In this article
- Reviewing labour applications
- How to review labour applications
- How to edit an application
- How to approve an application
- Want to know more?
Reviewing labour applications
Chalkstring enables you to compare applications from multiple contractors against the scope and progress data simultaneously. This ensures you make informed decisions when approving labour payments. Once you have input the labour applications you have received for the current period in the ‘Current Application’ section, you can review, edit and approve these.
How to input labour applications
- Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
- Search for and click the 'Project' required.
- Within the project homepage, click the ‘Project hub’ sub-menu.
- Expand the main Chalkstring blue menu bar and click ‘Labour’.
- Click on the ‘Review Applications’ sub menu and any applications ready for review will be displayed.
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Red number indicates outstanding applications waiting for review and approval.
B - Application summary
- Each applications input is listed here for each contractor.
- In this section you can delete, view more details for the application or approved the application.
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To view a specific contractor’s application, or to attach drawings or documents, click the magnifying glass icon.
C - Activity details
- List of activities applied for in the current applications. As a default, the current application table is set to show the cumulative total figures for each activity, across all packages and zones.
D - Quantity details
- Shows the applied quantity and applied rate from the contractor.
- If the quantity field is red, you will need to investigate this application further before approving the payment. This is because the application exceeds either the current marked progress in Chalkstring, or the total scope data for this activity across the whole project.
How to edit an application
Editing the quantity or rate
Application may need to be edited for various reasons, such as, if a subcontractor has applied for more than you believe has been progressed or at an incorrect rate.
1. Before an application can be edited, a package and zone must be selected using the filters.
- Select the 'Package' from the drop-down menu, and select the required zone from the drop down.
To see the package and zone details for an application, click on the magnify glass and scroll to the 'Items' section at the bottom of the page.
- A edit pencil icon will appear above the 'Applied Quantity' field. Click this icon to make any required changes. Any adjusted quantities or rates will feed back into the labour bill.
2. Once the change has been made, click 'Update', This will update the amount to be accepted and approved for payment, whilst maintaining a record of the amount originally specified.
Editing the date or contactor details
The effective date or the subcontractor can be updated if required.
1. Click the magnifying glass icon to view the application.
2. Click the 'Edit Application' in the top right corner and update the date or contractor details as required.
3. Click 'Save Application'.
The application can also be deleted from the view application page if required, or exported to excel by clicking the 'Delete application' or 'Export application' buttons.
How to approve applications
Once you have finished reviewing, editing and updating the applications to reflect the project’s current progress figures, or checks have been made to ensure the labour figures are correct, progress has also been updated to track this, and you are happy all the applications are correct, you can approve the applications by clicking the ‘Approve Figures’ button(s) for each application. This will transfer the application(s) from being ‘Current’ to ‘Previous’.
Chalkstring will automatically updated the 'Accounts' menu with application approvals to enable payment to relevant contractors with the correct amount.