Favourites Launchpad

Quick access to your most-used project tools, your way.

The Cheops Favourites Launchpad gives you personalised, one-click access to your essential functions, so you can jump straight into the tools you use most. No navigating menus or clicking through layers – just faster, smarter access to the daily actions that keep your projects moving.

Whether you’re a Site Manager, Contracts Admin, Project Manager or Financial Controller, the Launchpad adapts to the way you work – saving you time, improving focus, and making Cheops even more intuitive.

Features

• Personalised Dashboard: Pin your most-used Cheops functions for instant access.
• One-Click Navigation: Launch key tasks without navigating multiple menus.
• Role-Based Visibility: See the tools that matter to your job – nothing else.
• Customisable Shortcuts: Easily update or reconfigure your favourites as your role evolves.
• Embedded in Cheops: Fully integrated and accessible across the Cheops platform.

Benefits

• Save Time Daily: Cut down on repetitive clicks and start tasks faster.
• Work Smarter: Stay focused with only the tools you need, right where you need them.
• Tailored for Your Role: Whether you’re managing budgets or site progress, Launchpad keeps your essentials front and centre.
• Simplifies Training & Onboarding: New team members can find key tools faster with a personalised start screen.
• Fits Your Workflow: Customise as you go – Launchpad evolves with your needs.

Workflow Approval

Control project approvals with built-in rules and live data transparency.

Manual approvals can delay decisions and increase risk. Cheops Workflow Approval puts structure around critical project and financial processes—so the right people sign off at the right time, every time. Fully integrated into Cheops, it gives you clear visibility into approval status and audit history—no email trails or paper forms required.

Whether you’re approving variations, purchase orders, claims, or budgets, every workflow is backed by live project data and custom business rules to ensure consistent, accountable decision-making.

Features

• Customisable Approval Paths – Set user- and role-based workflows based on your internal controls.
• Built-In Approvals for Key Processes – Apply structured workflows to claims, POs, variations, invoices, budgets and more.
• Role-Based Visibility – Only authorised users can view, edit, or approve based on assigned permissions.
• Trackable Approval History – View full audit trails including timestamps, approvers, and changes.
• Automated Notifications – Alert users when actions are pending to keep workflows moving.
• Real-Time Integration with Project Financials – All approvals reflect instantly in job costing and reporting.

Benefits

• Strengthen Governance – Ensure the right people review and sign off before costs are committed.
• Speed Up Decision-Making – Eliminate delays with structured, digital workflows and automated alerts.
• Increase Transparency – Know where every request sits and who approved what, when.
• Reduce Risk of Overruns – Prevent unauthorised spending or incorrect claims before they hit the ledger.
• Consolidate Admin – Manage all approvals in one system with consistent controls and no paperwork.

Menu Security

Control access. Protect data. Empower your team.

With the Cheops Menu Security module, you design who sees what—across users, teams, projects or entities—so that your construction business stays secure and efficient. The module allows you to set custom menu access, apply role-based permissions and enforce multi-factor authentication so you keep sensitive project and financial information exactly where it belongs.

Features

• Multi-Factor Authentication (MFA) – Require each user to log in with verified credentials for added security.
• Role Based Security – Create user-groups with specific menu access; assign individuals to groups so permissions inherit automatically.
• Custom Access Configuration – Design tailored access for new groups or individual users to match your business or project needs.

Benefits

• Strengthen data security – Ensure only the right people access the tools and information they need, reducing risk of accidental or inappropriate data exposure.
• Simplify user management – With groups and inheritance rules, you reduce admin overhead and keep permissions aligned with your structure.
• Support project-specific workflows – Tailor access for site staff, contractors, admin teams or executives to match their role and responsibilities.
• Enhance compliance readiness – Maintain clear records of who accessed what and when, helping with audits and accountability.
• Boost operational efficiency – Reduce clutter and confusion by showing users only the menus and modules relevant to them—so they work smarter.

Request a Demo today to see how Cheops Menu Security gives you precision control over access, strengthens your team’s productivity and safeguards your critical project and financial data.

Project Management

Total control of project data, costs, and workflow—in one system.

