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ProjectSOS for Architecture, Engineering & Design

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About

ProjectSOS for Architecture, Engineering & Design is Appficiency's "Built for NetSuite" solution that manages project accounting and delivery for A&E and design firms inside Oracle NetSuite. It provides AIA-ready progress billing with an AIA Document Generator, retainage on AP and AR, job costing against budget for every labor hour and consultant cost, and change-order tracking, and syncs bidirectionally with Procore via Appficiency's ProSync connector.

How teams use it

By audience

Architecture
  • Track project fees, labor, and consultant costs against budget for the life of each design engagement in NetSuite.
  • Automate AIA-compliant progress billing so design phases invoice accurately and on time.
Accounting & Finance
  • Generate AIA G702/G703 payment applications automatically with the AIA Document Generator.
  • Manage retainage on both AP and AR and recognize revenue by percent complete inside NetSuite.
Project Manager
  • Monitor budget vs. actuals and change orders across design and construction-administration phases in real time.
  • Keep NetSuite and Procore project data in sync so financials reflect field status without re-keying.
Executive Leadership
  • See firm-wide project profitability, utilization, and cash flow in one NetSuite view.

By phase

Design
  • Set up fee budgets and cost codes and track design-phase labor and consultant spend against them.
Construction
  • Run AIA progress billing, retainage, and change orders during construction administration, synced with Procore.
Closeout & Operations
  • Finalize billing, release retainage, and close projects with complete financial records in NetSuite.

Integrations (1)

Direction Integrates with Details
BothProcore Project ManagementNative

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