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 in Access Maintain to review active projects and use the data for analysis, reporting, or record-keeping.
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.