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Copyright © 2004-2024 In4Velocity all rights reserved. 
Contents 
Projects ........................................................................................................................................... 2 
1  Project Master ........................................................................................................................ 2 
1.1  Create a Project ............................................................................................................... 2 
1.1.1  Project Type: Engineering ........................................................................................... 3 
1.1.2  Project Type: Fitouts ................................................................................................... 7 
1.1.3  Project type: Contracting ............................................................................................ 8 
1.2  Create a Sub Project ...................................................................................................... 10 
1.2.1  Sales Planning ........................................................................................................... 14 
1.2.2  Rental Planning ......................................................................................................... 30 
1.2.3  Stock .......................................................................................................................... 31 
1.2.4  Closure ...................................................................................................................... 33 
1.2.5  Documents ................................................................................................................ 33 
2  Copy Payment Plan ............................................................................................................... 34 
3  Approvals .............................................................................................................................. 34 
3.1  Project ........................................................................................................................... 35 
3.2  Sub Project .................................................................................................................... 35 
3.3  Sub Project Closure ....................................................................................................... 35 
4  Masters ................................................................................................................................. 36 
4.1  Master Tables ................................................................................................................ 36 
4.2  Contracting Client ......................................................................................................... 53 
5  Utilities .................................................................................................................................. 56 
5.1  Upload SubProject ........................................................................................................ 56 
 
 
 
 
 
 
 
 
 
 

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6 Projects

6.1 Project Master

A real estate company acquires and consolidates multiple pieces of land from one or several

owners to create a land bank. Within the Land module, you will create land bank (referred to

as 'Property' in the In4Suite App) and decide how much land you want to allocate for a

project in your business plan (referred to as ‘Sub Property’ in the In4Suite App). Once the

suitable land is secured and the allocation for the project is determined, the project

development commences within this module.

The overall project is subdivided into distinct sub projects based on the company's blueprint.

For example, imagine a commercial project where the plan involves creating three towers,

each comprising 10 floors. In this scenario, these three towers can be treated as individual

Sub Projects, and they all collectively form as a single overarching Project.

6.1.1 Create a Project

Step 1: On the In4Suite Dashboard, go to Projects > Project Master > and click Create

Project

Step 2: Before you fill in the fields, select the Type of Project from Engineering, Fitouts, or

Contracting.

Engineering This is the most commonly chosen type of project. Companies that

conceptualize, design and build projects themselves can choose Engineering option.

Fitouts Select this option when you have an unfinished space that needs to be made

suitable for occupation. For example, lift installation, interior designing, painting, etc.

Contracting involves the management and execution of the construction project as a

whole, coordinating various activities and subcontractors to bring the project to completion.

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Once the project is completed, you will handover the project to your client. Choose this

option when you work as a consultant / contractor and get the whole construction work

completed by other contractors / consultants.

6.1.1.1 Project Type: Engineering

Complete the fields with Basic Details

Fields

Explanation

Project Name (Required)

Enter the unique name or title of the project

Project Code (Required)

Specify a project code

Certifying Company (Required)

Choose the certifying company from the list

Certifying Company GSTIN

Provide the Goods and Services Tax

Identification Number (GSTIN) of the

certifying company for financial and taxation

purposes

Lease Certifying Company

Once the construction is completed, owner

Lease Certifying Company GSTIN

Estimated Start Date (Required)

Enter the anticipated start date for the

project

Estimated Completion Date (Required)

Enter the expected completion date for the

project

Profit Share Percentage (Required)

Enter the percentage of profit sharing

among involved parties, which serves as a

key financial parameter

Weblink to Layout Plan

Include a web link to the layout plan, which

facilitates easy access to visual

representations of the project's design and

structure

Step 4: Complete the fields with Property and Address Details

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Fields

Explanation

Project Name (Required)

Select property name from the dropdown

menu. This field helps identify the unique

property associated with the project within

the Land module.

Sub Property (Required)

Choose relevant sub-property from the

dropdown menu. Sub-properties may

represent different sections or divisions

within the main property, which allows for

further categorization

Land Area (Required)

Input the total land area you will use for this

project

Land Cost

Automatically populated from the Property

data in the Land module, this field

represents the cost associated with the land

where the project is situated

Saleable Area

Generally, Saleable Area = Built-up Area +

Common Area. Calculated automatically

based on the sum of the built-up area and

common area. It represents the total area

available for sale, including both the actual

living or usable space and shared/common

spaces.

Proposed Usage

Automatically filled in from the Property

data in the Land module, this field outlines

the intended usage of the property, such as

residential, commercial, or mixed-use

Property Address:

Street

City

State

Country

Pulled automatically from the Property data

in the Land module, this field provides the

complete address details, including street

name, city, state, country, and postal code

(PIN code) associated with the selected

property.

Step 5: Complete the fields with Project Details

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When you checkmark Same as Property Address, the data from the Property Address gets

captured automatically.

Step 6: Complete the fields with Project Information

Fields

Explanation

No. of Blocks

Enter the total number of building blocks or

structures within the construction project.

This field quantifies the different units or

sections in the development.

Total No of Saleable Units

Specify the overall count of saleable units in

the project. This includes all units available

for purchase or occupancy

Common Garden Area

Enter the total area designated for common

gardens within the project. This space is

typically shared among residents for

recreational purposes.

Promotion Budget Per Sq. Ft

Specify the promotional budget allocated

per square foot of saleable area. This

amount is set aside for marketing and

promotional activities related to the project.

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Promotion Budget Amount

Automatically calculated based on the

Promotion Budget Per Sq. Ft. and the total

saleable area, this field represents the total

budget allocated for promotional efforts.

Budget Amount

Enter the overall budget allocated for the

construction project. This amount covers

various costs associated with development,

including construction, materials, and labor.

Advance Interest Rate

Specify the interest rate applicable to

advance payments made by buyers or

investors in the project.

Delayed Interest/Penalty Rate %

Set the interest rate or penalty percentage

charged on delayed payments. This

ensures a discipline for timely payments.

Swift Account Details

Enter the account details for the Swift

account associated with the project

Project Amenities

List the amenities provided within the

project, such as swimming pools, gyms,

parking facilities, or community spaces,

which enhances the overall appeal for

potential buyers or residents.

Additional Design Highlights

Mention any distinctive design features or

architectural highlights that contribute to the

uniqueness of the project.

Location Summary

Provide a brief summary or description of

the project's location, highlighting key

attributes such as proximity to amenities,

transportation, or notable landmarks.

Step 7: Complete the fields with Architect Details

This section allows you to input architect details and specify the nature of their work.

Additionally, you have the flexibility to delete entries if needed.

To add Architect, follow the below steps:

1. Click AddRow,

2. Click Select

3. Choose an Architect from the list

Note: The Architect data comes from a masters list in the Engineering module. So, you will

have to create Architect as Consultant.

