User-Defined Entities for Flexible Project Configuration

Selecting or building software to support complex project delivery typically begins with careful requirements gathering and alignment across stakeholders. Even with a solid plan, reality sets in after go-live: new data fields are needed, processes evolve, terminology differs by organization, and external requirements change. Systems that cannot adapt quickly become hard to use or obsolete. 

The challenge is balancing a strong, standardized core with the flexibility to reflect each client’s unique workflows, without resorting to custom code or one-off implementations. 

Strong Core That Adapts To Your Requirements

O3 is built on a proven project management framework that supports methodologies such as Advanced Work Packaging (AWP) and traditional Work Breakdown Structures (WBS). Around this core, the platform provides configurable data grids, forms, reports, and dashboards, giving teams the ability to tailor their experience while preserving consistency, security, and performance. 

What Are User-Defined Entities (UDEs)? 

User-Defined Entities extend that flexibility. UDEs let organizations model additional business objects and processes using O3’s data model, permissions, workflows, and reporting, without custom development. 

Put simply: if you can describe the item you need to track and how it behaves, you can represent it in O3 as an entity. 

Examples of what you can model with UDEs 

• Variation / Change Orders / Change Notices. 

• Design or Field Change Notices (DCNs / FCNs). 

• Non-Conformance Reports (NCRs). 

• Permits (planning, environmental, electrical access, lock out). 

• Non-Destructive Testing (NDT) records. 

• Issue and risk logs. 
  

With UDEs, organizations (or even individual projects) can align the platform to their terminology and governance while remaining within O3’s familiar, secure framework. 

How it works at a glance

• Define the entity: name, attributes/fields, relationships to existing objects. 

• Control behavior: configure states, workflows, and approvals. 

• Govern access: apply roles and permissions to protect data and actions. 

• Make it actionable: surface entities in forms, dashboards, reports, and automations. 

No code is required, and configurations are maintainable over time by authorized administrators. 

Why This Matters

• Future-proofing: Adapt to organizational changes and new requirements without needing a new solution. 

• Consistency: Extend with the same security model, auditability, and performance as native entities. 

• Speed to value: Configure in hours, not months, to keep projects moving. 

• Scalability: Standardize what should be standard, customize what must be unique. 

Our Release Cadence: A Promise, Not Just a Practice 

As part of our culture and commitment to customers, O3 ships on a bi-weekly release cadence. This predictable rhythm ensures new capabilities, like enhancements to UDEs, reach you quickly, with clear release notes and minimal disruption. It’s how we keep the platform aligned with your evolving needs. 

Change is inevitable; complexity is optional. By combining a robust project delivery core with UDEs, O3 gives you a system that is both dependable and adaptable. 

Want to Learn More?

• See it in action: Request a tailored demo of UDEs for your use cases. 

• Pilot quickly: Work with us to stand up an interactive pilot and validate fit with real data. 

• Explore the platform: Learn how we support end-to-end project delivery.