Santix for project managers: schedule, procurement, contracts and budget in one project

In Santix the project manager builds the schedule and watches the critical path, turns purchase requests into bids and contracts, and sees the budget at full level. Because pins and progress from site feed the schedule, they see which work is slipping without calling site. Revision and payment approval stay with the site manager.

Line drawing of project binders with a stopwatch
XML and XER
MS Project and Primavera P6 schedule import
60 %
default weight of price in bid scoring
40
trades with a contract template

What does a project manager's week look like in Santix?

Project managers mostly use Santix in the office on an iPad in landscape, and open the same project on a phone when they visit site. The week moves between schedule, procurement, contracts and budget. The example below follows an ordinary week on our sample project "Ataşehir Blok B" (ATB-02); figures are examples. The app interface is Turkish, so screen names are given in Turkish with a translation.

Monday: schedule and critical path

At the start of a project the schedule is built from scratch or brought in with "İçe aktar" (import) from an MS Project XML or Primavera P6 XER file. Santix reads tasks, WBS, milestones and dependencies (FS, SS, FF, SF with lags), computes the critical path itself and shows total float and free float for each task. Once the programme is agreed, "Temel planı kaydet" (save baseline) stores every task's start and duration, and in later weeks each task shows its deviation from the baseline.

On Monday morning they apply the overdue and critical path filters. Say fourth-floor plastering is on the critical path and three days behind. If the task is linked to a subcontract, Santix shows an estimated penalty from the contract's daily delay rate, which gives the conversation with the subcontractor a number. The method is in the schedule and critical path guide.

Tuesday: purchase request and bid comparison

A field engineer has raised a request for "B Blok mekanik tesisat": 120 m of PPR-C pipe Ø25 and 8 manifold sets. Items can be typed in or taken from Excel; an AI suggestion maps the spreadsheet columns to description, unit, quantity and estimate unit price, and the user confirms it.

The project manager collects three bids and enters each one: unit prices, duration, payment terms, advance, retention, validity date, brand and quality, inclusions and exclusions. The comparison screen puts bids side by side line by line, shows the deviation from the cost estimate and gives a weighted score. By default price weighs 60 %; the weights, including quality and reference scores, can be changed per project. On request an AI summary describes the comparison and makes a reasoned suggestion; the decision stays with the project manager.

Example criterionFirm AFirm BFirm C
Bid total (excl. VAT)₺412,000₺398,500₺436,000
Duration25 days35 days20 days
Payment terms30 days15 days45 days
Advance10 %20 %none

The cheapest bid is not always the highest score: if B's duration stretches the critical path, the project manager can ask for a revised bid under "Pazarlık" (negotiation). Once a bid is chosen, "Bütçeye işle" links the amount to the budget line and the contract step opens. More on bid comparison; to build the table yourself see the bid comparison table guide.

Wednesday: the subcontract

For the chosen firm a template for the trade opens from the Santix library, for example the plumbing subcontract. The library holds templates for 40 trades, and your organisation's own templates are listed separately. The app asks for the missing variables one by one: parties, scope, price and currency, advance, payment period, payment terms, retention rate, daily delay penalty per mille and its cap, duration and warranty. With "Asistanla doldur" (fill with assistant) you describe the job in your own words and the AI suggests values, each filled only with your approval; "Madde öner" drafts a custom clause.

A "points to watch" section reminds you of commonly missed items such as SGK subcontractor registration, stamp duty, withholding tax and VAT withholding. The draft goes to your lawyer as a PDF; after signing, the signed copy is uploaded. Templates are not legal advice. See the subcontract checklist guide.

Thursday: revisions and room questions

A project manager can raise a revision request and send it to the site manager, but cannot approve it; approval belongs to the site manager or owner. On the revisions screen they see how long each request has been with the architect and chase the office if needed. They can also edit room data, for example checking that a ceiling height lowered from 2.70 m to 2.60 m by a revision has been updated.