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4. Once you have completed the required fields, click on Create. The request goes for

approval to the role, as defined in the Staffing section.

5. After the consultant has been approved, return to the architect details section and

select the architect.

6. Finally, click Create. The project gets created. Then, go to Project Status and

change the status to Submitted. Once created and submitted, it goes to the

designated authority for approval.

Create a Project Copy

Suppose you have planned for another similar project. Instead of spending time to create

another project, you can actually create a copy of the same project and make the necessary

modifications, if any.

To create a project copy, go to Projects > Project Master and search for the project that

you want to copy. You can search for the project using three or at least one of the three

parameters: Project, Location and Sub Project.

After opening the project, scroll down to the bottom of the page and click Create Copy.

Enter the Copy Project Name and Copy Project Code and click Copy Project.

Note: You can create a copy of project only at the project level.

6.1.1.2 Project Type: Fitouts

Under this project type, the basic details and project information fields are the same as those

in Engineering project type. However, along with the basic details and project information

fields, you will also fill in the fitout project details to capture specific information relevant to fit-

out projects.

Fitout Project Details

Fields

Explaination

Builtup Area

Enter the total builtup area. Generally, it is

the carpet area + walled area

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Saleable Area

Enter the saleable area. Generally, saleable

area = builtup area + common areas (such

as corridor, lift, lobby, swimming pool, etc.)

Estimated Carpet Area

Enter the estimated carpet area. It is the

wall to wall area, for example, the sum total

of the areas of bedroom, dining room, living

room, toilets and balcony.

Property Manager

Select the project manager who will

oversee project from start to finish

Fitouts Project Address:

Street

Country

State

City

Locality

Enter the address of the fitout project

After filling the above fields along with the basic details and project information fields, click

Create. The project gets created. Then, go to Project Status and change the status to

Submitted. Once created and submitted, it goes to the designated authority for approval.

6.1.1.3 Project type: Contracting

Step 1: Complete the fields with Basic Details

Fields

Explanation

Project Name (Required)

Enter the unique name or title of the project

Project Code (Required)

Specify a project code

Certifying Company (Required)

Choose the certifying company from the list

Certifying Company GSTIN

Provide the Goods and Services Tax

Identification Number (GSTIN) of the

certifying company for financial and taxation

purposes

Estimated Start Date (Required)

Enter the anticipated start date for the

project

Estimated Completion Date (Required)

Enter the expected completion date for the

project

Weblink to Layout Plan

Include a web link to the layout plan, which

facilitates easy access to visual

representations of the project's design and

structure

Step 2: Complete the fields with Client Details

Fields

Explanation

Client (Required)

Select the client from the list

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Same as Client Master Address 

When you check Same as Client Master

Address, it automatically pulls the address

and contact details from the master data

Address:

Billing Address

Country (Required)

State (Required)

City (Required)

Pin (Required)

Enter the address of the client

Contact Details:

Phone

Mobile

Fax

Contact Person

Enter the contact details of the client

Note: You will first need to create Contracting Client for whom you are building the project.

Click here to know how to create contracting client

Step 3: Complete the fields with Project Details

Fields

Explanation

Construction Area

Enter the construction area

Project Address

Enter address of the project

Country (Required)

State (Required)

City (Required)

Pin (Required)

Step 4: Complete the fields with Architect Details

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This section allows you to input architect details and specify the nature of their work.

Additionally, you have the flexibility to delete entries if needed.

Step 5: To add Architect, click AddRow, then click Select and choose an Architect from the

list.

Note: The Architect data comes from the Masters list in the Engineering module. So, you will

have to create Architect as Consultant first. Click here to know how create Consultant

master

Step 6: After filling the above fields along with the basic details and project information fields,

click Create. The project gets created. Once created and submitted, it goes to the authority

who has been authorized to make approvals.

6.1.2 Create a Sub Project

Step 1: To create a sub project, go to Projects > Projects Master and click Create Sub

Project

Step 2: Complete the fields with Sub Project Details

(Paste screenshot here)

Fields

Explanation

Project Name (Required)

Choose a project name from the list

Type of project

Populates automatically from the project

Sub-Project Name (Required)

Name of a specific sub-division or section

within the project.

Sub-Project Code (Required)

Unique code assigned to identify the sub-

project.

Certifying Company

Select the certifying company from the list

Certifying Company GSTIN

Provide the Goods and Services Tax

Identification Number (GSTIN) of the

certifying company for financial and taxation

purposes

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Lease Certifying Company

Lease Certifying Company GSTIN

Development Type (Required)

Choose from the list the type of

development undertaken, for example,

commercial, residential, etc.

Estimated Start Date (Required)

Select the estimated start date of the

project

Estimated End Date (Required)

Select the estimated end date of the project

Possession Date

Select the date when the project will be

ready for possession

No. of Floors (Required)

Enter the total number of floors in the

building

No. of Basements

Enter the total number of basement levels

in the building

No. of Saleable Units (Required)

Enter the total number of saleable units

Sales UOM (Required)

Select the unit in which sales are measured

(e.g., square feet).

Saleable Area (Required)

Enter the saleable area. Generally, saleable

area = builtup area + common area

Common Terrace Area

Enter the shared terrace space accessible

to all residents.

Allotted Land Area

Enter the total land area allocated for the

project

Registration No.

Enter the registration number associated

with the project

Registration Date

Select the date on which the project was

officially registered.

OC Obtained

Choose whether the Occupancy Certificate

has been obtained (Yes/No).

OC Date

Select the date when the Occupancy

Certificate was issued

OC Number

Enter the unique number associated with

the Occupancy Certificate

Sales Incentive

Select the basis on which you want to

incentivize sales executives (Rate Per Sq.

Ft. or Fixed Incentive). Select Not

Applicable in case there is no incentive

program

Rate per Sq. Ft. Incentive Amount

Enter the amount or rate of incentive per

square foot.

Show Hold Units In Sales

Checkmark this when you want to hold

certain units and sell them later

Number of Car Parks mandatory

Enter the number of mandatory car parks

that a customer has to buy

Plan Level Discount is given on

Plan level discount is applied at the

planning or proposal stage and can be

applied to one of the following based on

your strategy

Total cost (total cost of the project)

Base cost (cost of basic construction)

Discountable Charge Types (discount on

charge types, for example, east facing flat /

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villa, which are usually charged higher for

their preferential locations)

Transaction Level Discount is given on

Transaction level discounts are applied at

the individual transaction or milestone level

during the execution of the project. For

example, a customer might want to pay

60% of the cost now instead of paying it

over multiple installments. It can be applied

to one of the following based on your

strategy

Total cost (total cost of the project)

Base cost (cost of basic construction)

Discountable Charge Types (discount on

charge types, for example, east facing flat /

villa, which are usually charged higher for

their preferential locations)

Payee A/c Name

Name of the account to which customers

have to make payments

Interest Applicable on

In the event of failure to honor the

commitment to make payment, will the

interest be levied on the preferred location,

the car park, or both? Checkmark

accordingly.

