DRKDS Project Pro - 6 Industry Scenarios Guide

1. Overview & Getting Started

DRKDS Project Pro is a multi-industry project management module for Odoo 19. It supports 6 industry types, each with tailored features. This guide explains every screen, field, and workflow in simple terms for data entry operators.

1.1 Module Menu Structure

Open the Project app from the Odoo main menu. You will see these menus:

Menu	Sub-menus	What It Does
Quick Actions	Quick Project, Generate Reports	Create projects fast; generate reports
Tasks	All Tasks, My Tasks, Overdue Tasks	Manage work items
Milestones	—	Track major progress points
Deliverables	—	Track deliverable items
Timesheets	—	Log hours worked
Work Management	Work Allocations, Reminders	Assign work; set reminders
Follow-ups	Developer Follow-ups, Client Follow-ups	Track follow-ups with team & clients
Construction & EPC	BOQ, Materials, Contractors, Inspections, Change Orders, Measurement Book	Construction-specific modules
Documents	—	Manage drawings, permits, specs
Billing & Payments	Recurring Payments, Overdue Payments, Invoice Summary	Track payments & billing
Reporting	Billing Report, Resource Utilization	Analytics & pivot reports
Help & Guides	User Guide, Operations Guide, This Guide	Documentation

1.2 Creating a New Project (Common for All Industries)

Step 1: Open Project List

Go to (the kanban view of projects).

Step 2: Click "New"

Click the New button (top-left). A form opens.

Step 3: Fill Project Fields

Field	What to Enter	Example
Name	Project name	NH-48 Bypass Road
Project Code	Auto-generated (PRJ-XXXX)	PRJ-0028
Category	Select your industry	Construction
Project Type	Fixed Price / Time & Material / Retainer / Internal	Fixed Price
Status	Draft → Planning → In Progress → Completed	In Progress
Priority	Low / Normal / High / Critical	High
Customer	Select or create client company	NHAI
Project Manager	Person in charge	John Smith
Planned Start	When project begins	01/01/2026
Planned End	When project should finish	31/12/2026
Budget	Total project budget in INR	₹ 50,00,000
Hourly Rate	Billing rate per hour (for T&M)	₹ 2,500
Client PO Number	Purchase Order reference	PO/2026/001
SAC Code	GST Service code (default: 998314)	998314
Material Budget	Budget for materials (construction)	₹ 20,00,000

1.3 Project Category — The Key Setting

The Category field determines which industry scenario this project belongs to. Available values:

Category Value	Display Name	Scenario
`it`	IT / Software	Scenarios 1 & 2
`construction`	Construction	Scenario 3
`architecture`	Architecture	Scenario 4
`manufacturing`	Manufacturing	Scenario 5
`epc`	EPC / Engineering	Scenario 6
`consulting`	Consulting	General consulting
`other`	Other	Any other type

Tip: All menus are visible to all projects. IT projects typically skip Construction & EPC menus, while construction projects focus heavily on them.

2. Feature Matrix by Industry

Not every feature is used by every industry. This table shows which features are Primary (heavily used), Optional (sometimes used), or N/A (not applicable).

Feature / Module	IT In-house	IT Outsourced	Construction	Architecture	Manufacturing	EPC
Tasks & Milestones	Primary	Primary	Primary	Primary	Primary	Primary
Timesheets	Primary	Primary	Primary	Primary	Primary	Primary
Work Allocations	Primary	Primary	Primary	Primary	Primary	Primary
Developer Follow-ups	Primary	Primary	Optional	Optional	Optional	Optional
Client Follow-ups	Optional	Primary	Primary	Primary	Primary	Primary
Work Reminders	Primary	Primary	Primary	Primary	Primary	Primary
Recurring Payments	Optional	Primary	Primary	Primary	Primary	Primary
BOQ (Bill of Quantities)	N/A	N/A	Primary	Primary	Primary	Primary
Material Requisition	N/A	N/A	Primary	Primary	Primary	Primary
Documents	Optional	Optional	Primary	Primary	Primary	Primary
Contractors (TDS)	N/A	N/A	Primary	Primary	Optional	Primary
Quality Inspections	N/A	N/A	Primary	Primary	Primary	Primary
Change Orders	N/A	N/A	Primary	Primary	Optional	Primary
Measurement Book	N/A	N/A	Primary	Primary	Optional	Primary
Billing Report	Primary	Primary	Primary	Primary	Primary	Primary
Resource Utilization	Primary	Primary	Optional	Optional	Optional	Optional

3. Scenario 1: IT In-house Development

Example: Internal Process Improvement (P20) — Your company's internal team builds software for internal use. No external client. No billing to outsiders.
Category: it • Type: Internal • Budget: ₹ 5,00,000 • Billing: None (internal cost tracking only)

3.1 Project Setup

Field	Value for This Scenario
Category	IT / Software
Project Type	Internal
Customer	Leave blank (internal project)
Budget	Internal budget allocation
Hourly Rate	Internal cost rate (for reporting)
SAC Code	Not applicable (leave default)
Client PO	Not applicable

3.2 Data Entry Workflow

Step A: Create Tasks

Go to Project > Tasks > All Tasks, click New.

