ProjectVIEW ERP Glossary
A comprehensive glossary of ProjectVIEW ERP concepts, modules, applications and documents. This glossary is organized into two main parts:
Module Glossary – covers each ProjectVIEW module (PV_00–PV_11), summarizing its purpose, major sub‑modules, key workflows, and important documents used within the module.
Key Terminology Glossary – provides definitions of important terms, documents and acronyms that are used across the platform.
The information comes from training manuals and official DANAOS project pages. Where possible, features and capabilities are backed by citations from DANAOS’s product pages.
Module Glossary
Each module follows a naming scheme PV_XX.
Although modules are designed to work together, they can be deployed individually.
For every module you will find a description, main sub‑modules/topics, important documents and typical workflows.
PV_00 – ERP Core (Foundations)
Purpose
The Core module provides the foundation for the entire ERP. It sets up the company/branch structure, projects, units, user roles, workflows and defines master data and cost structures. It also hosts the document management system (DMS) and common data environment (CDE) which act as the central repository for all modules.
Key features
– Define company, branches, projects and sub‑projects.
– Multi‑language, multi‑currency and multi‑project support.
– User, role and group‑based access control.
– Workflow and business process management.
– Customizable menus and dashboards.
– Document Management System (DMS) and Common Data Environment (CDE).
Sub‑modules / topics
System administration (company/branch/project setup), master data setup (CSI divisions, cost centres, cost codes), user management & access roles, workflow configuration, DMS & CDE management, business analytics dashboards, BIM viewer integration (via add‑on).
Key documents
Company structure sheets, Cost code matrix, Permission matrix, Workflow schemes, Document templates stored in DMS.
Add‑ons
– DANAOS Business Analytics: self‑service analytics built on ProjectVIEW ERP data.
– DANAOS ProjectQ: QHSE records management integrated with ERP.
PV_01 – Budget Estimation & Bidding
Purpose
Enables estimators and bidding teams to prepare budgets and competitive bids. It imports Bills of Quantities, creates cost recipes (resources and subcontractors), applies overhead and risk factors and produces final bid submissions.
Key features
– Import and export BoQ (Bill of Quantities) from/to Excel; create nested sub‑items and replicate BoQ structures.
– Associate direct and indirect resources via cost recipes.
– Update materials and subcontractor databases using procurement transactions and forecast inflation; allocate indirect costs across work breakdown structures (WBS).
– Use BIM connector/visualization to link cost objects to 3D models.
– Apply overhead, risk and profit margins and evaluate “what‑if” bidding scenarios.
– Maintain multiple budget versions and compare scenarios.
Sub‑modules / topics
BoQ import/export, Cost recipe management, Indirect cost allocation, Inflation and price forecasting, BIM cost linking, What‑if scenario analysis, Bid submission & approval.
Key documents
Bill of Quantities (BoQ); Cost recipes (materials, labor, subcos); Budget versions; Tender submission documents; Bid summary & competitor analysis.
Applications & workflow
1. Import or create BoQ. 2. Define cost recipes for each item (materials, labor, machinery, subcontracts). 3. Apply overheads and risk/profit margins. 4. Generate “what‑if” scenarios and finalize budgets. 5. Submit bids to the client and store all documents in DMS.
PV_02 – Cost Control
Purpose
Monitors project performance by comparing budgeted vs actual costs. It integrates schedule data from planning tools (Primavera P6, MS Project) and provides earned value analysis to control time, cost and resource utilization.
Key features
– Maintain associations between BoQ items, WBS and cost codes.
– Integrate with Oracle P6/MS Project to import schedules.
– Support multi‑project cost control and cashflow management.
– Allocate resources and schedule tasks, compute weight percentages and KPIs for BoQ items and WBS.
– Analyze cost at multiple levels (project, WBS, resource) and manage multiple BoQ/WBS versions, claims and variations.
– Capture site data (progress, labor, plant, subcontractor and material consumption) to update actual cost and progress.
– Generate RFIs (Request for Inspection) and certifications and measure earned value vs budgeted cost.
Sub‑modules / topics
Schedule integration, Earned Value Management, Cost code & WBS mapping, Progress & productivity tracking, Variance & trend analysis, Claims and variations handling, Cashflow forecasting.
Key documents
Master cost control workbook, Progress reports, RFI and certification forms, Claims/variations logs, Earned value reports.