Include in Base Cost of Unit

Checkmark if you want to include the

preferred location, the car park or both in

the base cost (basic cost of construction)

Consider for Brokerage

Checkmark whether the preferred location,

the car park, or both should be considered

when calculating brokerage

Include in Agreement Value

Checkmark whether the preferred location,

the car park, or both are part of the

agreement value for the project

TDS Applicable on

Checkmark whether TDS (Tax Deducted at

Source) is applicable on the preferred

location, the car park, or both.

Auto Unblocking

In In4Suite, Auto Unblocking means the

automatic release of blocked funds.

Checkmark whether auto unblocking

applies to sales, rental, or both

Blocking Period In (hrs)

Enter the time in hours by when a customer

has to block a unit for sale

Rental Blocking Period In (hrs)

Enter the time in hours by when a customer

has to block a unit for rental

Allow Unit blocking without money

When checked, it will allow a customer to

block a unit without paying any money

PLC Discount Applicable

Check this when you want to give discount

on preferred locations such as east facing

units, garden facing units, etc., which

typically sell at premium

Auto Tax Calculation

This means the tax, based on how you

define it, gets added automatically

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Escrow Project

Check your project is an escrow project. In

an escrow project, a third party keeps the

money or assets on behalf of the two

parties until the transaction completes.

Is Common Service

Step 3: Complete the fields with Budget

Fields

Explanation

Budget Type

Select one of the two:

1. Allocation Method / Top Down:

The budget is determined based on

high-level estimates or historical

data. Once the total budget is set, it

is allocated to different parts of the

project.

2. BOQ Sum Method / Bottom Up:

Detailed quantities and unit rates

are calculated for each item in BOQ.

The costs are then aggregated to

derive the overall project budget.

Engineering UOM

Select the unit of measurement you will use

throughout the construction project from the

list

Engineering Area

Engineering Area automatically populates

from the Saleable Area

Construction Area

Enter the measure of the area on which the

construction to be done

Budget Calculation Type

Select whether you want to calculate

budget based on Saleable Area,

Construction Area or Lump Sum.

Construction (Labour + Material) Budget

per Sq. Ft.

Specify your budget per Sq. Ft.

Construction (Labour + Material) Budget

per Sq.Mt.

Budget per Sq. Mt. is automatically

converted when you enter budget per Sq.

Ft.

Budget Amount

Enter the budget amount for the sub-project

Budgeted Revenue per Sq. Ft.

Enter the revenue you expect to generate

per Sq. Ft.

Step 4: Complete the fields with Interest Calculation

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Fields

Explanation

Add Interest/Penalty

Click Add Interest/Penalty and this is where

you define the interest rate. You can design

the penalty system your way based on one

of the following methods:

1. Simple Interest

2. Compound Interest

3. Penalty (a fixed penalty amount that

a customer will have to pay upon

failure to honor the commitment)

You can define interest rate / penalty

period-wise by clicking Add Row. For

example, 0 – 90 days, rate of interest 3%;

90 – 180 days, rate of interest 6%. You can

also set the grace period.

Effective Date

This is the start date for interest calculation.

The system takes the project start date as

effective date for interest rate by default.

However, you can change it according to

your strategy.

Delayed Interest/Penalty Due

The amount of interest or penalty that is

due on delayed payments.

Delayed Interest/Penalty Rate

The rate (percentage) at which interest or

penalty is charged on the delayed payment

amount.

Delayed Interest/Penalty Grace Period

The number of days allowed as a grace

period before interest or penalty starts to

accrue.

Advance Interest Type

Specifies the type of interest applied to

advance payments, such as simple or

compound interest.

Advance Interest Rate

The rate (percentage) at which interest is

charged on advance payments made

before the due date.

Step 5: Click Create and the sub project gets created. Then, go to Project Status and

change the status to Submitted. Once created and submitted, it goes to the designated

authority for approval, according to your hierarchy.

6.1.2.1 Sales Planning

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At the time of planning for construction, you can simultaneously plan for sales. After creating

a sub project, the sales planning features get enabled.

To plan for sales, go to Projects > Project Master. Search for Sub Project on the panel

using one or a combination of the four parameters (Certifying Company, Project, Location,

and Sub Project).

On the Sub Project page, navigate to the Sales tab. This will direct you to the Sales Details

page, where you can access and review all the sales details entered during the creation of

the Sub Project.

6.1.2.1.1 Charge Types

Within the Charge Types tab, you create a strategy for billing your customers. This section

allows you to paint a picture of how you intend to structure charges for your customers. It

involves the meticulous creation of a catalog of charge types or categories that will form the

foundation for billing across various facets of your product.

This list of Charge Types may include essential elements such as the basic cost of

construction, fees associated with parking facilities, registration charges, contributions

towards common areas, and additional amenities like access to a gym or a swimming pool,

among others. Each charge type acts as a unique component in your pricing model.

To add charges, go to Projects > Project Master. Search for Sub Project on the panel

using one or a combination of the four parameters (Certifying Company, Project, Location,

and Sub Project). Click on the Sub Project > Sales and click Add Charges.

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Fields

Explanation

Project

Name of the project appears here

Sub Project

Name of the sub project appears here

Charge Type

Select the charge type from the list

SAC

SAC – Service and Account Code – is a

system for assigning a unique code to each

service

Round Off Required

Choose from the list if round off is required.

You can choose Nearest to Rupees, Tens,

Hundreds, or Thousand

Amount

Choose how you want to charge a

customer from the following options:

• Rate/Sq. Ft.

• Fixed Amount

• % of Charge Type

• Formula

Select one of the above methods and enter

rate / amount / percentage / formula,

depending on the method you select

Calculate On

Select the parameter based on which you

want to calculate the amount, from the

following:

• SALEABLE AREA

• TERRACE AREA

• GARDEN AREA

• LAND/PLOT AREA

• CARPET AREA

• PORCH AREA

• COMMON AREA

• BUILT-UP AREA

Now, checkmark whether you need the

following, based on your situation:

• Include in Base Cost of Unit

• Include in Agreement Value

• Discount Applicable

• Interest Applicable

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• Consider for Brokerage

• Consider As PLC Type

• TDS Applicable

• Consider For Incentive

• Consider Post Discount

• Include In Payments

Note:

• For charge type, the list comes from Charge Type Master data list.

• For SAC, the list comes from SAC Master data list.

Click Create and the charge type gets added to the Charge Type list.