Field	Description	Example Values
Task Code	Auto: TSK-XXXXX	TSK-00052
Project	Select your project	Internal Process Improvement
Task Type	Select from: Feature, Bug Fix, Improvement, Support, Documentation, Testing, Other	Feature
Priority Level	Critical / High / Medium / Low	High
Assigned to	Developer who will do the work	Happy Savaliya
Estimated Hours	How many hours you expect	40
Deadline	When task must be finished	28/02/2026
Reviewer	Who reviews the work	Janvi Ashara

Task Types for IT: Feature, Bug Fix, Improvement, Support, Documentation, Testing

Actual tasks in this project: Design Database Schema (40h), Build Employee Self-Service Portal (120h), Create Leave Management Module (80h), Develop Attendance Integration (60h), Write Unit Tests (40h), Gather Requirements from HR Team (20h), Fix Bug - Login Session Timeout (8h), Deploy to Production Server (16h)

Step B: Log Timesheets

Go to Project > Timesheets, click New.

Field	Description	Example
Project	Select project	Internal Process Improvement
Task	Select the task you worked on	Build Employee Self-Service Portal
Date	Date of work	17/02/2026
Start Time	When you started (e.g., 9.0 = 9:00 AM)	9.0
End Time	When you stopped (e.g., 13.0 = 1:00 PM)	13.0
Break	Break duration in hours	0.5
Duration	Auto-calculated: End - Start - Break	3.5 hrs
Work Type	Development / Design / Testing / Meeting / Documentation / Support / Training / Travel / Admin / Other	Development
Billable	Uncheck for internal (no billing)	Unchecked
Description	What you did	Built login and dashboard pages

Auto-Calculation: When you enter Start Time and End Time, the Duration (unit_amount) is automatically computed as: End Time - Start Time - Break.

Step C: Allocate Work

Go to Project > Work Management > Work Allocations, click New.

Field	Description	Example
Reference	Auto: WA-XXXXX	WA-00031
Project	Select project	Internal Process Improvement
Task	Link to task (optional)	Build Employee Self-Service Portal
Assigned Developer	Who does the work	Happy Savaliya
Work Description	What needs to be done	Build employee self-service portal
Priority	Low / Normal / High / Urgent	High
Start Date	When to start	10/02/2026
Due Date	Deadline	28/02/2026
Estimated Hours	Expected effort	40

Status Flow:

Draft→ Assigned→ In Progress→ Completed

Can also go to: On Hold, Cancelled at any stage.

Step D: Developer Follow-ups

Go to Project > Follow-ups > Developer Follow-ups, click New.

Field	Description	Example
Reference	Auto: DEV-FU-XXXXX	DEV-FU-00017
Developer	Who you are following up with	Happy Savaliya
Project	Related project	Internal Process Improvement
Task	Related task	Build Employee Self-Service Portal
Follow-up Type	Status Check / Progress Update / Blocker Resolution / Code Review / Testing / Deployment / Other	Progress Update
Current Status	On Track / Delayed / Blocked / Completed	On Track
Notes	What was discussed	Portal development on track, dashboard module complete
Action Items	Next steps	Complete leave module integration

Step E: Set Reminders

Go to Project > Work Management > Reminders, click New.

Field	Description	Example
Reference	Auto: REM-XXXXX	REM-00018
Subject	What to remember	Sprint Planning Meeting
Type	Task Deadline / Project Milestone / Payment Due / Follow-up Due / Custom	Custom
Reminder Date	When to remind	20/02/2026
Assigned To	Who gets reminded	Janvi Ashara
Priority	Low / Normal / High	High

3.3 IT In-house: Features NOT Used

For internal IT projects, you typically do not use: BOQ, Materials, Contractors, Inspections, Change Orders, Measurement Book, Client Follow-ups, Recurring Payments.

4. Scenario 2: IT Outsourced Development

Example A: An IT Solutions Co. Website Redesign (P17) — Client An IT Solutions Company hires your team to redesign their website. Billed hourly at ₹150/hr. Budget: ₹30,000. PO: PO-2025-CLI-001.
Example B: An IT Solutions Co. Website Maintenance (P18) — Monthly retainer for website maintenance. ₹2,000/hr, ₹18,00,000 budget. Recurring monthly payment of ₹3,000.
Category: it • Type: Time & Material or Retainer • Billing: Yes — track billable hours

4.1 Project Setup

Field	Value for This Scenario
Category	IT / Software
Project Type	Time & Material (hourly) or Retainer
Customer	An IT Solutions Company (required — this is the client)
Client PO Number	PO-2025-CLI-001 (for T&M project P17)
PO Value	₹ 30,000 (T&M) / ₹ 18,00,000 (Retainer)
Client GSTIN	27AABCU9603R1ZM
SAC Code	998314 (IT Services)
Hourly Rate	₹ 150 (T&M) / ₹ 2,000 (Retainer)
Budget	₹ 30,000 (T&M) / ₹ 18,00,000 (Retainer)
Estimated Hours	200 (T&M) / 480 (Retainer)

4.2 Data Entry Workflow (Same as In-house, PLUS)

All steps from Scenario 1 (Tasks, Timesheets, Work Allocations, Dev Follow-ups, Reminders) apply. Additionally:

Step F: Client Follow-ups (Key for Outsourced)

Go to Project > Follow-ups > Client Follow-ups, click New.

