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Table of Contents 
Engg ............................................................................................................................................... 11 
1  Projects ................................................................................................................................. 11 
1.1  Projects – Engineering................................................................................................... 11 
1.1.1  Details ....................................................................................................................... 12 
1.1.2  Staffing ...................................................................................................................... 12 
1.1.3  Work Order ............................................................................................................... 14 
1.2  Projects - Contracting .................................................................................................... 28 
1.2.1  CO .............................................................................................................................. 28 
1.2.2  CO BOQ Map ............................................................................................................. 37 
1.2.3  Details ....................................................................................................................... 39 
1.2.4  Staffing ...................................................................................................................... 39 
1.2.5  Work Order ............................................................................................................... 40 
1.3  Sub Project – Engineering ............................................................................................. 54 
1.3.1  Budget ....................................................................................................................... 54 
1.3.2  Staffing ...................................................................................................................... 57 
1.3.3  Work Order ............................................................................................................... 58 
1.3.4  Abstracts ................................................................................................................... 72 
1.3.5  Stock .......................................................................................................................... 74 
1.3.5.1  Units .................................................................................................................... 74 
1.3.5.2  Accessories .......................................................................................................... 77 
1.3.6  Documents ................................................................................................................ 79 
1.3.7  WBS ........................................................................................................................... 79 
1.4  Sub Project – Contracting ............................................................................................. 81 
1.4.1  CO .............................................................................................................................. 81 
1.4.2  CO BOQ Map ............................................................................................................. 89 
1.4.3  CO Abstracts .............................................................................................................. 91 
1.4.4  Budget ....................................................................................................................... 91 
1.4.5  Staffing ...................................................................................................................... 94 
1.4.6  Work Order ............................................................................................................... 95 
1.4.7  Abstracts ................................................................................................................. 109 
1.4.8  Documents .............................................................................................................. 110 
1.4.9  WBS ......................................................................................................................... 110 
2  Inventory ............................................................................................................................. 112 
2.1  Indents ........................................................................................................................ 112 

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2.2  Service Indent ............................................................................................................. 115 
2.3  Purchase Orders .......................................................................................................... 117 
2.3.1  PO-Indents .............................................................................................................. 119 
2.3.2  Rates and Taxes ....................................................................................................... 120 
2.3.3  Terms and Conditions ............................................................................................. 122 
2.4  ROPO Mapping ............................................................................................................ 126 
2.5  GRN ............................................................................................................................. 127 
2.6  Issue Inventory ............................................................................................................ 131 
2.7  Return Inventory ......................................................................................................... 135 
2.8  Gate Pass ..................................................................................................................... 136 
2.9  Material Reconciliation ............................................................................................... 142 
2.10  Transfer Order ............................................................................................................. 143 
3  Tendering ............................................................................................................................ 145 
3.1  Tender Document ....................................................................................................... 145 
3.2  Expression of Interest ................................................................................................. 148 
3.3  Contractor Response ................................................................................................... 149 
3.4  Float Tender ................................................................................................................ 150 
3.5  Pre-Tender Estimate ................................................................................................... 151 
3.6  Tender Opening Form ................................................................................................. 153 
3.7  Tender Receipt ............................................................................................................ 155 
3.8  Rate Comparison ......................................................................................................... 161 
3.9  Tender Link To WO ...................................................................................................... 163 
4  Contracting .......................................................................................................................... 165 
4.1  Leads ........................................................................................................................... 165 
4.1.1  Lead List .................................................................................................................. 165 
4.1.2  Leads ....................................................................................................................... 165 
4.2  Clients .......................................................................................................................... 168 
4.2.1  Client List ................................................................................................................. 168 
4.2.2  Client ....................................................................................................................... 168 
4.3  Jobs ............................................................................................................................. 170 
4.3.1  Job List ..................................................................................................................... 171 
4.3.2  Job Details ............................................................................................................... 171 
4.4  Contacts ...................................................................................................................... 173 
4.4.1  Contact List .............................................................................................................. 173 
4.4.2  Contacts .................................................................................................................. 173 
4.5  Bank Credit .................................................................................................................. 173 

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4.6  Bond Request .............................................................................................................. 174 
4.7  Bond Payment ............................................................................................................. 176 
5  Site-Activity ......................................................................................................................... 176 
5.1  Abstracts ..................................................................................................................... 176 
5.2  MBook ......................................................................................................................... 178 
5.3  MBook Abstracts ......................................................................................................... 181 
5.4  Labour ......................................................................................................................... 182 
5.5  Equipment ................................................................................................................... 183 
5.6  Critical Point ................................................................................................................ 183 
5.7  Work Execution ........................................................................................................... 184 
5.8  Cube Results ................................................................................................................ 184 
6  Billing ................................................................................................................................... 186 
6.1  Work Order ................................................................................................................. 186 
6.2  Misc. Expenses ............................................................................................................ 191 
6.3  Advance ....................................................................................................................... 194 
6.4  Debit Note ................................................................................................................... 199 
6.5  Debit Note Receipt ...................................................................................................... 200 
6.6  Labour Payment .......................................................................................................... 201 
6.7  Invoice ......................................................................................................................... 204 
6.8  Advance ....................................................................................................................... 207 
6.9  Receipt ........................................................................................................................ 209 
6.10  Credit Note .................................................................................................................. 211 
7  Approvals ............................................................................................................................ 212 
7.1  Contractor ................................................................................................................... 212 
7.2  Consultant ................................................................................................................... 212 
7.3  Contracting Client ....................................................................................................... 213 
7.4  Contractor WO ............................................................................................................ 213 
7.5  Consultant WO ............................................................................................................ 214 
7.6  Internal WO ................................................................................................................. 214 
7.7  Labour WO .................................................................................................................. 215 
7.8  BOQ ............................................................................................................................. 216 
7.9  Abstract ....................................................................................................................... 216 
7.10  MBook ......................................................................................................................... 217 
7.11  Indent .......................................................................................................................... 218 
7.12  Service Indent ............................................................................................................. 218 
7.13  GRN ............................................................................................................................. 219 

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7.14  Issue ............................................................................................................................ 220 
7.15  Return ......................................................................................................................... 220 
7.16  Transfer Order ............................................................................................................. 221 
7.17  Gate Pass ..................................................................................................................... 221 
7.18  Work Order ................................................................................................................. 222 
7.19  Misc. Expenses ............................................................................................................ 223 
7.20  Advance ....................................................................................................................... 223 
7.21  Debit Note ................................................................................................................... 224 
7.22  Debit Note Receipt ...................................................................................................... 224 
7.23  Labour Payment .......................................................................................................... 225 
7.24  Work Category ............................................................................................................ 226 
7.25  Material ....................................................................................................................... 226 
7.26  Contracting Order ....................................................................................................... 227 
7.27  Invoice ......................................................................................................................... 227 
7.28  Invoice (Advance) ........................................................................................................ 228 
7.29  Receipt ........................................................................................................................ 229 
7.30  Credit Note .................................................................................................................. 229 
7.31  CO Abstract ................................................................................................................. 230 
7.32  Contractor WO ............................................................................................................ 230 
7.33  Consultant WO ............................................................................................................ 231 
7.34  Internal WO ................................................................................................................. 232 
7.35  Labour WO .................................................................................................................. 233 
7.36  Purchase Order ........................................................................................................... 233 
7.37  Rental Modification..................................................................................................... 234 
7.38  Tender Document ....................................................................................................... 235 
7.39  Pre-Tender Estimate ................................................................................................... 235 
7.40  Tender Receipt ............................................................................................................ 236 
7.41  Float Tender ................................................................................................................ 236 
7.42  Rate Comparison ......................................................................................................... 237 
8  Modification ........................................................................................................................ 237 
9  Checklist .............................................................................................................................. 239 
10  Templates ............................................................................................................................ 239 
10.1  Document Template ................................................................................................... 239 
11  Portal ................................................................................................................................... 240 
11.1  About Portal ................................................................................................................ 240 
11.2  Menu Configuration .................................................................................................... 240 