Charge Types – Add TaxTypes

Fields

Explanation

Project

Name of the project appears here

Sub Project

Name of the sub project appears here

Charge Type Category

Choose a charge type category from the

following list

• SERVICE_TAX

• VAT

• CGST

• SGST

• GOODS AND SERVICES TAX

(GST)

• BGST

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Charge Types

Against each Charge Type Category, there

are a set of tax charge types to choose

from. Select the appropriate charge type for

taxation

Charge Type Short Name

Enter a short name for the charge type

Amount

Choose how you want to charge tax from

the following:

• Rate/Sq. Ft.

• Fixed Amount

• % of Charge Type

Select one of the above methods and enter

rate / amount / percentage

Calculate On

Select on what parameter do you want to

calculate the tax. Choose one of the

following:

• SALEABLE AREA

• TERRACE AREA

• GARDEN AREA

• LAND/PLOT AREA

• CARPET AREA

• PORCH AREA

• COMMON AREA

• BUILT-UP AREA

Now, checkmark whether you need the

following, based on your situation:

• Include in Base Cost of Unit

• Discount Applicable

• Interest Applicable

• Consider for Brokerage

• Calculate on Residual

• Include in Agreement Value

• TDS Applicable

Effective

Choose a date when the tax will be

effective from and to.

Click Create and the tax category gets added.

Note:

Charge Types - Passive Charges

The charge types that you create is standard for all units, except for units which have special

preferences by customers. Such units that have preferential attributes sell at premium or at a

higher price than the standard rate. However, a builder or an entity may sell regular units at

a different price. For example, the standard rate is 5000 / Sq. Ft., but for a specific customer,

you may want to set it at 5200 / Sq. Ft. In such cases, the creation of Passive Charges

becomes essential to customize the pricing plan for that specific customer.

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To create Passive Charges, go to Projects > Project Master > Sales > Charge Types and

click Passive Charges.

6.1.2.1.2 Charge Priority

Once you are done creating charge types, you can prioritize the charges in sequence. When

done in sequence, the charges with the highest priority get filled first when you use the Fill

function in Receipts and continues in the order as sequenced under Charge Priority list. For

example, if you have prioritized Base Cost as 1 and Car Park as 2, and the balances are

10,00,000 and 3,00,000 respectively, and the customer pays 5,00,000, the Base Cost will be

filled first in this scenario.

To create a Charge Priority, go to Projects > Project Master > Sales > Charge Priority.

Click Modify and start sequencing the charge types as per your priority. The charges that

you define in Charge Type list will all appear here. Once done, click Update.

6.1.2.1.3 Pricing

You will consider various market conditions such as supply and demand, marketplace,

competition, brand, among others, before pricing your product. Price is dynamic, as it keeps

fluctuating from time to time. So, you need to revise the price accordingly based on market

dynamics. On In4Suite system, you can revise the price as and when you need to, after

creating justified charge types.

To add a price revision, follow the below steps:

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1. Go to Projects > Project Master > Sales > Pricing

2. Click Add Revision.

3. Once you click Add Revision, you will be prompted to fill the fields as illustrated in the

screenshot. Find how each field is to be filled in the explanation table below.

Fields

Explanation

Project

Project name is shown by default

Sub Project

Sub Project name is shown by default

Effective From Date

Select a date from when the revision

becomes effective

Revision Name

Enter a name for the revision

Remarks

Add any additional notes or comments

Passive Charges

Indicates if any passive charges (e.g.,

maintenance) are included in the revision.

Charge Type

All charges from the Charge Type category

will be displayed here

Amount Type

Choose how you want to charge a

customer from the following options:

• Rate/Sq. Ft.

• Fixed Amount

• % of Charge Type

• Formula

Calculate On

Based on the method you select under

Amount Type, enter rate / amount / formula

Include in Base Cost

Checkmark whether you want to include the

charges in Base Cost

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Include in Agreement Value

Checkmark whether you want to include the

charges in Agreement Value

Discount Applicable

Checkmark whether discount is applicable

Interest Applicable

Checkmark whether interest is applicable

Amount

Enter rate / amount / percentage. If you

create a formula under Amount Type >

Formula, then the formula will be displayed

here by default

Pricing - PLC Details

Fields

Explanation

PLC Type

All the PLC details from PLC Specifications

will be displayed here

Rate/Sq. Ft.

Specify a rate if you intend to charge

customers based on square footage

Fixed Price

Alternatively, enter a fixed amount if you

want a set charge irrespective of the square

footage

Pricing - Car Park Details

Fields

Explanation

Type

Specifies the type of car parking, such as

surface carparking, basement parking, etc.

Rate/Sq. Ft.

The rate charged per square foot for the car

parking space.

4. Click Save.

6.1.2.1.4 Payment Plan

In4Suite Sales allows you to create a custom payment plan for customers.

To create a payment plan, go to Projects > Project Master > Sales > Payment Plan. On

the payment plan page, you will fill the payment plan details and any charge type you create

in Charge Types tab, those fields will automatically populate here.

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Complete the fields with Payment Plan Details

Fields

Explanation

Project Name

Project Name is shown by default

Sub Project

Sub Project Name is shown by default

Plan Name

Enter the name of the plan

Plan Type

Choose the Plan Type – whether Normal or

EMI based. When you select EMI, a

separate EMI Details form gets enabled on

the same page

Effective From Date

Enter a date when the plan will be effective

from

Effective Till Date

Enter a date when the plan will be effective

Remarks

Enter any additional comments,

clarifications, or important information under

Remarks

Complete the fields with Discount Details

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Fields

Explanation

Discount Name

Write a discount name based on your

marketing strategy

Discount Type

Choose how you want to offer the discount

from the following options:

• Fixed

• Rate/Sq. Mt.

• Percentage

• None

Select one of the above methods and enter

amount / rate / percentage

Discount Value

Enter the discount value

Effective Till Date

Choose the date when the discount ends

Complete the fields with EMI Details

Fields

Explanation

Reservation Amount

Enter the initial sum of money paid by the

customer.

No. of DownPayment Schedules

Enter the number of installments or

schedules for making an initial down

payment before starting regular EMIs.

No.Of EMI

The total number of EMIs that the customer

will pay over the loan tenure.

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EMI Rate (%)

The percentage interest rate applied to the

loan amount to calculate each EMI.

Is Prepayment Applicable

Checkmark whether the loan agreement

allows the borrower to make partial or

complete prepayments before the

scheduled EMI tenure.

Fields

Explanation

Sl. No.

Serial number or index assigned to each

entry in the payment plan for identification

and reference purposes.

Event

Describe the milestone or construction

event triggering a payment, such as

completing a specific phase (e.g., first slab

installation).