Field	Description	Example
Reference	Auto: CLI-FU-XXXXX	CLI-FU-00001
Client	Client company	An IT Solutions Company
Project	Related project	An IT Solutions Co. Website Redesign
Contact Person	Person at client you spoke with	The Finance Director
Follow-up Type	Project Update / Payment Follow-up / Requirement Discussion / Feedback / Escalation / Contract Renewal / Upsell / Other	Project Update
Communication Mode	Phone Call / Email / Meeting / Video Call / WhatsApp / Other	Video Call
Summary	Brief summary	Discussed Phase 1 delivery timeline
Client Feedback	What client said	Satisfied with progress, wants demo next week
Outcome	Positive / Neutral / Negative / Escalated	Positive
Amount Discussed	If payment was discussed	₹ 3,00,000
Payment Commitment Date	When client will pay	28/02/2026
Next Follow-up Date	When to follow up next	22/02/2026

Step G: Recurring Payments

Go to Project > Billing & Payments > Recurring Payments, click New.

Field	Description	Example
Reference	Auto: REC-XXXXX	REC-00001
Client	Who pays	An IT Solutions Company
Project	Related project	An IT Solutions Co. Website Maintenance
Payment Type	Retainer / Subscription / Maintenance/AMC / Hosting / License / Support / Other	Retainer
Amount	Recurring amount	₹ 3,000
Frequency	Weekly / Monthly / Quarterly / Half Yearly / Yearly	Monthly
Start Date	When payments begin	01/01/2026
End Date	When payments stop (blank = ongoing)	31/12/2026
Remind Days Before	Days before due to send reminder	7

Status Flow:

Draft→ Active→ Expired

Can also: Paused, Cancelled.

Step H: Timesheet Billing

For outsourced IT, timesheets have billing fields:

Field	Description
Billable	Check this box — hours will be billed to client
Billing Status	Unbilled → To Invoice → Invoiced
Approval	Draft → Submitted → Approved (or Rejected)
Billable Amount	Auto: Duration × Project Hourly Rate

Step I: Invoice Summary

Go to Project > Billing & Payments > Invoice Summary, click New.

Field	Description
Period Start / End	Date range for the summary (e.g., 01/02/2026 to 28/02/2026)
Projects	Filter by specific projects (optional)
Clients	Filter by specific clients (optional)

Click Generate Lines button to auto-create summary from timesheets. Shows Total Hours, Billable Hours, Billable Amount per project.

5. Scenario 3: Road / Highway Construction

Example: NH-48 Bypass Road - Nashik (12 km) (P28) — Building a highway bypass for NHAI. Fixed price contract ₹4.5 Crore. PO: NHAI/2025/NH48/RD-1234. Heavy use of BOQ, materials, contractors, measurements.
Category: construction • Type: Fixed Price • Client: NHAI - National Highways Authority

5.1 Project Setup

Field	Value
Category	Construction
Project Type	Fixed Price
Customer	NHAI - National Highways Authority
Budget	₹ 4,50,00,000 (4.5 Crore)
Material Budget	₹ 2,80,00,000 (2.8 Crore)
SAC Code	995423 (Road construction)
GSTIN	27AABCN1234F1ZB
Client PO	NHAI/2025/NH48/RD-1234

5.2 Construction Task Types

For construction, use these task types instead of IT types:

Task Type	When to Use	Example
Site Work	Physical work at construction site	Earthwork Excavation - Chainage 0+000 to 4+000
Procurement	Buying materials	Procurement of WMM & GSB Materials
Inspection	Quality checks	Quality Inspection - Earthwork Compaction
Design Review	Engineering review	Design Review - Drainage Structures
Installation	Installing equipment/structures	Road Marking & Signage Installation
Commissioning	Testing and handover prep	Road surface testing
Handover	Handing over to client	Final road handover to NHAI

5.3 BOQ (Bill of Quantities) — The Foundation

Go to Project > Construction & EPC > Bill of Quantities, click New.

