Engineers & Planners

Integration of the Fee Schedule  

Expansion of the SALES and ERP Modules  

The Sta*Ware process “Fee Proposal” maps out the fee calculation according to HOAI and RIFT (2021, 2013, 2009) in detail for all basic and special services.  

The Sta*Ware HOAI calculator includes all service specifications, including service phases, system groups, basic services, special services, and surcharges. The special services are stored according to the AHO manuals and can be supplemented.  

Cost determination and updating, including cost groups according to DIN 276 within the scope of eligible costs, is included.  

The proposal process can be populated with a click from the fee assistant. The service specifications and system groups form the structure of the proposal, and the basic and special services are inserted as items. Pre-prepared lump-sum or effort-based services can be added from a catalog. Price lists can be defined for the project or the customer.  

The proposal is output in MS Word, Excel, or directly as a PDF and stored in the process.  

Contracts can be very easily continued from the proposal. Stage commissioning is supported. Updated cost estimates or calculations immediately result in a new fee in the contract process, and previously issued interim invoices are subsequently considered.  

Generation of Project Structure for HOAI Contracts, Agile Task Definition  

Expansion of the Project Management Module 

From the fee contract, the project structure, including all service phases, basic services, special services, and task packages for internal processing, can be generated directly. For internal tasks, the specifications from the AHO manuals can be used. Individual project structures and task packages can be created and supplemented at any time. Resources and pools as well as the calculated times are assigned to individual tasks within the project structure. Actual time tracking now takes place directly on the task.  

The project plan can be displayed and edited in a GANTT chart. The critical path is shown, and time shifts with an impact on employee workload are indicated. Actual vs. target hour comparisons, graphical KPI analysis, as well as schedule and To-Do lists are available.  

Multi-Project Management, Kanban Board by Service Phases  

Expansion of the E-Collaboration and Task Center Modules  

In complex projects and processes, communication with third parties via email, with internal personnel via notes and chats, scheduling, and task management play a crucial role in achieving objectives. Usually, several disciplines are involved in a planning process: client, architects, planners, and contractors. It is important to capture and manage relationships with all stakeholders, including customers, suppliers, and employees. The Sta*Ware BusinessNavigator E-Collaboration module, together with the integrated mail system, address management, project roles, and process handling, covers precisely this function.  

The Sta*Ware BusinessNavigator provides all the tools to ensure smooth and agile handling of all tasks. In addition to the GANTT chart, a Task Center with filters and cross-project To-Do lists is available. Integrated workflows and process controls relieve employees of recurring and unnecessary administrative tasks.  

With pre-prepared or individual Kanban boards, e.g., by project and service phase, important open tasks can be quickly and transparently identified and assigned.  

Plan Distribution  

Expansion of the Document Management Module  

In addition to pure document management with creation, versioning, administration, and archiving of documents, plan distribution is of essential importance in the daily operations of an engineering office. A meta-configuration is available for naming plans. Prepared distribution lists with roles and functions, a history for each plan, and incoming and outgoing plan lists are provided.  

For multi-level approval if necessary, the integrated document approval workflow or a self-created workflow can be used. Notifications to interested parties can be sent via the E-Collaboration module as acknowledgments or emails with embedded links.  

For retrieving, editing, and uploading new plans, the Sta*Ware Portal provides the necessary functions. Interfaces to third-party portals and project spaces are available.  

Construction Log, Deficiency Handling, and Documentation  

Expansion of the Sta*Ware APP  

In addition to tasks from the planning process and the generated project structure, further tasks and deficiencies can be recorded. These tasks are automatically forwarded to the responsible persons with a deadline, and further processing and status are subsequently documented. Status reports and protocols can be created at any time according to the role of the project participants. Escalation mechanisms are provided. Each task and deficiency can be supplemented with documents, notes, and images. Access for handling deficiencies by third parties is available via the Sta*Ware Portal.  

For simple and rapid documentation of deficiencies and project progress on-site, the Sta*Ware App is extended with the Construction Log module. Direct integration with the camera and geo-data is possible.  

Interim and Final Invoices, Invoice Preparation  

Expansion of the SALES Module  

Creating an interim invoice is initiated with a click on the fee contract. Lump-sum services and effort-based services can be combined in an interim invoice. For services according to HOAI, any changed billable construction costs compared to previous interim invoices are considered.  

Effort-based services can be processed and summarized or grouped by a project manager during invoice preparation. Contract agreements, e.g., a security retention, are automatically considered and later released with the final invoice. With each further interim invoice, a new instruction amount is determined based on received payments. A construction project can be invoiced to multiple clients.  

Own effort-based services are valued at the hourly rate from the contract or the agreed price list. External services, travel expenses, materials, and other resources such as vehicles or measuring devices can also be recorded in the project and included in the interim invoice.  

Sample documents are available for output in Word or as PDF. Invoice attachments can be easily generated. The creation of e-invoices (formats: CII and UBL) is an integrated part of the Sta*Ware BusinessNavigator.  

Evaluation of Incomplete Services  

Expansion of the Analytics Module  

Special filters and prepared reports are available for determining and evaluating incomplete services. Evaluation is carried out using a pre-defined cost rate. In addition to existing standard reports for liquidity planning, project success, revenue planning, forecast, order intake, attendance and absence lists, and project lists, any reports can be created by the user in a few minutes.  

Summary  

Automated and seamless processes, digitized projects, integrated task and change management, and transparent communication among all participants lead to reduced processing times and focus on value-adding work.  

Automated documentation and status reports ensure audit security, reduce administrative tasks, and make everyday work easier.  

With the Sta*Ware BusinessNavigator E&P, you achieve significantly higher efficiency and considerable productivity gains.