Applications & workflow
1. Import schedules from planning tools. 2. Link BoQ items, WBS and cost codes. 3. Track actual progress and resource consumption via site diaries and daily reporting. 4. Analyze cost variances and update forecasts. 5. Manage claims/variations and produce financial statements.
PV_03 – Subcontractors Management
Purpose
Manages subcontractor contracts, performance and payments. It ensures subcontract work is aligned with project budgets and progress.
Key features
– Create subcontractor contracts directly from orders and include all resources (materials, labor, machinery).
– Control subcontractor costs for all resources and calculate retentions and deductions including VAT.
– Handle materials deductions and contract versioning; generate subcontractor certifications that automatically update project progress.
– Produce interim payment certificates (IPC) and transfer data to cost and accounting modules.
– Provide a portal for subcontractors to submit variations, claims and invoices electronically.
Sub‑modules / topics
Contract creation & versioning, Retentions and deductions, Subcontractor certifications (IPC), Claims & variations management, Subcontractor portal, Retentions release & final account.
Key documents
Subcontract agreements, Contract variations, Interim payment certificates (IPC), Retention statements, Subcontractor invoices.
Applications & workflow
1. Convert approved orders into subcontract contracts. 2. Track subcontractor progress and produce certifications. 3. Compute retentions/deductions and handle variations. 4. Generate IPCs and update cost control and accounting. 5. Provide subcontractors with a portal for claim submissions and certifications.
PV_04 – Procurement & Purchasing
Purpose
Supports procurement officers in sourcing materials, equipment and services at the best value. It manages enquiries, supplier quotations, evaluation, orders and logistics.
Key features
– Handle materials in multiple measurement units and group materials for consolidated enquiries.
– Update the cost database while estimating and store historical prices; compare subcontractor rates with resource costs.
– Convert Site Item Requests (SIR) to material requisitions (MRF) or internal requests; auto‑select suppliers based on criteria and send electronic RFQs with attachments.
– Maintain a document repository for RFQs and import supplier quotations automatically; invite suppliers via eRFQ and evaluate quotations on multiple criteria.
– Manage blanket agreements and create orders; support e‑auctioning and notify users after ordering; automatically send orders to suppliers or subcontractors.
Sub‑modules / topics
Site Item Request (SIR) handling, Enquiry & RFQ management, Supplier evaluation, Price database & analytics, Order creation & versioning, Supplier portal, e‑Auction & negotiation, Logistics & delivery tracking.
Key documents
Site Item Request (SIR), Material Requisition Form (MRF), Goods Received Note (GRN), Request for Quotation (RFQ), Supplier quotations, Purchase orders & blanket agreements, Supplier evaluation reports.
Applications & workflow
1. Collect SIRs from site or office. 2. Group enquiries and issue RFQs to multiple suppliers. 3. Import and evaluate quotations; award orders. 4. Create orders or blanket agreements and send to suppliers. 5. Receive goods (GRN) and update inventory and cost.
PV_05 – Materials & Production Management
Purpose
Manages materials requisitions, warehousing, inventory and production/fabrication activities. It ensures materials are available when needed and production output is tracked and costed.
Key features
– Handle Site Item Requests (SIR) based on budget and inspect warehouse stock.
– Transform SIRs into Site Issue Vouchers (SIV) or MRF based on stock availability.
– Generate Goods Received Notes (GRN) from orders and post consumption directly to cost.
– Transfer materials between projects and manage serial numbers and logistics.
– Monitor expiration dates, plan production based on BoQ, and manage production phases with semi/input/output definitions.
– Assign specialties, machinery types and general expenses to each phase; check resource availability; monitor labor vs machinery availability.
– Calculate the cost of final production units and compare planned vs actual cost vs resources; monitor production per BIM object.
Sub‑modules / topics
Warehouse management, Stock inspections & SIR/SIV, Material requisition & GRN, Inter‑project transfers, Serial/lot tracking, Production planning & sequencing, Resource & machinery allocation, Costing & variance analysis, BIM‑linked production tracking.
Key documents
Site Item Request (SIR), Site Issue Voucher (SIV), Material Requisition Form (MRF), Goods Received Note (GRN), Production orders, Production phase sheets, Resource allocation sheets.
Applications & workflow
1. Warehouse checks stock after receiving SIR. 2. Issue materials via SIV or MRF. 3. Receive goods via GRN, update inventory and cost. 4. Plan production phases and assign resources. 5. Monitor production progress and compare planned vs actual outputs.
