Project Manager
One project hub instead of ten spreadsheets - and warnings before small problems grow.
Runs one or more projects end to end: scope, schedule, team, buying, quality and the client.
Your work in Metrak, step by step
Follow the flow of a typical day. Tap any feature to learn it.
- 1
Start the project right
Create it manually or with AI from the contract; check the BOQ, milestones and assigned members.
- 2
Morning: plan the day
Tasks with “Assigned to me”, the bell, and yesterday's daily reports.
- 3
On site: capture and pin
Walk the site with the drawings on your phone, pin issues, RFIs and NCRs where they are.
- 4
Keep materials and money flowing
Approve purchase requests, cash requests and change orders.
- 5
Keep the client happy
Share the progress link and request signatures on work receipts.
- 6
Weekly: read the signals
Project Overview: health score, AI risk radar, cash flow forecast and scope leakage.
Master these first
The features that make the biggest difference for you - mark each one learned as you go.
The hub. Every record in Metrak hangs off a project.
Plan in milestones, execute in tasks, and let progress calculate itself.
Your drawings become a live map of the site - pins, measurements, even 3D.
Give your client a window into the project - and get sign-offs without a meeting.
From “we need cement” to a delivered, invoiced order - fully tracked.
You pinned a “Cost” on a drawing. What gets created?
Everything you can use
Other features that are part of your role by default. Your Admin can adjust what you can see.
Other roles
Ready to run your projects on Metrak?
Start free - no credit card. Your whole team can be on it today.
