Project-Centric Engineering ERP

Digitizing Enquiry, Project Planning & Technical Document Management with Uttercode ERP

Discover how Chhabi Electricals Pvt. Ltd. transformed customized electrical and power systems manufacturing by moving from fragmented files and spreadsheets to a centralized digital architecture connecting customer enquiries, project milestones, engineering drawing revisions, material-use documentation, and approval workflows.

Client Chhabi Electricals Pvt. Ltd.

Industry Electrical & Power Systems Manufacturing

Product Deployed Uttercode ERP

Location Jalgaon, Maharashtra

Core Modules Implemented Enquiry Management • Project Planning & Milestones • Execution Tracking • Technical Document Repository • Material Documentation • Revision & Version History • Approval Workflows

Chhabi Electricals Power Systems Project Management ERP

Project-Centric Information System

Enquiries, Drawings, Materials & Milestones

Live Deployment

1. Client Overview

Sector Profile

Chhabi Electricals Pvt. Ltd. operates in the specialized Electrical and Power Systems Manufacturing sector, delivering complex solutions including power plant equipment, battery chargers, DC/DC converters, and specialized control panels.

The Project Ecosystem: • Custom Engineering Drawings • Material-Use Test Certificates • Multi-Stage Milestone Execution

Overview

Project-Driven Power Systems Manufacturing

Unlike standard batch manufacturing where products are assembled repeatedly from fixed catalogs, electrical and power-system projects involve highly customer-specific requirements and project-specific engineering documentation.

A single power project entails customer enquiries, tender specifications, electrical schematics, single-line diagrams, material test certificates, engineering revisions, customer comments, stage-wise inspections, and dispatch dossiers.

Managing these critical technical documents and project milestones through disjointed emails, shared desktop folders, spreadsheets, and paper files made it difficult to determine the latest approved revision. To resolve this, Chhabi Electricals implemented Uttercode ERP with a primary focus on Enquiry Management, Project Planning, and Centralized Technical Document Management.

Operational Complexity

2 to 5. The Business Challenge

The primary challenge was not accounting or finance. The core requirement was to control the technical information and project lifecycle across all engineering and manufacturing departments.

3. Enquiry Data Loss

Enquiries contain client drawings, technical parameters, and specific site remarks. When managed via emails or WhatsApp, critical data was lost when converted into active projects.

4. Project Planning Silos

Coordinating engineering design, drawings, material procurement, assembly, testing, and inspections was fragmented across individual spreadsheets and verbal updates.

5. Revision & Version Confusion

The biggest headache: "Which drawing is the current approved revision? Which test report belongs to this component? Was this document approved by the client or still in draft?"

CUSTOMER REQUIREMENT → SALES / ENQUIRY → PROJECT TEAM → ENGINEERING
            ↓
MATERIAL PLANNING → MANUFACTURING → QUALITY & TESTING → PROJECT COMPLETION

Solution Blueprint

6. The Uttercode ERP Solution

The 3 Interconnected Pillars

Uttercode ERP structured Chhabi Electricals' operations around three connected domains: Enquiry Management, Project Planning, and Technical Document Repositories.

Customer Req.

Enquiry Record

Enquiry Review

Technical Evaluation

Project Creation

Unique PRJ ID

Project Planning

Tasks & Milestones

Engineering

Drawings & Schematics

Material Docs

Specs & Certificates

Revision Control

Rev 00 to Approved

Execution

Assembly & Testing

QC Dossier

Inspection Reports

Project Close

Handover & Archive

Pillar 1: Enquiry

7 & 8. Enquiry Management & Document Attachments

Every client engagement starts as a formal digital Enquiry in Uttercode ERP instead of an isolated inbox thread:

Enquiry Data Structure:

• Enquiry Number & Date

• Customer & Site Location

• System / Product Specifications

• Quantity & Expected Delivery

• Attached Tender Specs (.pdf)

• Preliminary Drawings (.dwg/.pdf)

All customer-supplied technical attachments remain permanently anchored to the enquiry record.

Seamless Continuity

9 & 10. Enquiry Status & Project Conversion

Enquiries progress through defined approval gates without information loss:

New → Under Evaluation → Technical Review → Commercial Approval → Converted to Project

Zero Data Re-Entry:

On conversion, the original enquiry, customer documents, technical specs, and drawing attachments carry over seamlessly into the newly created Project Workspace.

Pillar 2: Execution Control

11 to 14. Project Creation, Planning & Milestone Management

Structuring complex power projects into clear departmental responsibilities, milestone gates, and live progress indicators.

