Module · Managed projects
Projects you run for someone else, and the fees they carry
Enrol the project you have been engaged to manage, record the management contract and its service lines, and charge for them in cycles — with approval routing on, each one checked by someone other than the preparer before it is recognised.
How it flows
One charging cycle
One cycle per period, per priced service, with the source documents behind every figure.
- Enrolled project
- Contract
- Cycle calculated
- Cycle approved
- Recognised in Accounting · then settled
A cycle records and recognises a charge. It is not a customer invoice.
See it
The Project Management screens your team works in
Capabilities
What Project Management covers
Managed projects
The enrolment that records a project you run for an owner, distinct from a project you own.
Management contracts
The agreement behind the mandate — term, and the service lines it charges for.
Charging cycles
A cycle per period and service calculates the charge from its basis and keeps the evidence behind it.
Maker and checker
With approval routing on, a cycle is approved by someone other than the person who prepared it before anything is recognised.
Recognition and settlement
An approved cycle is recognised in Accounting against the project; settlement records the cash and does not change the cost.
Its own licence
Project Management is licensed on its own, so a construction licence never decides whether you may charge a management fee.
In the books
What Project Management posts to Accounting
Recognition and settlement are separate postings, so what was charged and what has been paid are two different facts.
- Recognised cycle → the management charge, recorded against the project
- Settlement → cash or bank, clearing the charge
Reports
Registers and statements included
All exportable to Excel and PDF, or printed.
- Managed project register
- PM contract & service register
- PM cycle register
- PM recognition & settlement register
- PM cost by project
- PM cost by service
- Outstanding PM settlement
- PM approval & decision audit
- PM financial reconciliation
Works with
- Accounting — recognised charges and settlements post to the ledger
- Approval Center — charging cycles, maker and checker
- Projects — the same project record the other modules use
Straight answers
Questions buyers ask us
Specific to Project Management.
Does a charging cycle invoice the owner?
No. A cycle records and recognises the management charge in Accounting; it is not a customer invoice. Billing the owner is handled outside this module.
Can the person who prepares a cycle approve it?
Not when approval routing is on: approval must then come from someone other than the maker.
See BuilderOne running on a business like yours
A walkthrough of about half an hour with the team that builds it — on your kind of projects, units and billing, not a canned slideshow.
- Tell us what you run. Four fields — it takes under a minute.
- We get back to you to arrange a time that suits you.
- We walk through your workflow — sale, rent, site or books — in the real product.