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Project hub & onsite assessments
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Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
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Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
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User hub
Project hub & onsite assessments
Getting started
Where to start
Data imports
Learning programme
1 - Start here!
2 - Resources
3 - Estimating
4 - Starting on-site
5 - Variations
6 - Procurement
7 - Progress & applications
8 - Project admin & reports
9 - Accounts
10 - Supply & fit
Contact our helpdesk
Help & Support
Projects, off site assessments & tenders
Projects
Assessments
Rate build up
Bill of quantities
Fixed costs
Adjustments
Value Engineering
Tenders
Takeoff
Resources menu
Product templates
Supply & fit quotes
Materials
Material quotes
Labour activities
Labour quotes
Fixed costs
Contacts menu
Accounts menu
Accounts reporting and export
Accounts data set up
Admin menu
Project hub & onsite assessments
Onsite assessments
Variations
Progress menu (onsite projects)
Materials menu (onsite projects)
Material bill and orders
Deliveries
Invoices
Labour menu (onsite projects)
Labour bill
Labour applications
Fixed costs menu (onsite projects)
Applications menu (onsite projects)
Outgoing applications for payment
Incoming applications for payment
Project roles, issues & external costs
Reports
Project reports
Releases & updates
Project hub & onsite assessments
Including managing assessments and variations once a project has gone onsite
Onsite assessments
Update product pricing
Hide from applications feature
Editing the scope of onsite assessments
Understanding the assessment overview page - onsite
How to complete a post tender review
How to rename an assessment & change contract scope on a live project
How to subzone an assessment after entering main zone quantities
How to remove a package assessment once accepted onsite
How to add and review contingencies items on live projects
How to close a project
Setting opening balances for budget only assessments
See more
Variations
Add variation zones to lump sum assessments
How to add and structure a variation
How to cost and price a variation
How to make variation adjustments to the contract scope (add & omit)
How to do an extra over or cost saving variation
How to do negative variations
How to do fixed cost variations
What to do when your client accepts your variation
Tips & tricks when managing variations
How to handle variations in budget only assessments
See more