SERVICECHANNEL PLATFORM

Projects

Plan, bid, and deliver capital projects across every location, on time and on budget

Keep every project moving from kickoff to closeout

Manage multi-site facility projects from one centralized place. The Projects module helps you standardize scopes, coordinate vendors, track milestones, manage budgets, and keep work moving — so you can complete projects on budget, with fewer surprises.

Improve project visibility and control

Track project status, spend, milestones, and vendor activity across your portfolio in one place.
Keep work on time and on budget

Standardize project plans and monitor progress so timelines and costs stay under control.
Coordinate teams and providers more efficiently

Keep internal teams and contractors aligned so they can execute work faster and with fewer handoffs.

Highlights

Plan and track capital projects across locations, regions, and brands
Create standardized project templates, scopes, milestones, and budgets
Assign internal teams and external providers to project work
Track project status, tasks, deadlines, costs, and approvals in one place
Manage bids, estimates, proposals, and provider selection workflows
Connect project activity to locations, assets, work orders, invoices, and supporting documentation
Use project data to support capital planning, reporting, and future investment decisions

See how Sam’s Club maintains visibility to work across a large portfolio

I can check on any specific key data point that I need to at any point in time… Any work order, or any one asset, right from my fingertips.

RJ Zanes Senior Director of Facilities Maintenance at Sam’s Club

Check out the full story

Features

The ServiceChannel Projects module makes it easy to manage facilities capital projects across your portfolio. It centralizes project planning, execution, vendor coordination, and budget tracking, so you can deliver complex work with greater speed and control. And because Projects runs on the same platform as your work orders, providers, and invoices, project spend and milestones roll up automatically, with no spreadsheet reconciliation.

Plan and standardize

Create structured project plans and consistent execution processes across your portfolio

Define project scope, goals, timelines, budgets, and required tasks
Create standardized templates for recurring and multi-site projects
Organize projects by location, region, category, priority, or business need
Assign project owners, approvers, and providers
Set milestones, deadlines, and approval workflows to keep projects on track

Manage bids

Streamline vendor selection, collaboration, and project delivery

Collect bids, estimates, proposals, and supporting documentation
Compare provider bids side by side and select with confidence
Assign approved providers to project tasks and milestones
Centralize provider communications, updates, photos, and files
Maintain a complete project record from bid submission through completion

Track progress

Maintain real-time visibility into project status, tasks, and decisions

Break projects into manageable tasks, then link those tasks to the work orders, providers, locations, and assets needed to complete the work
Track project progress, budgets, costs, and status in one place, with work order activity and spend automatically rolling up to the overall project
Identify delays, blockers, overdue activities, and missing approvals
Route budgets, proposals, change requests, and project updates for approval
Keep stakeholders informed with real-time project visibility

Control costs

Track project spend from estimate through closeout

Set and monitor project budgets
Compare estimated, approved, committed, and actual costs
Review provider quotes and project-related expenses in one place
Identify budget overruns earlier and take corrective action
Use project financial data to support forecasting and capital planning

Analyze data

Link project activity to operational work and turn project performance into actionable insights

Connect projects to locations, work orders, assets, providers, and invoices
Maintain a complete history of project activity, decisions, costs, and documentation
Collect final deliverables, photos, files, and completion records
Analyze project spend, timelines, and provider performance
Use project data to improve forecasting, capital planning, and future project execution

FAQs

Frequently Asked Questions about Projects

Can’t find an answer to your question? Get in touch.

Why is it useful to have projects integrated into work order management software?

This integration helps organizations plan, track, and execute capital projects, remodels, equipment rollouts, repairs, and other facility improvement initiatives across one or many locations. Instead of managing projects in separate spreadsheets or systems, teams can oversee project budgets, vendors, approvals, milestones, and documentation alongside repairs, maintenance, and capital spend in one centralized platform.

Can I track project budgets and costs in ServiceChannel?

Yes. ServiceChannel Projects helps you manage project budgets from estimate to completion. You can track estimated, approved, committed, and actual costs, compare spending against budget, review provider proposals, and monitor financial performance throughout the project lifecycle. This visibility helps reduce cost overruns and improve capital planning decisions.

Can I manage contractors and vendor bids within Projects?

Yes. ServiceChannel Projects allows you to collect bids, estimates, proposals, and supporting documentation from your providers. You can compare vendor submissions, assign approved providers to project work, and centralize communications, updates, and project documentation. This helps streamline contractor management while improving accountability and project execution.

How does ServiceChannel help keep facility projects on schedule?

ServiceChannel Projects provides real-time visibility into project status, milestones, tasks, approvals, and deadlines. Project managers can identify delays, overdue activities, and potential risks early, while stakeholders can track progress across locations and regions. Centralized project tracking helps teams take action sooner to keep projects on schedule and minimize disruptions.

Can Projects connect to work orders, assets, and other ServiceChannel modules?

Yes. ServiceChannel Projects connects project activity to locations, assets, work orders, providers, invoices, and supporting documentation. This creates a complete record of project-related activity and allows facility teams to better understand the operational and financial impact of project work. Projects can also be managed as part of a broader facilities management strategy within the ServiceChannel platform.

How can project data improve capital planning and future facility investments?

ServiceChannel Projects tracks project costs, timelines, provider performance, and completion data, giving teams valuable insights into project outcomes. Organizations can use this information to identify cost drivers, improve budgeting accuracy, compare provider performance, and make more informed capital planning decisions. Historical project data also helps create more accurate estimates and improve future project execution.

Budget Insights

See how Budget Insights provides real-time visibility into budget performance, tracking remaining budget, committed spend, actual costs, and forecasted expenses, so every approval decision reflects its financial impact.

Learn More

Let’s get started

Want to get more from your project data?

Tell us about your challenges managing projects, and we’ll help you build a strategy to achieve your goals.
Book a Demo