11. Creation

Project Identity

• Unique Project Number
• Customer & Site Location
• Project Manager Assignment
• Start & Target Completion
• Linked Enquiry Reference

12. Planning

Task Breakdown

• Engineering Design Tasks
• Drawing Drafting & Approval
• Material Indents & Procure
• Fabrication & Wiring
• Factory Testing (FAT)

13. Milestones

7 Milestone Gates

M1: Requirement Finalized
M2: Engineering Complete
M3: Drawing Approval
M4: Material Planning Done
M5: Assembly Started
M6: Testing / Inspection
M7: Project Handover

14. Tracking

Project Statuses

• Planning
• Engineering
• Material Planning
• Manufacturing
• Inspection & Testing
• Completed

Pillar 3: Document Control

15 to 18. Centralized Technical & Material Document Management

Establishing an organized, project-indexed repository connecting materials directly with their supporting compliance documents.

Document Repository

15. The Central Project Document Repository

Every power project has an organized file directory structure within Uttercode ERP:

• Customer Specifications

• Single Line & Wiring Diagrams

• Engineering Calculations

• Material Test Certificates

• Quality & Inspection Dossiers

• Final Handover Certificates

Material Linkage

16 & 17. Material-Specific Documentation & Material Use

Instead of saving material documents in generic folders, Uttercode links every file directly to the project material:

PROJECT: POWER SYSTEM PRJ-00125
            ↓
MATERIAL: Rectifier Transformer Component XYZ
            ↓
SPECIFICATION SHEET + OEM TEST REPORT + COMPLIANCE CERTIFICATE

Creates an auditable trail showing exactly which material was intended, approved, and verified for each specific installation.

18. Configured Material Document Categories

Material Specification Technical Datasheet Manufacturer Datasheet Test Certificate Inspection Document Compliance Certificate Client Approval Document Installation Guide

Engineering Rigor

19 to 25. Revision Management, Drawing Control & Approvals

Preventing catastrophic manufacturing errors caused by technicians working from outdated drawings or superseded documents.

Revision Management

19, 20 & 21. Revision & Version History

When engineering drawings or specifications evolve, previous versions are preserved as superseded history rather than overwritten:

Revision	Upload Date	Status	Remarks
Rev 00	01/09/2026	Superseded	Initial draft submission
Rev 01	05/09/2026	Superseded	Customer comments incorporated
Rev 02	10/09/2026	Approved	Final approved for fabrication

Status flow: Draft → Under Review → Submitted → Approved (or Revision Required).

Drawing Control

22 & 23. Drawing & Engineering Document Management

Engineering teams catalog all technical documentation against the project:

Electrical Drawings: Single line diagrams, panel layout, wiring schedules, control schematics.
Engineering Calculations: Heat dissipation, busbar sizing, short circuit calculations.
Customer Comments: Direct attachment of client markups and clarification notes.
Internal Sign-Offs: Peer reviews and Chief Engineer approvals prior to release.

Centralized Workspace

26 to 30. Centralized Project Workspace & Multi-Criteria Search

Breaking down departmental silos so sales, engineering, planning, and quality work from a single live source of truth.

Instant Retrieval

28. Multi-Parameter Document Search

Engineers and project managers retrieve documents in seconds using targeted filters:

• Project Number / Name

• Customer Name / Location

• Document Type / Category

• Material Code / Component

• Revision Number (Rev 00, 01...)

• Approval Status & Date Range

Inter-Departmental

29 & 30. Central Workspace & Department Collaboration

The project workspace unifies all stakeholder responsibilities:

Sales / EnquiryRequirements & Tender Specs

Engineering TeamDrawings, Revisions & Schematics

Material TeamDatasheets, Test Certificates

ManufacturingApproved Fabrication Drawings

Quality & ManagementInspection Dossiers & Status Cockpit

Executive Overview

31 & 34. Project Dashboard & Complete Lifecycle

Real-time visibility into project execution stages and document completeness.

┌────────────────────────────────────────────────────────┐
│                   PROJECT DASHBOARD                    │
├────────────────────────────────────────────────────────┤
│ Project: PRJ-000125 • 220V/100A Battery Charger Panel   │
│ Customer: National Power Grid Corporation              │
│ Status: Manufacturing & Wiring                         │
├────────────────────────────────────────────────────────┤
│ Enquiry & Customer Specs     ✓ Completed                 │
│ Engineering Design           ✓ Completed                 │
│ Single Line Drawings (SLD)   ✓ Approved (Rev 02)          │
│ Material Planning            ✓ Completed                 │
│ Material Documentation       85% Indexed               │
│ Manufacturing / Assembly     60% Completed             │
│ Factory Acceptance Test (FAT)Pending                   │
│ Final Documentation Dossier  Pending                   │
└────────────────────────────────────────────────────────┘

34. Complete Project Lifecycle Flow:

CUSTOMER ENQUIRY → REQUIREMENT REVIEW → PROJECT CREATION → PLANNING & MILESTONES → ENGINEERING DRAWINGS → MATERIAL CERTIFICATES → MANUFACTURING → INSPECTION & TESTING → PROJECT CLOSE

Comparison

35 & 36. Before vs After Uttercode ERP

A clear contrast between legacy file-based confusion and modern project-centric information management.

