TGM Expert provides comprehensive project management including general projects, CAPEX projects (capital expenditure), budgets, and financial tracking.

Table of Contents¶

• Overview
• Projects
• CAPEX Projects
• Budgets
• Budget Variance
• Financial Tracking

Overview¶

Project Types¶

Project Workflow¶

Planning → Approval → Execution → Monitoring → Completion
    │          │          │            │           │
    ▼          ▼          ▼            ▼           ▼
  Budget    Finance    Work       Track        Close &
  Create    Review    Orders     Costs        Report

Projects¶

Project Entity¶

{
  "id": 1,
  "name": "Turbine Governor Upgrade",
  "description": "Upgrade governor system on Unit 1",
  "code": "PRJ-2026-001",
  "status": "IN_PROGRESS",
  "priority": "HIGH",
  "type": "UPGRADE",
  "startDate": "2026-01-15",
  "targetEndDate": "2026-06-30",
  "actualEndDate": null,
  "estimatedCost": 250000.00,
  "actualCost": 125000.00,
  "percentComplete": 50,
  "projectManager": {
    "id": 10,
    "name": "John Smith"
  },
  "location": {
    "id": 1,
    "name": "LG-2 Power Station"
  },
  "unit": {
    "id": 100,
    "name": "Turbine Unit 1"
  },
  "workOrders": [
    {"id": 500, "number": "WO-2026-0500"}
  ],
  "milestones": [
    {
      "name": "Design Complete",
      "dueDate": "2026-02-28",
      "status": "COMPLETED"
    },
    {
      "name": "Parts Ordered",
      "dueDate": "2026-03-15",
      "status": "IN_PROGRESS"
    }
  ]
}

Project Status¶

Project Types¶

API Endpoints¶

Create Project¶

curl -X POST https://api.tgm-expert.com/api/projects \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Turbine Governor Upgrade",
    "description": "Upgrade governor system on Unit 1",
    "type": "UPGRADE",
    "priority": "HIGH",
    "locationId": 1,
    "unitId": 100,
    "projectManagerId": 10,
    "startDate": "2026-01-15",
    "targetEndDate": "2026-06-30",
    "estimatedCost": 250000.00
  }'

Filter Projects¶

# By status
GET /api/projects?status=IN_PROGRESS

# By location
GET /api/projects?locationId=1

# By type
GET /api/projects?type=UPGRADE

# By date range
GET /api/projects?startDateFrom=2026-01-01&startDateTo=2026-12-31

CAPEX Projects¶

CAPEX Project Entity¶

{
  "id": 1,
  "name": "Transformer Replacement",
  "description": "Replace main transformer at LG-2",
  "category": "ELECTRICAL",
  "status": "APPROVED",
  "startDate": "2026-03-01",
  "endDate": "2026-12-31",
  "estimatedCost": "5000000",
  "actualCost": "1250000",
  "currency": "CAD",
  "approvalStatus": "APPROVED",
  "approvedBy": "CFO Office",
  "approvalDate": "2026-01-15",
  "location": {
    "id": 1,
    "name": "LG-2 Power Station"
  }
}

CAPEX Categories¶

Approval Status¶

API Endpoints¶

Create CAPEX Project¶

curl -X POST https://api.tgm-expert.com/api/capex-projects \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "Transformer Replacement",
    "description": "Replace aging main transformer",
    "category": "ELECTRICAL",
    "locationId": 1,
    "startDate": "2026-03-01",
    "endDate": "2026-12-31",
    "estimatedCost": "5000000",
    "currency": "CAD"
  }'

Budgets¶

Budget Entity¶

{
  "id": 1,
  "name": "2026 Maintenance Budget",
  "description": "Annual maintenance budget for LG-2",
  "fiscalYear": 2026,
  "type": "MAINTENANCE",
  "status": "APPROVED",
  "totalAmount": 2500000.00,
  "allocatedAmount": 1800000.00,
  "spentAmount": 450000.00,
  "remainingAmount": 2050000.00,
  "currency": "CAD",
  "location": {
    "id": 1,
    "name": "LG-2 Power Station"
  },
  "lineItems": [
    {
      "category": "PREVENTIVE_MAINTENANCE",
      "budgeted": 1000000.00,
      "spent": 250000.00
    },
    {
      "category": "CORRECTIVE_MAINTENANCE",
      "budgeted": 500000.00,
      "spent": 150000.00
    },
    {
      "category": "SPARE_PARTS",
      "budgeted": 750000.00,
      "spent": 50000.00
    }
  ]
}

Budget Types¶

API Endpoints¶

Create Budget¶

curl -X POST https://api.tgm-expert.com/api/budgets \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "name": "2026 Maintenance Budget",
    "fiscalYear": 2026,
    "type": "MAINTENANCE",
    "locationId": 1,
    "totalAmount": 2500000.00,
    "currency": "CAD"
  }'

Budget Variance¶

Track budget vs actual spending.

