Labour applications
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      1. User hub
      2. Labour menu (onsite projects)
      3. Labour applications

      Generating labour applications from progress

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      Labour applications

      Labour applications can be received in various formats, such as handwritten or spreadsheets. Managing incoming labour applications can be one of the biggest reasons costs can escalate beyond budgets and out of control. 

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      Labour progress

      Before completing any labour progress applications, we recommend reading the article “How to Track Subcontractor Progress”, which explains how to mark progress and record labour directly on takeoff drawings.

      Labour applications can be generated directly from  your recorded progress from your takeoff drawings.

      If progress has been recorded via the Takeoff Progress section and includes subcontractor information, the associated labour is automatically saved in the Labour Progress section of the onsite Labour menu.

      1. Filters - Use the filters at the top as required easily display the labour activities and progress  you want to include in an application.
      2. Labour activities – Each activity with recorded progress from Takeoff Progress and assigned to a subcontractor will appear in the table, showing the activity name, rate, subcontractor, date, quantity, and total cost.
      3. Tick boxes - Tick the box for each of the listed activities you want to add to a labour application. 
      4. Select options - Once you have selected the required activities, click 'Add x to application' and the activities will move from the 'Labour progress' section to the 'Review applications'.

      Selecting multiple items across different subcontractors will generate separate labour applications per subcontractor.

      For guidance on reviewing and approving your saved applications, see the article How to review and approve labour application.

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      Writing off labour progress

      If you have work has been completed, and progress marked, but you aren't going to actually pay out for, you can 'write off' the cost to mark the measure as complete but with £0 labour cost. 

      1. Tick boxes – Choose the activities for which you want to write off the labour costs.
      2. Write off - Click the 'Write off' button and the write off pop up will display.
        1. Effective date - Enter the date on which the write-off for these activities should take effect.
        2. Subcontractor - Select the subcontractor, typically this will be your own company or a placeholder company set up to track the write-off items. See article Adding and editing subcontractors for details on adding subcontractors
        3. Mark as approved - The application(s) will be created and appear in the 'Review applications' section, ready for approval. To have the 'Write-off' applications approved automatically, tick the 'Mark as approved' box before clicking 'Save'.
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