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7.11.3  Template Configuration .............................................................................................. 241 
7.11.4  Login Configuration ..................................................................................................... 242 
7.11.5  Send Password ............................................................................................................ 243 
7.11.6  Feedback Master ......................................................................................................... 244 
7.11.7  Contacts Master .......................................................................................................... 244 
7.11.8  Contacts Category ....................................................................................................... 245 
7.11.9  Home Page Images ...................................................................................................... 245 
7.11.10  News ........................................................................................................................ 246 
7.11.11  Partners ................................................................................................................... 246 
7.11.12  Poll........................................................................................................................... 247 
7.11.13  Poll Results .............................................................................................................. 248 
7.11.14  FAQ Category .......................................................................................................... 249 
7.11.15  FAQs ........................................................................................................................ 249 
7.11.16  Help Desk ................................................................................................................ 250 
7.11.17  Usage Statistics ....................................................................................................... 250 
7.11.18  Frequently Used Pages ............................................................................................ 251 
7.11.19  User Login/Logout ................................................................................................... 252 
7.11.20  Summary of Polls .................................................................................................... 253 
7.12  Masters ............................................................................................................................... 254 
7.12.1  Master Tables .............................................................................................................. 254 
7.12.1.1  Activity/Sub-Activity Master ............................................................................... 255 
Creating Activity/Sub-Activity Master................................................................................. 255 
Edit Activity/Sub-Activity Master ........................................................................................ 255 
Changing the Status ............................................................................................................ 256 
Deleting the record ............................................................................................................. 256 
7.12.1.2  Bidbond Charge ................................................................................................... 257 
Creating Bidbond Charge Master ........................................................................................ 257 
Edit Bidbond Charge Master ............................................................................................... 258 
Changing the Status ............................................................................................................ 258 
Deleting the record ............................................................................................................. 259 
7.12.1.3  Bond Type ........................................................................................................... 259 
Creating Bond Type Master ................................................................................................ 259 
Edit Bond Type Master ........................................................................................................ 260 
Changing the Status ............................................................................................................ 260 
Deleting the record ............................................................................................................. 261 
7.12.1.4  Condition Category ............................................................................................. 261 

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Creating Condition Category Master .................................................................................. 261 
Edit Condition Category Master .......................................................................................... 262 
Changing the Status ............................................................................................................ 262 
Deleting the record ............................................................................................................. 263 
7.12.1.5  Condition Master ................................................................................................ 263 
Creating Condition Master .................................................................................................. 263 
Edit Condition Master ......................................................................................................... 264 
Changing the Status ............................................................................................................ 264 
Deleting the record ............................................................................................................. 265 
7.12.1.6  Constitutions Type Master .................................................................................. 265 
Creating Condition Type Master ......................................................................................... 265 
Edit Condition Type Master ................................................................................................ 266 
Changing the Status ............................................................................................................ 266 
Deleting the record ............................................................................................................. 267 
7.12.1.7  Contract Credit Note Reason Master .................................................................. 267 
Creating Contract Credit Note Reason Master ................................................................... 267 
Edit Contract Credit Note Reason Master .......................................................................... 268 
Changing the Status ............................................................................................................ 268 
Deleting the record ............................................................................................................. 269 
7.12.1.8  Contracting Competitor ...................................................................................... 269 
Creating CONTRACTING COMPETITOR Master ................................................................... 269 
Edit Contracting Competitor Master .................................................................................. 270 
Changing the Status ............................................................................................................ 270 
Deleting the record ............................................................................................................. 271 
7.12.1.9  Contracting Contact Method .............................................................................. 271 
Creating Contracting Contact Method Master ................................................................... 271 
Edit Contracting Contact Method Master........................................................................... 272 
Changing the Status ............................................................................................................ 272 
Deleting the record ............................................................................................................. 272 
7.12.1.10  Contracting Contact Type ................................................................................... 273 
Creating Contracting Contact Type Master ........................................................................ 273 
Edit Contracting Contact Type Master ................................................................................ 273 
Changing the Status ............................................................................................................ 274 
Deleting the record ............................................................................................................. 274 
7.12.1.11  Contracting Industry ........................................................................................... 274 
Creating Contracting Industry Master ................................................................................ 274 

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Edit Contracting Industry Master ........................................................................................ 275 
Changing the Status ............................................................................................................ 275 
Deleting the record ............................................................................................................. 276 
7.12.1.12  Contracting Industry Type ................................................................................... 276 
Creating Contracting Industry Type Master ........................................................................ 276 
Edit Contracting Industry Type Master ............................................................................... 277 
Changing the Status ............................................................................................................ 277 
Deleting the record ............................................................................................................. 278 
7.12.1.13  Contracting Job Stage.......................................................................................... 278 
Creating Contracting Job Stage Master .............................................................................. 278 
Edit Contracting Job Stage Master ...................................................................................... 279 
Changing the Status ............................................................................................................ 279 
Deleting the record ............................................................................................................. 279 
7.12.1.14  Contracting Job Status ........................................................................................ 280 
Creating Contracting Job Status Master ............................................................................. 280 
Edit Contracting Job Status Master ..................................................................................... 280 
Changing the Status ............................................................................................................ 281 
Deleting the record ............................................................................................................. 281 
7.12.1.15  Contracting Job Type ........................................................................................... 281 
Creating Contracting Job Type Master................................................................................ 282 
Edit Contracting Job Type Master ....................................................................................... 282 
Changing the Status ............................................................................................................ 282 
Deleting the record ............................................................................................................. 283 
7.12.1.16  Contracting Lead/Client Stage ............................................................................ 283 
Creating Contracting Lead/Client Stage Master ................................................................. 283 
Edit Contracting Lead/Client Stage Master ......................................................................... 284 
Changing the Status ............................................................................................................ 284 
Deleting the record ............................................................................................................. 285 
7.12.1.17  Contracting Reason Type .................................................................................... 285 
Creating Contracting Reason Type Master ......................................................................... 285 
Edit Contracting Reason Type Master................................................................................. 286 
Changing the Status ............................................................................................................ 286 
Deleting the record ............................................................................................................. 286 
7.12.1.18  Contracting Source .............................................................................................. 287 
Creating Contracting Source Master ................................................................................... 287 
Edit Contracting Source Master .......................................................................................... 287 

