Help

The Projects Tab 27

• Projects - Projects List Tab *New*
• Projects - Different Ways to Create A Project *New*
• Projects - Your Project Overview *New*
• Projects - Adding Project Information *New*
• Projects - How to Change the Primary Client Assigned to an Project/Enquiry *New*

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Scheduling 13

• Schedule Overview
• Navigation of a Project's Schedule Screen
• Classic Scheduling
• The Schedule Action Dropdown Menu
• Creating A Schedule and Loading A Template

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Enterprise Scheduling 12

• Enterprise Scheduling Module - Customised Task Colour Coding
• Enterprise Scheduling - Constraints
• RAVE's 'Enterprise' Schedule Templates
• 'Contractor Task Acceptance' Workflow + Email Notification
• Creating Task Links between Predecessors and Successors with 'Enterprise' Scheduling

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Closed Builds & Reactivation 1

• Closed Builds & Reactivation

The Templates Tab 2

• Branch Templates
• Opening/Viewing a Schedule Template

Build Overview 8

• Cross Project Reporting - Gantt
• Cross Project Reporting - Calendar
• Cross Project Reporting - Timeframe Shift
• Cross Project Reporting - Resource Allocation
• Cross Project Reporting - Full-Time Equivalent (FTE)

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Project Notes ** Was Project Minutes** 2

• Managing your Project Notes
• Searching Your Project Notes

The Progress Payment Subtab 15

• Progress Payment Subtab
• Progress Payments Accounts Set Up
• Loading and Creating Payment Schedule Templates
• How to Add/Edit a basic Invoiceable and Request Payment
• How to Add, Edit and Delete Detailed Invoiceables

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The Invoice Out Subtab 3

• How to Manually Add a Payment to an Invoice
• The 'Convert to Invoices' feature allows you to convert an invoiceable from the various sections of the progress payment sub-tab, choose specific dollar values or percentages to charge for each invoiceable, also which line items to include
• RAVE allows you to select multiple invoices & credit notes for full and partial payment via the Invoices Out sub-tab. NOTE: Clients with RAVE's Xero syncing turned on do not need to worry about this process, as Xero is already receiving th

Project Settings 1

• Project Settings