04 · Project Conversion

Won the bid? It becomes a project.

When an estimate is won, BuildOrch converts it into a live project — carrying the ERP project ID, the estimate reference, customer, location and full cost baseline across. From here, the project controls take over: WBS, planning, risk and earned value.

Projects
One clean hand-off

No re-entry. Just conversion.

A won estimation becomes a project with its identity intact — the single hand-off from winning the work to delivering it.

Estimate wonThe estimation is marked won. Only a won estimate can convert, so no orphan projects ever appear in the list.
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ConvertOne action creates the project, carrying the ERP project ID, estimate reference, customer and location across untouched.
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Baseline setThe estimate’s cost baseline is preserved as the project baseline — the number every future variance is measured against.
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Controls liveWBS, portfolio planning, actuals, risk and earned value all open against the project immediately.
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Carried across

ERP project ID, estimate reference, customer, location and cost baseline — nothing re-keyed.

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Ready to deliver

The project lands ready for WBS, portfolio planning, actuals, risk and earned value.

Traceable both ways

Finance and delivery, same project.

Every converted project keeps its ERP project ID and estimate reference, so finance and delivery are always looking at the same job.

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From won estimates only

Projects are created only from won estimates — no orphan projects, no drift.

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ERP project ID

Each project carries its ERP project ID, so it reconciles cleanly with your system of record.

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Baseline preserved

The estimate’s cost baseline is preserved on conversion, ready for earned-value tracking.

0
fields re-keyed at the hand-off
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baseline, carried from the estimate
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identifiers shared with your ERP

From won bid to running project.

One conversion, and the controls take over — with the baseline you sold still intact.

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