Construction success hinges on having accurate data and the right tools at your fingertips. Cheops Construction Management gives you both—centralising every key function from procurement and contracts to budgeting, claims, variations, and forecasting.

Built for commercial and civil construction, Cheops ensures your teams work from a single source of truth—so you can plan confidently, track performance in real time, and deliver projects with control and precision.

Features

• Live Project Financials – Access real-time data on budgets, costs, variations, and forecasts.
• Centralised Project Controls – Manage procurement, contracts, claims, and approvals from one place.
• Fully Integrated Modules – Seamless flow of data across job costing, forecasting, payroll, and compliance.
• Automated Claim & Payment Tracking – Stay on top of subcontractor claims and accounts payable.
• Customisable Workflows – Tailor processes and cost codes to suit your business and project types.
• Comprehensive Reporting Tools – Generate reports across financials, status updates, and performance metrics.

Benefits

• Complete Financial Visibility – Monitor and control project spend with live, reliable data.
• Make Informed Decisions – Align site and office teams with real-time information and reporting.
• Reduce Admin Overhead – Eliminate data duplication with integrated workflows and automation.
• Mitigate Risk – Ensure compliance, manage variations, and maintain documentation accuracy.
• Deliver Projects with Confidence – Stay on schedule and within budget with full operational control.

With Cheops Construction Management, you get a powerful, integrated platform that keeps your projects running smoothly—from start to finish.

Alerts & Notifications

Stay ahead with automated notifications that keep your projects on track.

In a fast-moving construction environment, it’s easy for critical tasks and deadlines to slip through the cracks. Cheops Alerting helps your team stay proactive with real-time notifications triggered by key financial and project events—so nothing important gets missed.

Whether it’s overdue claims, expiring insurances, or unapproved variations, Alerting ensures the right people are notified at the right time—directly from within Cheops.

Features

• Custom Alerts & Notifications – Set alerts for key events like claim deadlines, expiring insurances, or approval hold-ups.
• Multi-Channel Delivery – Send alerts via email, SMS, or within the Cheops dashboard.
• Trigger-Based Logic – Alerts are automatically generated based on real-time system activity.
• Role-Based Targeting – Notify specific users, teams, or roles based on the task.
• Fully Integrated with Cheops – Works across financials, contracts, payroll, compliance, and more.
• Easy Configuration – Set up and adjust alerts without custom development.

Benefits

• Reduce Delays – Stay ahead of due dates, compliance issues, and financial risks.
• Support Proactive Management – Act before issues escalate—no more reacting too late.
• Keep Everyone Aligned – Ensure stakeholders are notified when action is needed.
• Improve Compliance – Never miss an insurance, safety, or documentation expiry again.
• Enhance Accountability – Clear notifications help assign responsibility and track follow-through.

Cheops Alerting helps your team act faster, stay compliant, and keep projects moving—without the manual follow-up.

Stock/ Inventory

Track, manage and control stock across your projects and warehouses.

Managing construction stock and materials across multiple sites and warehouses can be complex—but with Cheops Stock & Inventory, it’s simple, centralised, and accurate. From real-time stock levels to automated cost allocation, Cheops ensures materials are tracked, accounted for, and correctly charged to your projects.

Whether you’re running a single site or a multi-project operation, this fully integrated module gives you complete visibility and control over your stock movements and values.

Features

• Real-Time Stock Tracking – Monitor stock levels across multiple warehouses and project sites.
• Integrated with Job Costing – Automatically allocate material costs to the correct cost codes.
• Receipting & Transfer Controls – Track stock receipts, issues, and transfers with full traceability.
• Stock Valuation Methods – Supports multiple valuation methods, including FIFO and average cost.
• Detailed Stock Reporting – Generate reports by location, item, usage history, and more.
• Configurable for Your Workflow – Tailor stock categories, locations, and processes to suit your business.

Benefits

• Gain Full Visibility – Know what stock you have, where it is, and what it’s worth—at all times.
• Improve Cost Accuracy – Automatically assign material costs to projects for precise financial control.
• Save Time on Reconciliation – Reduce manual stock tracking and reporting.
• Prevent Loss & Misuse – Tighten control over high-value inventory across your business and projects.
• 📈 Support Smarter Purchasing – Use real-time data to guide procurement decisions and reduce waste.