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Changing the Status ............................................................................................................ 288 
Deleting the record ............................................................................................................. 288 
7.12.1.19  Contractor Ranks ................................................................................................. 288 
Creating Contracting Ranks Master .................................................................................... 289 
Edit Contracting Ranks Master............................................................................................ 289 
Changing the Status ............................................................................................................ 289 
Deleting the record ............................................................................................................. 290 
7.12.1.20  Debit Note Reason Type Master ......................................................................... 290 
Creating Debit Note Reason Type Master .......................................................................... 290 
Edit Debit Note Reason Type Master .................................................................................. 291 
Changing the Status ............................................................................................................ 291 
Deleting the record ............................................................................................................. 291 
7.12.1.21  Engg. Floor Type Master ..................................................................................... 292 
Creating Engg. Floor Type Master ....................................................................................... 292 
Edit Engg. Floor Type Master .............................................................................................. 292 
Changing the Status ............................................................................................................ 293 
Deleting the record ............................................................................................................. 293 
7.12.1.22  Material Reconciliation Reason Master. ............................................................. 293 
Creating Material Reconciliation Reason Master ............................................................... 294 
Edit Material Reconciliation Reason Master ....................................................................... 294 
Changing the Status ............................................................................................................ 294 
Deleting the record ............................................................................................................. 295 
7.12.1.23  Payment Schedule Manual Event Master ........................................................... 295 
Creating Payment Schedule Manual Event Master ............................................................ 295 
Edit Payment Schedule Manual Event Master .................................................................... 296 
Changing the Status ............................................................................................................ 296 
Deleting the record ............................................................................................................. 297 
7.12.1.24  Policy Periodicity Master..................................................................................... 297 
Creating Policy Periodicity Master Master ......................................................................... 297 
Edit Policy Periodicity Master Master ................................................................................. 298 
Changing the Status ............................................................................................................ 298 
Deleting the record ............................................................................................................. 298 
7.12.1.25  Project Staffing Roles .......................................................................................... 299 
Creating Project Staffing Roles Master ............................................................................... 299 
Edit Project Staffing Roles Master ...................................................................................... 299 
Changing the Status ............................................................................................................ 299 

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Deleting the record ............................................................................................................. 299 
7.12.1.26  SAC Master .......................................................................................................... 300 
Creating SAC Master ........................................................................................................... 300 
Edit SAC Master................................................................................................................... 300 
Changing the Status ............................................................................................................ 301 
Deleting the record ............................................................................................................. 301 
7.12.1.27  Service Indent TAT Type Master ......................................................................... 301 
Creating Service Indent TAT Type Master ........................................................................... 302 
Edit Service Indent TAT Type Master .................................................................................. 302 
Changing the Status ............................................................................................................ 302 
Deleting the record ............................................................................................................. 303 
7.12.1.28  Tender Contract Master ...................................................................................... 303 
Creating Tender Contract Master ....................................................................................... 303 
Edit Tender Contract Master .............................................................................................. 304 
Changing the Status ............................................................................................................ 304 
Deleting the record ............................................................................................................. 305 
7.12.1.29  Tender Document Checklist Master ................................................................... 305 
Creating Tender Document Checklist Master ..................................................................... 305 
Edit Tender Document Checklist Master ............................................................................ 306 
Changing the Status ............................................................................................................ 306 
Deleting the record ............................................................................................................. 306 
7.12.1.30  Tender Qualification Master ............................................................................... 307 
Creating Tender Qualification Master ................................................................................ 307 
Edit Tender Qualification Master ........................................................................................ 307 
Changing the Status ............................................................................................................ 308 
Deleting the record ............................................................................................................. 308 
7.12.1.31  Tender Type Master ............................................................................................ 309 
Creating Tender Type Master ............................................................................................. 309 
Edit Tender Type Master ..................................................................................................... 309 
Changing the Status ............................................................................................................ 309 
Deleting the record ............................................................................................................. 310 
7.12.1.32  Unit Type Master ................................................................................................ 310 
Creating Unit Type Master .................................................................................................. 310 
Edit Unit Type Master ......................................................................................................... 311 
Changing the Status ............................................................................................................ 311 
Deleting the record ............................................................................................................. 312 

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12.1.33  Work Category Type Master ............................................................................... 312 
Creating Work Category Type Master ................................................................................ 312 
Edit Work Category Type Master ........................................................................................ 313 
Changing the Status ............................................................................................................ 313 
Deleting the record ............................................................................................................. 314 
12.1.34  Work Order Retention Type ................................................................................ 314 
Creating Work Order Retention Type Master ..................................................................... 314 
Edit Work Order Retention Type Master ............................................................................ 315 
Changing the Status ............................................................................................................ 315 
Deleting the record ............................................................................................................. 316 
12.2  Store Master ............................................................................................................... 316 
12.3  Consultant ................................................................................................................... 318 
12.4  Contractor ................................................................................................................... 322 
12.5  Contracting Client ....................................................................................................... 327 
12.6  BOQ ............................................................................................................................. 331 
12.7  Labour ......................................................................................................................... 337 
12.8  Rate Master ................................................................................................................. 341 
12.9  Labour Mapping .......................................................................................................... 341 
12.10  Estimation Charge Type .......................................................................................... 342 
12.11  Asset Type ............................................................................................................... 343 
12.12  Asset SubType ......................................................................................................... 344 
12.13  Asset ........................................................................................................................ 344 
12.14  Define Activity ......................................................................................................... 347 
12.15  Map Activity ............................................................................................................ 348 
12.16  BOQ Estimation ....................................................................................................... 349 
13  Utilities ................................................................................................................................ 350 
13.1  Work Order Tax Utility ................................................................................................ 350 
13.2  BOQ Rate Change ........................................................................................................ 353 
13.3  Budget ......................................................................................................................... 354 
13.4  BOQ ............................................................................................................................. 354 
13.5  Sales Stock ................................................................................................................... 356 
13.6  Bulk Assign PLC ............................................................................................................ 357 
13.7  Contractor Work Order Copying ................................................................................. 358 
14  Search .................................................................................................................................. 359 
15  Reports ................................................................................................................................ 359 
15.1  Abstract ....................................................................................................................... 359 

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7.15.2 BOQ ............................................................................................................................. 359

7.15.3 Budget ......................................................................................................................... 359

7.15.4 Cash Flow .................................................................................................................... 359

7.15.5 Consultant ................................................................................................................... 359

7.15.6 Contractor ................................................................................................................... 359

7.15.7 Contractor Payment .................................................................................................... 359

7.15.8 DPR .............................................................................................................................. 359

7.15.9 Inventory ..................................................................................................................... 359

7.15.10 MBook ..................................................................................................................... 359

7.15.11 Project ..................................................................................................................... 359

7 Engg

Under the Projects section, the Projects & Sub-Projects List is the first view users will

have upon clicking the Engg menu button. This list includes a filter and displays all projects

and sub-projects. Any project or sub project created within the Project module will be listed

here.

You will decide on this page whether you want to work at a project or sub project level.

Choose accordingly.

7.1 Projects

7.1.1 Projects – Engineering

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7.1.1.1 Details

This page showcases details relating to project(s). Users can view project name, property

name, project start and end date, alongside specific features such as carpet area, saleable

area and more. The page includes modifiable details like FSI Consumed and Estimated

Carpet Area, accessible via the Modify button. Users can update these parameters directly

on the page.

