Module 06 · Procurement & Materials Management

From MTO to site delivery.
Every item tracked.

Complete procurement and materials management for EPC — Material Take-Off, Purchase Orders, vendor expediting, site delivery, and AI-powered procurement risk detection.

EPCdoc Procurement
Core Features

Procurement intelligence from MTO to MRR.

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Material Take-Off (MTO) Register
  • MTO register with item description, quantity, UOM, and specification
  • Link MTO items to WBS activities and procurement packages
  • Material class: Bulk / Tagged / Engineered equipment
  • Engineering revision linkage — MTO updates when drawing revises
  • Surplus and shortage tracking against installed quantities
  • Export MTO to procurement team for Material Requisition raising
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Purchase Order Management
  • PO register with unique PO numbers per package
  • PO line items linked to MTO and vendor document requirements (VDRL)
  • Milestone payment schedule — Fabrication Start / Ex-Works / Ship / Site
  • PO amendment tracking with revision history
  • Back-to-back PO linkage to main contract packages
  • GRN (Goods Receipt Note) against each PO line
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Expediting & Delivery Tracking
  • Expediting call log — date, committed date, performance history
  • Vendor delivery status: On Schedule / At Risk / Delayed / Delivered
  • Site Material Receipt Register (MRR) — quantity check, inspection, damage
  • Site storage register — location, condition, preservation status
  • Delivery delay alert — automatic notification to PM and planning team
  • Historical vendor delivery performance scorecard
📊
Technical Bid Evaluation
  • Technical bid comparison matrix — vendor vs vendor vs specification
  • Deviation register — list of all technical exceptions per vendor
  • Compliance scoring — Fully Compliant / Minor Deviation / Major Deviation
  • AI specification compliance checker — automated gap report
  • Bid evaluation report generation for client approval
  • Commercial bid tab linkage to technical evaluation outcome
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Material Traceability
  • Mill Certificate register — material test reports per heat number
  • Heat number to weld record traceability chain
  • Material Non-Conformance Register — rejected items with disposition
  • Preservation register — maintenance status for long-lead equipment
  • Surplus material register — project close-out reconciliation
  • Full traceability from PO line to installed tag position
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Procurement Analytics
  • Procurement S-curve — committed vs delivered vs required by week
  • Long-lead items dashboard — critical path equipment status
  • Vendor performance scorecard — on-time delivery and NCR rate
  • Spend analysis — committed vs budget per package and discipline
  • Critical path material risk register — top 10 at-risk items
  • AI-generated procurement chapter for Monthly Progress Report
AI in PPM — 6 AI Features

AI that sees supply chain risk before it arrives on site.

Procurement risk flagged 6–8 weeks before it becomes a delay.

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AI Procurement Risk Radar
Analyses vendor delivery history, current committed dates, global lead time data, and critical path schedule to flag at-risk deliveries 6–8 weeks in advance — with recommended alternative vendors.
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AI Specification Compliance Checker
Compares vendor datasheets and technical submittals against project specifications paragraph by paragraph — generates a Gap Report listing every deviation with clause reference in seconds.
⚖️
AI Multi-Bid Comparison
AI analyses multiple vendor technical bids simultaneously and produces a structured deviation matrix — identifying which vendor best meets specification with least exceptions.
⚠️
AI Material Shortage Alerts
Cross-references MTO quantities against PO commitments and site receipts to flag material shortages that will impact construction activities before they stop the site.
📊
AI Vendor Performance Predictor
Based on a vendor's historical delivery performance, current committed dates, and factory load — AI predicts probability of on-time delivery for each open PO line.
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AI Expediting Intelligence
AI analyses expediting call history and vendor commitments to recommend when to escalate, which items need physical inspection visits, and which vendors are at chronic delay risk.
How It Works

From material list to site delivery — fully tracked.

1
MTO Generation
Import MTO from engineering. Link to WBS. AI categorises by material class and flags long-lead items.
2
Vendor Evaluation
Raise MR, receive bids, AI compares against spec. Evaluate and award PO with full technical documentation.
3
Expediting
Track fabrication milestones. AI flags at-risk deliveries. Expediting calls logged with commitment dates.
4
Site Receipt & Traceability
MRR raised on delivery. Mill certs linked to heat numbers. Material traced to installed position.

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