Investment management
INVESTMENT MANAGEMENT SOFTWARE
Project information
- General information of the project.
- Project parameters.
- List of projects and assets formed in the future.
- Decentralize rights to update and exploit project data.
Legal records
- List of legal documents according to investment procedures.
- List of project and contractor legal documents.
- List of quality records to be managed.
- Integrates with document management and record keeping.
- Estimated time to complete each document item.
- Warning about legal documents being behind schedule.
Design drawings
- Manage and store design drawings by subject and design stage.
- Integrate with design consulting contract management.
- Automatically store drawings by version.
Project progress
- Prepare and approve project implementation plans.
- Report progress daily.
- Automatically determine progress and warnings based on the approved plan.
- Integrates with MSProject and excel in importing planning data.
Total investment
- E-commerce management according to the adjusted version.
- E-commerce details according to cost items and bidding packages.
- Automatically warn of e-commerce overruns during implementation and update actual data.
- Cost allocation and capital allocation.
Bidding management
- List of bidding packages.
- Prepare and approve the overall bidding plan.
- Prepare and approve detailed bidding plans and bidding documents.
- Prepare and approve contractor selection results.
- Integrate with contractor portal.
Contract management
- Prepare and approve contracts and contract appendices.
- Make plans for acceptance and payment according to the contract.
- Monitor implementation process and debt.
- Store records and documents according to contracts.
- Update guarantee deed, monitor and warn about deed needing renewal.
Advance payment and settlement documents
- Prepare and approve contract advance and volume advance documents.
- Prepare and approve payment and settlement documents.
- Prepare and approve payment documents upon warranty expiration.
- Specify the list of documents when making payment.
- Store records and documents attached to payment records.
Advance payment and settlement documents
- Prepare and approve contract advance and volume advance documents.
- Prepare and approve payment and settlement documents.
- Prepare and approve payment documents upon warranty expiration.
- Specify the list of documents when making payment.
- Store records and documents attached to payment records.
Construction management
- Request materials (in case of managing materials provided by the contractor).
- Record contractor fines.
- Integrate contractor fine records with payment and settlement records.
- Record construction site instructions.
- Field output reports.
Capital source
- Project cash flow plan.
- Synthesize, monitor source requests and approve disbursement sources for payment documents.
- Allocating contract value/implementation value to investment capital.
- Monitor project disbursement.
Investment summary report
- Report on actual disbursement situation.
- Report on contract implementation status.
- Report summarizing project costs.
- Project cost report.
- Reports on capital sources.
- Summary report on contractor selection results.
- Summary report on payments by capital source.
- Detailed payment reports by project.
- Summary report on project capital settlement costs.