BOQ Header

Field	Description	Example
Reference	Auto: BOQ-XXXXX	BOQ-00001
Project	Select project	NH-48 Bypass Road
BOQ Date	Date of BOQ creation	01/01/2026
Description	Title of this BOQ	Main BOQ - Road & Bridge Works
Revision	Version number (starts at 1)	1

BOQ Line Items (add inside BOQ form)

Actual BOQ lines in this project (BOQ-00001, Total: ₹29,93,80,000):

Item Code	Description	Category	Qty	Rate	Amount
EW-001	Earthwork Excavation	Civil	85,000	₹ 180	₹ 1,53,00,000
SB-001	Sub-base (GSB 200mm)	Civil	96,000	₹ 350	₹ 3,36,00,000
WBM-001	WBM Base Course (250mm)	Civil	96,000	₹ 520	₹ 4,99,20,000
DBM-001	Dense Bituminous Macadam (75mm)	Civil	96,000	₹ 680	₹ 6,52,80,000
BC-001	Bituminous Concrete (40mm)	Civil	96,000	₹ 780	₹ 7,48,80,000
DR-001	Side Drain (RCC)	Civil	24,000	₹ 1,200	₹ 2,88,00,000
GB-001	Guard Rail / Safety Barrier	Structural	8,000	₹ 3,500	₹ 2,80,00,000
CUL-001	Box Culvert (3m x 3m)	Structural	8	₹ 4,50,000	₹ 36,00,000

Field	Description	Example
Actual Qty	Fill later when work is done	48,500
Actual Rate	Actual cost per unit	₹ 260
Actual Amount	Auto: Actual Qty × Actual Rate	₹ 1,26,10,000
Variance	Auto: Actual - Estimated	₹ 1,10,000 (over budget)

BOQ Status Flow:

Draft→ Submitted→ Approved→ Revised

Revised creates a new copy with incremented revision number. Can also Cancel or Reset to Draft.

5.4 Material Requisition

Go to Project > Construction & EPC > Materials, click New.

Field	Description	Example
Reference	Auto: MAT-XXXXX	MAT-00001
Project	Select project	NH-48 Bypass Road
BOQ Item	Link to approved BOQ line (optional)	RD-001 Earth Work
Material Name	What material you need	OPC 53 Grade Cement
Category	Raw Material / Consumable / Equipment / Tool / Safety Equipment / Other	Raw Material
Required Qty	How much you need	5,000
Unit Cost	Price per unit	₹ 380
Supplier	Where to buy	(Select supplier)
Required By	Date material is needed	15/03/2026
Priority	Low / Normal / High / Urgent	High

Total Cost formula: received_qty × unit_cost (calculated after material is received)

Actual materials in S3: OPC 53 Grade Cement (5,000 @ ₹380), TMT Steel Fe500 12mm (200 @ ₹58,000), 10mm Aggregate (3,000 @ ₹950), Bitumen VG-30 (800 @ ₹42,000), Safety Helmets (100 @ ₹250)

Material Status Flow:

Draft→ Requested→ Approved→ Ordered→ Received

5.5 Contractor Management (with TDS)

Go to Project > Construction & EPC > Contractors, click New.

Field	Description	Example
Reference	Auto: CON-XXXXX	CON-00001
Project	Select project	NH-48 Bypass Road
Contractor	Subcontractor company	Patel Earthmovers Pvt Ltd
Contract Ref	Agreement reference	CON/NH48/2026/01
Scope of Work	What the contractor will do	Complete earthwork excavation, filling, and compaction for 12 km stretch
Contract Value	Total contract amount	₹ 1,80,00,000
PAN Number	Contractor's PAN (for TDS)	AABCP1234A
GSTIN	Contractor's GST number	27AABCP1234A1ZP
TDS Applicable	Check if TDS applies (usually Yes)	Yes
TDS Rate (%)	1% for Individual/HUF, 2% for Company	2.0%
TDS Amount	Auto: Contract Value × TDS Rate / 100	₹ 3,60,000
Net Payable	Auto: Contract Value - TDS Amount	₹ 1,76,40,000

Indian TDS (Section 194C): TDS is Tax Deducted at Source. For construction contracts: 1% for Individual/HUF contractors, 2% for Company contractors. The system auto-calculates TDS and shows Net Payable.

5.6 Quality Inspections

Go to Project > Construction & EPC > Inspections, click New.

Field	Description	Example
Reference	Auto: QC-XXXXX	QC-00001
Project	Select project	NH-48 Bypass Road
Inspection Type	Material / Workmanship / Safety Audit / Structural / Electrical / Plumbing / Final / Other	Structural
Inspector	Who inspects	John Smith
Location	Where	Ch 3+200 Box Culvert
Description	What was inspected	Concrete cube test for box culvert at Ch 3+200
Result	Pass / Fail / Conditional Pass	Pass
Findings	Detailed findings	28-day compressive strength test results satisfactory
Corrective Action	If fail: what to fix	(blank - passed)
Recheck Date	If fail: when to re-inspect	(blank)

Inspection Status Flow:

Planned→ In Progress→ Completed

5.7 Change Orders

Go to Project > Construction & EPC > Change Orders, click New.

Field	Description	Example
Reference	Auto: CO-XXXXX	CO-00001
Title	What changed	Additional Culvert at Chainage 6+500
Change Type	Scope / Schedule / Cost / Design / Other	Scope
Reason	Why the change	Additional cross drainage required per site conditions
Cost Impact	+ = cost increase, - = decrease	₹ 12,00,000
Schedule Impact (Days)	+ = delay, - = faster	12 days
Affected BOQ Items	Which BOQ lines are affected	CUL-001

Other change order: Widening at Nashik City Entry (Ch 11+000 to 12+000) — Cost: ₹85,00,000, Schedule: +45 days [Under Review]

Change Order Status Flow:

Draft→ Submitted→ Under Review→ Approved→ Implemented

5.8 Measurement Book

Go to Project > Construction & EPC > Measurement Book, click New.