Add‑ons
Inventory RFID Tracking (optional) for asset/material tagging.
PV_06 – Machinery Management
Purpose
Manages machinery and plant assets, including utilization, scheduling, costing and maintenance.
Key features
– Record machines and assets technical specifications; calculate hourly costs for work and idle time.
– Associate machinery with assets; assign machinery to employees/operators and process site requests.
– Schedule and book machinery based on availability; handle logistics and mobilization to sites.
– Manage corrective and preventive maintenance, spares procurement, and daily utilization reporting linked to BoQ.
– Monitor subcontractor machinery, use calendar‑based management and leverage telematics to gather operational data.
Sub‑modules / topics
Asset registry & costing, Machinery requests & bookings, Logistics & mobilization, Preventive & corrective maintenance, Spare parts inventory, Utilization & productivity tracking, Telematics & IoT integration.
Key documents
Machine inventory, Maintenance plans, Daily utilization logs, Machinery site requests, Machinery booking calendar, Spare parts requisitions.
Applications & workflow
1. Register machines and compute hourly cost. 2. Schedule machines and allocate to projects. 3. Capture daily utilization and link to BoQ/WBS. 4. Plan maintenance and procure spares. 5. Use telematics to monitor performance and schedule mobilization.
PV_07 – HRMS & Payroll
Purpose
Provides human resources management and payroll functionalities tailored to construction projects. It handles recruitment, employee records, labor productivity, camp management and country‑specific payroll compliance.
Key features
– Import master data with user‑defined fields; assign employees to multiple specialties and manage documentation with alerts.
– Link labor productivity to BoQ/WBS; manage camp accommodation and multi‑country payroll.
– Handle allowances, benefits, overtime approvals, annual leave and end‑of‑service calculations.
– Forecast labor compensation costs; provide a job recruiting portal and calculate labor cost accruals.
– Offer an employee self‑service portal.
Sub‑modules / topics
Recruitment & candidate portal, Employee master data, Labor productivity & timesheet, Camp management, Payroll & compliance, Allowances & benefits, Leave and termination management, Labor cost forecasting, Self‑service portal.
Key documents
Employee profiles, Labor productivity logs, Payroll registers, Leave applications, Compensation & benefits statements, Camp accommodation reports.
Applications & workflow
1. Import or create employee records. 2. Assign specialties and manage documents with alerts. 3. Capture daily labor productivity by linking timesheets to BoQ/WBS. 4. Process payroll (multi‑country) including allowances, benefits and accruals. 5. Manage camp occupancy and employee self‑service transactions.
Add‑ons
– Candidates Portal for recruitment.
– Employee Self‑Service Portal for online requests and collaboration.
PV_08 – Accounting & Finance Management
Purpose
Handles financial accounting, budgeting, treasury and assets. Integrates project financial data with corporate accounting for transparent reporting and compliance.
Key features
– Provide accounting reports per project and consolidated trial balances.
– Support budgeting by company and project and generate profit & loss statements.
– Offer aging analysis, payment approval workflow, treasury management and cashflow monitoring.
– Manage petty cash, assets and depreciation, automatic bank reconciliation and cheque/PDC monitoring.
– Track letters of credit (LOC), monitor bond expirations and define financial KPIs.
Sub‑modules / topics
General ledger & project accounting, Accounts payable & receivable interfaces, Budgeting & forecasting, Treasury & cashflow, Payment approvals, Petty cash & expense management, Asset management & depreciation, Bank reconciliation & cheques/PDC, LOC & bond management, Financial KPIs & reporting.
Key documents
Trial balance, Profit & loss statements, Payment approval sheets, Treasury and cashflow reports, Asset registers, Depreciation schedules, Bank reconciliation statements, LOC/bond schedules.
Applications & workflow
1. Set up chart of accounts and link to projects. 2. Record transactions from other modules (procurement, subcontractors, payroll). 3. Prepare budgets and monitor cashflow. 4. Approve payments and reconcile bank statements. 5. Produce financial reports per project and at corporate level.
PV_09 – Suppliers Account Payables
Purpose
Manages supplier invoices and payments, ensuring accurate accounts payable processes across projects.
Key features
– Maintain a vendor master file, record financial entries and produce suppliers’ financial reports.
– Track accounts payable per project.
– Provide a suppliers invoice reconciliation portal where suppliers can inspect and reconcile their invoices.