35. Before Uttercode ERP

Folder Chaos

Customer Email
     ↓
Excel Enquiry Log
     ↓
Project Spreadsheet
     ↓
Engineering Desktop Folder
     ↓
Material Folder / WhatsApp
     ↓
Quality Test Paper Files
     ↓
Uncontrolled Drawing Revisions
     ↓
Verbal Project Status Updates

Documents were scattered across employee desktops, emails, and physical binders. Nobody could definitively confirm if shop-floor workers were using the latest approved drawing revision.

36. After Uttercode ERP

Project-Centric System

                       PROJECT
                          ↓
       ┌──────────────────┼──────────────────┐
       ↓                  ↓                  ↓
    ENQUIRY            PLANNING          DOCUMENTS
       ↓                  ↓          ┌───────┼────────┐
 Customer Req.          Tasks         ↓       ↓        ↓
 Technical Data        Milestones  Drawings Material Quality
                                      ↓       Docs     Docs
                                   Revisions
                                      ↓
                                   Approval

One Connected Source of Truth.

The project is the central container. Enquiries, drawings, material certificates, and milestone statuses remain permanently linked in an auditable digital ecosystem.

Strategic Value

37. Business Benefits for Chhabi Electricals

9 key operational and technical advantages realized post-implementation:

1. Better Enquiry Management

Customer specifications and tender attachments are captured systematically without loss during project conversion.

2. Improved Project Visibility

Management monitors real-time task statuses, departmental handoffs, and 7 milestone progress gates.

3. Centralized Documentation

All technical drawings, engineering calculations, and test certificates live in one project-indexed digital repository.

4. Linked Material Documentation

Test reports and manufacturer datasheets link directly to specific materials and project components.

5. Controlled Revisions

Explicit revision numbering (Rev 00, 01, 02) with timestamps ensures complete version control.

6. Zero Document Confusion

Strict statuses (Draft, Under Review, Approved, Superseded) prevent accidental use of outdated schematics.

7. Department Coordination

Sales, engineering, planning, shop floor, and quality teams work in sync from the same project container.

8. Rapid Document Retrieval

Instant search across thousands of drawings and test reports by project ID, material code, or revision.

9. Full Project Traceability

Auditable historical timeline connecting the original enquiry through engineering changes to final testing.

Core Transformation

38. From File-Based to Project-Centric Information

The biggest transformation for Chhabi Electricals is the shift from asking "Where is the file?" to accessing contextual project intelligence.

Instead of disconnected PDFs stored on hard drives, Uttercode ERP establishes a structured digital relationship: Project → Activity → Material → Document → Revision → Status.

Project-Centric Architecture

Context around every document. Complete engineering integrity.

Scope Boundary Clarification

40. Scope of the Implementation

The Chhabi Electricals Pvt. Ltd. implementation is focused exclusively on project, engineering, and technical operations, not financial accounting.

Included Modules: Enquiry Management, Project Creation & Planning, Tasks, 7 Milestones, Technical Document Repository, Drawing Management, Material Documentation, Material-Use Records, Revision & Version Control, Approval Workflows, Multi-Parameter Search, and Project Dashboards.

Strictly Excluded Scope: Customer Sales Invoices, Purchase Invoices, Receipts, Payments, Financial Ledgers, Accounts Payable, and Accounts Receivable are outside this deployment.

This distinction accurately reflects the delivered technical document and project management solution.

Client Success Story

41. Chhabi Electricals Pvt. Ltd. + Uttercode ERP

The implementation of Uttercode ERP at Chhabi Electricals focuses on solving a fundamental challenge in electrical and power systems manufacturing: managing complex project information and technical documentation in a structured, connected manner.

The digital workflow connects customer enquiries directly to project creation, milestones, engineering drawing revisions, material datasheets, test certificates, and client approval workflows.

Context around every document • Single Source of Truth

42. Final Outcome

A Structured Digital Project Lifecycle

Enquiry → Project → Planning → Engineering → Materials → Documents → Revisions → Approval → Project Completion

A document is no longer just an orphaned PDF in a folder. It is: Project + Document Type + Material + Revision + Status + Approval + History.

Uttercode ERP for Electrical & Power Systems Connecting Projects. Controlling Documents. Organizing Information.

43. Uttercode ERP for Electrical & Power Systems

Connecting Projects. Controlling Documents. Organizing Manufacturing Information.

Customer Requirement → Enquiry → Project Planning → Engineering → Material Docs → Revision & Approval → Project Close

For project-driven electrical manufacturers, ERP must manage more than routine transactions — it must govern complex engineering requirements and technical documentation.

Enquiry Capture • Project Creation • 7 Milestone Gates • SLD & Wiring Drawings • Revision Version History • Material Test Certificates • Client Approval Workflow • Project Workspace • Real-Time Dashboard

Chhabi Electricals Pvt. Ltd.