Projects, Operations and Public Project Portals
Guides for project lists, project delivery, files, variations, costing, purchase orders, payments, sign-off and public portals.
Projects list
Use the Projects list to search project records, review status, monitor cost variance indicators and open the right project for delivery work.
Project overview
Use the project overview to manage core delivery details, client contact information, site plan access and handover status.
Project milestones
Use project milestones to show project progress, update completed stages and prepare the project for handover.
Project files and photos
Use project files and photos to store client-visible project documents, site images, proof files and BYDA plans.
Project variations
Use project variations to manage approved and pending change orders, client signatures, variation invoices and project contract value updates.
Project operations
Use project operations to manage the practical site pack, public installer view, SWMS, BYDA records, purchase orders and receiving workflows.
Project job costing
Use project job costing to set a baseline, record actual costs, track material receipts and monitor variance alerts.
Purchase orders
Use purchase orders to prepare supplier order drafts, issue orders, track supplier ETA, update status and generate purchase order PDFs.
Goods receiving
Use goods receiving to update purchase order line quantities, record receipt costs, backorders and job cost entries.
Project payment schedule
Use the project payment schedule to review staged claim amounts, issue progress claim invoices and track paid, issued, due and pending payment stages.
Project payment audit
Use the project payment audit trail to review recorded payments, public portal lodgements, event status and invoice payment reconciliation.
BYDA request and upload
Use BYDA request and upload tools to track underground services planning, managed request status and attached BYDA files for a project.
Project SWMS
Use Project SWMS to select relevant hazards, generate a SWMS PDF and make the document available for project and installer workflows.
Public client project portal
Use the public client project portal to let clients review project progress, payments, documents, site photos, variations and handover actions.
Public installer job sheet
Use the public installer job sheet to share site information, BYDA and SWMS status, visual plans, run details, materials, proof uploads and progress updates.