Projects
Stage by stage
A project holds milestones, running bills and site progress, next to sales and finance.
01 Milestone 1
Foundation
Billed · RA-1 posted
The project is split into milestones you can bill against. Each milestone sits on the project record.
02 Milestone 2
Structure
In progress
Running bills sit on the project and post to finance. The books do not wait for the site.
03 Site
Material at site
Issued to the project
Site progress is on the record, next to the materials issued to that project.
04 Tender
EMD, guarantee, LD
Tracked on the project
Tender EMD, performance bank guarantees and LD deductions are tracked on the project.
Dummy data. Harbour Tools.
Today
On the project record
Billing
- Milestones
- Running bills
- Posted to finance
Site
- Site progress
- Materials issued to the project
Tender
- Tender EMD
- Performance bank guarantees
- LD deductions
Running bill
RA-1
On the same project
Milestone 1
Billed
Milestone 2
In progress
Tender papers
EMD, bank guarantees and LD
Questions
Yes. A project is split into milestones you can bill against. The milestone sits on the project record.
Yes. Running bills sit on the project and post to finance. There is not a second file for the site.
Yes. Tender EMD, performance bank guarantees and LD deductions are tracked on the project.
On the project. Site progress sits next to the materials issued to that project.
Covers
- Milestones
- Running bills
- Site progress
- Tender EMD, performance bank guarantees and LD deductions are tracked on the project.
Projects