Plant & Equipment - Project Profile

Know every site, and what it is missing.

Every module in FlexManager needs somewhere to point back to. Project Profile holds the central record for each project, site, or location that the rest of the system links work and records to, helping ensure you can avoid disconnected data.

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The challenge

When a project’s history is spread across email threads, shared drives, phone photos, and personal notebooks, no single record shows what happened and when. Standard project records rarely have fields for the details your operation actually tracks, and it becomes hard to see how long a project really took.

Spreadsheet site lists

Every team keeps its own copy, and none of them agree on who runs which site.

Roles nobody tracks

Who the fire warden or first aider is at each site is known only to the people there.

Closed sites that keep running

A finished project still throws up scheduled jobs and reminders months after it closed.

The solution
Project Profile lets you keep a runningdiary of a project, with photos anddocuments stored against each projectso context doesn’t live elsewhere.
How it works

From site list to gap check

Set a site up once, and your modules and people work from the same record.

01

Set up

Set each site's language, timezone and currency; Clone a site with its settings, tags and supervisors.

02

Assign

Each person sees only the sites they are given; name supervisors by role, from your staff or subcontractors.

03

Work

Records from the modules you use appear as tabs on the site; archiving a site stops its scheduled tasks and internal audits.

04

Check

Find sites with nobody in a key role, such as fire warden.

The gamechangers

Key features & benefits

One Central Record, Not Many

Keep one central record for every project or site, so the work and records that the rest of FlexManager creates all link back to a single, reliable source.

Control Who Can See What

Control which staff can access each project, so people only see the sites and information relevant to the work they're actually doing.

Map Sites Down to the Sub-Location

Break a site into a tree of locations and map your sites and sub-locations visually, so the structure of a large site is represented properly instead of flattened into one record.

See Project Profile in action.

Bring a real case to the demo. We will build it live.

See it in action
Who it's for

From kickoff to close-out

From the safety team to the site office, everyone works from the same record of each site.

HSEQ Manager

Searches for sites missing a key role or a valid qualification, so that this can be rectified.

Operations Director

Sees all their sites on one map, giving them the key oversight they need.

Site Manager

Clones a site with its settings, tags, and supervisors; this can be ideal when you're opening a new site.

System Administrator

Can import sites and sub-areas from Excel; has the ability to upload one document to many sites at once.

Getting started

Onboarding built around your needs. We're ready when you are.

We work to your pace and your team's availability. Your dedicated onboarding specialist takes care of the setup, so getting started stays simple.

Step 1

Configuration

We configure FlexManager around your procedures.

Step 2

Training

Short, role-based sessions for admins and field teams. Most users are confident after their first use.

Step 3

Go Live!

Start with one site or roll out everywhere at once. Your account manager stays with you after launch.

Dedicated Onboarding Specialist Unlimited Users No Hidden Costs

Get started with Project Profile

Frequently Asked Questions

What happens to all the other data once a project is set up?

Project Profile becomes the central record that the rest of FlexManager links work and records back to, so everything from activity diaries to cost codes and documents sits against one project record rather than being scattered across separate systems.

Can access to a project be restricted?

Yes. Which staff can access each project is controlled directly, so people see the sites and information relevant to their own work rather than every project across the organisation by default.

Can a project be locked once it's finished?

A completed project can be locked to freeze it from further edits, and archived to keep your active project list clean, so a finished project stays as an accurate historical record rather than something that can still be changed.

Why choose FlexManager for project profile?

FlexManager has been building workforce and plant management software since 2011, with hands-on HSEQ and operations experience behind the team, not just software developers. FlexManager is certified to ISO 9001, ISO 14001, ISO 27001 and ISO 45001 certification, and that industry-backed accreditation means we have the know-how we need.