)){kind=icon}
)){kind=icon}
)){kind=icon}
)){kind=icon}
)){kind=icon}
)){kind=icon}
)){kind=icon}
)){kind=icon}
ProjectVIEW AI
What is ProjectVIEW AI?
ProjectVIEW AI turns your ERP data into forecasts, risk alerts and proposed actions. It works best on ProjectVIEW ERP. However, it can also run on top of existing systems such as SAP, Oracle or Primavera P6, with the data mapped to BoQ, WBS and Cost Codes.
It combines domain-specific small language models with leading LLMs and works inside your ERP roles and permissions. ProjectVIEW AI is available now with ProjectVIEW v12.
What changes with ProjectVIEW AI?
Generic AI knows language. However, it does not know your budget, your commitments or your certifications. ProjectVIEW AI reads the BoQ ↔ WBS ↔ Cost Codes structure that your teams already use.
No more
- Generic chatbots that guess
- Copy and paste between ERP and AI tools
- Answers without project context
- AI actions without approval
- Prompts used for model training
Instead: AI on your ERP data
- Answers based on your live ERP data
- Every figure traced to BoQ, WBS and Cost Codes
- Agents inside your roles and access rights
- A responsible person approves every consequential action
- Every step logged for audit
Agents
The AI Assistant and 8 AI agents
Every agent works inside your roles and access rights. A responsible person approves every consequential action.
AI Assistant
- Plain-language questions on budgets, commitments and approvals
- Answers built from live ProjectVIEW ERP records
- Every answer respects the user's role permissions
Bidding & Estimation Agent
- Extracts BoQs from drawings and designs
- Reconciles elements, attributes and quantities with the BIM (3D) model
- Links Productivity Templates and Cost Recipes to BoQ items
- Budgets with past project actuals and current market prices
- Flags unusual assumptions; the estimator decides
Works onBudget Estimation – Bidding
Cost Control & Forecast Agent
- Forecast cost at completion
- Margin erosion and probability of overrun
- Earned value on live ERP data
- Findings sent to the project team for approval
Works onCost Control
Subcontractor Certification Agent
- Certificates checked against measured progress
- Delayed certifications
- Retention exposure
- Subcontractors with high commercial risk
Works onSubcontractors Management
Procurement Agent
- Quotation comparison
- Prices above budget rates on the same BoQ item and Cost Code
- Anomalies in quotations
- The buyer approves or rejects
Works onProcurement and Purchasing
Materials & Production Agent
- Material flow against the WBS
- Production progress against the WBS
- Production cost per BoQ item
- Early risk flags
Machinery Maintenance Agent
- Abnormal fuel use
- Idle time
- CO₂ per activity
- Maintenance risk
Works onMachinery Management
Cash Flow & Finance Agent
- Best, expected and worst-case cash flow forecasts
- Funding gaps flagged early
- Uses accounting, payables and receivables data
Works onAccounting – Finance Management
Claims & Variations Agent
- Unapproved variations
- Delayed certifications
- Evidence needed for claims
- Prepared for human approval
Works onCustomers Account Receivables
What can you do with ProjectVIEW AI?
There are four ways to work with ProjectVIEW AI. Each one uses the same ERP data and the same role permissions.
Ask the assistant
Plain-language questions on your ERP data
Run agents
Purpose-built agents for the ERP modules
Connect Claude or ChatGPT through MCP
Through the ProjectVIEW MCP server
Work by voice and headless
Daily logs by voice, ERP entries ready for review
How do ProjectVIEW ERP and ProjectVIEW AI form ProjectVIEW OS?
ProjectVIEW ERP is the deterministic core: it records, controls and audits. ProjectVIEW AI is the intelligence layer: its agents read the same structured data, forecast, alert and propose actions. Together they form ProjectVIEW OS, the agentic operating system for capital projects. People approve every consequential action, and the result returns to the ERP with a full audit trail.
ProjectVIEW AI architecture
How is the ProjectVIEW OS stack built?
ProjectVIEW combines a deterministic ERP core and a non-deterministic AI intelligence layer in one integrated platform. ProjectVIEW ERP originates, stores, processes and gives meaning to your business data (layers 01–04); large language models reason over it (05); and ProjectVIEW AI turns the result into governed actions (06–07).
AI governance controls what users and AI agents can see and do, based on the roles and permissions defined in the ERP, with identity managed through Microsoft Entra ID.
AI agents turn insight into action: recommendations, automated workflows and conversational decision support inside the ERP modules your teams already use.
Large language models interpret questions and documents in natural language, while machine learning and predictive analytics produce forecasts and detect anomalies.
The BoQ ↔ WBS ↔ Cost Codes framework gives every record its business meaning. Knowledge graphs and vector databases make that meaning searchable for AI through retrieval-augmented generation (RAG).
The ERP engine executes the business processes — workflow automation, cost control, procurement, financial management and business intelligence — exposed through REST APIs.
Structured records and documents are stored in MS SQL Server on Microsoft Azure — the single source of truth for every layer above.
Every transaction is captured once at the source — BoQ, WBS and Cost Codes, procurement, finance, HR, equipment and site records — through the ERP, native mobile apps, enterprise web portals and BIM and Primavera integrations.
How can you adopt ProjectVIEW AI?
You choose the scope and the pace. ProjectVIEW AI works on ProjectVIEW ERP or on top of the systems you already use.
On ProjectVIEW ERP
The agents read the same BoQ, WBS and Cost Codes data that your teams already use in ProjectVIEW ERP.
Explore ProjectVIEW ERPOn top of your current systems
Use it on top of SAP, Oracle or Primavera P6, with the data mapped to BoQ, WBS and Cost Codes.
Third-party ERP integrationStep by step
Start with the AI Assistant or one agent. Add more agents when your teams are ready.
Explore the agentsUnder your governance
Every request follows identity → role → permission → data → AI → action. Every step is logged for audit.
Security and governanceFAQ: ProjectVIEW AI
Do we need ProjectVIEW ERP to use ProjectVIEW AI?
No. ProjectVIEW AI works best on ProjectVIEW ERP data. It can also run on top of existing systems such as SAP, Oracle or Primavera P6, with the data mapped to BoQ, WBS and Cost Codes.
Is our data used to train AI models?
No retraining on client data is required. ProjectVIEW AI retrieves the relevant ERP context at inference time. In addition, on Microsoft Azure your prompts are not used for model training.
Which AI models does ProjectVIEW AI use?
It is model-flexible. Domain-specific small language models handle pattern recognition and numerical analysis, while leading LLMs handle reasoning, language and multi-step planning. Any MCP-compatible model or agent can also connect through the ProjectVIEW MCP server.
Is ProjectVIEW AI available now?
Yes. ProjectVIEW AI is available with ProjectVIEW ERP v12, released in October 2026 for all clients. It includes the AI Assistant, the MCP connector and purpose-specific agents for each module.