The module catalog makes the platform easier to read
Instead of loosely listing individual features, the site bundles related areas into clear groups.
This makes it easier to see which modules are the starting point, which areas work directly in the project context and which parts should deliberately be activated more closely.
If you want to go deeper, you can open each product area individually and read about the benefits, related modules, visibility and best practices.
Platform & entry
Areas that guide users into the platform, provide orientation or structure the core workflow.
Offers
Create offers in the project, calculate them and output them as PDFs. Access takes place directly in the project context.
DetailsDashboard
Overview and statistics for daily entry.
DetailsTrash
Tenant-wide overview of deleted files with preview, recovery and final deletion after the recovery period has expired.
DetailsProject information
Maintain master data, contacts, descriptions and notes for each project. Access takes place directly in the project context.
DetailsProject participants
List of participants per project (people, roles, main contact person). Connects contacts to projects via project_contact_links. Access takes place directly in the project context.
DetailsProjects
Project management and portfolio overview.
DetailsRecord hours
Personal time tracking for assigned projects.
DetailsHours in the project
View, release and control project hours in the project context. Access takes place directly in the project context.
DetailsHourly matrix
Weekly hourly matrix for quick entry and checking.
Detailsteam
Manage project team and casts. The area appears contextually in the appropriate interfaces.
DetailsOverview
Project overview with status, context and financial data. Access takes place directly in the project context.
DetailsProjects & coordination
Modules for project organization, collaboration, documentation and operational control in the team.
Tasks
Project tasks with status tracking and responsibilities. Access takes place directly in the project context.
DetailsConstruction diary
Daily construction site documentation with weather, attendance, progress, inspections and facilities. Access takes place directly in the project context.
DetailsDocuments
Manage, distribute and share project documents in a folder structure. Access takes place directly in the project context.
DetailsMy tasks
Overview of all assigned tasks across projects.
DetailsSchedule
Project scheduling with tasks and baselines. Access takes place directly in the project context.
DetailsFinance & Controlling
Modules for budget, cash flow, invoices, payments and clear financial management.
Record expenses
Expense recording for employees with a project-related context.
DetailsExpenses in the project
Project expenses in a cash flow context. Access takes place directly in the project context.
DetailsBanking integrations
Manage automatic bank connections and CSV imports, control import periods and clean data before import. The area appears contextually in the appropriate interfaces.
Detailsbudget
Project budget management and budget requests. Access takes place directly in the project context.
DetailsCash flow
Financial overview with expenses, hours, awards, invoices and payments. 7 connected areas are logically bundled here.
DetailsCold Leads
CRM workspace for cold outbound contacts: capture them, document consent, use them as a campaign source with filters, and promote interested contacts to a warm lead in the sales pipeline.
DetailsFinance
P&L overview, financial planning, VAT evaluation and management view of the tenant-wide inventory.
DetailsContacts
Contact management and contact persons in the product context.
DetailsExpense tracking
Detailed cost tracking for project managers and controlling. Access takes place directly in the project context.
DetailsLV positions
List of services for quantities, services and budget-friendly control. Access takes place directly in the project context.
Detailsplanning
Monthly project planning for influences, outflows, employee scheduling and budget forecast. Access takes place directly in the project context.
DetailsProject payments
Manage incoming and outgoing payments at project level. Access takes place directly in the project context.
DetailsBills
Invoice management in a project context. Access takes place directly in the project context.
DetailsInvoicing
Advanced invoicing with items, chains and PDF generation. Access takes place directly in the project context.
DetailsTransactions
Assign, check and classify bank transactions into the financial flow. The area appears contextually in the appropriate interfaces.
DetailsRebookings
Manage budget transfers between projects in a comprehensible manner. Access takes place directly in the project context.
DetailsCorporate pot
Margin overview, rebookings and central financial responsibility.
DetailsAwards
Subcontracting and contractual project allocation. Access takes place directly in the project context.
DetailsPeople & HR
Areas for absence, target hours and personnel control during ongoing operations.
absence
Absences and vacation management. 3 connected areas are logically bundled here.
DetailsAdjustments
Manual corrections of vacation entitlement.
DetailsApplications
Approve or reject applications.
DetailsMy absence
Manage your own absences and map personal self-service for vacation and time off.
DetailsTarget hours
Manage target hours, target values and monthly rules. The area appears contextually in the appropriate interfaces.
DetailsAdministration & Governance
Configuration, employee structure, permissions and tenant-wide guidelines for a clean rollout.
administration
Container for admin areas. The visibility controls the entry, detailed rights lie in the sub-modules.
DetailsChangelog
Track who changed what and when.
DetailsApp settings
Maintain tenant-wide rules and configurable standards. The area appears contextually in the appropriate interfaces.
DetailsDocument status
Drop-down options and defaults for document statuses. The area appears contextually in the appropriate interfaces.
DetailsCustom fields
Define additional fields for tables and forms tenant-wide or per project.
DetailsPermissions
Manage granular CRUD permissions and visibility. The area appears contextually in the appropriate interfaces.
DetailsEmployee management
Organize employees, invitations, active status, roles and tenant-wide personnel data. The area appears contextually in the appropriate interfaces.
DetailsProject settings
Control global project settings, guardrails and defaults. The area appears contextually in the appropriate interfaces.
DetailsJob titles
Maintain job profiles and titles. The area appears contextually in the appropriate interfaces.
DetailsTools & Assistance
Supplementary tools and assistance modules that accelerate core processes or cover specialized tasks.
HOAI calculator
Calculation tool for HOAI service phases and fees.
DetailsAI assistant
AI-powered chat assistant for research, draft work and editable documents in the work context – with GPT-5.6 Luna, Terra and Sol in Fast, Standard and Thorough levels. The area appears contextually in the appropriate interfaces.
DetailsPublic tools
Tenant-specific public configurators and calculators with lead capture, for example the solar carport configurator.
DetailsTools
Container group for auxiliary tools such as the HOAI calculator. 1 connected areas are logically bundled here.
DetailsWorkflows
Execute recurring processes event-controlled: in the visual editor with conditions, a fixed sequence of steps and comprehensible executions.
Details