Take control of your materials and margins with Cheops Stock & Inventory—built for construction environments.

Cheops Mobile

Your project data and tools – anywhere, anytime.

In construction, decisions can’t wait until you’re back at your desk. Cheops Mobile gives you instant access to the project data and tools you need—right from your phone or tablet. Whether you’re tracking budgets, reviewing job costs, raising a PO, or approving a claim, everything is live, accurate, and synced with your Cheops system.

Designed for mobility and speed, it ensures your team stays connected, responsive, and in control—wherever they are.

Features

• Live Project Financials – View real-time budgets, job costing, committed costs, and forecasts.
• Essential Tools On the Go – Create POs, submit timesheets, approve claims, and access job info anytime.
• Real-Time Sync with Cheops – All updates made in the field reflect instantly in your main system.
• Variation & Claim Tracking – Access and action claims or variations with linked documentation.
• Secure, Role-Based Access – Teams only see data and tools relevant to their responsibilities.
• Optimised for Mobile Devices – Intuitive interface for fast use in field environments.

Benefits

• Total Project Visibility – Stay across financial performance with live data, no matter your location.
• Do More From the Field – Action key tasks without returning to the office or relying on manual updates.
• Make Better Decisions, Faster – Use current data to approve, delegate, or escalate with confidence.
• Streamline Workflow – Cut delays with mobile tools that feed straight into your core Cheops platform.
• Keep Everyone Aligned – Ensure site and office teams are working from the same live information.

With Cheops Mobile, your project data and tools go wherever you do, keeping your work moving, your decisions sharp, and your costs under control.

Revision Control

Revision control is the backbone of disciplined document governance.

It ensures that every stakeholder – from executives to project teams – works from the correct, approved, and traceable version of a document or drawing.

Features

Controlled Versioning

• Automatic creation of new versions when documents or drawings are updated
• Clear version numbering (e.g., V1.0, V2.0, Rev A, Rev B)
• Ability to compare versions to see what changed

Access & Edit Permissions

• Restricts who can create, edit, approve, or publish revisions
• Prevents unauthorised or accidental changes

Check-In / Check-Out

• Locks documents while being edited
• Prevents conflicting edits or overwriting

Full Audit Trail

• Tracks who changed what, when, and why
• Captures comments, mark-ups, and approval history

Workflow Integration

• Automated routing for review, approval, and release
• Notifications for pending actions or new revisions

Drawing-Specific Controls (for Project Environments)

• Revision mark-ups/stamps
• Transmittal management
• Issue sets for construction, tender, IFC, as-built

Search & Retrieval

• Metadata, tags, and attributes for fast lookup
• Filters by revision, status, discipline, or project

Benefits

Eliminates Errors Caused by Using the Wrong Version

• Prevents costly rework, delays, and compliance failures
• Ensures teams always work from the latest approved document or drawing

Improves Collaboration Across Departments & Project Teams

• Everyone sees the same, current version
• Reduces email chaos and uncontrolled file sharing

Strengthens Governance & Compliance

• Provides traceability for audits, ISO standards, and regulatory requirements
• Ensures controlled release of corporate policies, contracts, and project deliverables

Reduces Operational & Project Costs

• Avoids rework due to outdated drawings
• Minimises time spent searching for the correct version
• Reduces risk of contractual disputes caused by version confusion

Enhances Decision-Making

• Access to accurate, up-to-date information
• Clear visibility of document history and rationale behind changes

Improves Project Delivery Quality

• Ensures construction teams receive the correct IFC or as-built drawings
• Reduces site errors and RFIs caused by outdated documentation

Supports Digital Transformation

• Moves organisations away from uncontrolled file shares and paper-based mark-ups
• Creates a scalable, future-proof document governance framework

Quality Procedures & Templates Corporate Library

Maintaining a centralised, controlled corporate library inside Cheops ensures that every project team works from the same high-quality, approved, and up-to-date documents. It strengthens governance, reduces risk, and drives consistency across the entire organisation.