Days

The number of days allocated for the

completion of the event

Payment Date

Select the date on which the payment for

event is due

Selection

Determine whether the payment is based

on a fixed amount or a percentage of the

total by choosing Percentage or Amount

Cum

Checkmark if you want the payment to

show the running total of payments made,

which means all payments made from the

beginning of the payment schedule up to

now

CARPARK

Enter the amount to be paid for CARPARK

PLC

Enter the premium amount to be paid for

choosing property in a preferential location,

for example, east facing villa

Note: Any charge types you create in the Charge Types section will be displayed here. You

are required to input the corresponding payment amount for each charge type and ensure it

aligns with the milestone or construction event proportions.

6.1.2.1.5 Broker Payout Plan

Fields

Explanation

Project

The project name automatically populates

Sub Project

The sub project name automatically

populates

Plan Name

Enter a name for brokerage payout plan, for

example, Profit Partner Payout Strategy

Nature of Agent

Choose between Agent or SDR Agent

based on your specific needs

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In the In4Suite system,

An Agent is an external resource who

works for you or your company on a

commission basis.

An SDR Agent is an internal resource such

as an inside sales executive.

Select the right option based on your

situation

Effective From Date

Select the starting date when the brokerage

payout plan becomes applicable

Effective Till Date

The concluding date until which the

brokerage payout plan remains valid or

active.

Remarks

Add any additional notes or comments

Brokerage Type

PayOut Plan Detail

Choose between Charge Based or Status

Based on your specific needs

Charge Based

In this approach, the payout is determined

by the specified charge types. For instance,

if you set it up so that when the customer

pays 30% of the payment share related to

amenities, 30% of the commission will be

disbursed.

Commissions are defined on a charge

basis, and when defined, they will align with

the customer's payments.

Click Add Row, Add/Remove Charges,

enter the Customer Pay %, Commission

Pay% and checkmark Is ProRata Based if

the brokerage payout is to be made prorate

basis

Status Based

In this approach, the payout is determined

based on the status of booking., For

example, If you sent it up so that when the

transaction form is filled and signed by

customer, the agent will get 5%; when

registration is done, the agent will get

another 30%; and when the original sale

deed is handed over to the customer, the

balance commission will be disbursed.

Like this, payouts can be configured

according to various statuses. Click on Add

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Row, select a Status from the list, and

enter the Commission Pay%

6.1.2.1.6 Transfer Charges

A customer may place a request to transfer a unit in someone else’s name. The transfer

charges incurred are to be paid by the customer. While the receipt will be generated in Sales

> Receipts > Administrative Receipts, the transfer charges will be defined in Projects >

Project Master > Sales > Transfer Charges.

Fields

Explanation

Project

The name of the project populates

automatically

Sub Project

The name of the sub project populates

automatically

Calculate On

This section allows you to define the

formula to calculate transfer charges.

When constructing a formula, explore

various categories like Charge Area,

Charge Types, Constant, Operators, and

Passive Charge Types. Select the

appropriate components against each

category and click + to add them to the

formula. Repeat this process until all

components of the formula are included.

For example, to build a formula like 1% of

SALEABLE AREA + 1000, follow these

steps:

Step 1: Select Charge Area, then

SELEABLE AREA from the next list, and

click +.

Step 2: Return to the category and select

Operators, select *, click +.

Step 3: Return to the category, select

Constant and input 0.01.

Step 4: Return to the category, select

Operators, select +, and click +.

Step 5: Return to the category, select

Constant, input 1000, and click +.

6.1.2.1.7 Booking Status

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The Booking Status feature allows users to configure various booking status names for properties or

units. Users can enable or disable specific statuses and set the display order in which they appear in

the system. This feature helps organize and manage booking stages effectively.

1. Navigate to Projects > Project Master > Choose a Sub Project > Sales > Booking Status

2. Click Modify.

3. Configure Status Name, and Display Order

4. Click Save.

6.1.2.1.8 PLC Specifications

The Preferential Location Charges (PLC) details feature allows users to record and manage charges

for different PLC Types. Users can define the specific types of preferential locations (e.g., park-facing,

corner units, higher floors) and assign corresponding charges for each type.

Fields

Explanation

Projects

The name of the project populates

automatically

Sub Project

The name of the sub project populates

automatically

PLC Details

PLC Type: Choose the preferential location

/ category for which a customer must pay a

premium or extra charge

You can either charge Rate/Sq. Ft basis or

attach a Fixed Price. Depending on your

measurement criteria, enter the amount in

either field and click Update.

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Note: The PLC Type list comes from the Preferential Location Masters master data, which

you can generate by navigating to Projects > Masters > Master Tables.

6.1.2.1.9 Deposit Amount

In the Deposit Amt section, you can set the deposit amount to be collected from the

customer when creating the booking form.

Fields

Explanation

Project

The name of the project populates

automatically

Sub Project

The name of the sub project populates

automatically

Deposit Amount

You will define how you want to collect a

deposit amount, either a fixed amount or a

percentage of certain charges.

Fixed Amount: Enter the fixed amount.

% of Charge Type:

6.1.2.1.10 Ready Reckoner Rate

The Ready Reckoner Rate (RRR) is a predetermined standard rate set by the State

government for property transactions. This mechanism control regulates all forms of

discounts and adjustments in agreement values. Unknowingly, if anyone attempts to alter

the basic rate and the unit's value falls below the government rate, the system will alert you

immediately or restrict such changes, depending on the condition you define.

To create a Ready Reckoner Rate, go to Projects > Project Master > Sales > Ready

Reckoner Rate. Click Create Ready Reckoner Rate.

Fields

Explanation

Project

The name of the project populates

automatically

Sub Project

The name of the sub project populates

automatically

Effective From Date

Select the starting date when the RRR

becomes applicable. This date will be

validated against the booking date during

the creation of the booking form or

quotation letter.

Alert Type

Alert Type:

Warning: If the basic cost value is less

than RRR value, a warning message will be

issued. The user can then choose whether

to proceed or not.

Stop: If the basic cost value is less than

RRR value, then the system will prohibit

any further processing.

RRR

Ener the RRR value as defined in the

government policy. You may enter a

number value with two decimal points.

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Calculate On

Select the applicable area category from

the list for RRR calculation:

• SALEABLE AREA

• TERRACE AREA

• GARDEN AREA

• LAND/PLOT AREA

• CARPET AREA

• PORCH AREA

• COMMON AREA

• BUILT-UP AREA

Charges

The charges to be applied based on the

Ready Reckoner Rate for the sub-project

6.1.2.1.11 Modification

Customers have diverse preferences, and you have to meet their demands to stay

competitive in the market. Some may prioritize bigger rooms, while others prefer spacious

kitchens and bathrooms. On In4Suite system, you can accommodate requests for

modifications / customization from the time you start selling project units.

The modification requests can be added as a package in Projects > Project Master >

Sales > Modification, which once approved, flows into Engineering for the modification

requests to be implemented.