Sub‑modules / topics
Supplier master data, Invoice entry & matching, AP aging analysis, Payment scheduling, VAT & tax handling, Supplier portal for invoice reconciliation.
Key documents
Vendor master list, Invoices, Debit & credit notes, Payment schedules, Reconciliation statements.
Applications & workflow
1. Maintain vendor master file and capture invoices. 2. Match invoices with orders/GRNs. 3. Approve and schedule payments. 4. Monitor AP aging and prepare supplier statements. 5. Provide suppliers with a portal to reconcile invoices.
PV_10 – Customers Account Receivables
Purpose
Manages customer contracts, RFIs, certifications and accounts receivable. Helps ensure timely revenue recognition and customer cash collection.
Key features
– Maintain customer master file and contracts; handle customer RFIs and certifications.
– Record accounting entries and produce customer financial reports.
– Manage project‑based accounts receivable and BoQ‑based customer contracts.
– Handle claims, variations and contract versioning based on variations.
– Create and approve customer RFIs, generate certifications with retentions and manage payments.
Sub‑modules / topics
Customer master & contracts, RFIs & certifications, Accounts receivable ledger, Claims & variations, Contract versioning, Retentions management, Revenue recognition & cash collection.
Key documents
Customer contracts, Customer RFIs, Customer certification forms, Accounts receivable statements, Claims & variation logs, Retention certificates.
Applications & workflow
1. Register customer contracts and BoQ‑based deliverables. 2. Submit RFIs for inspection and certification. 3. Record receivable entries and produce AR statements. 4. Manage variations and contract versions. 5. Collect payments and release retentions.
PV_11 – Site Operations & Labor Productivity
Purpose
Captures daily site data (labor, materials, machinery, subcontractors) to monitor productivity and feed cost control, HRMS and accounting modules. The module also manages health, safety and quality processes (QHSE) through integrated mobile apps.
Key features
Although there is no dedicated product page, training manuals describe features such as:
– Mobile site diaries and time‑sheets to record daily work for each laborer, equipment and subcontractor.
– Tracking of site item requests (SIR), material consumption and on‑site stock.
– Recording of machinery utilization, fuel consumption and maintenance notes.
– Capture of RFIs, Non‑Conformance Reports (NCR), safety incidents and quality checklists (integrated with ProjectQ).
– Real‑time synchronization with central database, enabling supervisors to monitor progress, productivity and safety metrics.
Sub‑modules / topics
Daily site diary, Labor productivity capture, Materials usage & on‑site stock, Machinery usage & fueling, Subcontractor attendance, Quality, Health, Safety & Environmental (QHSE) forms, Mobile approvals & offline mode.
Key documents
Daily report, Time-sheet, SIRs & SIVs, Machinery log, Quality inspection forms, Safety incident reports, NCRs & corrective actions.
Applications & workflow
1. Site personnel use mobile apps to record work, material usage and equipment operations. 2. Data syncs with the ERP to update cost control, HRMS and asset modules. 3. Supervisors review daily productivity and approve timesheets. 4. QHSE records are logged and tracked through ProjectQ for compliance.
Add‑ons
– QHSE Mobile Apps: specialized applications for quality, health, safety and environmental management integrated with ProjectQ.
Key Terminology Glossary
The following terms appear across multiple modules. Understanding them is essential for using ProjectVIEW ERP.
BoQ (Bill of Quantities)
A structured list of items that describe work elements, quantities and units. It is used for estimating, bidding and controlling project costs. In ProjectVIEW, the BoQ is imported, versioned and associated with WBS and cost codes, forming the “trilateral architecture.”
WBS (Work Breakdown Structure)
A hierarchical decomposition of project deliverables into manageable components. WBS codes link tasks in scheduling tools (P6/MS Project) with BoQ items and cost codes, enabling time–cost integration.
Cost Codes
A coding system defining cost categories (e.g., labor, materials, equipment). Cost codes are mapped to BoQ items and WBS activities and drive cost control, accounting and reporting.
Cost Recipe
A template of resources and their quantities needed to perform a BoQ item. Cost recipes include materials, labor, machinery and subcontractors and are used during estimation and budgeting.
PV_01, PV_02
SIR (Site Item Request)
A request raised from the site to procure materials or services. It is budget‑validated and used to initiate procurement or warehouse issue.