Field	Description	Example
Reference	Auto: MB-XXXXX	MB-00001
Project	Select project	NH-48 Bypass Road
BOQ Item	Which BOQ line you measured (required)	EW-001 Earthwork Excavation
Description	What was measured	Earthwork Ch 0+000 to 2+500
Length (m)	Length in meters	2,500
Breadth (m)	Width in meters	12
Height/Depth (m)	Height/depth in meters	1.5
Nos	Number of items	1
Measured Qty	Auto: L × B × H × Nos	45,000 m³
Cumulative Qty	Auto: Sum of all measurements for this BOQ item	87,000 m³
BOQ Qty	Auto: From linked BOQ line	85,000 m³
Progress %	Auto: Cumulative / BOQ Qty × 100	102%

Smart Calculation: Measured Qty = L × B × H × Nos. If any dimension is zero, it is skipped (not multiplied). For example: Length=100, Breadth=0, Height=0, Nos=5 gives 100 × 5 = 500 (not zero).

Measurement Status Flow:

Draft→ Measured→ Verified→ Approved

5.9 Document Management

Go to Project > Documents, click New.

Field	Description	Example
Reference	Auto: DOC-XXXXX	DOC-00001
Document Name	Name of the document	Road Alignment Drawing - Rev 3
Document Type	Drawing / Specification / Report / Contract / Permit / Certificate / Photo / Correspondence / Other	Drawing
Discipline	Architectural / Structural / MEP / Civil / Electrical / Mechanical / Landscape / Other	Civil
Version	Document version (starts at 1)	1
File	Upload the file	road_alignment_r1.pdf

Document Status Flow:

Draft→ Submitted→ Under Review→ Approved

"New Version" button creates a copy with version+1 and marks current as Superseded.

6. Scenario 4: Architectural Design & Build

Example: Shree Ganesh Commercial Complex - Pune (P29) — Designing and building a 5-floor commercial building. Budget: ₹8.5 Crore, Material Budget: ₹5.2 Crore. PO: SGD/2026/CC/001. Uses all construction features plus architectural drawings and design reviews.
Category: architecture • Type: Fixed Price • Client: Shree Ganesh Developers • GSTIN: 27AABCS9012H1ZC

6.1 How It Differs from Road Construction

Aspect	Road Construction	Architecture
BOQ Categories	Mainly Civil	Civil + Structural + Electrical + Plumbing + Finishing + Landscaping
Documents	Road alignment, soil reports	Floor plans, elevation, MEP drawings, 3D renders
Inspection Types	Structural, Material	All types including Plumbing, Electrical, Final
Task Types	Site Work, Procurement	Design Review, Site Work, Inspection, Installation
Measurement Book	Linear (road length)	Volume-based (L × B × H for rooms, columns)

6.2 Actual BOQ Items (from database)

Item Code	Description	Category	Qty	Rate	Amount
FDN-001	Pile Foundation (600mm dia)	Structural	120	₹ 35,000	₹ 42,00,000
RCC-001	RCC Columns and Beams	Structural	1,200	₹ 8,500	₹ 1,02,00,000
RCC-002	RCC Slab (150mm)	Structural	4,500	₹ 6,200	₹ 2,79,00,000
BW-001	AAC Block Masonry	Civil	8,000	₹ 1,800	₹ 1,44,00,000
PL-001	Internal Plastering	Finishing	12,000	₹ 320	₹ 38,40,000
EL-001	Electrical Installation	Electrical	50,000	₹ 180	₹ 90,00,000
PB-001	Plumbing & Sanitary	Plumbing	1	₹ 35,00,000	₹ 35,00,000
FL-001	Vitrified Tile Flooring	Finishing	4,500	₹ 1,200	₹ 54,00,000

6.3 Actual Documents (from database)

Document Name	Type	Discipline	Status
Architectural Layout - Ground Floor	Drawing	Architectural	Approved
Structural Design - Foundation	Drawing	Structural	Approved
MEP Layout - All Floors	Drawing	MEP	Approved
Building Permission - PMC	Permit	Other	Approved
Soil Investigation Report	Report	Civil	Approved
RERA Registration Certificate	Certificate	Other	Approved

6.4 Data Entry

All data entry steps are the same as Scenario 3 (Road Construction). Use the same menus, same forms, same fields. The difference is in the values you select — more categories, more disciplines, more inspection types.

Tip for Architecture: Use design_review task type for architectural review stages. Use all BOQ categories (civil, structural, electrical, plumbing, finishing, landscaping). Upload floor plans as Documents with discipline = Architectural.