Features

Centralised Corporate Library

• Single, authoritative repository for all quality procedures, policies, forms, and templates
• Structured by discipline, department, or document type
• Metadata, tags, and attributes for fast retrieval

Full Version Control (Corporate & Project Level)

• Corporate-level revisions for organisation-wide documents
• Project-level revisions for drawings, forms, and project-specific adaptations
• Clear version numbering and history tracking

Controlled Issuing to Project Teams

• Corporate documents can be issued to projects as required
• Ensures project teams always receive the latest approved version
• Automatic notifications when updated versions are released

Permissions & Access Control

• Restricts who can create, edit, approve, or publish corporate documents
• Project teams can consume documents without altering corporate standards
• Supports internal governance and audit requirements

Audit Trails & Change History

• Tracks who updated what, when, and why
• Captures approval workflows and comments
• Provides full traceability for compliance and quality audits

Workflow Automation

• Automated routing for review, approval, and release
• Ensures documents follow the correct governance path
• Reduces manual handling and bottlenecks

Integration with Project Document Management

• Corporate templates flow seamlessly into project environments
• Project teams can adapt documents while maintaining corporate oversight
• Supports drawings, registers, forms, and quality documentation

Benefits

Consistency Across All Projects

• Every project starts with the same high-quality, approved templates
• Reduces variability in processes, reporting, and documentation
• Strengthens brand, quality, and operational discipline

Stronger Governance & Compliance

• Ensures only approved procedures and templates are used
• Supports ISO, WHS, and industry compliance requirements
• Provides defensible audit trails for internal and external reviews

Reduced Risk & Cost

• Prevents outdated or incorrect templates being used on projects
• Reduces rework, errors, and non-conformance costs
• Minimises time spent searching for or recreating documents

Improved Collaboration Between Corporate & Project Teams

• Corporate sets the standards; projects consume and apply them
• Clear separation between corporate control and project execution
• Faster onboarding of new project teams

Better Decision-Making

• Access to accurate, current, and approved information
• Clear visibility of document lineage and rationale behind changes

Faster Project Mobilisation

• Projects can be issued a complete, ready-to-use document pack
• Eliminates the scramble for forms, procedures, and templates at project start-up

Supports Digital Transformation

• Moves the organisation away from uncontrolled file shares and outdated templates
• Creates a scalable, future-proof document governance framework

Advantages

Cheops enables organisations to maintain a disciplined, high-quality corporate library that flows seamlessly into project environments – ensuring consistency, compliance, and operational excellence across the entire business.

Cheops Meeting Management

Cheops Meeting Management provides a structured, accountable, and transparent way to run project and corporate meetings.

It ensures that attendance, decisions, and action items are captured accurately – and that nothing falls through the cracks.

Features

Attendance Recording

• Capture who attended, who was absent, and who sent apologies
• Maintain a verifiable record for governance, compliance, and project audits
• Supports recurring meetings with pre-populated attendee lists

Structured Note-Taking

• Capture meeting notes directly within Cheops
• Organise notes by agenda item, topic, or discussion point
• Ensures consistent documentation across all meetings

Assign Action Items

• Create clear, accountable action items during the meeting
• Assign owners, due dates, and priority levels
• Link actions to specific agenda items or project milestones

Review Past Action Items

• Automatic carry-forward of outstanding actions into the next meeting
• Track progress, completion status, and overdue items
• Provides continuity and accountability across the project lifecycle

Milestone Tracking

• Link meeting outcomes to key project milestones
• Monitor progress against deliverables and deadlines
• Strengthens project governance and reporting

Distribute Meeting Minutes

• Generate and distribute minutes to required stakeholders at the end of the meeting
• Ensures consistent formatting and professional presentation
• Provides a single source of truth for decisions and actions

Benefits

Stronger Accountability

• Every action has an owner and a due date
• Reduces ambiguity and ensures follow-through
• Improves team performance and project discipline

Better Decision-Making

• Clear documentation of discussions, decisions, and rationale
• Easy access to historical meeting records
• Supports informed, consistent decision-making

