Projects & Delivery

Once a tender is Awarded, the delivery phase begins. A project is where you track everything involved in delivering the contract: milestones, documents, and purchase orders.

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1. Turn a won tender into a project

1. Click Tenders in the left menu and open the Awarded tender.
2. Click Create Project from Tender.
3. PMG Tracker 360 fills in the project for you automatically:
   • Project name — taken from the tender title.
   • Client — linked to the same buyer.
   • Contract value — pre-filled from the winning bid.
4. Add a project manager and set your start and target completion dates.
5. Click Save.

Your project now appears under Projects in the left menu.

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2. Track milestones

Inside any project (open it from the Projects page):

• Add milestones — break the contract into stages (for example, Site survey, Phase 1 equipment delivery, Installation & testing, Final sign-off).
• For each milestone, set a target date, track its progress (%), and note who is responsible.

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3. Documents & files

• Upload signed handover certificates, delivery notes, and progress reports to the project.
• Everything is kept together in one place with a clear history, so stakeholders can see what was submitted and when.

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4. Project statuses

Status	What it means
Active	The project is being delivered.
On Hold	Delivery is paused (for example, waiting for site access).
Completed	All deliverables done, final invoices issued, and sign-off received.
Cancelled	The project was ended before completion.

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5. Purchase orders from a project

Use the Purchase Orders section inside the project to issue orders to suppliers and sub-contractors, and watch the budget balance as orders are added. See Purchase Orders.