In this FAQ folder and articles, we'll outline how RAVE can help you set up a new project, and keep all of your project information in one easy-to-find location, to save you and your team time in managing the admin end of your projects - ready for the Project Management side of RAVE! 

 

 

RAVE's Site/Build button 

We access the Project Administration and Project Management side of RAVE by clicking on the Site/Build button - to the top right of RAVE.  This will take us to the Build Projects sub-tab, displaying all our active Jobs and a number of other sub-tabs to look at.




 

Build Projects Sub-Tab 

 

The Build Projects sub-tab displays your open Project list, listing all the Jobs that are under construction or are soon to start construction.

 

The Build Projects table, displays a number of columns, from left to right we have: 

  • The Client name - which acts as a shortcut link to the client's profile
  • The Job Number - which also acts as a shortcut link to open the job
  • The Building Consent Number - if loaded
  • The Deposited Plans number - if loaded
  • The Project Manager's name - if allocated
  • The project Site Address if loaded
  • The Project Status - which includes a number of options as per the drop-down up to the left
  • The Build Status - Lead, Pending, Active, and Maintenance
  • And the “Show” button - which you can also use to open the job


To the bottom left of this page, we have the results reference which shows you how many jobs are being displayed, given any applied filters, out of the total number of Projects or Entries.


To the bottom right, we have the “Show X number of entries” dropdown, allowing you to set how many entries you’d like to see on each page before you have to click over to page 2, 3, etc.  This will default to 10 or 15, but there are a lot of options including 'All'.




Back to the top right of the page, if you need to create a new Project for an existing Client, you can do so by clicking on the Add Build button.  This will take you to a blank New Build page to fill in - with a number of required fields to ensure the build is created correctly. 

 

Over to the top left, we have the 'Set Project Status' bulk action - where you can quickly select multiple jobs and update them to a specific Project Status.


The Custom Export button allows you to run your own Project Reports, with the ability to select your own custom fields and export that as a CSV Report.  Frequently run reports can be saved as custom templates for repeated use too - check out this separate FAQ article here. 
 





The Build Projects list Filtering Tools


The Build Projects list has a number of filtering tools - allowing you to hone in on builds with Specific Project Statuses, Build States, and Client Lead types.  


The Project Status drop-down lists all of the Project Statuses along your Build's journey, and is customisable for each branch.

 

The Build Status filter allows you to filter your jobs by the Build Status - lead, pending, active, and maintenance.  When we add a Client to the RAVE system, RAVE automatically generates that client’s first project.  This may generate a lot of unnecessary 'Lead' or 'Pending' projects to your Build Project list.  To prevent this, your Sales team (or project admin team) can change the Build Status on these jobs to “Lead”, which is automatically excluded via the 'All States (excl lead)' default Build Status filter.  


The Build Project's search field is another great tool, it searches through all of the data in each of the columns.  Especially handy if you have multiple pages of Jobs you need to go through to find the one you’re looking for.

 

And finally, to open up a job from the list, you can do so by clicking on the project's 'Job No' link or the 'Show” button - over to the right of the project line.



 


The Closed Builds list


The Closed Builds sub-tab displays all of your Closed/Completed projects and any Lost sales leads.  If you can't find your client's project on your active Build Project list, chances are you find them here.

 

 



The Templates sub-tab

 

The Templates sub-tab lists the various Templates that have been saved within Rave. That includes your build Schedules, and also your build Checklists, Build Export templates, Financial templates, Folder templates, your Note templates for Quote Requests, and your Message templates too.


 

 


The Build Overview sub-tab (Cross Project Reporting) 


The Build Overview sub-tab displays all of our different branch-wide Project, Schedule, and Staff Resources reports, it also provides access to our branch project schedule Settings page - allowing those with branch owner access to set the default settings for all projects in the branch.  The Build Overview tab defaults to our Key Tasks build overview, but we have a number of great cross project reports as shown below 

  • Key Task build overview - a top level report displaying key moments of each job across all active projects
  • Gantt build overview - a task level gantt across all projects
  • Calendar build overview - a task level calendar view across all projects
  • Timeframe Shift report - a top level report displaying variance from your locked schedule baseline
  • Resource Allocation + Full Time Equivalent reports - your resource reports displaying allocated tasks either month by month, or with customisable timeframes
  • Project Timelines Report - a top level report displaying all of your projects start and finish dates - allowing you to plan your next lot of work for each project manager
  • Settings page - to set your branch's schedule default settings


Each Build Overview report has a number of filters, allowing you to customise the report, with print and/or export functionality also.  These are awesome reports to help the business owner, and project managers better manage multiple projects, and to help you get the most out of these, we have created a great article that takes you through each of these handy reports, this article is available from this RAVE’s Cross Project Reporting FAQ.


 

 


The project Minutes sub-tab


The Project Minutes sub-tab, allows you to add Project Minutes, and track these across all of the Builds in your branch. 

 

 

 


The Maintenance Reporting sub-tab


The Maintenance reporting sub-tab displays the status of all tasks that are held within a maintenance milestone in your Active Projects - it allows you to quickly review all of your branch’s tasks in your maintenance milestones.

 

 

 


The My Tasks sub-tab


Displays all of the tasks assigned to you across all of your branch's Active (and Maintenance) project's. 

 




The Progress Payment report sub-tab


The Progress Payment report sub-tab is a branch-level invoice forecasting report, which summarises the status of all Progress Payment Requests linked to Scheduled Tasks in your projects.  You can read more about this via our Progress Payment feature Blog here.

 

 


 


The FTE (Full Time Equivalent) Report sub-tab


The FTE Report sub-tab is a shortcut link to our Site|Build / Build Overview / FTE report - where you can track the status of any allocated tasks assigned to your project staff and contractors - with customisable filters, timeframes, task status and view by scale.

 




The Files sub-tab


The Files sub-tab provides a mechanism for those with branch owner permissions, to manage folders and documents that need to be made available from all projects i.e. a tender submission guide (document) to be loaded into all project’s ‘Other’ folders, a Health and Safety subfolder and Health and Safety policy documents, etc.  You can read more about this via our Manage custom Folders and Files at a Branch Level blog here.