This section will go through the steps of creating a project.

Enter the purchase order number for the project.

Click the "Estimated Project Value" field.

Enter the address where the project is taking place.

Click "1 Bailey Crescent, Southport QLD, Australia"

1 Bailey Crescent, Southport QLD, Australia

This section will run through creating the different jobs which will act as the line items in your progress claims.

Enter a name for the job, which in this case will be the name of the line item of work.
Type "Site Preparation"

Enter a name for the job, which in this case will be the name of the line item of work.

Select the branch that will be undertaking the work.

Click "2.1 - Civil Engineering - Gold Coast"

Select the person who will be responsible for this job.

Enter the total value for this line item in the "Estimated Value ($)" field.

Enter a Start Date and Finish Date for this job.

This section will go through how to add deliverables to each Job which will act as a single stage of the progress claim.

Click the "Name" field.\
Enter a name such as "Progress Claim September 2023 - 20%"

Enter the pertentage of the amount you would like to claim.

E.g. 20%

This will update the Price field to be 20% of the total.

This section covers the invoicing of your progress claim.

Click "Add All" to add all available deliverables that are yet to be invoiced.

In this section, we're going to step through where to view the status of your progress claims.

The project header shows how much has been invoiced and is broken down into overdue and unpaid categories.

The Project Financials & Progress Overview displays the key financial and progress metrics including the amount of overall work that has been progress claimed vs the total.

The Job view also displays an overview of how much has been claimed against it to date.

Create a Project