Projects
Manage projects for refurbishment and new builds.
By Rubin1 author10 articles
- Add a new refurbishment project typeIf the project type you need is not available when creating a refurbishment project, you can add it through Admin settings.
- Set up and manage refurbishment projectsConfigure refurbishment projects in Access Maintain, allocate budgets, review contractor quotations, raise orders, and report on overall spend.
- Raise and manage multi-site ordersSet up order categories, raise purchase orders across multiple sites at once, and add suppliers to existing categories to streamline purchasing across units.
- Raise an interim valuation on a project orderInterim valuations let you raise part payments against a project order in stages, keeping the remaining balance available until the project is finalised.
- Troubleshoot duplicate projectsIf you see a duplicate error when creating a project in Access Maintain, the cause is usually an incorrect project type selection. This article explains how to resolve it.
- Export all live projects to ExcelDownload an Excel report of all live projects to review active work, track progress, and share project information.
- Enable full interim paymentsIf interim payments on a project order are restricted to the contingency budget, approving the project budget will allow the full value to be logged.
- Manage Pro Fees project order sign-offLearn how to finalise or sign off a project order raised under the Pro Fees tab so it can be closed correctly and payments managed.
- Handling restrictions when finalising project ordersLearn why some orders cannot be finalised at their full value and how to complete the process using a feasibility fee order to sign off the remaining amount.
- View and export the Project Totals reportCheck and export the financial summary of live or completed projects to review budgets, spend, and totals.