Fields

Explanation

Project Name

The name of the main project where the

modification or customization request is

being applied.

Sub Project Name

The name of the sub-project within the main

project where the modification is requested.

Package Name

The name of the modification package,

representing a set of customizations offered

(e.g., Luxury Kitchen Upgrade).

Package Description

A brief description of the modification

package, outlining what customizations are

included.

Is Editable

Whether the package can be further edited

or customized based on individual customer

preferences. Choose Yes / No

Category

Sub Category

Item

Rate

Quantity

Add the modification details

6.1.2.1.12 CheckList Plan

The Checklist Plans feature allows users to create and manage checklists from appointment

to purchase. Users can define checklist items for both categories in the Task column, and

create event-based (reminder for appointment, bank approval letter, booking, and so on)

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plan. This helps in maintaining a clear process for the developer and customer, ensuring that

all required steps are completed accurately.

To create a checklist plan, follow the below steps:

1. Navigate to Projects > Project Master > Choose a Sub Project > Sales > CheckList

Plan

2. Click Add CheckList Plan

Field

Explanation

Project

Sub Project

Type

Specifies the type of checklist, either Sales

or Loans, based on the process being

managed.

Name

The name or title of the checklist plan,

which will be used to identify the specific

checklist being created.

Remarks

Additional notes or comments about the

checklist plan for reference.

Seq. No

Task

Days

Trigger Event

Remarks

Add the CheckList Details

3. Click Create

6.1.2.2 Rental Planning

When launching your project, you have the option to arrange for leasing starting from the

project's launch. Within the In4Suite Rental planning menu, you can create a list of charges

that will be applicable to lessees for the leasing of units. Once the project reaches

completion, the transfer of possession is carried out in accordance with the agreement

mutually agreed upon by the builder or lessor and the owner or lessee.

To begin rental planning, go to Projects > Project Master > Rental and click on Add Lease

Charges.

Fields

Explanation

Project

The Project name is shown by default

Sub Project

The Sub Project name is shown by default

Charge Type

Choose a Charge Type from the list

Amount

Rate/Sq. Ft.: Specify a rate if you intend to

charge customers based on square footage

Fixed Amount: Enter a fixed amount if you

want a set charge irrespective of the square

footage

% Of Charge Type: This approach is ideal

when you want to collect charges based on

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a percentage of Revenue, Car Park, Rent,

or a combination thereof.

To create a charge using a formula:

Step 1: Choose % Of Charge Type.

Step 2: Input a numerical value in the %

field.

Step 3: In the Calculate On section,

choose Revenue, Car Park, or Rent, and

click the + symbol. If you wish to calculate

the charge as a percentage of multiple

components, continue selecting options

from the list and click + accordingly.

Periodicity

Choose from the options to determine the

frequency of charge collection: Monthly,

Quarterly, Half-Yearly, and Yearly.

Start Date

Select a date (from the calendar) from

which the lease contract starts

End Date

Select a date (from the calendar) until

which the lease contract remains valid or

active.

Bill To

Based on the occupant, choose who you

want to bill directly: Owner or Tenant.

Type

Select whether Inclusive or Exclusive of

GST

Interest Applicable

Tick the box if you wish to apply interest on

late payments for the specified charge type

Once you have completed filling in the fields, click on Save to successfully create a charge

type.

6.1.2.3 Stock

On the Stock tab (Projects > Project Master > Stock), you can add and manage units from

the moment the project is launched. Clicking on Stock displays a search panel on the top

where you can input different parameters such as Project, Sub Project, Unit No, Type, etc.,

to search for specific units.; a menu bar with multiple options: Add Unit, View Accessory,

Bulk Upload, Delete Hold Unit, Bulk Upload Photo, and Bulk Upload Add Info; and a list

of units.

By default, you will be able to see the complete list of all units created for a sub-project.

However, you can refine it to look for a specific unit using the search panel atop.

Fields

Explanation

Project

Select the Project name from the list

Sub Project

Select the Sub Project name from the list

Unit No

Enter the unit number if you wish to search

for a specific unit to modify details

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Type

Choose whether the units are for sale or

rental by selecting Sale or Lease

From Status

To Status

Select a status in the From Status field that

requires a change. This action will display a

list of units with the chosen status. Navigate

to the far-right columns (Release > Sales /

Lease), and checkmark the Sales or

Lease, or both, depending on the status

that the unit is already in, options for the

units whose status you wish to modify.

Choose the desired status in the To Status

field and click on Change Status located

just beside this field. Confirm the changes

by clicking OK, and the status will be

successfully updated.

Total Saleable Area

Total saleable area for the selected project /

sub project / units is shown

Total Garden Area

Total garden area for the selected project /

sub project / units is shown

Total Terrace Area

Total terrace area for the selected project /

sub project / units is shown

Total Carpet Area

Total carpet area for the selected project /

sub project / units is shown

Total Built-up Area

Total built-up area for the selected project /

sub project / units is shown

Total Common Area

Total built-up area for the selected project /

sub project / units is shown

Add and Manage Units

Add Unit

Fields

Explanation

Project

The Project name is displayed by default

Sub Project

The Sub Project name is displayed by

default

Fl.No / St.No (Required)

Select the flat or site number where you

want to add a unit

Floor Type (Required)

Select the type of floor

UDI

Unit / Apartment No. (Required)

Unit Type (Required)

Land Area

Saleable Area (Required)

Garden Area

Porch Area

Built-up Area

Common Area

Terrace Area

Carpet Area

Land/Plot Area

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RERA Area

Dimensions

Remarks

Site Measurement

Site Survey Details

Document

PLC Details

Boundaries

Gallery

Download a template that aligns with the system's requirements.

Easily fill in unit details, including any specific attributes, in the downloaded template.

Upload the completed template, streamlining the addition of numerous units in one go.

This Real Estate Stock Management tab offers a user-friendly interface for seamless unit

addition, status updates, and bulk management, enhancing the overall efficiency of real

estate stock operations.

6.1.2.4 Closure

6.1.2.5 Documents

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6.2 Copy Payment Plan

The Copy Payment Plan functionality enables users to replicate existing payment plans from one

project or sub-project to another. This is particularly useful when similar payment structures are

required across multiple projects, ensuring consistency and saving time in manually creating

payment schedules.

To copy a payment plan, follow the below steps:

1. Navigate to Projects > Copy Payment Plan

2. Once you click on Copy Payment Plan, you will be prompted to select the sub-project with

the plans, charge types, and other details to copy from, and the sub-project to copy the

payment plan to.

3. On the left side, labeled ‘From’, choose the Project, Sub-Project, Plans, Charge Types, Price

Revision, and Preferential Location Charges

4. On the right side, labeled ‘To’, select the Project and Sub-Project to which the payment plan

should be copied.