7.1.1.2 Staffing

The Staffing tab allows users to manage project personnel effectively. Under Project

Staffing, users can assign a Project Manager to oversee the entire project. Additionally,

under Work Order Staffing, users can allocate Engineers and technical staff to specific work

orders. This feature ensures proper delegation of responsibilities and resources, optimizing

project performance and coordination. By centralizing staffing information within the tab,

users can easily track personnel assignments and ensure that each work order is adequately

staffed for successful execution.

Personal Staffing

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Staffing > Project Staffing > Click Modify

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2. Fill in and select the necessary details such as Project Name, Employee Name,

Role, From Date, To Date, and Utilization.

3. Click Update

Work Order Staffing

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Staffing > Work Order Staffing > Click Modify

2. Select the necessary details such as Work Category, Sub Category, Work Order and

Engineers.

3. Once you have selected the necessary details, slick Add Staff.

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7.1.1.3 Work Order

A work order is a legal agreement between a developer and a contractor which serves as the

foundation for their collaboration. This agreement outlines the terms and conditions governing

their professional relationship, including project scope, timelines, responsibilities, and financial

arrangements. Within this agreement, provisions are made for the creation of work orders,

which serve as formal requests for specific tasks or services to be completed.

Workflow

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On the Work Order List page, you can create new work orders at the project level, or access

the existing work orders using the filter.

To create a new work order, follow the below steps:

Prerequisite

1. Set up Display Number configuration for the work order, including both project level

and subproject level work orders.

2. Define the workflow for managing work orders

3. Create Work Category/Sub Work Category in Masters. To do so, go to the Engg

menu >> Masters >> Master tables >> Work category masters. The procedure to

create the Work category and subcategory is as follows

a. Navigate to Engg.

b. Select Master Tables.

c. Choose Work Category Type Master from the list and click Go.

d. Position the cursor to the top right corner and click Create.

Steps

Step 1: Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Work Order List > Click Create Work Order

Step 2: Basic Details

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Fields

Explanation

Project

Select the Project name from the drop-down list

WO Currency Type

Select the type of currency to be used in the project

transaction: Domestic or International

Work Order Scope

Choose the Work Order scope: Single Category or

Multiple Categories. In Single Category, you will

consolidate multiple BOQs into one work order with a

single payment, ideal for contractors with multiple

subprojects. For Multiple Categories, you will create

separate work orders at project or subproject levels.

Work Order Type

Select the Work Order Type from the drop-down list:

Contractor, Consultant, Internal or Labour.

Work Category *

Select the Work Category from the drop-down list.

The work categories from BOQ will reflect here.

Work Sub Category

Select this if you want to create a work order at the

sub category level. Else, leave it blank.

Contractor Name *

Enter the name of the contractor, who the work

order is to be assigned to.

GSTIN No

Enter the GSTIN No. of the contractor

Contact Person

Enter the name of the contact person.

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Discount Type

Mobilization Advance Percentage

Mobilization refers to the activities that are carried out

by a contractor in order to prepare for a construction

work before the actual work begins.

Enter the percentage of the work order value that you

want to process as Mobilization Advance

Percentage.

Mobilization Advance Amount

Enter the Mobilization Advance Amount

Mobilization Guarantee Expiry Date

This refers to the guarantee of the date by which the

setup to begin the construction work is ready

Performance Guarantee Expiry Date

This refers to the guarantee of the date by which the

contractor has committed to complete the project

undertaken

EMD/BG Amount

Enter the bank guarantee amount that a contractor

has to deposit with a bank

From (Tentative) *

Select a date from the calendar when EMD/BG

becomes effective from

To (Tentative) *

Select a date from the calendar when EMD/BG will

be effective to

Work Order Printing Date

Select a date from the calendar when the work

order will be printed

Work Order Payment From

The application will allow payments to contractors in

the following ways:

1. Abstracts: Payments can be made with

reference to abstracts (based on work done).

2. Work order value payments: Payments can

be made based on the value specified in the

work order.

3. Payment schedule: Payments can be made

by defining the payment schedule (based on

conditions).

Remarks

Add remarks or comments, if any

Scope Of Work *

Summarize tasks and objectives that will become

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part of the agreement between a developer and

another party

Work Description

Describe a detailed breakdown of actions,

specifications, and quantities of work that is

expected to be performed by a party

Tax Details

Notes on calculation of taxes:

• The Percentage of work order value column in the Work Order screen is made free

text to handle defaulting of the taxable amount in the payment certificate and to

calculate new taxes on the residual work order value.

• Changes in the percentage of work order value in the work order edit page will not

recalculate taxable and tax amounts.

• An alert is provided to the user when attempting to change the percentage of the

work order value, which reads, "Work Order tax amount will not be calculated based

on % of Work order value. Please change the taxable/tax amount."

• The application will not allow the user to create a work order without entering the %

of work order value to facilitate the general practice of entering taxable amounts

using a percentage of the work order.

• This Percentage of work order value is considered for the defaulting of the certified

amount in the payment certificate as usual, and the calculation of tax amount and

taxable amount remains the same.

• When the user changes tax amount and taxable amount, the % of work order value

will recalculate.

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• During the amendment of the work order, the system will calculate the taxable

amount directly based on % of work order value using the following formula:

Taxable amount = ((Total work order value - Total payment certified amount) * (% of

work order value)) + (sum of taxable amount for a tax in payment certificates).

According to the above formula, if any new taxes are to be added to the work order

and if the work order is amended, the taxable amount for the tax will be calculated

based on the residual work order value.

• If the work order is terminated, the system will calculate the taxable amount based on

the formula below: Taxable amount = ((Total work order terminated value - Total

payment certified amount) * (% of work order value of a tax)) + (Sum of taxable

amount for a tax in payment certificates).

• Since the % of work order is user-editable for the purpose of defaulting taxable

amounts in work order payment certificates, the taxable amount and % of work order

may not match if the user manually calculates the tax amount based on % of work

order value in the work order.

• During the amendment, the application calculates the taxable amount based on the

present % of work order value for a tax and remaining balance of work order value.

• The logic to calculate tax amount remains the same, based on the taxable amount.

• Existing taxes may change if the work order is amended, as the taxable amount

calculation is changed to get the value based on the remaining balance of work

order.

• A Note is provided in the work order create, edit, and view pages as follows:

o Work Order tax amount will not change if % of work order Value is changed.

o % of Work Order value will be used to calculate taxable amounts in Work

Order payments.

• If a new tax is added manually, the user will have to calculate the residual taxable

amount manually and enter it in the taxable amount column, and the application will

calculate the % of work order value and tax amounts accordingly.

• In the above case, the user can change the % of work order value to 100% if the new

tax has to be on the residual/remaining unpaid work order value.

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• Tax amount for exclusive taxes in work order create, edit, and view pages will be:

Tax amount = Taxable amount * Tax percentage.

• Tax amount for Inclusive taxes in work order create, edit, and view pages will be

based on two steps:

1. Calculate base amount as BASE AMOUNT = (100/ (100+Tax percentage))

*Taxable amount.

2. Calculate tax amount as TAX AMOUNT = Base amount * Tax percentage.

Retention Details

This feature allows construction developers to retain a percentage of the work order value

and defer payment to a later date. This enables better cash flow management and ensures

completion of work before full payment.