7. Scenario 5: Manufacturing Plant Setup

Example: New Assembly Line - Auto Components Plant (P30) — Setting up a new automotive parts assembly line. Budget: ₹2.2 Crore, Material Budget: ₹1.5 Crore. PO: TACO/2026/AL/567. Heavy equipment, machinery installation, quality testing.
Category: manufacturing • Type: Fixed Price • Client: Tata AutoComp Systems • GSTIN: 27AAACT3456K1ZD

7.1 How It Differs from Construction

Aspect	Construction	Manufacturing
BOQ Focus	Civil works (concrete, earth)	Mechanical + Electrical (machines, conveyors)
Materials	Cement, steel, aggregates	Equipment, tools, safety gear, conveyor parts
Inspections	Structural, material quality	Safety audit, electrical, mechanical, final testing
Task Types	Site Work, Procurement	Installation, Commissioning, Testing, Handover
Documents	Drawings, permits	Equipment manuals, specifications, test reports

7.2 Actual BOQ Items (from database)

Item Code	Description	Category	Qty	Rate	Amount
FDN-M01	Machine Foundation (Heavy)	Structural	12	₹ 85,000	₹ 10,20,000
EL-M01	Power Distribution Panel	Electrical	4	₹ 3,20,000	₹ 12,80,000
PNE-M01	Compressed Air System	Mechanical	1	₹ 18,00,000	₹ 18,00,000
CNV-M01	Conveyor Belt System (50m)	Mechanical	2	₹ 9,50,000	₹ 19,00,000
SAF-M01	Safety Interlocking System	Electrical	8	₹ 1,25,000	₹ 10,00,000
FL-M01	Epoxy Floor Coating	Finishing	2,000	₹ 450	₹ 9,00,000

7.3 Actual Materials (from database)

Material	Category	Qty	Unit Cost	Status
CNC Lathe - Jyoti DX200	Equipment	3	₹ 45,00,000	Ordered
PLC Siemens S7-1200 CPU	Equipment	2	₹ 1,85,000	Ordered
VFD Panel 30KW	Equipment	4	₹ 1,85,000	Approved
Cable Tray (GI Perforated)	Raw Material	150	₹ 800	Received
Welding Electrodes E6013 (25kg box)	Consumable	100	₹ 2,800	Received
Safety Shoes (Steel Toe)	Safety	50	₹ 1,200	Received

7.4 Data Entry

Follow same steps as Scenario 3. Key differences:

Use Mechanical and Electrical categories in BOQ instead of Civil
Material categories: focus on Equipment, Tool, Safety Equipment
Inspection types: Safety Audit, Electrical, Mechanical
Task types: Installation, Commissioning, Testing
Documents: Equipment specifications, test reports, commissioning certificates

8. Scenario 6: EPC / Greenhouse Project

Example: Polyhouse Construction - 10 Acre (Nashik) (P31) — Engineering, Procurement, and Construction of a large greenhouse/polyhouse. Budget: ₹3.5 Crore, Material Budget: ₹2.2 Crore. PO: SFN/2026/PH/001. Multi-discipline: civil foundation, steel structure, irrigation, climate control.
Category: epc • Type: Fixed Price • Client: Sahyadri Farms Pvt Ltd • GSTIN: 27AABCS7890L1ZE

8.1 Why EPC is Different

EPC (Engineering, Procurement, Construction) combines all three phases. This scenario uses every feature in the module most heavily. It involves:

Engineering: Design drawings, specifications, design reviews
Procurement: Material requisitions, supplier management, equipment ordering
Construction: Site work, measurements, inspections, contractor management

8.2 Actual BOQ Items (from database)

Item Code	Description	Category	Qty	Rate	Amount
GH-FDN	Foundation & Anchor Bolts	Civil	400	₹ 2,500	₹ 10,00,000
GH-STR	GI Structure (Columns, Arches, Purlins)	Structural	50,000	₹ 180	₹ 90,00,000
GH-GUT	Gutter System (Aluminium)	Structural	2,000	₹ 850	₹ 17,00,000
GH-COV	UV Stabilised Poly Film (200 micron)	Other	45,000	₹ 85	₹ 38,25,000
GH-IRR	Drip Irrigation System	Mechanical	1	₹ 32,00,000	₹ 32,00,000
GH-ELC	Electrical & Control Panel	Electrical	1	₹ 28,00,000	₹ 28,00,000
GH-INS	Insect Net (40 mesh)	Other	8,000	₹ 120	₹ 9,60,000
GH-FOG	Fogging System	Mechanical	1	₹ 15,00,000	₹ 15,00,000

8.3 Actual Contractors (from database)

EPC projects typically have multiple subcontractors. Actual contractors in this project:

Contractor	Scope	Contract Value	TDS Rate	Net Payable	Status
Agri-Tech Structures Pvt Ltd	GI Structure fabrication, erection, and covering installation	₹ 1,80,00,000	2%	₹ 1,76,40,000	Active
Jain Irrigation Systems	Drip irrigation and fogging system installation	₹ 55,00,000	2%	₹ 53,90,000	Active

