboard according to the lean/Kanban principle.

  • Tasks can be assigned to the responsible person(s), have an estimated effort and, if necessary, a deadline.
  • The tasks on the taskboard are “not started”, “in progress” and “done”.
  • In a detailed schedule, some tasks can be marked to be displayed on the taskboard.

The taskboard can be exported to MS Planner in order to use its additional functionality, like support for mobile devices, manage attachments, making comments, etc.

The costs always in focus

Based on a project budget, the planned project costs can be managed on a phase-by-phase basis.

  • Create individual cost plans based on cost catalogue.

  • A cost plan can have sections.

  • Management of risk positions.

  • The cost plan positions can be linked to the 3D building model.

Budget and cost planning

Plan costs

Based on a project budget, the planned project costs can be managed on a phase-by-phase basis.

  • The cost plans can be created and tracked for the different planning phases.
  • Each cost plan can be divided into sections (for example, for different facilities).
  • The cost structure is based on the selected cost catalogue in the project settings (e.g. german DIN 276, austrian ÖNORM B-1801, custom).
  • Cost positions can be marked as risk positions.
  • The cost plans can also be exported/imported to/from MS Excel®.
  • A plausibility check of the quantities can be made by comparing the quantities delivered by the architect/quantity surveyor with the quantities from the 3D building model.
  • Files from MS Teams/MS SharePoint can be linked to cost plans.

Link 3D building models

A cost plan can be optionally linked to the facility’s 3D building model:

  • The link is not limited to just one 3D building model. The complex facilities usually have more models for architecture, MEP, HVAC, etc.
  • For each cost plan phase, a different level of development (LoD) of the facility can be used. The 3D models are managed by Autodesk Construction Cloud/Autodesk BIM360 or Allplan bimplus.

Contract management from purchase to invoicing

The contract management helps to monitor the project costs from tender (invitation to bid) to invoice.

  • Manage the tenders and contracts with their hierarchically structured items.

  • Import tenders and contracts from standard formats (german GAEB, austrian ÖNORM) or MS Excel templates

  • Integrate cost planning

  • Verwaltung von Angeboten

  • Claim management including provisions

  • Realization reports and invoicing

Tenders

Tender management

  • In addition to manual data entry, the tenders with their items can be imported from MS Excel or using the standard formats (GEAB in Germany, ÖNROM in Austria, HG907 in Romania).
  • Easy management using the sections in order to separate the tender items by facility.
  • The tender items can be linked to the budget/cost plans items, in order to have a complete overview of the costs.
  • The assignment to the accounting system is made using the “asset under construction” account. This is a prerequisite for transferring the contract and invoicing data to/from an ERP system such as SAP. This process is customized for the owner organization specific needs.

Link to the 3D building model

A tender can be optionally linked to the facility’s 3D building model:

  • The link is not limited to just one 3D building model. The complex facilities usually have more models for architecture, MEP, HVAC, etc.
  • The needed level of development (LoD) of the facility can be associated. The 3D models are managed by Autodesk Construction Cloud/Autodesk BIM360 or Allplan bimplus..
  • A plausibility check of the quantities can be made by comparing the quantities delivered by the architect/quantity surveyor with the quantities from the 3D building model.

Manage offers

  • Enter or import offers
  • Compare offers
  • Select best bidder
  • Generate contract with contract specifications for best bidder
Contracts

Contract management

The contracts are managed in the same way as the tender. In addition to that:

  • Provisions can be managed for potential change orders; for example, 8% or individual items can be reserved as provision for emerging additional or reduced costs. The value of the main contract, its change orders and the provisions should lie in the planned procurement budget.
  • The process of claim management for additional or reduced costs through change orders can be monitored using the potential change orders, change order offers and commissioned change orders functionality.
  • A workflow supports the contracting process and documents the process status ( “in progress”, “on principle agreed”, “shared,” “approved”, “cancelled” etc).
  • Service contracts for designers, service providers, etc. can be similarly managed.

Claim management

  • To support the claim management process, PrometriQ manages the potential change orders, change order quotes and change orders with their items.
  • The items of the change order quotes and change orders can be linked to the budget/cost plans items in order to have a complete overview of the costs.
  • Individual items can be marked as “cancelled” from the items of the main contract and are no longer available for invoicing after approval of the change order.
  • One or more potential change orders can be further processed under one change order quote as well as one or more change order quotes can be further processed under one change order.

Realization reports management

Realization reports are the prerequisite for invoicing construction services.

  • PrometriQ provides the currently commissioned services and bill of quantities of the contract including the commissioned change orders with their items for the recording of realization reports.
  • The realized services/works can be tracked regularly with their quantities (incrementally or cumulative).
  • Also here, the MS-Excel integration supports the data acquisition.
  • The contract items are linked to the 3D building model. This creates the prerequisite for recording the realized quantities with link to the 3D building model.
  • If 3D building models are used, the realized quantities are visualized on the 3D building model.

Invoices management

After receiving of an invoice from a contractor, PrometriQ creates an audit invoice based on the realization reports.

  • The following invoice types are supported: prepaid invoice, progress invoice, final invoice.
  • In the case of a progress invoice, the realization reports to be invoiced are assigned to the invoice.
  • Contractual conditions, guarantees, or advance payments, including any existing reductions, will be taken into account.
  • The result is a verified amount to be paid vs. the invoice amount of the contractor.
  • Taking into account the tax and any agreed discount, the result is the “proposed payment” for the owner’s accounting processes.
  • Data exchange with the ERP or financial accounting system (e.g. SAP) takes place via interfaces. The required interface must be set up individually for the customer before data exchange can start.

Fast and easy cashflow planning

The cashflow plan is created by linking the tasks of the schedule (coordination or detailed schedule) with the cost items.

  • Link between tasks and costs

  • Flexible filtering options

  • Update the remaining term

  • Temporal distribution of unrealized services

Cashflow planning

The cashflow plan is created by linking the tasks of the coordination or the detailed schedules with the cost items.

  • It is possible to link the schedule tasks with the cost items of the cost plans, contract, and change orders. The business logic of PrometriQ supports the transition of these links from cost planning to contracting.
  • Very flexible filters support the link operation.
  • The services that are not completely realized will be automatically distributed on the linked tasks.
  • As soon as the costs are updated/changed (in the cost plans, contracts, invoices), the cashflow will be automatically updated.

Intuitive, concise dashboards

Dashboards support management and monitoring at different levels.

  • Monitoring individual contracts

  • Status of contract management

  • Status of compliance with the budget

  • Identification of provisions/reserves for potential claims

Dashboards

Dashboards support management and monitoring at different levels.

Monitoring individual contracts

At the contract level, the dashboard shows the current contract situation, claim management, contract reserves.

Status of contract management

Key performance indicators are determined for contract management, in order to monitor the realization progress during the construction phase and to identify in time possible risks or opportunities.

Status of compliance with the budget

Key performance indicators based on information from design and realization phase, together with cost reserves reveals the overall project performance. Further information is provided by key performance indicators, indicating the cost performance in the individual project phases or the processing status of the individual business items (cost plans, tenders, contracts, etc.).

Need to structure your asset portfolio and manage revenues and costs?

PrometriQ makes it possible! The AIM area structures and documents the asset portfolio of an owner, bringing together all relevant data for asset management.

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