Follow the below steps to add Retention Details:

1. Click on Add Row

2. Choose the type of retention under Type

3. Enter a percentage value of the work order under Percentage

4. Choose an expiry date under Expiry Date

Service Indent Details

Service Indent is a feature designed to streamline service scheduling with defined start and

finish dates. It provides a structured framework for organizing service tasks within specific

timeframes. Users can input the start date, marking the initiation of the service, and the finish

date, signifying its completion. This feature aids in planning and tracking service activities

efficiently, while ensuring timely execution and resource optimization. Overall, it serves as a

crucial tool for managing service operations with precision and effectiveness.

To add a service indent to a work order, follow the below steps:

1. On the Create Work Order page, navigate to the Service Indent Details tab

2. Then, click Add row

3. Select an indent and click Accept Selected.

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Note: Service Indent data comes from Engg > Inventory > Service Indent

Other Details

This tab provides a structured presentation of various fields related to policies, licenses, and

their respective expiration and renewal dates. It includes information such as the expiry date,

periodicity (frequency of review or renewal), and next due date for each category.

To enter details related to policies and licences, follow the below steps:

1. On the Create Work Order page, navigate to the Other Details tab

2. Fill in and select the details for the following fields.

Fields

Explanation

Work Category (WC) Policy Expiry Date

Select a date when the policy covering a

specific work category ends. It indicates the

need for renewal or adjustment.

Work Category (WC) Policy Periodicity

This field refers to the frequency at which

the policy for a particular work category is

reviewed or renewed. It determines the

intervals between policy updates.

Work Category (WC) Policy Next Due Date

Select an upcoming date when the policy

for a specific work category is due for

renewal or reassessment.

Labour License No.

Enter the labor license number. A labour

license number indicates that the contractor

has legal authorization for employment

within specified parameters.

Labour License Expiry Date

Select a date when the labor license

expires. It necessitates renewal to ensure

continued compliance with employment

regulations.

Contractors All Risk Policy (CAR) Expiry

Date

Select an expiry date of the insurance

policy covering all risks for contractors. It

prompts reevaluation or renewal.

Contractors All Risk Policy (CAR)

Periodicity

This field refers to the frequency at which

the contractors' all-risk policy undergoes

review or renewal and determines the

intervals between policy updates.

Contractors All Risk Policy (CAR) Next Due

Date

Select an upcoming date when the

contractors' all-risk policy requires renewal

or reassessment to maintain coverage.

Contractor/Consultant Details

The details of contractors / consultants automatically flow to this category from Masters.

EMD Cheque/BG Details

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Given the substantial financial involvement, developers often require contractors to provide a

bank guarantee by depositing a specified sum with a bank.

Follow the below steps to update bank guarantee details:

1. Click Add New

2. Choose the Bank Name

3. Select the Cheque Date from the calendar

4. Enter the Cheque/BG No

5. Input the Cheque Amount

6. Choose BG Handover Date from the calendar

7. Specify the BG Expiry Date

8. Select the Claim Date

Documents

Upload any document related to the work order under Documents.

Follow the below steps to upload a document:

1. Click Add New

2. Choose a file and click Update

Once you have created a work order at the project level, you can add BOQs, materials,

labours, assets, advance details, terms and conditions, and more.

BOQ

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The quantity and cost are loaded from a Bill of Quantities (BOQ) onto a work order. It's

mandatory to link at least one BOQ to a work order.

To add a BOQ to work order, follow the below steps:

1. After creating a work order, navigate to the Work Order tab and select the desired

work order

2. Click on the BOQ option

3. Click on Add New BOQ

4. Choose the Sub Project and Work Category to list the available BOQs

Note:

• Users can modify the quantity and rate of the BOQ

• Once an Abstract or Indent is created for the BOQ, the application will restrict

changes to the BOQ’s rate

• Once Payment/Advance is created for the BOQ, application will prevent deleting the

BOQ

Step 5: Click Create.

Step 6: Navigate to the Status section, select Submitted, input any remarks, and then

proceed to update the status by clicking on Update Status.

Materials

This tab allows users to specify the materials required for the work order. It includes details

such as the type of material, quantity needed, cost per unit, supplier information, and any

other relevant specifications.

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Choose a Work Order from Work Order List Labours > Click Materials

2. Click Add Free Supply, and this action opens a new page called Add Material.

Proceed to fill in the required information or make selections as needed on this page.

Fields

Explanation

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Project

This field is automatically populated from

the work order

Sub Project

This field is automatically populated from

the work order

Work Order No.

This field is automatically populated from

the work order

Material Type *

Click Select located beside the material

type field. This action will prompt a new

window to open where you can search for a

material(s) using the filter provided at the

top. Once you have selected the

material(s), click Accept Selected.

Note: The material type data comes from

Purchase > Masters > Materials.

Material Sub Type *

This field is a further subdivision of material

type. This field is populated automatically

when you select material(s) under Material

Type.

Note: The sub material data under Sub

Material Type field comes from Purchase >

Masters > Materials.

Material *

The items that are listed against Material

Type and Material are automatically

populated.

Note: The material data under Sub Material

Type field comes from Purchase >

Masters > Materials.

UOM

The Unit of Measure (UOM) is automatically

populated.

Note: The UOM data comes from

Purchase > Masters > Materials.

Inclusive

Star Rate

Star rate refers to a fixed rate that is used

to price materials

Estimated Quantity

This field refers to an approximate amount

of material required for a work order.

Recommended Quantity *

This field refers to an optimal or suggested

quantity based on project requirements or

industry standards.

Mark Up Percentage

Mark up percentage is a percentage that is

added to the cost price to determine profit

margin.

Debitable

Checkmark Debitable if an expense or cost

is chargeable or billable to an account.

Debitable At

Choose whether it is debitable at Star Rate

or Actual Rate.

Labours

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This tab enables users to specify labour requirements, including labour category, labour

quantity and hourly rate. This feature set facilitates efficient labour resource management,

ensuring the right personnel are assigned to appropriate tasks and optimizing project

timelines.

To add labour details, follow the below steps:

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Choose a Work Order from Work Order List Labours

2. On the Work Order page, go to the Labours tab and click Add Labour. This action

opens a new page. Proceed to fill in the required information or make selections as

needed on this page.

Fields

Explanation

Project

This field is automatically populated from

the project

Sub Project

Work Order No.

This field is automatically populated from

the work order

Labour Category *

Click Select located beside the Labour

Category field. This action will prompt a

new window to open where you can search

for labour details using the filter provided at

the top. Once you have selected the labour

details, click Accept Selected.

Note: The labour category data comes from

Engg > Masters > Labour.

Labour Sub Category *

This field is a further subdivision of Labour

Type. This field is populated automatically

when you select Labour Category under the

Labours tab.

Note: The labour sub category data comes

from Engg > Masters > Labour.

Labour Type *

This field is populated automatically when

you select labour category under the

Labours tab.

Note: The Labour Type category data

comes from Engg > Masters > Labour.

UOM

The Unit of Measure (UOM) is automatically

populated.

Note: The UOM data comes from Engg >

Masters > Labour.

Star Rate (INR) *

Star rate refers to a fixed rate that is used

to price labour

Recommended Quantity *

This field refers to an optimal or suggested

quantity of labour based on project

requirements.

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Assets

This tab enables users to specify asset requirements, including asset, asset type and rate.