5. Click Copy to complete the process

6.3 Approvals

The Approvals sub-module manages workflows related to project approvals. It ensures that project-

related actions, such as creation, modification, and closure, are subject to an approval process based

on predefined company rules.

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6.3.1 Project

This item is used to approve the creation or updates of a project. The workflow may include

reviewing the project's budget, timeline, and resources, and the designated approver can either

accept or reject the project.

To approve projects, follow the below steps:

Step 1: Navigate to Projects > Approvals > Project

Step 2: Search for the project(s) and click on it in the first column.

Step 3: Once you click on the project, you will land on the project details page. Then, hover over

'Project Status,' click 'Change Status,' and select a status from the drop-down list. Add any remarks if

necessary.

Step 4: Click Update Status.

6.3.2 Sub Project

Similar to project approvals, sub-project creation or updates also require approval. This ensures that

any sub-project added to the main project is vetted before it can proceed.

To approve a sub project(s), follow the below steps:

Step 1: Navigate to Projects > Approvals > Sub Project

Step 2: Search for the sub project(s) and click on it in the third column.

Step 3: Once you click on a sub project, you will land on the sub project details page. Then, hover

over 'Sub-Project Status,' click 'Change Status,' and select a status from the drop-down list. Add any

remarks if necessary.

Step 4: Click Update Status.

6.3.3 Sub Project Closure

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When a sub-project is completed, this functionality allows users to initiate the closure process. The

approval workflow ensures that all tasks have been completed, budgets settled, and the sub-project

can be officially marked as closed.

To approve a sub project closure, follow the below steps:

Step 1: Navigate to Projects > Approvals > Sub Project Closure

Step 2: Search for the sub project that you wish to close and click on it in the third column.

Step 3: Once you click on a sub project, you will land on the Closure Details page. Then, hover over

'Closure Status,' click 'Change Status,' and select a status from the drop-down list. Add any remarks

and notes, if necessary.

Step 4: Click Update Status.

6.4 Masters

6.4.1 Master Tables

6.4.1.1 Accessories Types

The master data added here will appear in

Creating Accessories Types

1. Navigate to Projects > Masters > Master Tables.

2. Select Accessories Types from the drop-down list and click Go.

3. Click on Create on the top right. The Accessories Types window will appear.

4. Enter the Name and Short Name, then select the Type from the drop-down.

Click Create to save the record.

5. The new record will now be visible in the list of records.

Edit Accessories Types

1. Navigate to Projects > Masters > Master Tables.

2. Select Accessories Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Accessories Types window appears. Update Name, Short Name, and Type.

Click on Update to complete the step.

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5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Accessories Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Accessories Types from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.2 Category Type Master

The master data added here will appear in

Creating Category Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Category Type Master from the drop-down list and click Go.

3. Click on Create on the top right. The Category Type Master window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Category Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Category Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Category Type Master window appears. Update Name and click on Update

to complete the step.

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5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Category Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Category Type Master from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.3 Charge Type Master

The master data added here will appear in

Creating Charge Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Charge Type Master from the drop-down list and click Go.

3. Click on Create on the top right. The Charge Type Master window will

appear.

4. Enter the Name, and Short Name, then select Charge Type and SAC from

the drop-down lists. Click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Charge Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Charge Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Charge Type Master window appears. Update Name, Short Name, Charge

Type, and SAC. Click on Update to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Charge Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Charge Type Master from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.4 Closure Checklist

The master data added here will appear in

Creating Closure Checklist

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Checklist from the drop-down list and click Go.

3. Click on Create on the top right. The Closure Checklist window will appear.

4. Specify the Name, then select Development Type and Mandatory from the

drop-down lists. Click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Closure Checklist

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Checklist from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Closure Checklist window appears. Update Name, Development Type and

Mandatory. Click on Update to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Checklist from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Checklist from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.5 Closure Handover To

The master data added here will appear in

Creating Closure Handover To

1. Navigate to Projects > Masters > Master Tables.

1. Select Closure Handover To from the drop-down list and click Go.

2. Click on Create on the top right. The Closure Handover To window will

appear.

3. Specify the Name and click on Create to complete the step.

4. The new record will now be visible in the list of records.

Edit Closure Handover To

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Handover To from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Closure Handover To window appears. Update Name and click on

Update to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Handover To from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Closure Handover To from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.6 Engg. Floor Type Master

The master data added here will appear in

Creating Engg. Floor Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Engg. Floor Type Master from the drop-down list and click Go.

3. Click on Create on the top right. The Engg. Floor Type Master window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Engg. Floor Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Engg. Floor Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Engg. Floor Type Master window appears. Update Name and click

on Update to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Engg. Floor Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Engg. Floor Type Master from the drop-down list and click on

Go.

3. All existing records under this Master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.7 Event Master

The master data added here will appear in

Creating Event Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Event Master from the drop-down list and click Go.

3. Click on Create on the top right. The Event Master window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Event Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Event Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Event Master window appears. Update Name and click on Update

to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Event Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Event Master from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.8 Lease Charge Type

The master data added here will appear in

Creating Lease Charge Type

1. Navigate to Projects > Masters > Master Tables.

2. Select Lease Charge Type from the drop-down list and click Go.

3. Click on Create on the top right. The Lease Charge Type window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Lease Charge Type

1. Navigate to Projects > Masters > Master Tables.

2. Select Lease Charge Type from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Lease Charge Type window appears. Update Name and click on

Update to complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Lease Charge Type from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Lease Charge Type from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.9 Lift Types

The master data added here will appear in

Creating Lift Types

1. Navigate to Projects > Masters > Master Tables.

2. Select Lift Types from the drop-down list and click Go.

3. Click on Create on the top right. The Lift Types window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Lift Types

1. Navigate to Projects > Masters > Master Tables.

2. Select Lift Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Lift Types window appears. Update Name and click on Update to

complete the step.

5. The changes will now reflect in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Lift Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Lift Types from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.10 Maintenance Type Master

The master data added here will appear in

Creating Maintenance Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Maintenance Type Master from the drop-down list and click Go.

3. Click on Create on the top right. The Maintenance Type Master window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Maintenance Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Maintenance Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Maintenance Type Master window appears. Update Name and

click on Update to complete the step.

5. The changes will now be reflected in the list.

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Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Maintenance Type Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

2. Select Maintenance Type Master from the drop-down list and click on

Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.11 Passive Charges Type Master

The master data added here will appear in

Creating Passive Charges Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Passive Charges Type Master from the drop-down list and click Go.

3. Click on Create on the top right. The Passive Charges Type Master window

will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Passive Charges Type Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Passive Charges Type Master from the drop-down list and click on

Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Passive Charges Type Master window appears. Update Name and

click on Update to complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

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2. Select Passive Charges Type Master from the drop-down list and click on

Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

2. Select Passive Charges Type Master from the drop-down list and click

on Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.12 Preferential Location Charges

The master data added here will appear in

Creating Preferential Location Charges Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Preferential Location Charges Master from the drop-down list and

click Go.

