Feature List
Every feature in SCPM Project – construction management and the built-in accounting engine, combined.
SCPM Project Feature List
Construction management and the complete accounting engine, in one system.
Executive & Reporting
- ✓Executive dashboard – active projects, contract value, projected margin, budget variance, overdue items
- ✓Red/Amber/Green project-health grid
- ✓SCPM Health Score – live composite score per project and company-wide
- ✓Job cost, budget variance, AP aging, and AR aging reports with export
CRM & Sales
- ✓Unified client & prospect database with lifecycle stages
- ✓Contacts, deals, and a drag-and-drop sales pipeline board
- ✓One-click convert a won deal into a project
- ✓Tasks, activity timeline, sales analytics
Preconstruction & Estimating
- ✓Line-item estimate builder (labor, material, sub, equipment, overhead, profit)
- ✓Cost catalog on the CSI code library
- ✓Quantity takeoff that pushes into an estimate
- ✓Bid packages and invitations to bid, with a public no-login bid-response link
- ✓Bid leveling and client-facing proposals
- ✓One-click estimate-to-budget conversion
Project & Job Management
- ✓Full project lifecycle: Lead → Bidding → Awarded → Preconstruction → Active → Punch List → Closeout → Complete
- ✓Per-project dashboard, team assignment, activity/audit log
- ✓Document folders auto-created per project
- ✓Plan management with automatic revision supersession and full history
- ✓Specifications management by CSI division
Accounting – the engine built in
- ✓Budget grid: budgeted, committed, bills, actual, projected, and final columns
- ✓Change orders – full draft → submitted → approved workflow, auto-updates the budget
- ✓Purchase orders, work orders, commitments, vendor/sub billing
- ✓Bills and subcontractor pay applications with retainage and lien-waiver tracking
- ✓AIA-style (G702/G703) customer pay applications
- ✓AR receipts and AR aging
- ✓Margin-erosion alerts
- ✓Append-only ledger and WIP in two modes (live and definitive)
- ✓Certified payroll (WH-347) and multi-company groups
- ✓CSV / Excel / PDF export for the accountant
Scheduling
- ✓Interactive Gantt with drag-to-adjust, milestones, critical-path highlighting
- ✓Baseline vs. current with schedule-variance indicators
- ✓2-week / 4-week look-ahead schedules and sub-schedule coordination
Field Execution
- ✓Daily logs – weather, crew counts, work performed, deliveries, issues
- ✓Photo & video log linked to the daily log
- ✓Time tracking, RFIs, submittals, field change events, safety observations
- ✓Punch lists and subcontractor performance logs
- ✓Mobile field app with full offline mode
Subcontractor & Vendor Management
- ✓Sub/vendor directory with trade, license, and insurance tracking
- ✓30/60/90-day insurance expiration alerts
- ✓Subcontract management and sub performance scoring
- ✓Subs bid and invoice through the platform via their own portal
Documents & Client Experience
- ✓Versioned plan/drawing management, RFI and submittal lifecycles, transmittals
- ✓Searchable files/photos/videos library with role-based access
- ✓Client portal – selections & allowances, e-signature change-order approval, online invoice payment
- ✓Structured closeout checklist, final lien waivers, warranty tracking
AI
- ✓AI CRM assist – summarize a client relationship or draft a follow-up email
- ✓Daily-log auto-fill – narrate the day, AI structures a complete log
- ✓Voice-to-log in the field, offline-capable
- ✓RFI, submittal, and change-order drafting from plain language or a photo
- ✓Margin-erosion prediction 4–8 weeks ahead, naming the cost codes driving it
- ✓Schedule-risk detection and subcontractor-performance anomaly flags
- ✓Automated weekly executive briefings written in plain English
- ✓AI-generated schedule from uploaded plans
- ✓A persistent AI construction assistant available on every screen
- ✓Photo/video AI for jobsite safety and quality control
Trust & Security
- ✓Full tenant data isolation between firms
- ✓Role-based access with department-scoped visibility
- ✓Audit trails on critical actions