This feature set facilitates efficient asset management, ensuring the right assets are

assigned to appropriate tasks and optimizing project timelines.

To add an asset, follow the below steps:

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Choose a Work Order from Work Order List Labours

2. On the Work Order page, go to the Assets tab and click Add Labour. This action

opens a new page. Proceed to fill in the required information or make selections as

needed on this page.

Fields

Explanation

Project

This field is automatically populated from

the project

Sub Project

Work Order No.

This field is automatically populated from

the work order

Asset Type *

Click Select located beside the Asset Type

field. This action will prompt a new window

to open where you can search for asset

details using the filter provided at the top.

Once you have selected the asset details,

click Accept Selected.

Note: The Asset Type data comes from

Engg > Masters > Asset.

Asset Sub Type *

This field is a further subdivision of Asset

Type. This field is populated automatically

when you select Asset Type.

Note: The Asset Sub Type data comes

from Engg > Masters > Asset Sub Type.

Asset *

The Assets that are listed against Asset

Type and Asset Sub Type are automatically

populated.

Note: The Asset data comes from Engg >

Masters > Asset.

UOM

The Unit of Measure (UOM) is automatically

populated.

Note: The UOM data comes from Engg >

Masters > Asset.

Star Rate (INR) *

Star rate refers to a fixed hourly / daily rate

that is used to rent an asset

Recommended Quantity *

This field refers to an optimal or suggested

quantity of assets based on project

requirements.

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Advance Details

The advances created against a Work Order with Processed and onwards status will be

listed on this Advance Details page.

Documents

Terms and Conditions

This tab enables users to add specific terms and conditions to a work order. This feature

allows for the inclusion of project-specific terms, ensuring clarity and compliance throughout

the project lifecycle. Users can easily view, edit, and manage the terms and conditions

associated with each work order.

To add Terms and Conditions, follow the below steps:

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Choose a Work Order from Work Order List Labours

2. On the Work Order page, go to the Terms and Conditions tab, click Modify, and

then click Add. This action opens a new page. Choose a condition and click Accept

Selected.

Note:

Condition Category column data comes from Purchase > Masters > Master Tables >

Condition Category Master.

Condition column data comes from Purchase > Masters > Master Tables > Condition

Master

Amendments

This tab provides an overview of amendments and versions associated with work orders.

Users can easily track and review changes made to work orders over time, including

modifications to scope, schedule, budget, and other project parameters.

7.1.2 Projects - Contracting

7.1.2.1 CO

A contracting order refers to the formal arrangement that outline the sequence of

agreements on roles, responsibilities, timelines, deliverables, and financial terms between a

client and a contractor.

To create a contracting order, follow the below steps:

Step 1: Engg > Projects > Search for a contracting project using the filter > CO > Click

Contracting Order.

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Step 2: Once you click Contracting Order, you will be prompted to fill in and select

necessary details.

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Fields

Explanation

Project

Automatically displayed when a contracting

project is selected.

Certifying Company

Automatically displayed when a contracting

project is selected.

Client

Automatically displayed when a contracting

project is selected. This field identifies the

client for whom the project or sub project is

being executed.

State

Select the state where the project will be

located

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GSTIN No

Enter the GSTIN No. of the contractor

CO Currency Type

Choose the currency type to be used in the

contracting sub project: Domestic or

International.

Scope Of Work *

A mandatory field that outlines the specific

tasks, activities, and deliverables expected

to be completed as part of the project.

From Date *

A mandatory field that indicates the start

date for the project. It marks the beginning

of the period during which the contracted

work is to be performed.

To Date *

A mandatory field that specifies the end

date for the project. It marks the deadline

for completing the contracted work.

Work Description *

A mandatory field that provides a detailed

description of the work to be performed

under the project. This includes the

objectives, methodologies, and any specific

requirements.

Work Order Reference No.

Add a reference number for the work order

associated with the project. This helps in

tracking and managing the work order.

Retention

Specify the percentage of the total contract

value that will be retained by the client until

the completion of the project. This is usually

held as a guarantee against any defects or

incomplete work.

Retention Guarantee Expiry Date

Select a date when the retention guarantee

expires. After this date, the retained amount

is typically released to the contractor if all

conditions are met.

Mobilization Advance Percentage

Indicates the percentage of the contract

value that will be provided as an advance to

the contractor to help with the initial setup

and mobilization of resources.

Mobilization Advance Amount

The actual amount of money given as a

mobilization advance, calculated based on

the mobilization advance percentage.

Mobilization Guarantee Expiry Date

Select a date when the mobilization

guarantee expires.

Performance Guarantee Expiry Date

Select a date when the performance

guarantee expires. This guarantee ensures

that the contractor will complete the project

according to the agreed standards and

timelines.

EMD/BG Amount

The amount for Earnest Money Deposit

(EMD) or Bank Guarantee (BG) provided by

the contractor. This is a security deposit to

show the contractor’s commitment to the

project.

Terms & Conditions

This field contains the detailed terms and

conditions applicable to the project.

Revenue Details

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Revenue Value: Represents the total value of the revenue expected from the project. It is

the gross amount before any deductions or discounts are applied.

Discount Type: This field specifies the type of discount applied to the revenue. It can be:

• Not Applicable: No discount is applied.

• Fixed Amount: A specific monetary value is deducted from the revenue.

• Percentage: A percentage of the revenue is deducted as a discount.

Discount Amount: Enter the actual amount of discount applied to the revenue.

Revenue Amount: The amount of revenue after deducting the discount from the revenue

value. It is the net revenue before adding any taxes or other additions.

Base Amount: The initial amount on which taxes and other additions are calculated. It is

usually the same as the revenue amount unless other adjustments are made.

Tax Additions: This field lists all the individual tax amounts that are added to the base

amount. It can include various taxes like sales tax, service tax, etc.

Total Tax Additions: The sum of all individual tax additions. This represents the total

amount of tax that is added to the base amount.

Revenue Gross Amount: The total revenue amount after adding the total tax additions to

the base amount. It represents the gross revenue including all taxes.

Tax Deductions: This field lists any tax amounts that are deducted from the revenue. These

could be withholding taxes or other types of tax deductions applicable to the project.

Documents: Add any documents related to the contracting project.

To add a document, click Add New, choose a file and click Update.

EMD Cheque/BG Details: The amount for Earnest Money Deposit (EMD) or Bank Guarantee

(BG) provided by the contractor. This is a security deposit to show the contractor’s

commitment to the project.

To add BG Details, click Add New and enter the details.

Step 3: Click Create.

Step 4: Once you create a contracting order, come back to the Contracting Order List and

click the contract under Contracting Order No., which is the first column

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Step 5: Create a BOQ under BOQ sub tab. To create a BOQ, click Create BOQ and a new

window opens, prompting you to create a BOQ.

Once you click Create BOQ, you will be prompted to fill in and select necessary details.

Fields

Explanation

Project *

Select a project from the drop-down list

Sub Project *

Select a sub project from the drop-down list

Contracting Order No.

This field is automatically displayed

Floor / Street No.