Friday: budget and progress

They read the budget by item and by subcontractor. The planned versus actual screen shows each line's planned amount, commitment from signed contracts, actual from approved payments, the remainder and an overrun forecast. USD and EUR lines are converted to lira at the Central Bank rate of the relevant day. Because progress marked on site and approved payments sit in the same project, "how much is done and how much have we paid" is one screen. The budget can be exported to Excel.

P-201Gantt on iPad. Critical tasks are highlighted; the today line carries the same end ticks as a dimension line.

What can a project manager see and not see?

The project manager writes to the schedule, contracts, procurement, documents, drawings and tasks, and reads and writes the budget at full level by default. They do not approve revision requests or payments and do not mark progress; that is the site manager's and site team's work. The organisation's plan, seats and payment screens are hidden.

ModuleProject manager's access
Schedule and GanttAdds, links and imports tasks, saves the baseline
Budget and progress paymentsFull level by default; enters lines and payments, does not approve
ContractsViews, drafts, edits
Procurement and bidsRaises requests, enters bids, compares, decides
Official documentsViews, adds, edits
Drawings and roomsUploads drawings, edits room data
Pins and tasksSees all pins, edits and closes any pin
Revision requestsRaises and sends to the site manager; does not approve
ProgressViews; does not mark
Users and invitesCreates invite codes for their own project
Budget visibility settingsNo; owner and organisation admin only

Budget visibility has three levels: none, summary, full. The project manager cannot change it; to give a field engineer the summary, they ask the owner or organisation admin. All roles are in the roles and permissions table.

How do they follow several sites?

Each project keeps its own drawings, schedule, budget and team, and the project manager switches between their projects from the home screen. Each project's overview shows overall progress, open tasks, payments awaiting approval, expiring documents and upcoming reminders. Instead of calling the site manager, they filter the pin list by person and status; photos, voice notes and comments are under each pin.

Roles are set per project: the same person can be project manager on one job and site manager on another. Santix has no portfolio report that combines several projects in one table; each project is followed through its own overview.

Common project manager problems and what Santix does about them

ProblemIn Santix
The programme is in MS Project, site status is in WhatsApp, and they disagreeSite progress rolls up into tasks and the Gantt; "Sahadan hesapla" (calculate from site)
Bids arrive in different formats and are compared by hand in ExcelLine-by-line comparison, deviation from the estimate, weighted score
Each contract is copied from the last one and old details stay in the textTemplate variables are filled question by question, missing fields are shown
It is unclear which delay moves the finish dateCritical path, total and free float, deviation from the baseline
A budget overrun is noticed at month endPlanned, committed, actual and overrun forecast on one screen

What does Santix not do for a project manager?

Santix does not do resource loading (labour and plant histograms), does not merge several projects into one programme and does not open MPP files directly; export them from MS Project as XML first. It does not send requests for quotation to firms from inside the app; bids are entered as they arrive. Web price research is not available yet. There is no e-signature; the signed PDF is attached.

Frequently asked questions

Can I import my existing MS Project schedule?

Yes. Santix imports MS Project XML and Primavera P6 XER files, takes tasks, dependencies and milestones, and recomputes the critical path itself. Save MPP files as XML from MS Project first.

Is the Gantt chart available on a phone?

The Gantt view is most comfortable on an iPad, especially in landscape. On a phone the schedule opens as a list; the today, this week, overdue and critical path filters are on both devices.

Can a project manager enter progress payments?

Yes, they have write access to the budget. An entered payment is approved by the site manager, and by the owner too if its lira value exceeds the organisation threshold. The project manager cannot approve it.

Can I use the contract templates as legal text?

No. The templates produce drafts and flag critical points; have them checked by your lawyer before signing. There is no e-signature in Santix; you attach the signed PDF.

Can I change the weights in bid comparison?

Yes. By default price weighs 60 %; on the weights screen you set the weight of price, duration, payment terms, quality and reference scores for each project.

Does the AI make the bid decision for me?

No. It writes a short summary of the comparison and a reasoned suggestion. Choosing a bid, asking for a revised price and posting it to the budget are your decisions.

Can I see the penalty for a late task?

If the task is linked to a contract with a daily delay penalty, Santix shows an estimated penalty based on the days late. The estimate is for information; the deduction is entered separately in the payment.