• procurement
  • Eliminate paperwork, automate the procurement process and save time and effort while keeping every detail fully documented

  • Key Functionality

    • Preparing requisition
    • Preparing and approving bidder list
    • Issuing request for quotes
    • Compiling technical evaluations
    • Preparing commercial evaluation
    • Making recommendations
    • Approving recommendations for commitments, revisions
    • Issuing and revising purchase orders, contracts and work orders
    • Pasting, expediting and quality control reports to each PO
    • Attach expediting and quality control reports to POs
    • Maintaining vendor and all contacts directory
    • Ensuring SOX compliance


OnTrack Project Manager is the most comprehensive, reliable, and fully automated procurement system for engineering and construction professionals. It’s so easy to use, it will take you just seconds to import the bill of materials, select bidders, e-mail requests for quotes, and issue recommendations after completing the bid evaluation. You can also quickly obtain electronic approvals to proceed, and issue electronic or paper purchase orders, contracts and revisions.

Testimonials

“We have successfully completed several major pipeline and compression projects costing over $1 billion using OnTrack Project Manager™ software for project management, cost control and procurement functions. We’re much more organized, and therefore much more proficient in the execution of projects.”-Ken Colvin - P.Eng., President Cimarron Engineering Ltd.

Screenshots

  • Procurement Item Dashboard

    procurement item dashboard image The dashboard plots planned and actual commitment, highlights deviations gives you immediate access to the details you need.

  • Summary of Bid - Commercial Evaluation

    bid summary image This report allows you to compare the bid spread item by item. You can also compare any bid conditioning data, including the answers to all questions, so your team can make the best choice of vendor for the product you need. This page is used for final recommendations/decision re bidders, and space is provided for authorized signatures on the printed form.

  • Purchase Orders Approval

    purchase order approval image The electronic approval contains all the information required for an approval, such as budget amount, request amount, previously and currently committed, and estimated future commitments. Approvers can also view a copy of the commercial and technical bid evaluations, the PO and all the applicable attachments. To shorten the approval cycle, an e-mail is automatically and sequentially issued up the chain of command for processing.

  • Purchase Orders and Contracts

    purchase order report image All pertinent commercial and technical information is included in this detailed and complete legal document that reflects the complexity specific to the engineering/construction industry.

Benefits

  • Select cost code/ WBS (work breakdown structures) directly from budget
  • Import and export BOM (bill of material) from and to 3rd party software
  • Receive warnings of items overrunning the budget
  • View budget and commitments to date for each account
  • Export and import bid data in the bid evaluation
  • Split an RFQ (request for quotation) into several POs after evaluation
  • Give each PO item its own cost code, taxes, delivery dates, shipping location, tag items, skid numbers and engineering work package
  • Include with POs and contracts all companies’ contractual conditions
  • E-mail data as PDF attachments
  • Use multiple currencies for POs and projects
  • Assign expeditor and initiating engineer to each PO
  • Record all revisions for easy retrieval
  • View expediting and detailed procurement schedule
  • Re-select and change cost codes for PO items if required
  • Reconcile commitment to payments
  • Create a vendor rating history


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Learn more about improving project efficiency with OnTrack Project Manager: contact us.