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From estimating to ERP without losing cost codes, versions or rules.

Importing a total is not enough. Integration must retain chapters, cost codes, units, versions and mappings to cost centres, procurement and valuations.

THE CONTEXT

Information that must remain connected

01

Tender and target budget

02

Cost codes, chapters and cost centres

03

Changes, valuations and forecast

01

Agree the mapping

We define shared codes and the level of detail retained by each system. Mappings remain maintainable and documented.

02

Identify source and version

Each exchange records source file or system, date, version and user. A new import never replaces approved data without showing differences.

03

Validate before updating

Totals, units, missing codes and duplicates are reviewed before ERP or reports are updated.

THE NEXT STEP

Your next improvement
starts with a conversation.

Tell us how you work and what you would like to change.
At CADT, we help you decide where to start.

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