It is the work of controlling cost and billing on projects, covering people, process, data and systems.
Resources
Common questions about controlling cost and billing on projects.




Resources![]()
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Common questions about controlling cost and billing on projects.
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Plan![]()
| Week | Focus |
|---|---|
| Week 1 | Set up projects and cost codes; Load budgets and BOQ |
| Week 2 | Control site purchasing; Track subcontractor commitments |
| Week 3 | Record variations; Bill progress and retention |
| Week 4 | Compare budget, commitments and actuals; Close out and review |
Use It Well![]()
Resources are practical starting points. Adapt them to your organisation and review them with the people who will use them.
Our Approach![]()
The same five stages apply to every platform, so you always know what comes next.
| Stage | What happens |
|---|---|
| 1. Discover | Workshops and process mapping with the people who do the work. We record what happens today, where it breaks and what must not change. |
| 2. Scope and propose | A written scope with modules, integrations, data to migrate, roles, assumptions and a phased plan, so cost and effort are visible before you commit. |
| 3. Configure and build | Set-up, workflows, approvals, reports and integrations built in a test environment and reviewed with your team in short cycles. |
| 4. Test and train | Scenario testing with your own data, role-based training and a go-live checklist agreed with the business owner. |
| 5. Go live and support | Cut-over planning, hyper-care after launch and an ongoing support arrangement for changes, users and reports. |
Keep Exploring
FAQ![]()
It is the work of controlling cost and billing on projects, covering people, process, data and systems.
Set up projects and cost codes.
Unclear scope, poor data and too little user involvement are the most frequent causes of problems.
It depends on scope and readiness, so we plan phases rather than promise a fixed time.
Not always, but an experienced partner can shorten the learning curve and reduce risk.
Agree a few measures before you start, such as time saved, accuracy and user adoption, then review them regularly.
Set up projects and cost codes; Load budgets and BOQ; Control site purchasing; Track subcontractor commitments; Record variations; Bill progress and retention; Compare budget, commitments and actuals; Close out and review.
Project Proposal![]()
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