Module
Project Tracking
Each piece of equipment’s deadline, PED/ASME scope, revisions, labor hours and owners on one project record.
PED and ASME scope
Projects are flagged with PED and ASME fields; the list filters by those scopes.
Revision tracking
Design, drawings and specs on the project; drawing and manufacturing form revision totals as columns.
Labor hours
Planned labor vs actual regular and overtime hours; variance in its own column.
Owners and decisions
Design, production, quality, purchasing and shipping owners; meeting decisions with notes.
About Project Tracking
How do we see projects nearing deadline?
Projects with ≤30 days left are highlighted in red and appear in the notification center.
Are stock and production linked to the project?
Yes. Material reservations, kitting and the project material report share the same project number.
Posts about Project Tracking
- From Excel to ERP: a step-by-step plan for manufacturersHow does a manufacturing firm with stock, project and purchasing lists in Excel move to ERP? A practical roadmap from data prep to team training.2 min read
- What should machine manufacturers look for when choosing an ERP?ERP selection criteria for make-to-order machine and process equipment makers: certified material, quote-to-production chain, project labor and phased rollout.2 min read
Modules that work together
Quote Management
Every RFQ’s bid decision, design work, technical and commercial status and due date in one list.
ExploreStock Tracking
Which certified material went to which equipment, what’s left in stock and what’s reserved, tracked record by record.
ExplorePurchasing
From material request to PO, receiving to incoming QC: one flow keyed by project number.
ExploreProduction Tracking
Follow material from request to stock and from stock to equipment.
ExploreShipments
When the project ships, in which crates, by which route and with whom, in one record from preparation to delivery.
ExploreAccounts
Domestic and international customers and suppliers together with their quotes, projects and orders.
ExploreMaterial Planning
Material demand of the selected projects, with where each item will come from and the stage it is in today.
ExploreSubcontracting
Work sent out and taken in is tracked by project number and tied to the quality plan.
ExploreNonconformance and CAPA
Every nonconformance is recorded with its source, severity and batch, and followed through to root cause and verified corrective action.
ExploreEquipment and Maintenance
The status of machines, instruments and hand tools comes from their maintenance records; faults, maintenance and calibration share one history.
ExploreProcess Times and Gantt
How long each step from request to production really takes, and how well suppliers keep their dates, measured from the dates in your records.
ExploreManufacturing Finance
Production cost and invoice data are processed and the official entries handed to your accounting software. Optional module, not part of the default installation.
ExploreLet’s walk through the screens
In a screen share we walk quote, project and stock screens on one of your own projects. No install needed.