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Projects / Jobs
AvailableOperations

Every job's scope, cost and margin — on one record.

Projects are where everything else in Vertex meets: the contract that funds it, the BOQ that defines it, the materials purchased and consumed against it, the progress recorded, the invoices raised and the margin it actually produced.

01Workflow

How work moves through Projects / Jobs.

  1. 1Contract
  2. 2BOQ & budget
  3. 3Procurement & materials
  4. 4Progress
  5. 5Invoicing
  6. 6Profitability
02What's inside

Built for the real workflow.

What Projects / Jobs does in Circumz today — nothing listed here is on a roadmap.

01

Bill of Quantities

Estimated quantities and cost per line, with purchased, consumed and remaining tracked against it.

02

Budget by category

Materials, labor, logistics, equipment and subcontractor budgets, with committed, actual and remaining shown side by side.

03

Progress tracking

Percentage-complete entries, milestones and notes build a running history of delivery.

04

Project profitability

Contract value, invoiced and collected amounts against material, labor, logistics and other cost — margin, not just spend.

03How it connects

Not a silo. A step in the chain.

Pulls from Sales, Procurement and Inventory; drives Finance and Reporting. Everything references the same customer, project and financial records — no exports, no re-keying.

See how the whole platform fits together
Receives from
Sales contractsProcurementInventory issues
Projects / Jobs
Feeds into
Finance invoicingProfitabilityDashboards

See Projects / Jobs on your own operation.

A walkthrough of this module and the rest of the platform, configured around how you work.