The project workspace
Every job you run lives in one project workspace — a header, a row of tabs and a team. See what each tab is for, who sees it, and the rules that hold across all of them.
A project is the boundary everything else sits inside. Its BOQ, budget, indents, purchase orders, DPRs, RA bills, drawings, snags and photos all belong to one project, and the people on its team are the only ones (apart from the Company Admin) who can open it.
📷 Screenshot spot — an open project: the dark header bar with code, name, Switch project, Team and the status pill, the tab bar below it, and the four-figure KPI strip
Save as static/img/screenshots/projects-overview.png and replace this box with 
Open a project
- In the sidebar, under Projects, click Projects.
- The list shows Code, Name, Status and Contract for every project you are on. The note beside the heading says how many are "on your team".
- Click a row, or the project name, to open it. It opens on the Overview tab.
Once you are inside, the Switch project drop-down in the header moves you to another of your projects without going back to the list.
If the list says No projects yet — or none you are on the team of., nobody has added you to a project team. Ask the project manager or your Company Admin.
The project header
| Part | What it shows |
|---|---|
| Code and name | The project number (for example PRJ/26-27/0014) and the project name. |
| Switch project | Every project you can open, as short code and name. |
| Team | Opens the project team — who is on this job and what they may approve. |
| Status pill | Where the job is in its life. On hold turns amber and Cancelled red. |
| KPI strip | Contract, Budget cost, Progress (value of certified work) and Forecast margin. Shown only to people who may see this project's money. |
The tabs
The tab bar is built for you. A tab appears only when your role is allowed to read what is behind it, so a Site Engineer sees Site, Drawings and Snags but not Budget or Billing. Thin lines in the bar separate the groups below.
| Group | Tab | What it is for | Guide page |
|---|---|---|---|
| — | Overview | Project details, commercial summary, what needs attention, milestones | Create and edit projects |
| — | Timeline | Every change on the project, who made it and why | Timeline |
| Commercial | BOQ | The project's bills of quantities | BOQ |
| Commercial | Takeoff | Measure quantities from drawing sets | Takeoff |
| Commercial | Budget | Budget at cost, margin, cost by head and by phase | Budget |
| Commercial | Billing | RA bills, tax invoices, retention and cash | RA bills |
| Commercial | Change Orders | Variations and their approval | Change orders |
| Delivery | Schedule | Work breakdown (phases) and the location tree | Schedule |
| Delivery | Site | Daily progress reports, site tasks, locations | DPR |
| Delivery | Labour | Muster and attendance | Labour |
| Delivery | Subcontract | Work orders let to subcontractors and their bills | Subcontracts |
| Delivery | Equipment | Plant deployed to the job and its use | Equipment |
| Supply | Procurement | Material requests, purchase orders and goods receipts | Purchase orders |
| Supply | Materials | The site store: stock on hand and movements | Stores |
| Records | Drawings | Drawing register with revision control | Drawings |
| Records | Documents | Contracts, specifications, permits, minutes | Documents and photos |
| Records | Photos | Site progress and evidence photos | Documents and photos |
| Compliance | Quality | Inspection requests, checklists, non-conformances | Quality |
| Compliance | Safety | Incident register and corrective actions | Safety |
| Compliance | Snags | Punch list: raise, assign, fix, verify, close | Snags |
Two more screens are reached from inside the workspace rather than from the tab bar: Team (the link in the header) and the cost ledger (View cost ledger → on the Budget tab — see Costs).
The life of a project
A project can also go On hold and come back, or be Cancelled. The statuses and who moves them are on Create and edit projects.
Who works here
| Role | What they do in the workspace |
|---|---|
| Company Admin | Creates projects, awards contracts, sets and revises budgets, closes jobs. Opens every project without being on its team. |
| Project Manager | Runs the projects they are on: edits details, phases and milestones, manages the team, approves indents and DPRs, and certifies bills where the team list allows it. |
| QS / Estimator | BOQ, takeoff, change orders, RA bills. |
| Site Engineer, Store Keeper, Safety Officer, QA/QC Engineer | Their own tabs — DPRs, stores, safety, quality, snags — plus drawings, documents and photos. |
| Accountant | Billing, invoices, budget and costs on the projects they are on. |
Rules that hold across every tab
Apart from the Company Admin, nobody can open a project they are not on the team of — not even a Project Manager or an Accountant. A link to someone else's project shows Project not found — It may not exist, or you may not be on its team. Ask the project manager to add you. The app answers "not found" rather than "not allowed" on purpose, so nobody can discover which projects exist.
- Money is shown only to those who may see it. On a project, contract value, budget cost and margin show for the Company Admin, for Project Managers and Accountants, and for anyone the team list marks Sees financials. Everyone else sees quantities and dates, with Contract and budget figures are not shown for your role on this project. where the money would be.
- A Closed or Cancelled project takes no new work. DPRs, orders, receipts, variations and new bills are refused. Money already owed still moves: invoices for certified bills, retention release and payments.
- The budget is built at cost. It carries no profit, so the gap between it and the contract is your planned margin. See Budget.
Pages in this section
| Page | What you do there |
|---|---|
| Create and edit projects | Start a project, fill in the site and dates, move its status, add milestones. |
| Project team | Put people on a project and set who sees money and who approves. |
| Schedule | Build the work breakdown and record planned and actual dates. |
| Budget | Derive the budget from the BOQ and read margin and cost. |
| Drawings | Register drawings and control revisions. |
| Documents and photos | Keep project documents and site photos. |
| Timeline | See every change on the project and who made it. |