Set your firm's policy — once

Configuration → Settings, open to Directors. Four blocks decide how drawings, costs, sales and AI behave.

Design and Drawings: require an approved design brief before drawings, the revision numbering scheme, the DWG converter program and a size warning for 3D models.

Design Editor: IFC export, MEP drawing and the default rebar ratio per cubic metre of concrete.

Cost and Sales: the budget variance threshold, the quotation amount above which a Project Manager must approve, the booking discount above which a Director must approve, SMS installment reminders and the late payment penalty per month.

AI and Dashboard: the AI switch, AI log retention in days and how many minutes dashboard figures are cached.

Review the shipped lists under Configuration: disciplines, land document types, cost heads, inspection templates, installment plans and site object types.

Open the land file and sign the owner

Land → Land Parcels. A parcel moves from Draft through Under Verification and Verified to Acquired or Under JV.

Load Standard Checklist for due diligence, then Send for Verification, Verify and Mark Acquired.

Land → Land Documents: file each paper, Verify or Reject it. A daily job reminds you before a document expires.

Land → JV Contracts: Send to Legal Review → Approve → Mark Signed → Activate, then Create Project from the contract.

Land → Owner Payments: signing money and allowances with Create Bill. A monthly job prepares the owner allowance lines and bills.

Build the project structure

Projects → Projects, then Sites, Buildings, Floors and Units under the same menu.

On the project, Generate Floors and Units creates a building with its floors, units and basement parking from a few numbers.

On a site, Create Site Warehouse so material can be received, transferred and consumed there.

On a building, Create Analytic Account to follow its cost separately.

Plan the work under Projects → Tasks and Planning. Units carry type, facing, area and price, and a status from Available to Handed Over.

Control the drawings

Design → Design Briefs, Drawing Register, Revisions, Transmittals, RFIs, Design Changes and Authority Approvals.

Submit and approve the design brief, then register drawings and use Upload Revision for each new file (PDF, image, DWG, DXF, IFC, Revit or other).

A revision goes Send for Review → Internal Review OK → Approve → Issue for Construction → Mark As-Built. The older revision becomes Superseded.

Open CAD Viewer shows DXF files in the browser. DWG files are converted when the ODA File Converter or LibreDWG's dwg2dxf is installed on the server.

Issue a transmittal and the recipient acknowledges it on the portal. Overdue RFIs are escalated by a daily job.

An approved design change can raise a Variation Order with its cost and time impact.

Draw the plan and see it in 3D

Design → Design Editor → Open Editor. Design → 3D Models and Viewer for uploaded IFC, GLB/glTF and OBJ files.

Draw walls, doors, windows, stairs, grid lines, columns, beams, slabs with openings, footings, dimensions and text, with snapping, undo, copy, mirror and array.

Type commands (WALL, MOVE, COPY, ROTATE, OFFSET, MIRROR, DIST) and coordinates (3000,1500 · @3000,0 · @3000<45) like in a CAD program.

Rooms and their areas are found from closed walls. Copy to Floors repeats a typical floor.

View in 3D builds the model with openings cut. Quantity Takeoff measures it and Push to BOQ sends the quantities to estimation.

Save as Revision puts the plan into the drawing register with the same approval workflow.

Estimate, then lock the budget

Estimation → BOQ, Rate Library and Budget vs Actual.

Type the BOQ in sections, or Import XLSX using the downloadable template. Export XLSX sends it back out.

Build item rates in the Rate Library from their components.

Submit and Approve: the approved BOQ becomes the budget. New Version supersedes it, and Compare Versions shows what changed.

Budget vs Actual shows budget, committed and actual cost per BOQ line. A daily job alerts the project manager when a line passes your variance threshold.

Run the site, every day

Site → Daily Site Reports, Material Requisitions, Material Consumption, Labour Attendance, Wage Sheets, Equipment and Photo Gallery.

Daily Site Report: weather, manpower, work done, equipment and delays; Submit, then the manager Approves. A daily job lists the sites with no report.

Material Requisition: Submit → Approve, then Create RFQ or Transfer from Central Store. Compare Quotations puts the vendors side by side; Mark Received closes it.

Labour Attendance: Load Yesterday's Workers, mark the day and Confirm. The wage sheet is Computed from Attendance, approved and billed.

Equipment: allocations and usage logs, a Rental Bill for hired plant and a Maintenance Request for your own.

Site engineers post progress on 3D elements; a nightly snapshot lets you replay the building day by day.

Quality, safety and subcontractors

Quality and HSE → Inspections, NCRs, Snags, Material Tests, Incidents, Toolbox Talks, Work Permits. Subcontractors → Subcontracts, Work Orders, Measurements.

Request Inspection from a template, complete it, and Raise NCR when it fails. The NCR runs through corrective action to Close.

Snags: Mark Fixed, Re-inspect, Close or Reopen. Snags, NCRs and RFIs can be pinned on the 3D model.

Incidents are investigated and closed; work permits are requested, approved and closed.

Subcontracts with work orders; each measurement is verified and then billed with retention and advance recovery.

Sell the units and hand them over

Sales → Unit Availability, Opportunities, Enquiries, Bookings, Installments, Handovers and After-Sales Tickets.

From a CRM opportunity, Create Unit Booking; or qualify an enquiry and Create Booking from it.

Confirm Booking, then Agreement Signed. A discount above your limit needs a Director.

The installment plan splits the price by percentage; a line can fall due when a construction milestone is done.

A daily job marks installments due and overdue, sends the reminders and adds the late payment penalty you set. Invoice an installment to collect it in Odoo's own accounting.

Transfer moves a booking to another customer. Schedule and Invite the handover, then Hand Over; after that the customer raises support tickets from the portal.

Certify, invoice and watch the cash

Billing → IPCs, Generate IPC, Variations, Retention and Cash Flow.

Generate IPC for a project and period, or Load BOQ Lines on a new certificate.

Net payable is worked out for you: work done plus variations, less retention, advance recovery and other deductions. The percentages come from the project, and only an accountant may override them.

Submit for Certification → Certify → Create Invoice. The certificate follows the invoice to Paid.

Retention held on each certificate is tracked, with Release 50% and Release Balance.

Cash Flow shows expected inflows and outflows by month; the dashboard charts the next six months.