Project Overview

In Projects page, you can create new projects, create new costing for a project, set up your jobs, sort and manage, and set permissions.

 

User interface overview

Projects page is easy to use, clear and intuitive.

  1. Always on top of all the pages, you can see the current and selected project and costing name.
  2. Toggle list view / Item view.
  3. To create a new project or a new costing for a project, click on the + New button. To learn how to create a new project, see this page. To learn more about Costings, click here.
  4. Overview: to have an overview of the selected project, click on this tab. You'll get some information about the project and the selected costing.
  5. Settings: to change the settings of the project or the costing, use this tab. See this page for more information.
  6. Permissions: to give permission to other users to access a project or a costing, use this tab. See this page for more information.
  7. Clients: to add the client of the project, use this tab. Clients are used when you want to send a document, like a Progress Claim, or a Variation. To learn how to create a new project, see this page.
  8.  Markups: Manage margins or markups on this tab. Mark-ups are the figures you want to add on top of the costs to get to the contract price, like Commission, Profit, or Franchise Fees. Learn more about Markups here.
  9. Contract Stages: Setup your contract stages for a job using this tab. Learn more about Markups here.
  10. WBS: Work Breakdown Structure, or Cost Centers, is used in a costing to organise items. The other names for WBS are: Cost Codes, Cost Breakdowns, or Cost Centers. Examples of cost codes would be Carpenter, Slab, Plasterboard, Plumbing Fixtures, or Appliances.