8.4 EPC Data Entry

EPC uses ALL features. This project has the most data: 10 Tasks, 11 Materials, 6 Inspections, 6 Measurements, 7 Documents. Follow the same data entry steps as Scenario 3, with these additions:

Create comprehensive BOQ covering all disciplines (Civil, Structural, Mechanical, Electrical, Other)
Create multiple contractors — one per scope (e.g., Agri-Tech for structure, Jain Irrigation for irrigation)
Use varied document types — Polyhouse Structure Layout, Irrigation System Schematic, Soil & Water Test Report, NHB Subsidy Application, PCMC Building Permission, Drip Irrigation Specification, Automation PLC Program Flowchart
Create comprehensive inspections — Foundation depth check, GI pipe galvanization test, Site safety audit, Control panel wiring test, Drip irrigation pressure test, Final inspection
Track measurements for each BOQ item — Foundation pits (L=20 B=4 H=0.6 N=10 = 480 m³), Anchor bolts (N=200), GI Structure bays (N=20), Poly film covering, Gutter installation

8.5 Smart Buttons on Project Form

After creating construction/EPC data, the project form shows smart buttons at the top with counts:

Button	Shows Count Of	Click Action
BOQs	Number of BOQ documents	Opens BOQ list for this project
Materials	Material requisitions	Opens Materials list
Documents	Project documents	Opens Documents list
Contractors	Subcontractors	Opens Contractors list
Inspections	Quality inspections	Opens Inspections list
Changes	Change orders	Opens Change Orders list
Measurements	Measurement entries	Opens Measurement Book

Tip: Smart buttons are visible on all projects but will show 0 count for IT projects that don't use construction features.

9. Reports & Dashboard

9.1 Billing Report (All Industries)

Go to Project > Reporting > Billing Report

This is a Pivot Table report that shows timesheet data grouped by project and month.

Column	What It Shows
Project	Project name
Client	Customer name
Date	Month (grouped)
Total Hours	All timesheet hours
Billable Hours	Only billable hours
Non-Billable Hours	Non-billable hours
Hourly Rate	Project's hourly rate
Billable Amount	Billable Hours × Hourly Rate

Views available: Pivot (cross-tab analysis), Graph (bar/line/pie charts), List (raw data)

How to Use Pivot: Drag fields to rows/columns. Click column headers to sort. Use Measures button to add/remove columns. Export to Excel with the download button.

9.2 Resource Utilization Report

Go to Project > Reporting > Resource Utilization

Shows how much each employee is utilized (billable hours vs available 40 hrs/week).

Column	What It Shows
Employee	Employee name
Project	Which project they worked on
Date	Week (grouped)
Total Hours	Hours logged that week
Billable Hours	Billable portion
Available Hours	40 (standard work week)
Utilization %	Total Hours / 40 × 100

Best for: IT companies tracking developer productivity. Less relevant for construction sites.

9.3 Invoice Summary

Go to Project > Billing & Payments > Invoice Summary

Generate a summary of all timesheets for a date range, grouped by project. Shows total hours, billable amount, invoiced vs pending.

9.4 Dashboard Views (Built-in Pivot & Graph)

Many list views have Pivot and Graph modes built in. Click the view-switcher icons:

Menu	Available Views	Best Dashboard Use
Projects	Kanban, List, Form, Pivot, Graph	Project status overview, budget analysis
Tasks	Kanban, List, Form, Pivot, Graph, Calendar, Activity	Task backlog, workload, overdue analysis
Timesheets	List, Pivot, Graph, Form	Hours by project/person, work type breakdown
Billing Report	Pivot, Graph, List	Revenue analysis, billable vs non-billable
Resource Utilization	Pivot, Graph, List	Team utilization rates

9.5 Search Filters & Group By

Every list view has a search bar with filters. Common filters:

Filter	Available On	What It Does
My Tasks / My Projects	Tasks, Projects	Shows only your assigned items
Overdue	Tasks, Work Allocations, Payments	Shows items past deadline
By Status	All models	Filter by Draft/Active/Completed etc.
By Category	Projects	Filter IT vs Construction vs EPC etc.
By Priority	Tasks, Work Allocations, Materials	Filter High/Urgent items
Group By: Project	Most models	Group records by project
Group By: Status	Most models	Group by workflow state

10. Test Data Reference

The following test projects are pre-loaded in the system for training and demonstration:

10.1 IT Projects (Scenarios 1 & 2)

Project	Category	Type	Status	Key Data
Internal Process Improvement (P20)	IT / Software	Internal	In Progress	8 Tasks, 5 Milestones, 9 Timesheets, 4 Work Allocations, 4 Reminders, 4 Dev Follow-ups, 6 Documents
An IT Solutions Co. Website Redesign (P17)	IT / Software	Time & Material	In Progress	8 Tasks, 5 Milestones, 20 Timesheets, 7 Client Follow-ups, 2 Recurring Payments, 6 Documents
An IT Solutions Co. Website Maintenance (P18)	IT / Software	Retainer	In Progress	6 Tasks, 4 Milestones, 8 Timesheets, 3 Client Follow-ups, 1 Recurring Payment

