Ports and terminals
Quays, berths, landside works
Project management information system
Run every capital project
on one system of record.
Projects, contracts, money, construction workflows, documents and reporting. Initiation to closeout.
99.9%
Availability,
backed by SLA
3
Environments:
Dev/Test, UAT, Production
Two-way
ERP sync, daily
or event driven
REST
Documented API
across every object
Project control
CIP-2214 Water Treatment Plant Upgrade
Current authorization
$48,500,000
Committed to contracts
$41,200,000
Invoiced and paid$28,940,000
Committed against authorization85.0%
$3,200,000
$0Headroom $7,300,000$12M
Passes authorization control
Revised commitment of $44,400,000 stays within authorization. Routed for approval.
Drag the change order. Watch the control decide before anything reaches the ledger.
Project lifecycle
Execution, phase by phase.
Built for delivering funded projects, not long-range capital planning.
Initiation
Create the project, classify it, tag the funding source, assign the team.
Nine modules,
one record.
A change order raised in the field moves the commitment, the forecast, the dashboard and the audit trail at the same moment.
Project and portfolio
Program, department, funding source, phase
Contracts
Award to final acceptance
Budget and financials
Live position, synced to your ERP
Construction admin
RFIs, submittals, punch lists, as-builts
Invoices and SoV
Line matched before review
Workflow engine
Role, threshold, conditional logic
Documents
Synced to your enterprise repository
Schedule and resources
Import, link, forecast, plan capacity
Analytics
Dashboards, ad hoc, live BI connector
Built for programs that get audited.
Quay, bridge or depot, the control and reporting demands are the same.
Transportation and transit
Corridors, bridges, track renewal
Buildings and facilities
New build, renovation, fit-out
Energy and utilities
Generation, substations, networks
Industrial and process
Expansions and shutdown work
Depots and logistics
Delivered around live operations
Financial control
Where the money is, right now.
Authorized, budgeted, committed, invoiced, paid. Every bar drills through to its transactions.
CIP-2214 position
Live from ERP
Current authorization$48.5M
Revised budget$47.9M
Committed to contracts$41.2M
Invoiced$29.5M
Paid$28.9M
Remaining authorization
$7.3M
Cost to complete
$18.4M
Forecast at completion
$47.9M
Two-way with your ERP
Trestle ERP
AuthorizationBudgetCommitments TransactionsPayment status
Daily at minimum. Event-driven where the workflow needs it.
Cash flow, 8 quarters
Actual Forecast
Forecast from the loaded schedule, not a straight line across the year.
Built-in cost controls
Four rules run at entry, not in next month's report.
Contract line ceiling
No commit past the line
Invoice ceiling
No approval past authorization
Change order limit
Held until authorization moves
Change of record
Workflow only, never direct edit
Audit trail Who What When Previous value New value
Access
Exactly the access they need.
Enterprise, portfolio or project level. Several roles per user. Many contacts per external organization.
SAML SSO Split admin duties Permissions in search
Pick a role to see what changes.
Project manager
Assigned projects
Vendor portal
Contractors do real work here.
External participants outnumber internal ones on most capital programs. They get more than a read-only window.
External participants
Submit invoices, match to PO lines
Raise RFIs and submittals
Upload and comment on documents
Review drawings, take approval steps
ContractorsConsultantsVendors
Trestle
Internal teams
Review against contract and SoV
Route through approval rules
Cost controls run at approval
Release to the financial system
Project teamsFinanceExecutives
One organization, many contacts, different permissions each.
Construction
The contract, end to end.
Owner, project manager, consultant, engineer, contractor and vendor on the same record.
On site
The drawing in their hands and the record in Trestle are the same revision.
Field logs to contract
Cost impact at approval
Single revision history
Consultant responses tracked
Contract lifecycle
01
Creation and lines
02
Procurement approval
03
Notice to proceed
04
Changes and amendments
05
Substantial completion
06
Acceptance and closeout
RFIs
Submittals
Minutes
Inspections
Directives
Field changes
Punch lists
As-builts
Daily reports
Project logs
Drawings
Change orders
Invoicing
Invoices arrive matched.
Line matched against the purchase order and the schedule of values before a reviewer opens it.
