Capital project teams

How Construction Project Tracker is set up for you

An internal capital project team can use Construction Project Tracker to follow approved site work from a defined package through certificate review. The organization and project records identify the site and its contact. Team membership supplies named package owners. Tasks provide the line-level work record, and attachments remain connected to the package that a reviewer examines.

Choose a project with a short delivery cycle and a named Project Coordinator, Project Reviewer and App Administrator. Load the organization, project and active team members first. Then create work packages for the scopes that will be reviewed in the pilot. Each package needs a due date and budget hours, with task lines that make the work understandable. Agree when the team will move a package into review and what evidence should accompany a certificate.

Imagine a facilities team overseeing a site improvement. The coordinator creates a package for the access works, records task dates and hours, and attaches an inspection document. The certificate is submitted with a value for the completed work. The reviewer can inspect the package revision, task completion and attachments before deciding. The Auditor later can inspect the submission, certificate outcome and any existing decision or operation exception.

The overview can guide daily checks across active work, submitted certificates and overdue tasks. It does not replace the source records; the team should correct a misplaced package or stale task entry where that information is maintained. Where finance must pay a contractor or post project costs, agree the connection and reconciliation with that system during setup.