Projects

General contractors managing multiple construction sites need more than a flat list of orders. The project system lets you organize every quote, order, delivery, and invoice by site — so "Downtown Tower Phase 2" is cleanly separated from "Maadi Villa Renovation."

Setting up a project takes seconds. Give it a name, an optional reference number, a delivery address, and a site foreman contact. The delivery address and foreman details auto-populate into every quote request and order created under that project, eliminating repetitive data entry.

Projects can represent anything that makes sense for your business: a construction site, a building phase, a client account, or a recurring supply contract. There is no enforced structure — organize however your team works.

When you build a material list or submit a quote request, you assign it to a project. All subsequent activity — quotes received, orders confirmed, deliveries tracked, invoices issued — inherits that project association. This creates a complete procurement history per site.

From any project view, you see:

• Active quotes awaiting response or in negotiation
• Confirmed orders with delivery timelines
• Delivery schedule showing upcoming and completed deliveries
• Documents including invoices, delivery notes, and certificates
• Spend summary showing total procurement value for the project

Within a project, you can save material lists as templates. A "Monthly Restock" list for an ongoing project can be resubmitted as a new quote request with a single tap. A "Foundation Phase" list serves as a reference for the structural materials needed at project kickoff.

These saved lists work alongside the one-tap reorder feature. If you ordered a specific combination of materials three months ago for one site and need the same for another, you can duplicate that order into a new project.

Projects support multi-user access through the portal's role system. A procurement manager might create the project and material lists, a project manager reviews and adjusts quantities, and a site foreman manages deliveries on-site. Everyone works within the same project context with shared visibility.

Sharing a material list between team members is built in. You prepare a draft, share it with a colleague for review, and they can add items, adjust quantities, or leave notes before submission.

Each project accumulates a procurement history that helps you understand costs and patterns. You can see total spend, material breakdown by category, delivery performance (on-time rate), and payment status. This data is useful for project accounting, budget tracking, and planning future phases.

For contractors managing five or more active sites, the project view is the primary way to navigate the portal — filtering everything by the site that needs attention right now.