4 - Starting on-site
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      3. 4 - Starting on-site

      4.2 - Project roles, issues and external costs

      In this article

      Project roles - what are they & how do I use them?

      Project roles can be used as a project directory where you can specify who is working on your project. It allows you to link colleagues from your business, subcontractors and operatives.

      It is available from the onsite area of the project (blue menu). The people in your project directory can then be linked to project issues that you may need to log and track.

      The video below provides full details on how to use and update your project roles.

      Project issues - what are they & how do I use them?

      An issue is a free type form that can be used to track anything that you wish to log on your project. You could use it to log snags, track health & safety issues or for evidencing delays.

      You can set an issue owner, assign the issue to someone in your team for them to resolve, set a due date, and provide details relating to the issue.  You can also link various types of files and documents to your issue record.

      If you are using takeoff on an onsite project, you can pin your issue to an exact location on the drawing. 

      The video below provides full details on how to use and update project issues.

      External costs - what are they & how do I use them?

      External costs can be used to track any costs on your onsite project that are not covered by material orders, labour claims or fixed cost orders. This can be used to make an allocation for overheads or to attribute costs for which you don't a specific invoice.

      The video below provides full details on how to use external costs.

      Project roles, issues and external costs

      The following video (6 mins) covers:

      • Project roles (0.12)

      • Project issues (0.51)

      • Issues & takeoff in the onsite project (2.10)

      • External costs (4.25)


      Test your learning

      Now that you have learned more about project roles, issues and external costs, try them out for yourself. The following activity documents contain practice examples to apply what you've learned.

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