Select the floor or street number from the

drop-down list

Unit

Choose a unit from the drop-down list

Work Category *

Select a work category from the drop-down

list

Work Sub Category

If you are creating a BOQ at sub category

level, select a work sub category from the

drop-down list

BOQ Item Name *

Give a name to the BOQ

BOQ Description *

Describe the BOQ

UOM *

Select the unit of measurement from the

drop-down list

BOQ Quantity (Revenue)

Input the quantity of material

BOQ Rate (Revenue)

Input the rate of quantity of material

BOQ Amount (Revenue)

BOQ amount gets calculated based on the

formula: BOQ Quantity X BOQ Rate

Notes

Add any additional notes or comments

Remarks

Add remarks, if any

(Main) BOQ Items

(Main) BOQ Items level is ideal for standardized projects where quantities and rates remain

consistent across multiple instances. Users can input basic details like BOQ Item Name and

BOQ Description, followed by filling the BOQ Quantity and BOQ Rate. They can then specify

the requirements for Materials, Labour, Assets, and Output Material under (Main) BOQ

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Items.

Materials

Materials are listed along with material types, quantities and cost.

Labour

Labour represents the human effort required to complete tasks within the project. This

includes skilled and unskilled workers, contractors, supervisors, and other personnel

involved in construction or project execution. Labour is listed in the BOQ along with the types

of work to be performed, the number of workers required, and the cost.

Assets

Assets refer to the equipment, machinery, tools, and other tangible resources needed to

carry out project activities. This can include construction vehicles, cranes, excavators,

scaffolding, and specialized tools. Assets are included in the BOQ to account for the

resources required for construction or project execution beyond just materials and labour.

Output Material

Output materials are the products or materials produced or extracted as a result of project

activities. This can include by-products, waste materials, or any materials reclaimed or

recycled during the project. Output materials are listed in the BOQ to account for their

generation or disposal during project execution.

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BOQ Sub Item

Alternatively, users can opt for the BOQ Sub Item level for a more detailed breakdown of the

BOQ. Here, users create lists for each specific requirement, and this allows for granular

specification and individualized costing. When BOQs are created at this level, the main BOQ

Quantity and BOQ Rate become zero, as quantities and costs are calculated from the

detailed lists provided. This level is beneficial for projects with varying requirements,

enabling users to tailor specifications to each unique instance, such as different

requirements for each floor of a building.

Step 5: Once you complete the BOQ, submit it for approval. It will get forwarded to

individuals who are authorized to perform the approval action.

Import / Export BOQ

Alternatively, a BOQ can be imported / exported from / to a local drive. Follow the below

steps to perform BOQ import / export action:

Import

Step 1: First, download samples template from utilities category. You will find this on the

same new window that opens upon clicking Import / Export BOQ. Ensure the BOQs you

prepare offline are in the same format as in the template.

Step 2: Once the BOQ data is ready, select the necessary details.

Fields

Explanation

Import / Export

Import: Choose this when you need to

bring data from an external source into the

system. It involves uploading an

spreadsheet in a Excel or CSV format that

contains the data in the same format as in

the template.

Create / Update BOQ *

Create BOQ: This option is used when you

need to generate a new BOQ.

Update BOQ: This option allows you to

modify an existing BOQ, updating it with

new information, quantities, prices, or any

other relevant details.

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Contracting Order No.

This field automatically shows the unique

number associated with the contracting

order

Project

Choose a project from the drop-down list

Sub Project

Choose a sub project from the drop-down

list

Floor / Street No.

Choose a floor or street number from the

drop-down list

Unit

Choose a unit within a project, such as an

apartment, office space, or any individual

entity that is part of the larger project.

Work Category *

Choose a work category, for example,

electrical, plumbing, structural, etc.

File to import *

select the file that contains the data you

want to import into the system.

Excel Sheet Name *

When importing data from an Excel file, this

field specifies the name of the sheet within

the Excel file that contains the data to be

imported. Excel files can contain multiple

sheets, so it's important to specify the

correct one.

Step 3: Click Validate.

Export

Step 1: Once you select Export radio button, you will see a filter prompting you to fill in

and/or select the necessary details.

Fields

Explanation

Import / Export

Export: Choose this to extract data from

the system to be used externally. This

involve downloading data into a file format

(like Excel or CSV)

Contracting Order No.

This field automatically shows the unique

contracting order number associated with

the contracting order

Project

Choose a project from the drop-down list

Sub Project

Choose a sub project from the drop-down

list

Floor / Street No.

Choose a floor or street number from the

drop-down list

Unit

Choose a unit within a project, such as an

apartment, office space, or any individual

entity that is part of the larger project.

Work Category *

Choose a work category, for example,

electrical, plumbing, structural, etc.

Work Sub Category

This field provides further classification

within a work category. For example, within

electrical work, subcategories could include

wiring, lighting, and outlets.

BOQ Name

Specify the name of the BOQ

BOQ Description

This field provides a detailed description of

the BOQ, outlining the scope, specifics of

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the work, materials required, and any other

relevant details.

BOQ ID

Enter Unique ID of the BOQ

Include Resources (checkmark)

This field indicates whether to include

details about resources (such as labor,

materials, equipment) in the BOQ.

Step 2: Once you fill in and select necessary details on the filter, click Show. The BOQ(s)

will list below the filter. Select a BOQ(s) and click Download.

Attach / Copy BOQ

You may use Attach / Copy BOQ option when there is already a similar BOQ in the system.

The existing BOQ can be copied and a new BOQ created against a contracting order.

Access the filter on the left to search for an identical existing BOQ. Once you fill in and / or

select the necessary details on the filter, click Show. Select the BOQ, and then click Copy

bottom on the right side of the screen.

7.1.2.2 CO BOQ Map

Consider this scenario where a developer acts as a client and decides to assign a project to

a contractor to construct an apartment. The developer provides the contractor with a

revenue BOQ totalling 20 crores. The contractor then prepares a cost BOQ, which might

amount to 15 crores, leaving a margin of 5 crores for the contractor's profit. The contractor

can create either a single cost BOQ or multiple cost BOQs. In any case, the relevant cost

BOQs will be mapped to the appropriate revenue BOQ. In the In4Suite system, the CO BOQ

represents the revenue BOQ, while the cost BOQ is referred to as the Sub Project BOQ.

CO BOQ Mapping:

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Eligibility:

CO BOQ mapping is applicable only for approved contracting orders.

Filtering Options:

CO BOQ can be filtered by Work Category/Sub Work Category and its BOQ Name/ID.

Mapping Features:

Link to Map/View/Reset:

Mapping: Map CO BOQ to Subproject BOQs.

Viewing: View mapped Subproject BOQs for a CO BOQ.

Reset: Un-map the Subproject BOQs from a CO BOQ.

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Mapping Sequence:

One-to-one

One-to-many

Many-to-many

Color Legends:

Green: Mapped and Work Order (WO) issued.

Brown: Mapped but Work Order (WO) not issued.

No Color: Not mapped.

Blue: Subcategory.

7.1.2.3 Details

This tab displays the basic details such as project name, code, estimated start date, end

date, etc., about the project.

7.1.2.4 Staffing

The Staffing tab allows users to manage project personnel effectively. Under Project

Staffing, users can assign a Project Manager to oversee the entire project. Additionally,

under Work Order Staffing, users can allocate Engineers and technical staff to specific work

orders. This feature ensures proper delegation of responsibilities and resources, optimizing

project performance and coordination. By centralizing staffing information within the tab,

users can easily track personnel assignments and ensure that each work order is adequately

staffed for successful execution.

