Platform Features

Every module. One database.

EPCplanner integrates planning, registers, cost, progress and reporting in a single relational database shared across all disciplines.

Module 01

Planning & Schedule Integration

Universal schedule intake supporting both XER file import and live database connections. EPCplanner connects directly to enterprise scheduling platforms, reading your existing schedule structure without modification.

After each update cycle, calculated physical percent complete values and remaining durations are pushed back into schedule activities, keeping your master schedule current without manual re-entry.

  • XER file import across all major versions
  • Direct Oracle EPPM database connection
  • SQL Server (P6 Professional) connection
  • SQLite standalone database support
  • Two-way sync: push physical percent and remaining duration
  • WBS hierarchy mapping and activity linking
Schedule Integration Architecture
Enterprise Scheduling Platform (XER or Live DB)
↕ Two-way sync
EPCplanner (Physical % + Remaining Duration)
Registers, CBS, Dashboards & Reports
Module 02

Commercial Progress (CBS)

The Commercial Breakdown Structure (CBS) is the financial backbone of every EPCplanner project. Lump-sum price schedules and bill-of-quantities are imported and mapped to WBS nodes, creating explicit weight distributions for objective progress measurement.

Progress invoices are generated directly from certified CBS progress, eliminating the gap between schedule progress and commercial entitlement.

  • Lump-sum price schedule configuration
  • BOQ line-item import and mapping
  • Automated Weight Factor generation
  • Discipline-level and WBS-level weighting
  • Direct progress invoice generation
  • Period-locked commercial snapshots
CBS Calculation Flow
Price Schedule / BOQImport
WBS Node MappingAuto
Weight Factor AllocationCalculated
Certified Progress EntryPeriod
Invoice GenerationOutput
Module 03

Engineering Register

Document-centric lifecycle tracking for all engineering deliverables. Each document follows a configurable stage template from initial issue through to approved-for-construction, with gate rules and interdisciplinary check enforcement.

  • Configurable stage templates per document type
  • Interdisciplinary check (IDC) gate rules
  • Revision history and transmittal tracking
  • Automatic progress weight calculation from register
  • Behind-schedule flagging with lookahead forecasts
  • Bulk import from existing document lists
Document Stage Pipeline
S1
Issued for Internal Review (IFR)
S2
Issued for Review (IFR)
S3
Interdisciplinary Check (IDC)
S4
Approved for Construction (AFC)
Module 04

Procurement & Subcontracts

Track purchase requisitions and subcontractor deliverables within the same WBS structure as engineering, eliminating the need to reconcile separate procurement registers.

  • PR tracking with status and approval workflow
  • Subcontractor deliverable frameworks
  • Milestone payment integration with CBS
  • Vendor document register linkage
  • Progress measurement for procurement activities
  • Period-locked procurement snapshots
Procurement Coverage
Purchase Requisitions Active
Subcontract Deliverables Active
Vendor Doc Register Linked
Milestone Payments CBS Linked
Module 05

Forecasting

Multi-period lookahead logic that automatically identifies deliverables falling behind planned progress, with trend matrices to visualise recovery trajectories across disciplines.

  • Rolling lookahead windows by discipline
  • Multi-period trend analysis matrix
  • Automatic behind-schedule identification
  • Recovery plan entry and tracking
  • Forecast-to-completion curves
  • Earned value indices from CBS data
S-Curve Preview
0% 50% 100% Jan Apr Jul Oct Planned Actual
Module 06

Reporting & Dashboards

Multi-level reporting across all disciplines, pulling live data from the same database that drives registers, CBS and schedule synchronisation. No manual data assembly required.

  • Multi-level S-curves by discipline, WBS and project
  • Resource histograms and loading charts
  • Management dashboard with KPI summary
  • Print-ready PDF, Excel and HTML export
  • Period comparison and trend tables
  • Governance compliance summary reports
Report Outputs
S-Curves (Planned vs Actual vs Forecast)
Management Dashboard PDF
Excel Data Export
Period Trend Matrix
Project Governance

Triple-layer governance framework

Giving clients, PMC teams and financial auditors complete confidence in every historical data point.

Historical Snapshots

Closing a reporting window freezes register states, S-curve points and CBS variables, ready for delay analysis at any future date.

Freeze Guard

Prevents modifications or retroactive entries within closed cut-off periods, blocking even system administrator accounts.

Immutable Audit Log

A comprehensive registry tracking baseline modifications, permission changes and validation events with non-alterable timestamps.

Administration

Project setup and administration

Configure each project from a central administration panel, defining WBS structure, reporting periods, discipline templates and user permissions before project commencement.

  • Project and WBS creation wizard
  • Reporting period calendar management
  • Role-based access control
  • Discipline and document type configuration
  • Stage template builder
  • Management of Change (MOC) workflow
Administration Modules
Project Configuration
WBS Builder
User and Role Management
Period Calendar
Document Type Templates
Management of Change (MOC)
Get Started

See EPCplanner in action

Request a walkthrough of any module with your own project data structure.