PV_04, PV_05
SIV (Site Issue Voucher)
A document authorizing the issue of materials from warehouse stock to site. SIVs are generated when stock exists; otherwise SIRs are converted into material requisition forms (MRF).
PV_05
MRF (Material Requisition Form)
A form generated from SIR when requested materials are not available in stock. It triggers procurement to create enquiries or orders.
PV_04, PV_05
GRN (Goods Received Note)
Document confirming receipt of goods from suppliers, linked to orders. GRNs update warehouse stock and cost records.
PV_04, PV_05
RFI (Request for Inspection)
A formal request sent to clients or consultants to inspect and certify completed work. RFIs are associated with BoQ deliverables and used in cost control and accounts receivable modules.
PV_02, PV_10, PV_11
RFQ (Request for Quotation)
An enquiry sent to suppliers or subcontractors requesting price offers for materials or services. RFQs are generated during procurement and can be sent electronically via e‑RFQ.
PV_04
IPC (Interim Payment Certificate)
Certificate prepared for subcontractors or suppliers summarizing work completed and payments due. IPCs reflect progress and retentions and update cost control and accounting.
PV_03
Earned Value (EV)
A project performance metric that compares planned value (budget) with actual value based on progress achieved. EV is central to cost control and schedule integration.
PV_02
CDE (Common Data Environment)
A centralized repository where all project documents, models and data are stored and managed. ProjectVIEW’s DMS provides the CDE.
PV_00
DMS (Document Management System)
A system for storing, versioning and controlling all project documents, drawings and correspondence. Integrated with workflows and approvals.
PV_00
CSI (Construction Specifications Institute) Divisions
A standardized classification system for construction work (e.g., CSI MasterFormat). ProjectVIEW uses CSI divisions to structure cost centres and cost codes during setup.
PV_00
Subcos / Subcontractors (Subcos)
Companies engaged to perform parts of the project scope. ProjectVIEW manages subcontractor contracts, certifications and payments in PV_03.
PV_03
PDC (Post‑Dated Cheque)
A cheque dated in the future, used for deferred payments. The accounting module tracks PDCs and their status.
PV_08
LOC (Letter of Credit)
A banking instrument guaranteeing payments to suppliers/subcontractors. ProjectVIEW monitors LOC issuance and expiry dates.
PV_08
Retention
A percentage of payment withheld until completion or end of defect liability period. Retentions apply to subcontractor certifications and customer invoices.
PV_03, PV_10
Variation / Claim
A change in scope or cost that affects contracts. Variations are managed across cost control, subcontractor and customer modules; they can create contract versions and impact budgets.
PV_02, PV_03, PV_10
Blanket Agreement
A long‑term procurement contract that sets prices and terms for multiple orders over a period. ProjectVIEW allows creation of blanket agreements during procurement.
PV_04
QHSE (Quality, Health, Safety & Environment)
Processes and records ensuring compliance with quality standards, worker safety, health regulations and environmental impact. Integrated via ProjectQ add‑on and site apps.
PV_11
Primavera P6 / MS Project Integration
Linking external schedule software to ProjectVIEW. Schedules (activities, WBS) are imported to cost control for time–cost alignment.
PV_02
Earned Value Report
Document summarizing EV metrics such as cost variance, schedule variance and estimate at completion. Used to monitor project performance.
PV_02
RFI (Request for Information)
Not to be confused with Request for Inspection. It refers to a query raised to clarify drawings/specifications. In procurement context, RFI may also mean Request for Information for suppliers.
Cross‑module
BoM (Bill of Materials)
A list of raw materials and components required for production. In ProjectVIEW, a BoM may be part of production planning within the Materials & Production module.
PV_05
Telematics
The use of sensors and IoT devices to track machinery operation, utilization and health. ProjectVIEW’s Machinery Management module can capture telematics data.
PV_06
Notes for GitBook Integration
Organization: Consider creating a separate page for each module under a common “Modules” section, with sub‑headings for features, sub‑modules, documents and workflows. Use this glossary as an index with internal links to those pages.
Navigation: Use GitBook’s table of contents and search capabilities so users can easily look up terms. Provide cross‑links (e.g., from SIR to the Procurement & Materials page).
Visuals: Include diagrams illustrating the trilateral architecture (BoQ ↔ WBS ↔ Cost Codes) and workflows (e.g., procurement flow from SIR → RFQ → order → GRN). Use images from the official site where allowed.
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