Project Staffing

Project Staffing involves assigning personnel to oversee and manage the entire project,

which may consist of multiple work orders. Typically, a Project Manager or Chief Engineer is

assigned to supervise the overall progress and coordination of various work orders within the

project.

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Staffing > Project Staffing > Click Add Staff

2. Fill in and select the necessary details such as Project Name, Sub Project Name,

Project Manager/Chief Engineer, Employee Name, Role, From Date, To Date,

and Utilization.

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3. Click Update

Work Order Staffing

Work Order Staffing focuses on assigning personnel specifically to individual work orders

within the project. Typically, engineers, technical staff, or workers with specialized skills are

assigned to execute tasks within each work order.

1. Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Staffing > Work Order Staffing > Click Add Staff

2. Select the necessary details such as Work Category, Sub Category, Work Order and

Engineers.

3. Once you have selected the necessary details, click Add Staff.

7.1.2.5 Work Order

A work order is a legal agreement between a developer and a contractor which serves as the

foundation for their collaboration. This agreement outlines the terms and conditions governing

their professional relationship, including project scope, timelines, responsibilities, and financial

arrangements. Within this agreement, provisions are made for the creation of work orders,

which serve as formal requests for specific tasks or services to be completed.

Workflow

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To create a new work order, follow the below steps:

Prerequisite

4. Set up Display Number configuration for the work order, including both project level

and subproject level work orders.

5. Define the workflow for managing work orders

6. Create Work Category/Sub Work Category in Masters. To do so, go to the Engg

menu >> Masters >> Master tables >> Work category masters. The procedure to

create the Work category and subcategory is as follows

a. Navigate to Engg.

b. Select Master Tables.

c. Choose Work Category Type Master from the list and click Go.

d. Position the cursor to the top right corner and click Create.

Steps

Step 1: Navigate to Engg > Projects > Choose a Project from Projects & Sub Projects List >

Work Order > Work Order List > Create Order List

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Step 2: Basic Details

Fields

Explanation

Project

Select the Project name from the drop-down list

WO Currency Type

Select the type of currency to be used in the project

transaction: Domestic or International

Work Order Scope

Choose the Work Order scope: Single Category or

Multiple Categories. In Single Category, you will

consolidate multiple BOQs into one work order with a

single payment, ideal for contractors with multiple

subprojects. For Multiple Categories, you will create

separate work orders at project or subproject levels.

Work Order Type

Select the Work Order Type from the drop-down list:

Contractor, Consultant, Internal or Labour.

Work Category *

Select the Work Category from the drop-down list.

The work categories from BOQ will reflect here.

Work Sub Category

Select this if you want to create a work order at the

sub category level. Else, leave it blank.

Contractor Name *

Enter the name of the contractor, who the work

order is to be assigned to.

GSTIN No

Enter the GSTIN No. of the contractor

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Contact Person

Enter the name of the contact person.

Discount Type

Mobilization Advance Percentage

Mobilization refers to the activities that are carried out

by a contractor in order to prepare for a construction

work before the actual work begins.

Enter the percentage of the work order value that you

want to process as Mobilization Advance

Percentage.

Mobilization Advance Amount

Enter the Mobilization Advance Amount

Mobilization Guarantee Expiry Date

This refers to the guarantee of the date by which the

setup to begin the construction work is ready

Performance Guarantee Expiry Date

This refers to the guarantee of the date by which the

contractor has committed to complete the project

undertaken

EMD/BG Amount

Enter the bank guarantee amount that a contractor

has to deposit with a bank

From (Tentative) *

Select a date from the calendar when EMD/BG

becomes effective from

To (Tentative) *

Select a date from the calendar when EMD/BG will

be effective to

Work Order Printing Date

Select a date from the calendar when the work

order will be printed

Work Order Payment From

The application will allow payments to contractors in

the following ways:

4. Abstracts: Payments can be made with

reference to abstracts (based on work done).

5. Work order value payments: Payments can

be made based on the value specified in the

work order.

6. Payment schedule: Payments can be made

by defining the payment schedule (based on

conditions).

Remarks

Add remarks or comments, if any

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Scope Of Work *

Summarize tasks and objectives that will become

part of the agreement between a developer and

another party

Work Description

Describe a detailed breakdown of actions,

specifications, and quantities of work that is

expected to be performed by a party

Tax Details

Notes on calculation of taxes:

• The Percentage of work order value column in the Work Order screen is made free

text to handle defaulting of the taxable amount in the payment certificate and to

calculate new taxes on the residual work order value.

• Changes in the percentage of work order value in the work order edit page will not

recalculate taxable and tax amounts.

• An alert is provided to the user when attempting to change the percentage of the

work order value, which reads, "Work Order tax amount will not be calculated based

on % of Work order value. Please change the taxable/tax amount."

• The application will not allow the user to create a work order without entering the %

of work order value to facilitate the general practice of entering taxable amounts

using a percentage of the work order.

• This Percentage of work order value is considered for the defaulting of the certified

amount in the payment certificate as usual, and the calculation of tax amount and

taxable amount remains the same.

• When the user changes tax amount and taxable amount, the % of work order value

will recalculate.

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• During the amendment of the work order, the system will calculate the taxable

amount directly based on % of work order value using the following formula:

Taxable amount = ((Total work order value - Total payment certified amount) * (% of

work order value)) + (sum of taxable amount for a tax in payment certificates).

According to the above formula, if any new taxes are to be added to the work order

and if the work order is amended, the taxable amount for the tax will be calculated

based on the residual work order value.

• If the work order is terminated, the system will calculate the taxable amount based on

the formula below: Taxable amount = ((Total work order terminated value - Total

payment certified amount) * (% of work order value of a tax)) + (Sum of taxable

amount for a tax in payment certificates).

• Since the % of work order is user-editable for the purpose of defaulting taxable

amounts in work order payment certificates, the taxable amount and % of work order

may not match if the user manually calculates the tax amount based on % of work

order value in the work order.

• During the amendment, the application calculates the taxable amount based on the

present % of work order value for a tax and remaining balance of work order value.

• The logic to calculate tax amount remains the same, based on the taxable amount.

• Existing taxes may change if the work order is amended, as the taxable amount

calculation is changed to get the value based on the remaining balance of work

order.

• A Note is provided in the work order create, edit, and view pages as follows:

o Work Order tax amount will not change if % of work order Value is changed.

o % of Work Order value will be used to calculate taxable amounts in Work

Order payments.

• If a new tax is added manually, the user will have to calculate the residual taxable

amount manually and enter it in the taxable amount column, and the application will

calculate the % of work order value and tax amounts accordingly.

• In the above case, the user can change the % of work order value to 100% if the new

tax has to be on the residual/remaining unpaid work order value.

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• Tax amount for exclusive taxes in work order create, edit, and view pages will be:

Tax amount = Taxable amount * Tax percentage.

• Tax amount for Inclusive taxes in work order create, edit, and view pages will be

based on two steps:

3. Calculate base amount as BASE AMOUNT = (100/ (100+Tax percentage))

*Taxable amount.

4. Calculate tax amount as TAX AMOUNT = Base amount * Tax percentage.