The project is the starting point.

Every project for the year, organized.

Organize company projects within annual work programs and link each project to its department, area and expenditure classification.

• Create projects within a specified fiscal year.
• Show the work program year clearly.
• Classify OPEX and CAPEX.
• Link projects to departments and areas.
• Search by project number or description.
• Filter by year, department, area and status.
• Open details from the project list.
• Show available actions according to role and project status.

Separate total project cost from annual allocation.

Projects may span several years, while the work program covers allocations for a particular year. PetroPlan makes this distinction clear.

• US-dollar budgets in the current scope.
• Total Project Cost and Annual Budget Allocation.
• Quarterly allocation across Q1–Q4.
• Check quarterly totals against the annual allocation.
• Multi-year allocations according to the implemented model.
• Budget consolidation by department, area and expenditure type.

Total Project Cost describes the financial size of a project; Annual Budget Allocation describes the amount planned for that year.

See the recorded decision and the remaining approval.

Projects move from departments to Planning and through the approval stages agreed by the company.

1. Prepare a departmental draft.
2. Submit to Planning.
3. Review data and budgets and resolve comments.
4. Record OMC Approval.
5. Record Partner Approvals.
6. Reach Fully Approved status once all required approvals are complete.

Each partner’s decision is recorded independently. Where two approvals are required, the project remains Pending Approvals until both partners approve the relevant version.

Delegated decisions may be recorded under company-authorized permissions, with the acting user and represented entity documented.

Track budget utilization at project level.

Link Recorded Expenditure to projects and annual allocations to follow spending, Remaining Budget and utilization.

• Entry by authorized departmental users.
• Planning entry and review within assigned permissions.
• Project-level expenditure and annual allocation comparison.
• Remaining Budget and utilization.
• Results grouped by year, department and area.

Spending indicators depend on entered or imported data. Commitments, purchase orders and financial adjustments require defined functional coverage or integration before inclusion.

A clear reference across reports and years.

Project numbering supports identification and retrieval. Project Rollover moves eligible projects into the next year while retaining their previous reference.

Example: ADO-24-RE-A91-01

Allocations and data are reviewed when preparing a new year. Retaining or changing numbers follows approval status and company policy, with the previous reference recorded.

Reports from the same data you review.

Prepare consolidated and detailed reports by year, department, area and expenditure type for reviews, meetings and periodic follow-up.

Values are in US dollars. Where thousands are used, the report specifies: all values in USD thousands unless stated otherwise. Report formats and printing requirements are agreed and validated during implementation.

Access aligned with each user’s responsibilities.

Viewing, entry, editing, review and approval permissions are configured around roles and work scope.

Permissions cover project access, project creation and editing, submission, approval decisions, expenditure entry and review, reference data, user roles, reporting, exports and administrative actions.

Access settings are reviewed with the client, and core roles are tested before operational launch.