Platform · Projects & delivery
Stage-gated delivery, not a to-do list.
Most project tools let you drag a card anywhere and call it progress. Voltara’s delivery module is a state machine: eight states, each with preconditions filtered to the project’s jurisdiction, and every transition written to the audit log. The board cannot say “commissioned” unless the record says so too.
8
project states, one at a time
20
pre-commissioning checkpoints
17
roles, server-gated actions
§01 · THE STATE MACHINE
Eight states, and the board enforces the order
A project moves through eight states from kickoff to closeout, and each transition has preconditions — filtered to the project’s jurisdiction, because what Cairo requires before energisation is not what Dubai requires. Skip a step and the machine notices.
- Eight states cover the delivery lifecycle — a project is always in exactly one, and the board shows which.
- Preconditions are jurisdiction-filtered: the machine asks for what your market’s authorities actually require, per the project’s jurisdiction setup.
- Every transition is audit-logged — who moved it, when, from which state to which. Disputes end at the log.
§02 · MILESTONE BILLING
Delivery states that move money
Milestone billing hooks the commercial side to the delivery side. Define billing milestones against the project, and when delivery reaches one, finance invoices it — with retainage held and released on the same invoice when its time comes.
- Bill against delivery milestones — one of four billing methods, alongside progress-SOV, cost-plus and T&M.
- Retainage is held and released on the invoice itself — no side spreadsheet tracking who owes what back.
- Per-project P&L keeps delivery progress and margin in one view.
- Paper comes out the other end: invoice, receipt and payment-proof PDFs are among the platform’s 15 document templates.
The full commercial engine lives in Finance & billing.
§03 · PRE-COMMISSIONING
Twenty checks before anyone flips the switch
The 20-point pre-commissioning checklist walks structural, electrical, commissioning, handover and closeout items — the questions a grid inspection or a client walkthrough will ask, asked first by your own board.
- Structural and electrical checks ahead of commissioning; handover and closeout items behind it — five disciplines, one checklist.
- The checklist lives on the project, so “are we ready to commission?” has one answer, not five opinions.
- Handover produces a handover certificate from the platform’s document templates — the client leaves the meeting with paper, not promises.
- For deeper QA discipline, Quality Gates adds 30 gates (QG-01–30) with evidence attachments and IEC 61215 / 61730 / 62109 references.
§04 · TASK PROPAGATION
One kanban for every team
Project work does not live in a silo. Tasks propagate into the unified cross-domain kanban — the same board that carries CRM, procurement and after-sales work — and completing a task propagates its effects onward. The site engineer, the accountant and the ops lead look at one queue, not four tools.
- Project tasks land on the unified kanban next to CRM, procurement and after-sales work.
- On-complete propagation: finishing a task triggers what depends on it, instead of waiting for someone to remember.
- Who can do what is not a convention — a 17-role permission model gates actions on the server, so the board reflects authority as well as work.
§05 · CHANGE ORDERS
Scope changes on the record
Change orders are first-class on the project: scoped to fixed-price billing methods — where a scope change actually moves the contract value — and gated on client sign-off, so by the time the final account is discussed, there is nothing left to argue.
- Change orders apply to fixed-price billing methods, where they belong.
- A client-signature gate: no recorded sign-off, no change to the billable contract value.
- Visible from the project, so delivery and commercial always read the same scope.
On the roadmap, not claimed today: in-app e-signature. The change-order gate works on recorded client sign-off — it does not yet include a built-in signing ceremony.
§06 · WORKS WITH
What delivery connects to
Stage-gated delivery sits between QA discipline, the commercial engine and the after-sales book.
Quality & compliance
30 quality gates (QG-01–30) across pre-install, mid-install and commissioning — run as enforce, advise or off — with evidence attachments and IEC 61215 / 61730 / 62109 plus NREA Art-5 references.
Finance & billing
Four billing methods, retainage held and released on the invoice, change orders, multi-currency lines and Egypt ETA e-invoice generation.
After-sales
Once the plant is handed over: warranty register, SLA templates, service tickets, maintenance visits and an 8-state claims workflow.
Walk a project through the gates.
Demos are founder-led. We’ll take a project through the eight states, bill a milestone with retainage, and close out the pre-commissioning checklist — on the same platform our own EPC arm runs daily.
Book a demo Included in the EPC Platform — $899/mo
The project state machine and unified task kanban ship from the Wedge Bundle at $499/mo. Milestone billing and change orders ride on Finance, included in the EPC Platform at $899/mo.