10.2 Construction & EPC Projects (Scenarios 3–6)

Project	Category	Type	Status	Key Data
NH-48 Bypass Road — Nashik (P28)	Construction	Fixed Price	In Progress	8 Tasks, 6 Milestones, 7 Timesheets, 5 Work Allocs, 1 BOQ (8 lines), 5 Materials, 3 Contractors, 5 Inspections, 2 Change Orders, 4 Measurements, 6 Documents
Shree Ganesh Commercial Complex — Pune (P29)	Architecture	Fixed Price	Planning	8 Tasks, 6 Milestones, 6 Timesheets, 4 Work Allocs, 1 BOQ (8 lines), 6 Materials, 3 Contractors, 5 Inspections, 2 Change Orders, 6 Measurements, 6 Documents
New Assembly Line — Auto Components Plant (P30)	Manufacturing	Fixed Price	In Progress	8 Tasks, 5 Milestones, 7 Timesheets, 5 Work Allocs, 1 BOQ (6 lines), 6 Materials, 3 Contractors, 6 Inspections, 2 Change Orders, 4 Measurements, 7 Documents
Polyhouse Construction — 10 Acre Nashik (P31)	EPC	Fixed Price	In Progress	10 Tasks, 6 Milestones, 8 Timesheets, 6 Work Allocs, 1 BOQ (8 lines), 11 Materials, 2 Contractors, 6 Inspections, 2 Change Orders, 6 Measurements, 7 Documents

10.3 Test Users

User (ID)	Role	Typical Use
Administrator (2)	Project Manager	Full access, create projects, approve
Janvi Ashara (6)	Team Lead / Reviewer	Review tasks, approve timesheets
Happy Savaliya (7)	Developer / Engineer	Log timesheets, update tasks
John Smith (15)	Site Engineer	Inspections, measurements
Sarah Developer (16)	Document Controller	Upload and manage documents
Mike Backend (17)	Procurement	Material requisitions

10.4 Sequence Prefixes

Prefix	Model	Example
PRJ-	Project	PRJ-0028
TSK-	Task	TSK-00045
WA-	Work Allocation	WA-00010
DEV-FU-	Developer Follow-up	DEV-FU-00005
CLI-FU-	Client Follow-up	CLI-FU-00003
REM-	Work Reminder	REM-00012
REC-	Recurring Payment	REC-00002
INV-SUM-	Invoice Summary	INV-SUM-00001
BOQ-	Bill of Quantities	BOQ-00001
MAT-	Material Requisition	MAT-00001
DOC-	Document	DOC-00001
CON-	Contractor	CON-00001
QC-	Quality Inspection	QC-00001
CO-	Change Order	CO-00001
MB-	Measurement Book	MB-00001

DRKDS Project Pro — Industry Scenarios Guide

Table of Contents

1. Overview & Getting Started

1.1 Module Menu Structure

1.2 Creating a New Project (Common for All Industries)

1.3 Project Category — The Key Setting

2. Feature Matrix by Industry

3. Scenario 1: IT In-house Development

3.1 Project Setup

3.2 Data Entry Workflow

Step A: Create Tasks

Step B: Log Timesheets

Step C: Allocate Work

Step D: Developer Follow-ups

Step E: Set Reminders

3.3 IT In-house: Features NOT Used

4. Scenario 2: IT Outsourced Development

4.1 Project Setup

4.2 Data Entry Workflow (Same as In-house, PLUS)

Step F: Client Follow-ups (Key for Outsourced)

Step G: Recurring Payments

Step H: Timesheet Billing

Step I: Invoice Summary

5. Scenario 3: Road / Highway Construction

5.1 Project Setup

5.2 Construction Task Types

5.3 BOQ (Bill of Quantities) — The Foundation

BOQ Header

BOQ Line Items (add inside BOQ form)

5.4 Material Requisition

5.5 Contractor Management (with TDS)

5.6 Quality Inspections

5.7 Change Orders

5.8 Measurement Book

5.9 Document Management

6. Scenario 4: Architectural Design & Build

6.1 How It Differs from Road Construction

6.2 Actual BOQ Items (from database)

6.3 Actual Documents (from database)

6.4 Data Entry

7. Scenario 5: Manufacturing Plant Setup

7.1 How It Differs from Construction

7.2 Actual BOQ Items (from database)

7.3 Actual Materials (from database)

7.4 Data Entry

8. Scenario 6: EPC / Greenhouse Project

8.1 Why EPC is Different

8.2 Actual BOQ Items (from database)

8.3 Actual Contractors (from database)

8.4 EPC Data Entry

8.5 Smart Buttons on Project Form

9. Reports & Dashboard

9.1 Billing Report (All Industries)

9.2 Resource Utilization Report

9.3 Invoice Summary

9.4 Dashboard Views (Built-in Pivot & Graph)

9.5 Search Filters & Group By

10. Test Data Reference

10.1 IT Projects (Scenarios 1 & 2)

10.2 Construction & EPC Projects (Scenarios 3–6)

10.3 Test Users

10.4 Sequence Prefixes