Improved Project Delivery

• Ensures critical actions are tracked and completed
• Reduces delays caused by missed tasks or unclear responsibilities
• Aligns teams around milestones and deliverables

Enhanced Governance & Compliance

• Provides auditable records of attendance, decisions, and actions
• Supports ISO, WHS, and quality management requirements
• Reduces risk of disputes or miscommunication

Better Collaboration Across Stakeholders

• Everyone receives the same, accurate meeting minutes
• Ensures alignment between corporate, project, and subcontractor teams
• Reduces reliance on email chains and manual note-taking

Time Savings & Efficiency

• Automated minute generation and action tracking
• Less administrative overhead for project managers
• Faster preparation for recurring meetings

Supports Digital Transformation

• Moves meeting management away from spreadsheets and manual notes
• Creates a consistent, organisation-wide meeting governance framework

Cheops Meeting Management creates a disciplined, transparent, and accountable meeting environment – ensuring decisions are captured, actions are completed, and projects stay on track.

Cheops Smart Forms

Cheops Smart Forms provide a powerful, mobile-ready way to capture structured data from both head office and project sites.

They replace paper forms, spreadsheets, and manual processes with real-time, accurate, and auditable digital workflows.

Features

Customisable Smart Forms for Any Business Process

• Build forms for site diaries, inductions, incidents, inspections, approvals, and more
• Standardised templates ensure consistent data capture across all projects
• Supports text, dropdowns, lookups, checkboxes, photos, signatures, and attachments

Mobile & Site-Ready Data Capture

• Complete forms directly from phones, tablets, or laptops
• Works seamlessly on job sites, in the field, or at head office
• Reduces reliance on paper, manual notes, and delayed data entry

Site Diaries

• Record daily activities, labour, plant, weather, delays, and site conditions
• Attach photos and notes for accurate daily reporting
• Automatically feeds into project reporting and dashboards

Site Induction Control & Recording

• Capture worker details, competencies, and induction acknowledgements
• Maintain a live register of inducted personnel
• Supports compliance with WHS and site access requirements

Incident Reporting with Escalation Workflows

• Capture incidents, near misses, hazards, and corrective actions
• Automated escalation to supervisors, safety managers, or head office
• Ensures timely response and full traceability

Project Attendance Tracking

• Record who is on site each day
• Supports subcontractor attendance, labour hours, and workforce reporting
• Integrates with site diaries and WHS compliance

Automated Workflows & Notifications

• Route submitted forms to the right people for review or approval
• Trigger alerts for overdue actions or escalations
• Ensures nothing is missed or left unaddressed

Real-Time Reporting & Dashboards

• Consolidate data from all projects into centralised reports
• Analyse trends in incidents, attendance, productivity, and compliance
• Export or share insights with management and stakeholders

Benefits

Faster, More Accurate Data Collection

• Eliminates manual paperwork and double handling
• Ensures data is captured at the source, in real time
• Reduces errors, omissions, and inconsistencies

Stronger Compliance & Governance

• Provides auditable records for WHS, quality, and project controls
• Ensures inductions, incidents, and site diaries are properly documented
• Supports ISO and regulatory compliance

Improved Project Visibility

• Head office gains real-time insight into site activity or overall company
• Visualise data as a graph
• Project managers can monitor attendance, incidents, and daily progress
• Enables proactive decision-making

Reduced Administrative Overhead

• Less time spent chasing paperwork or entering data manually
• Automated workflows reduce follow-up and admin burden
• Frees project teams to focus on delivery, not paperwork

Better Collaboration Between Site & Head Office

• Everyone works from the same digital forms and data
• Faster communication of incidents, delays, and site conditions
• Ensures alignment across the entire organisation

Supports Digital Transformation

• Moves the business away from paper-based processes
• Creates a scalable, standardised framework for data capture
• Future-proofs operations with consistent digital workflows

Cheops Smart Forms create a unified, real-time data capture and reporting ecosystem across head office and project sites – improving compliance, visibility, and operational efficiency while reducing risk and administrative effort.