Variance Analysis¶

curl -X GET "https://api.tgm-expert.com/budget-variance?budgetId=1" \
  -H "Authorization: Bearer $TOKEN"

Response:

{
  "data": {
    "budgetId": 1,
    "budgetName": "2026 Maintenance Budget",
    "period": "YTD",
    "budgeted": 2500000.00,
    "actual": 450000.00,
    "variance": 2050000.00,
    "variancePercent": 82.0,
    "status": "UNDER_BUDGET",
    "byCategory": [
      {
        "category": "PREVENTIVE_MAINTENANCE",
        "budgeted": 1000000.00,
        "actual": 250000.00,
        "variance": 750000.00,
        "variancePercent": 75.0
      },
      {
        "category": "CORRECTIVE_MAINTENANCE",
        "budgeted": 500000.00,
        "actual": 150000.00,
        "variance": 350000.00,
        "variancePercent": 70.0
      }
    ],
    "monthlyTrend": [
      {"month": "2026-01", "budgeted": 208333, "actual": 200000},
      {"month": "2026-02", "budgeted": 208333, "actual": 250000}
    ]
  }
}

Variance Status¶

API Endpoints¶

Financial Tracking¶

Cost Tracking¶

Track costs across projects and work orders:

curl -X GET "https://api.tgm-expert.com/cost-tracking/project/1" \
  -H "Authorization: Bearer $TOKEN"

Response:

{
  "data": {
    "projectId": 1,
    "projectName": "Turbine Governor Upgrade",
    "estimated": 250000.00,
    "committed": 150000.00,
    "spent": 125000.00,
    "remaining": 125000.00,
    "percentComplete": 50,
    "byCategory": {
      "labor": 50000.00,
      "materials": 60000.00,
      "services": 15000.00
    },
    "byMonth": [
      {"month": "2026-01", "spent": 25000.00},
      {"month": "2026-02", "spent": 100000.00}
    ]
  }
}

Cost Categories¶

Dashboard Integration¶

Project Dashboard¶

curl -X GET "https://api.tgm-expert.com/dashboard/projects" \
  -H "Authorization: Bearer $TOKEN"

Response:

{
  "data": {
    "totalProjects": 25,
    "activeProjects": 12,
    "completedThisYear": 8,
    "onHold": 2,
    "overdue": 3,
    "totalBudget": 10000000.00,
    "totalSpent": 4500000.00,
    "byStatus": {
      "IN_PROGRESS": 12,
      "PENDING_APPROVAL": 5,
      "ON_HOLD": 2,
      "COMPLETED": 8
    },
    "byPriority": {
      "HIGH": 5,
      "MEDIUM": 12,
      "LOW": 8
    },
    "upcomingMilestones": [
      {
        "projectId": 1,
        "projectName": "Governor Upgrade",
        "milestone": "Parts Ordered",
        "dueDate": "2026-03-15"
      }
    ]
  }
}

Filtering & Sorting¶

Filter Parameters¶

# By status
GET /api/projects?status=IN_PROGRESS

# By location
GET /api/projects?locationId=1

# By date range
GET /api/projects?startDateFrom=2026-01-01&startDateTo=2026-12-31

# By project manager
GET /api/projects?projectManagerId=10

# By priority
GET /api/projects?priority=HIGH

Sorting¶

# Sort by start date
GET /api/projects?sort=startDate&order=DESC

# Sort by estimated cost
GET /api/projects?sort=estimatedCost&order=DESC

# Sort by percent complete
GET /api/projects?sort=percentComplete&order=ASC

Best Practices¶

1. Set Clear Milestones¶

Break projects into trackable milestones:

{
  "milestones": [
    {"name": "Design Complete", "dueDate": "2026-02-28"},
    {"name": "Parts Ordered", "dueDate": "2026-03-15"},
    {"name": "Installation Start", "dueDate": "2026-04-01"},
    {"name": "Testing Complete", "dueDate": "2026-05-15"},
    {"name": "Project Closeout", "dueDate": "2026-06-30"}
  ]
}

2. Link Work Orders¶

Associate work orders with projects for cost tracking:

{
  "projectId": 1,
  "workOrders": [500, 501, 502]
}

3. Regular Budget Reviews¶

Monitor budget variance regularly:

# Weekly variance check
GET /budget-variance?budgetId=1&period=WEEKLY

4. Use CAPEX for Major Investments¶

Use CAPEX projects for: - Equipment purchases > $50,000 - Infrastructure upgrades - New installations - Major refurbishments

5. Document Approvals¶

Track all approvals in the system:

{
  "approvalStatus": "APPROVED",
  "approvedBy": "John Smith - VP Operations",
  "approvalDate": "2026-01-15",
  "approvalNotes": "Approved per budget meeting 2026-01-10"
}