OnTrackPM Procurement

OnTrackPM enables buyers, contract managers, expeditors and inspectors to consistently manage requisitions, request for quotes, bids, purchase orders (POs) and contracts with the granularity required for engineering and construction. The features cover every step in as much or as little detail as required, from requisition through issue and closeout audit.

The OnTrack Solution

OnTrackPM takes your processes and adapts them to our templates developed over 20 years with major industry users. The procurement and contracting functions are where OnTrackPM’s single-point data entry truly shines. Single-point data entry drives efficiency by taking each piece of information and, the instant it’s entered by users from any source, flowing it through the rest of the system and out to your dashboards. This makes it seamlessly accessible to the project team, while ensuring consistency and reducing errors, throughout the project lifecycle.


Procurement within OnTrackPM is the most comprehensive and granular integrated feature set in our lineup. It handles every oddity that may occur in a capital project. OnTrackPM Procurement is easy and intuitive to use. It will take you just minutes 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 POs, contracts and revisions.


  • Full Procurement life cycle management- REQs, RFQs, Bids, POs, Contracts
  • Electronic Approvals- provide the control and flexibility projects need
  • Schedule Integration- link a task directly to the procurement group \ work package even to the item level
  • Select cost code/work breakdown structures directly from budget
  • Import and export bill of material from and to third-party software
  • Receive warnings of items overrunning the budget
  • View budget and commitments to date for each account
  • Full bid management
  • Export and import bid data in the bid evaluation
  • Split requests for quotation into several POs after evaluation
  • Give each PO item its own cost code, taxes, delivery date, shipping destination, tag items, skid numbers and engineering work package
  • Include all companies’ contractual conditions
  • Full datasheets can be imported and used for technical evaluations on bids.
  • E-mail data as PDF attachments
  • Use multiple currencies for POs and projects
  • Assign an 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
  • Ensure SOX compliance
  • Define cash flow based on milestones agreed on deliveries