📋 Execution Plan
👤 Client Info
🗂️ Project Files
💳 Payments
🛒 Procurement
📊 Reports
Work Team Tasks
Change Orders
Approvals
Execution Plan — …
Tasks
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Workers
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Progress
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BOQ Items
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Columns
Basics
Details
Switch the preview between the short basic view and the fuller execution-plan details.
| Date | Item | Task | Qty | Skill | Workers | Pay | Progress | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|
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Use the single Edit Full Plan button above to manage the execution plan.
Client & Project Information
Client Name
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Client Type
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Phone
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Email
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Company Name
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Rep. Phone
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Assigned Engineer
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Project Location
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Client Reference
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Quote #
Project
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Status
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Contract Value
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Start Date
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End Date
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Completion
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Edit mode updates the linked quote fields that feed this project view.
Project Files
Quotation, approved records, correspondence, photos, guarantees, and uploaded files
| # | Type | File / Record | Source | Date | Action |
|---|---|---|---|---|---|
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Client Claim & Payment Flow
The first client claim is raised only after Execution Plan work linked to payment #1 is completed.
Claim List
Financial claims sent to the client, in sequence
| # | Claim / Invoice | Amount (SAR) | Status | Date | Due Date | Actions |
|---|---|---|---|---|---|---|
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Total Purchase Cost
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Materials Consumed
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Purchase Orders
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Purchase Orders
Open Procurement Page →
| PO # | Supplier | Amount (SAR) | Status | Date | Actions |
|---|---|---|---|---|---|
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Submitted Reports
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Approved Reports
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Rejected Reports
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Completed Qty
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Visit Reports
Open Visit Reports →
| Report # | Task | Technician | Qty | Status | Date | Actions |
|---|---|---|---|---|---|---|
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Engineer Site Visit Notes
Open Project Site Visits →
| Visit # | Title | Engineer | Next Step | Date | Actions |
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Open
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Working
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Completed
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Total
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Work Team Tasks
Project work-team tasks generated from the approved execution plan.
| Task | Status | Qty | Progress | Start | End | Technicians |
|---|---|---|---|---|---|---|
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Submitted
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Approved
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Rejected
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Financial Impact
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Project Change Orders
Approved changes update contract value, schedule, payment stages, and procurement records.
| CO # | Title | Status | Financial Impact | Time Impact | Date | Action |
|---|---|---|---|---|---|---|
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Pending
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Approved
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Rejected
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Total
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Project Approvals
Change orders, execution plans, technician execution reviews, procurement, and approval requests for this project only.
| Type | Reference | Title | Status | Date | Action |
|---|---|---|---|---|---|
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Project Detail
Project scoped record
Issue Client Claim
Create the invoice from project and quote database data without leaving the portal.
Project
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Quote
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Contract Value
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