New Project
New Project records a tender you are bidding on or have won. The project code is what everything else in the module hangs from — deposits, awards, materials, invoices and refunds all attach to it, so getting the record right at the start saves untangling later.
Where to find it
Go to TenderPro > New > New Project.
Field reference
| Field | Required | Description |
|---|---|---|
| Project Code | Yes | Your reference for the tender. It cannot be empty — everything else links by it. |
| Project Name | Yes | What the tender is for. |
| Customer | Yes | The department or authority issuing it. |
| Type | Yes | Supply & Erection or Service Only. |
| Region / Circle / District | No | Where the work is, from your geography setup. |
| Status | Yes | Starts at Created and moves as the contract progresses. |
| Date | Yes | When the tender was recorded. |
Choose a project code that matches the client's own tender number where you can. Every query from them, and every document they send back, will quote their reference — a code you can match on sight saves searching every time.
What happens next
- Lodge the EMD to bid — see EMD/SD.
- On winning, record the LOA.
- Order and receive materials, then move them to site.
- Bill the work and track what the client deducts.
Site Manager
Each project names its own Site Manager on the project form. The site manager pre-reviews expense claims submitted from the portal against that project, before they reach the finance approval workflow.
| Setting | Effect on portal expense claims |
|---|---|
| A site manager is named | Claims against this project go to them first. |
| — No Site Manager — | The review is skipped. Claims go straight into the normal approval workflow. |
Because the manager is per project, a claim routes to the manager of its own project rather than to one company-wide reviewer. See Site Review.