01
Submitted
By the vendor, in the portal
02
Validated
Fields, documents, totals
03
Matched
PO, contract and SoV lines
04
Reviewed
Project, then finance
05
Decided
Controls run again at approval
06
Released
To the ERP for payment
Schedule of values
Contract C-4471, General Construction
| Bid item | Original | Changes | Current | Invoiced | Remaining |
|---|---|---|---|---|---|
| 02 · Sitework | 3,480,000 | 120,000 | 3,600,000 | 3,600,000 | 0 |
| 03 · Concrete structures | 9,150,000 | 410,000 | 9,560,000 | 8,204,000 | 1,356,000 |
| 11 · Process equipment | 14,700,000 | 2,640,000 | 17,340,000 | 10,110,000 | 7,230,000 |
| 26 · Electrical and controls | 6,220,000 | 1,430,000 | 7,650,000 | 4,509,000 | 3,141,000 |
| Contract total | 33,550,000 | 4,600,000 | 38,150,000 | 26,423,000 | 11,727,000 |
SoV lines roll up to the original bid items, so changes never obscure the award.
Workflow
Approvals that follow your delegation of authority.
Administrators change the rules. No code release.
SubmitAssignReviewApprove RejectReturnEscalateNotifyClose
Rule builder
CO-APPROVAL-03
When Transaction typeis Change order
And Amountis over $250,000
And Funding sourceis Grant
Then Project manager Supervisor Grants compliance Finance director
And Escalate after 5 daysNotify contractor
Documents
Your repository stays the system of record.
Files of 100 MB and above, so full drawing sets do not have to be split.
Trestle Enterprise repository
Browse repository in context
Configurable folder structures
Near real-time sync
Closeout archiving
Consultants and contractors upload, review and comment inside controlled project folders.
In the field
Approve it before you reach the truck.
Drawings, change orders and approvals from a phone or tablet on site.
Drawing reviewChange orders ApprovalsField documents
Analytics
Reporting you build yourself.
A new report should not require a professional services engagement.
Project
FinancialsScheduleContracts IssuesApprovalsForecast
Program
Portfolio financialsPerformanceRisk SpendCommitments
Enterprise
Portfolio healthCapital programExposure ActualsForecasts
Documented schemas
Tables and definitions for your analysts.
Ad hoc reporting
Query, drill, export, save, schedule.
Live BI connector
Table access, refresh, semantic model.
Integration
Event driven, not overnight batch.
A documented REST API exposes projects, contracts, financials, documents, workflows and schedules.
Application event
Change order approved
Invoice released
Contract amended
Event bus
Enterprise systems
ERP and finance BI platform Document repository Semantic data layer
Extensible
CRMGISCollaboration Drawing reviewSpec writing
Delivery model
Subscription SaaS, with a place to test first.
Dev / Test UAT Production
A non-production environment stays available for the life of the subscription.
99.9%
Availability, backed by SLA
100MB+
Single file uploads, drawing sets included
Data
- In transit
- At rest
- Backup and recovery
- Residency stated
Identity
- SAML SSO
- RBAC
- Least privilege
- Duty segregation
Operations
- Vulnerability mgmt
- Monitoring
- Incident response
- External assessment
Audit
- Financial changes
- Workflow decisions
- Contract actions
- Config changes
Controls are described as aligned to recognized frameworks. Attestations and hosting details are shared under NDA during evaluation.
Delivery
Software, plus the team that lands it.
Implementation, integrations, migration, training, go-live and ongoing support.
Phase 01
Discovery
Workshops, validation, future-state workflows
Phase 02
Design
Roles, rules, integrations, data model
Phase 03
Build
Configuration, ERP and repository, migration
Phase 04
Go live
UAT, cutover, hypercare, support
Migration
MappingCleansingDocumentsReconciliation
Training
AdminEnd userExternal userGuides and video
Support
Ticket portalPriority tiersEscalationResponse SLA
Capital planning tool or execution tool?
Execution. Trestle runs projects that are already approved and funded, and reads authorization and budget from your financial system.
Can contractors submit invoices themselves?
Yes. Each external organization gets portal logins with per-contact permissions, submits against a contract or purchase order, and tracks approval through to payment.
How current is the financial data?
Daily at minimum, and event driven where a workflow needs it. One way or two way depending on which system owns the value.
Do we have to move off our document repository?
No. Trestle browses it in context, writes generated documents back to it, keeps folder structures aligned and archives at closeout.
What does it cost?
Scoped to your program: user mix, integration count, migration volume and training. You get a written scope and proposal after discovery.
- Contact Us
Let’s Talk About Your Product
Get expert guidance on scope, architecture, timelines, and delivery approach so you can move forward with confidence.
What happens next?
- We review your requirements
- Strategy call with experts
- Clear roadmap & estimate
- NDA Protected
- Enterprise Grade Delivery
- Global Clients