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Industries/ Services & Projects

Deliver every project on plan, and know its margin before it closes.

Droot ERP for project-led businesses: engineering and construction contractors, consultancies, agencies and service companies. Plans, budgets, timesheets, purchases, milestone billing and support on one record per project.

Built forFounders & MDsDelivery & PMOCFOsSupport Heads
ERPPortfolioProjectsBillingReportsD
Portfolio · Click a projectDummy data
Plant Expansion, Phase 2 · ScheduleBaseline vs actual
Civil works
Structural steel
Electrical
Commissioning
Handover
If this sounds familiar

Most project businesses learn their margin after the project ends.

“We find out a project lost money at the year-end close.”Live P&L and cost to completeTimesheets, purchases and expenses post to the project as they happen, against its budget, with an estimate at completion.
“Milestones get completed but never invoiced.”Billing released by progressA billing milestone names a task or a progress threshold. Finishing it releases the invoice, with retention held where the contract says.
“Purchases blow the budget before anyone notices.”Budget control on commitmentsApproved orders count as commitments per cost element, and a project with block control refuses an order beyond its available budget.
“Scope changes happen on WhatsApp.”Change orders with approvalEvery change is raised, priced and approved, and an approved change with a price becomes a variation order on the contract.
End to end

From won deal to closed project, on one record.

Plan, cost, bill and support every project without re-keying. Click through the life of a typical project.

STEP 1 OF 7CRM · Sales

Win

The won opportunity becomes a quotation and order; a draft order creates its project in one step, with customer, contract value, currency and site.

Creates Sales Order · Project
Try it · project margin

Where will this project land?

Move the sliders the way a project actually moves. Droot ERP keeps this picture current for every project, every day.

Dummy project. Five billing milestones of 20%, each released at its progress threshold, with 5% retention held until handover.

Planned margin22.0%
Projected margin14.9%
Estimate at completion₹1.02 Cr
Cost to complete₹45.9 L
⚠Cost is running ahead of progress. Projected margin is 7.1 points below plan.
Billing milestones
At 20%
Billed
At 40%
Billed
At 60%
Pending
At 80%
Pending
At 100%
Pending
Billed · retention held₹48.0 L · ₹2.4 L
Capabilities

From bid to handover to support.

Planning
Work breakdown with WBS codes
Critical path scheduling
Numbered baselines and variance
Working calendars per project
Budget & Cost
Budgets by cost element
Commitments and block control
Cost to complete reviews
P&L snapshots of open projects
Execution
Timesheets costed by role
Daily progress reports
Joint measurements and drawings
Inspections and punch lists
Commercials
Milestone and progress billing
Retention held and released
Change and variation orders
Bank guarantees and EMDs
Procurement
Project purchases and subcontracts
Project expenses and claims
Regulatory approvals tracked
Project assets at handover
Support
Install base from handover
Tickets with SLA policies
Field visits and spare parts
AMC contracts and renewals
For every seat at the table

What each leader in a project business gets.

See which projects make money, while you can still act.

Portfolio health, projected margin by project and client, utilisation and the cash sitting in unbilled work and retention.

What they see first
Projects live46
Projected margin21.6%
At risk5
Unbilled work₹3.8 Cr
Dummy data
Every kind of project business

One model, many contract types.

Engineering & constructionBOQ, DPRs, joint measurement, bank guaranteesConsulting & agenciestimesheets, retainers, time and materialsMake-to-orderproject production and purchasingCapital projectscapitalised to fixed assets at handover
Implementation

Start with live projects, not a blank slate.

1 · Modelproject types, cost elements, roles and rates2 · Loadopen projects with budgets, progress and billing to date3 · Go livetimesheets, purchases and billing from day one4 · Extendsupport, AMC and portfolio dashboards
Questions leaders ask

Frequently asked questions

Anything else? A solutions architect can walk you through it on a call.

Ask an Expert

Yes. Fixed-price contracts bill by milestone, time-and-materials work bills from timesheets, and retainers bill on a schedule, all on the same project model.

See your projects running on Droot ERP.

A walkthrough with your contract types, cost elements and billing rules, led by a projects solutions architect.