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Document Controller

Document Control for Project-Based Industries

Make sure everyone works from the right document, at the right revision.

ProjectVIEW ERP is not a document store beside the project. Its Common Data Environment (CDE) is part of one integrated system, where each document is linked to the BoQ or BoM items, WBS activities and contracts it concerns. Approvals, contracts and invoices share the same records with procurement, finance and HR at company level. The BoQ ↔ WBS ↔ Cost Codes structure weaves site, project and company data into one consistent record, with the integrity that ProjectVIEW AI needs to give reliable forecasts, alerts and answers.

Instructions, notices and correspondence are registered with dates and history, so claims rest on documented evidence. Clients, consultants, designers and subcontractors work from the same controlled record, which stays available as a knowledge base for the next project.

Document Controller
Illustrative workflow profile
Illustrative workflow profile: Document Controller. Illustrative highlights: Contract Mgmt, Change Mgmt, Scheduling.Bid WinsSchedulingSourcingMaterials MgmtLaborProductivityMachineryUtilizationProjectPerformanceContract MgmtChange MgmtRevenue Inflow
Illustrative highlights

Illustration only, not measured results. Actual priorities depend on your project and organization.

What does a document controller do in a project-based company?

A document controller makes sure everyone works from the right document, at the right revision. In ProjectVIEW ERP, the Common Data Environment (CDE) holds drawings, contracts and correspondence, as well as reports. It also links each document to the BoQ or BoM items, WBS activities and contracts it concerns. Revisions, approvals and distribution are therefore controlled and traceable. It works for site drawings and RFIs, yard drawings and class documents, offshore procedures, mine plans as well as manufacturing documents.

  • Register: record incoming and outgoing documents, together with correspondence.
  • Control: then manage revisions, approvals and distribution.
  • Retrieve: finally, archive any document and find it fast, with its history.

How ProjectVIEW ERP supports document controllers

01
Where is the latest revision?
Every document has version control and a history log, so the latest revision is clear. ProjectVIEW ERP Core
02
Who sent what, and when?
Incoming and outgoing documents are registered, together with digital distribution and approvals. ProjectVIEW ERP Core
03
Which work does this drawing concern?
Documents are tagged once and then related to many contexts: items, activities, contracts and projects. Bill of Quantities Software
04
Can I find it quickly?
Archiving and categories work together with search across projects. ProjectVIEW ERP Core
05
Who has to approve?
Email alerts and approval warnings are sent when approval is due, and documents circulate digitally for review. ProjectVIEW ERP Core
06
Is the record complete for a claim?
Because documents are linked to events and items, they support variations and claims. Claims and Variations AI Agent

Select your industry

ConstructionConstructionDrawings, RFIs, submittals and correspondence per site.Shipbuilding & repairShipbuilding & repairYard drawings, class and owner documents per hull.Marine & offshoreMarine & offshoreProcedures, method statements and campaign documents.Mining & quarryingMining & quarryingMine plans, permits and technical reports.Project-based manufacturingProject-based manufacturingDesign documents, specifications and change notices per BoM.

Your ProjectVIEW stack

AI agents

These specialized AI agents are available with ProjectVIEW v12. They work on governed ERP data, send risk alerts and propose actions. Your team approves every action. ProjectVIEW AI v12

Three ways to start: connect ProjectVIEW ERP to your current ERP, start with the modules you need most, or run the complete ERP + AI system. See integration with SAP, Oracle and other ERPs.

FAQ

FAQ: Document Controller

Talk to our expert

Questions about your role or your industry? Talk to a subject-matter expert who implements ProjectVIEW ERP.

How do I control drawing revisions?

Each document has version control and a history log, so every change is traceable. The current revision is used for work, and earlier revisions stay in the archive.

How do documents link to BoQ or BoM items and the WBS?

Documents are uploaded once and tagged to items, activities, contracts and projects, so they appear in each context.

How do external parties review documents?

Documents are circulated digitally for review and approval through controlled workflows, and email alerts tell reviewers when action is due.

What is a Common Data Environment (CDE)?

In short, it is a single, controlled place for all project information. In ProjectVIEW ERP, the CDE is part of the core and is also linked to cost, contracts and progress.

Which industries does this cover?

Construction, shipbuilding and repair, marine and offshore, mining and quarrying, as well as project-based manufacturing. The same document control logic also applies in each, whether the scope is a BoQ, a BoM or a work package.

Aconex vs ProjectVIEW ERP: Why Construction Document Management Must Connect to Cost, Time and ExecutionConstruction QHSE Records Management: From Contractual Obligation to Bankability and InsurabilityWhy Auditability, Accountability, and Control Make or Break Project-Based ERP Systems