← Industries Engineering & EPC

Package, milestone, retention — on one cost line.

EPC projects fail at the package seam: scope unclear, subcontract terms drift, milestone certification lags billing. We tie WBS, package and contract terms into one ledger so the project P&L stays alive.

Process from tender to closeout. Perfection at WBS, package and milestone. Productivity: project P&L tracks contract life, retention recovered, snag closed.

Package P-3 · Mech Erection
Mobilisationcleared10% of pkg
Milestones4 of 7certified
Billable₹2.18 Cr
Retention₹22 L5%
Subcontract · back-to-back
VendorHCM Erection
Pkg value₹1.62 Cr
Margin retained₹56 L34.6%
Terms alignedmain contract
Today’s reality

Six frictions on every EPC contract.

Package-wise BoQ

Six packages, six BoQs, six different teams. Cross-package material movement is in nobody’s ledger. Project-level material variance is invisible.

Subcontract back-to-back

Main-contract has 10% retention, 30-day milestone. Subcontract was signed with 5% retention, 15-day. The mismatch eats cash flow.

Milestone certification lag

Work done. Joint Measurement done. RA bill submitted. Certification by client engineer takes 21 days. Billing follows.

Engineering revisions

Client engineer revises drawing. Site continues on old. Re-work is invoiced as scope creep. Dispute season opens.

Mobilisation & retention

Mobilisation advance recovery against running bills, retention released against DLP, bank guarantees against advance — ledger of obligations difficult to track.

Closeout & snag

Substantial completion certificate issued. Snag list runs another six months. Final bill blocks. Retention sits.

Where productivity leaks

Three systems for one project life.

ERPOperational core

WBS, package, milestone.

Frappe ERPNext — project + WBS, package-wise BoQ + cost, milestone billing, mobilisation / retention accounting, sub-contract back-to-back terms.

CRMPipeline memory

Tender, bid, contract.

Tender pipeline with EMD / BG status, bid preparation workflow, contract repository with key clauses, post-award handoff to project.

HelpdeskClosure layer

Snag, DLP, warranty.

Snag list during DLP, warranty period support tickets, root-cause register, closeout signoff workflow.

What we configure

Eight modules. Built around the contract.

Project + WBS

  • Project tree with WBS to package level
  • Cost element per WBS node
  • Schedule with critical-path
  • Earned-value reporting

Package-wise BoQ

  • BoQ imported as package budget
  • PO must reference WBS + BoQ line
  • Cross-package transfer with audit
  • Real-time committed vs budget

Subcontract back-to-back

  • Subcontract terms aligned with main
  • Retention + recovery synchronised
  • Mobilisation advance recovery rules
  • Penalty / LD pass-through

Milestone billing

  • Milestone definition with deliverable
  • JMC / measurement sheet upload
  • Certification workflow with engineer
  • Bill auto-from-milestone

Mobilisation + retention

  • BG / advance master with expiry
  • Recovery against running bills
  • Retention release against DLP
  • Bank guarantee renewal alert

Engineering change

  • ECO with impact list
  • Drawing version control
  • Site-vs-design variance log
  • Scope-creep claim workflow

Snag + DLP

  • Snag list per package / area
  • Defect liability period clock
  • Customer signoff per snag
  • Final-bill release on snag-zero

GST + statutory

  • Works contract GST 12% / 18%
  • TDS / TCS / GST RCM as applicable
  • E-invoice + e-way bill
  • Project-wise audit pack
Outcome

What changes after we go live.

90days · first wins
  • Project tree with WBS live for one project
  • Package-wise PO discipline enforced
  • Subcontract back-to-back terms validated at signing
  • Milestone billing on certification
  • BG and retention ledger reconciled
180days · portfolio view
  • Project P&L with cost-to-complete forecast
  • Snag list closes inside DLP, retention released
  • Engineering change managed without dispute
  • Tender win-rate and bid-cost tracked
  • Closeout pack ready at substantial completion

Walk us through your project tree.

A 45-minute discovery call. We come prepared with the questions EPC operators actually live with — package P&L, subcontract drift, milestone slippage, retention recovery.

Book a discovery call →