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New Project Intake
PO Number is the primary tracking ID — every project, cost, and payment traces back to it
1
PO & Contract
2
Project Details
3
Team & Dates
4
Tasks
5
Review & Submit
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Purchase Order Details
The PO Number becomes the primary tracking ID for this project across all reports, costs, and payments
PO Number
*
— Primary ID
Tracking ID:
Format: PO-YEAR-CLIENT-NUMBER · e.g. PO-2026-BMCT-041
PO Value (R, Excl. VAT)
*
Client-approved PO ceiling — maximum billable amount
Contract Details
Contract Value (R)
Full contract amount agreed with client
Internal Budget (R)
*
Internal cost budget — alerts fire at 75% and 90%
Contracted Spend (R)
Subcontractor/supplier committed costs to date
Client
*
Continue → Project Details
Project Identity
Project Name
*
Project Code / Reference
Phase / Section
Project Type
*
— Select —
Telecoms
Construction
Electrical
Civil
Structural
Roads
Other
Status
*
On Track
At Risk
Delayed
On Hold
Site Address / Location
Project Description / Scope
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Continue → Team & Dates
Team Assignment
Project Manager
*
— Select PM —
Site Foreman
— Select Foreman —
Client Contact
Client Contact Phone
Project Timeline
Start Date
*
Planned End Date
*
PO Issue Date
PO Expiry Date
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Continue → Tasks
Work Items / Tasks
These drive progress % in daily reports and the dashboard
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Task / Work Item
Type
Unit
Total Qty
+
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PO & Contract
Project Details
Team & Timeline
Tasks (
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PO Number:
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PO Number
—
PO Value
R —
Budget
R —
Client
—
Tasks
0