02 // PROJECTS MANAGER

FROM AWARDED TO MANAGED
IN ONE CLICK

When you win a bid, it becomes a project automatically—complete with budgets, scopes, and PO workflows ready to go. Track every dollar from commitment to invoice.

PROJECTS MANAGER INTERFACE
Product Screenshot Placeholder
AUTOMATIC CONVERSION

BID WON? PROJECT READY.

Mark a bid as awarded and watch it transform into a fully-structured project. All budgets, scopes, and cost categories carry over automatically. Zero manual setup.

  • All estimate data preserved
  • Budgets set automatically
  • Scopes ready for PO creation
  • Cost tracking starts immediately
  • No duplicate entry required
Highway Bridge #42AWARDED
Highway Bridge #42ACTIVE PROJECT
Budget
$425K
Scopes
12
POs
0

PURCHASE ORDER LIFECYCLE

From creation to closeout, every PO follows a clear workflow with full audit trail.

1

Created

CREATED

Ops coordinator creates PO from scope budget

2

Submitted

SUBMITTED

PM reviews and submits for approval

3

Approved

APPROVED

Accounting approves and commits budget

4

Reviewed

REVIEWED

Invoices matched against PO (three-way match)

5

Closed

CLOSED

PO complete, costs locked, variance recorded

Cost Tracking Dashboard
Estimated$425K
Committed$380K
Actual$350K
Variance-$75K
Under budget by 17.6%
COST TRACKING

ESTIMATED VS COMMITTED VS ACTUAL

Know exactly where your money is. Compare what you budgeted, what you've committed, and what you've actually spent. Catch cost overruns before they happen.

  • Real-time cost tracking
  • Automatic variance calculations
  • Scope-level granularity
  • Alert on budget overruns
  • Historical cost analysis

THREE-WAY MATCHING THAT ACTUALLY WORKS

Match purchase orders, receipts, and invoices automatically. Accounting's holy grail.

PO Created
$12,500
Goods Received
$12,500
Invoice Matched
$12,500
MATCH CONFIRMED

COMPLETE AUDIT TRAIL

Every change logged. Every action tracked. Know who did what, when. "If it's not on Forge, it doesn't exist."

CHANGE HISTORY

Every edit, approval, and status change logged with timestamp and user.

APPROVAL CHAIN

See exactly who approved what and when. Full accountability.

DOCUMENT TRAIL

All POs, invoices, and receipts stored with full version history.

"IF IT'S NOT ON FORGE, IT DOESN'T EXIST"

Never lose track of a PO again. Start with Projects Manager today.

See Pricing