3. Click on Create on the top right. The Preferential Location Charges Master

window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Preferential Location Charges Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Preferential Location Charges Master from the drop-down list and

click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Preferential Location Charges Master window appears. Update

Name and click on Update to complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

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2. Select Preferential Location Charges Master from the drop-down list and

click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

2. Select Preferential Location Charges Master from the drop-down list

and click on Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.13 SAC Master

The master data added here will appear in

Creating SAC Master

1. Navigate to Projects > Masters > Master Tables.

2. Select SAC Master from the drop-down list and click Go.

3. Click on Create on the top right. The SAC Master window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit SAC Master

1. Navigate to Projects > Masters > Master Tables.

2. Select SAC Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit SAC Master window appears. Update Name and click on Update to

complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select SAC Master from the drop-down list and click on Go.

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3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

2. Select SAC Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.14 Task Event

The master data added here will appear in

Creating Task Event Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Task Event Master from the drop-down list and click Go.

3. Click on Create on the top right. The Task Event Master window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Task Event Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Task Event Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Task Event Master window appears. Update Name and click on

Update to complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Task Event Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

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Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

2. Select Task Event Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.15 Unit CheckList

The master data added here will appear in

Creating Unit Checklist Master

1. Navigate to Projects > Masters > Master Tables.

2. Select UNIT CHECKLIST Master from the drop-down list and click Go.

3. Click on Create on the top right. The Unit Checklist Master window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Unit Checklist Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit Checklist Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Unit Checklist Master window appears. Update Name and click on

Update to complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit Checklist Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit Checklist Master from the drop-down list and click on Go.

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3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.16 Unit of Measurement Types

The master data added here will appear in

Creating Unit of Measurement Types Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit of Measurement Types Master from the drop-down list and

click Go.

3. Click on Create on the top right. The Unit of Measurement Types Master

window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Unit of Measurement Types Master

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit of Measurement Types Master from the drop-down list and

click on Go.

3. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

4. The Edit Unit of Measurement Types Master window appears. Update

Name and click on Update to complete the step.

5. The changes will now be reflected in the list.

Changing the Status

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit of Measurement Types Master from the drop-down list and

click on Go.

3. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Projects > Masters>>Master Tables.

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2. Select Unit of Measurement Types Master from the drop-down list and

click on Go.

3. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

6.4.1.17 Unit Type Masters

The master data added here will appear in

Creating Unit Type Masters

1. Navigate to Projects > Masters > Master Tables.

2. Select Unit Type Masters from the drop-down list and click Go.

3. Click on Create on the top right. The Unit Type Masters window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit UNIT TYPE MASTERS Master

6. Navigate to Projects > Masters > Master Tables.

7. Select UNIT TYPE MASTERS Master from the drop-down list and click on

Go.

8. All existing records under this master will be listed. To edit a record, click on

the button, which is an edit button.

9. The Edit UNIT TYPE MASTERS Master window appears. Update Name and

click on Update to complete the step.

10. The changes will now be reflected in the list.

Changing the Status

5. Navigate to Projects > Masters > Master Tables.

6. Select UNIT TYPE MASTERS Master from the drop-down list and click on

Go.

7. All existing records under this master will be listed. To change the status of

a record, click on icon, which is a status icon. A pop-window will appear

asking for confirmation. Click OK to complete the step.

8. The record will now indicate an inactive status with the icon.

Deleting the record

5. Navigate to Projects > Masters>>Master Tables.

6. Select UNIT TYPE MASTERS Master from the drop-down list and click

on Go.

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7. All existing records under this master will be listed. To delete a record,

click on icon, which is a delete icon. A pop-window will appear asking

for confirmation. Click on OK. Another pop-up window will appear

displaying the message "Deleted Successfully." This completes the step.

8. The deleted record will no longer appear in the list.

6.4.2 Contracting Client

The Contracting Client refers to the party for whom the developer undertakes a project. In this

context, the developer is responsible for executing the project for the contracting client, and any

construction or other activities required for the project may be outsourced to third-party

contractors. The contracting client is the entity that owns or commissions the project, while the

developer coordinates and manages the project on their behalf.

Suppose a real estate developer named XYZ Developers is undertaking a project to build a

commercial complex for Client A. In this scenario, Client A is the contracting client, and XYZ

Developers will manage the project. If XYZ Developers decides to hire a separate contractor, such as

ABC Construction Pvt. Ltd., to handle the actual construction work, Client A remains the contracting

client, while ABC Construction Pvt. Ltd. would be categorized as the contractor.

To create a contracting client, follow the below steps:

1. Navigate to Projects > Masters > Contracting Client

2. Click Create Contracting Client on the top right corner of the screen

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Fields

Explanation

Client Name *

The official name of the contracting client

(mandatory field).

Client Code *

A unique code used to identify the client in the

system (mandatory field).

Vendor Type *

Choose the type of vendor: Company or Non-

Company (mandatory field).

PAN No. / Tax ID *

The Permanent Account Number (PAN) or Tax

Identification Number (TIN) for tax purposes.

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GSTIN

The Goods and Services Tax Identification

Number assigned to the client.

MSME No.

The Micro, Small, and Medium Enterprises

registration number, if applicable.

PF No.

The Provident Fund (PF) registration number, if

applicable to the client.

LST No.

The Local Sales Tax number, if applicable.

CST No.

The Central Sales Tax number, applicable to

interstate sales transactions.

Statutory Registration

Other statutory registration details required for

the client, if applicable.

Remarks

Any additional comments or notes related to

the contracting client.

Service Tax No.

The registration number for service tax, if

applicable to the client.

VAT Registration No.

The Value Added Tax (VAT) registration

number, if applicable.

Excise Duty No.

The excise duty registration number for the

client, if applicable.

Active

A status field indicating whether the client is

currently active or inactive in the system.

Office Address

The official address of the client's office or

headquarters.

Fields marked with an asterisk (*) are mandatory for creating a contracting client.

Grid

Contact Details

Enter details about the client's contact person, including name, designation, address, phone number,

and email ID.

Documents

Attach copies of relevant client-related documents, such as contracts, certifications, or registration

proofs.

3. Click Create

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6.5 Utilities

6.5.1 Upload SubProject

This feature allows users to upload data related to sub-projects in bulk using a predefined template.

It simplifies the process of creating multiple sub-projects or updating existing sub-projects.

To upload sub projects in bulk, follow the below steps:

1. Download the Excel template by clicking Download Excel Template

2. Arrange the details in the pre-defined format as given in the Excel template

3. Once the data has been organized in line with the template, click Choose File, upload the file

and click Upload.