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!
The Project's Overview sub-tab
When you open/ a job, you will gain access to the project's sub-tabs, landing on the project's ‘Overview’ sub-tab - which lists key job information for the project.
The Schedule sub-tab
The ‘Schedule’ sub-tab is where we create/load and manage our project schedule(s), assign tasks to staff and contractors, and view the schedule in various formats.
NOTE: We cover scheduling in detail via our Classic and Advanced Project Schedule trainings
The Files sub-tab
The 'Files' sub-tab is where we store all of our project images and documentation. The files can be images, pdfs, word and excel documents as well as video files. We have a number of preset folders, and you also have the ability to create your own folders at a project level too.
NOTE: We cover the files sub-tab in detail later on in this training.
The Check List sub-tab
The 'Check List' sub-tab is where you can manage your process driven to-do's and processes - that fall outside of your project schedule tasks i.e. if you have a specific way you'd like a concrete contractor to do their pour or you've got some other processes that you'd like followed, checklists are ideal for that.
NOTE: We cover the check list sub-tab in detail later on in this training.
The People sub-tab
The 'People' sub-tab is where we decide which sub-trades and site staff we want to give access to this project - unless a person's name is listed on the Peoples page, they will not have access to the project.
NOTE: We cover the people sub-tab in detail later on in this training.
The Audit Trail sub-tab
The ‘Audit Trail’ sub-tab keeps a record of all the actions that have happened within the project within RAVE. The Audit Trail is only visible to office staff (branch users) and can be very useful for checking on who did or didn't do something, and also for managing disputes. The audit trail has a super powerful, and very fast search function too - so as long as you know who did something, or what action they should have done, you can quickly search and find the reference you are looking for.
NOTE: We cover the people sub-tab in detail later on in this training.
The Messages sub-tab
The ‘Messages’ sub-tab allows you to access RAVE’s internal project messaging system - RAVE's version of project email. You are able to email others attached to the project those others being - other staff, site staff, contractors, and the client.
NOTE: We cover messaging in detail via our Project Communication training
The Budget + Budget workflow sub-tabs
The ‘Budget’ sub-tab is RAVE's financial management and reporting tool, available to branches (and users) with RAVE's Financial Management System (FMS) add-on.
Clicking on the Budget sub-tab provides access to the FMS workflows:
- Preliminary Budget
- Quote Requests
- Quotes
- Estimate
- Purchase Orders
- Bills In
- Invoices Out
- Back Costing
- Profitability Reports
- Cost Centre (CC Report)
We have additional FMS reports via RAVE's ‘Financial’ button and the 'Reporting' portal via your profile dropdown.
NOTE: We cover RAVE's FMS in detail via our Financial Management System training
The Site Log sub-tab
The ‘Site Log’ sub-tab records all comments, photos and documents added to scheduled tasks. It is also used to help users track project delays.
NOTE: We cover task communication and the site log in detail via our Project Communication training
The Progress Payment sub-tab
The ‘Progress Payment’ sub-tab is where you can keep a record of all of your contract and non-contract payment requests, including your pre-sign payment requests, unconditional deposit, other items and PC sums, contract stage claim payments, and variations. Payment requests can be linked to scheduled tasks allowing accounts to more quickly request client payments.
NOTE: We cover this content in detail via our Accounts - Progress Payment training
The Time Sheet sub-tab
The ‘Time Sheet’ sub-tab provides a shortcut, allowing you to view and add timesheet entries for your team.
NOTE: We cover this content in detail via our Time Sheet training