Documentation / Public Works

Public Works

Manage procurement contracts, track construction execution and control financial measurements for your municipality.

Overview

PraticOS for Public Works allows municipalities to manage procurement contracts, track construction execution, and control financial measurements — all in compliance with current legislation.

Compliance with Brazilian Procurement Law (14.133/2021)

The system was designed to meet the requirements of the New Procurement Law (Law 14.133/2021), with complete traceability of contracts, measurements, and payments.

Contract Management

Register and track procurement contracts with detailed status for each phase

Construction Measurements

Record physical and financial measurements with standardized forms

Inspections & Oversight

Conduct field inspections with checklists, photos, and automatic reports

Concept Mapping

PraticOS adapts its terminology for the public works context. See how municipal concepts map to the system:

Municipal Concept In PraticOS Description
Construction / Project * *
Procurement Contract * *
Contracted Company * *
Construction Measurement * *
Construction Inspector * *
Secretary / Manager * *

Initial Setup

Set up PraticOS for your municipality in a few steps.

1. Create the Company

  1. Download the PraticOS app from the App Store or Google Play
  2. Create an account with the municipality's institutional email
  3. In the company registration, fill in the municipality data (tax ID, address)

2. Select the Segment

  1. Go to Settings → Company
  2. Under Segment, select Public Works / Municipalities
  3. The system will automatically adapt labels and forms for the municipal context

3. Register Contracted Companies

  1. Go to the Customers module
  2. Register each contracted company with tax ID, company name, and contact person
  3. These companies will be linked to contracts (Service Orders)

4. Configure Team

  1. Go to Settings → Collaborators
  2. Add construction inspectors with the Supervisor profile
  3. Add secretaries and managers with the Administrator profile
  4. Add contracted companies with the Technician profile (limited access)

Contract Management

Each procurement contract is managed as a Service Order in PraticOS, with statuses that reflect the phases of the procurement process.

In Procurement

Procurement process underway. Contract not yet signed.

Contracted

Contract signed, awaiting start of construction execution.

In Execution

Construction underway with measurements and inspections being performed.

Completed

Construction finished, with all measurements and payments made.

Terminated

Contract terminated due to non-compliance or administrative convenience.

How to Create a Contract

  1. Go to the Service Orders module
  2. Tap + to create a new SO
  3. Select the contracted company (customer)
  4. Register the construction project as a device (name, address, type)
  5. Fill in contract data: number, value, execution deadline
  6. The contract will have In Procurement status until approved

Custom Fields

  • Device: Renamed to "Construction" — register project name, address, and type
  • Contract Number: Dedicated field for the procurement process number
  • Contract Value: Total contract value for measurement control
  • Execution Deadline: Expected start and end dates for the construction

Measurements & Inspections

The system provides specific forms for public works monitoring, enabling standardized measurements and field inspections.

Construction Measurement

Percentage record of physical execution with fields for quantity and measured value

Field Inspection

On-site inspection checklist with photo documentation and observations

Resource Release

Control of transfers and fund releases linked to the contract

Physical-Financial Schedule

Tracking planned vs. actual construction progress

How to Fill a Measurement

  1. Open the desired contract (Service Order)
  2. Go to the Procedures tab
  3. Select the Construction Measurement template
  4. Fill in the fields: stage, percentage executed, measured value
  5. Add photos of construction progress
  6. Save — the measurement will be recorded in the contract history

How to Record an Inspection

  1. Open the contract for the construction to be inspected
  2. Go to the Procedures tab
  3. Select the Field Inspection template
  4. Fill in the checklist of items to verify
  5. Record photos and observations for each item
  6. The report will be automatically generated with date and responsible person

Financial Control

The PraticOS financial module is adapted for the public works context, with specific labels and features for municipal contract management.

Adapted Labels

In the Public Works segment, financial labels are customized: "Payment" becomes "Measurement", "Price" becomes "Contract Value", "Discount" becomes "Deduction", among others.

How to Record a Financial Measurement

  1. Open the desired contract (SO)
  2. Go to the Summary section and click on Total
  3. Record the approved measurement value
  4. The system automatically updates the contract balance and progress bar

Works Dashboard

  • Total Contract Value: Sum of all active contracts in the period
  • Measured Value: Total of approved and paid measurements
  • Remaining Balance: Difference between contract value and measured value
  • Overall Progress: Average execution percentage of construction projects

Profiles & Permissions

The PraticOS profile system maps to the typical roles in a municipality for public works management:

Contracted Companies with Limited Access

Contracted companies registered as Technicians can only view Service Orders assigned to them, without access to financial data or other contracts.

Municipal Role PraticOS Profile Access
Works Secretary * *
Engineering Director * *
Construction Inspector * *
Contracted Company * *
External Consultant * *

Frequently Asked Questions

Do I need a digital procurement system to use PraticOS?

No. PraticOS complements the procurement system. It manages contract execution after the procurement phase, not the procurement process itself.

Can I use PraticOS for existing contracts already in execution?

Yes. Simply register the contract as an SO, enter the contract value and the percentage already executed. The system will track from that point forward.

How to manage multiple construction projects simultaneously?

Each project is an independent Service Order. Use the dashboard for a consolidated view of all projects, with filters by status, company, and period.

Can the construction inspector see financial values?

No. Inspectors (Supervisor profile) have access to physical measurements and inspections but cannot view financial values. Only Administrators and Managers access financial data.

Can the contracted company access the system?

Yes, with limited access. The company is registered with a Technician profile and can only view SOs assigned to it, without access to financial data or other contracts.

Is it possible to generate measurement reports?

Yes. Measurements recorded via procedures generate automatic reports with date, responsible person, and photos. The SO PDF includes the complete measurement history.

Does the system comply with Law 14.133/2021?

PraticOS helps with contract management and traceability as required by law, recording measurements, payments, and inspections with complete history. However, it does not replace specific procurement systems.

Can I share construction progress with citizens?

Yes. Use the Share SO feature to generate a public link with construction progress, measurements, and photos. Ideal for public transparency.

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