What it is
A project holds the contract, client, BOQ, schedule, team, documents, drawings and money of one job. Open it and you get a live health score (schedule and cost), progress, contract value, actual cost and expected profit, with tabs for BOQ, Schedule, Procurement & Finance, Quality & Safety, Documents and Drawings.
Why you'll love it
- One click from “how are we doing?” to the exact invoice or report behind the answer.
- Assign members to limit who sees a project - perfect for subcontracted or sensitive jobs.
- Start from a project-type template so the BOQ is half done before you begin.
▶ Watch it
How to do it
Tick each step as you try it in Metrak.
How it connects
Records you create here flow into - or come from - these features.
BOQ & budget
Every project has its own BOQ - the cost budget.Schedule: milestones & tasks
Milestones and tasks build the schedule and the progress %.Finance overview & reports
Sales invoices, purchase invoices and expenses roll up into project profit.Client progress link
Share progress with your client through a secure link.Daily progress reports
Daily reports feed the workforce and activity charts.Who uses it
Pro tips
- A project with no assigned members is visible to everyone who can see projects.
More in Projects & planning
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