The Projects Tab
The Projects tab is home to the project management and project admin side of Rave. It lists all of your projects with the ability to apply filters and expo...
Wed, 30 Jul, 2025 at 4:04 PM
You can create a project for your client's enquiry at any point during their sales journey. Your client can be a New Lead or any other state progressin...
Mon, 4 Aug, 2025 at 11:00 AM
Your project 'Overview' displays your project's essential details. Many of these details are shared with your site staff, contractors, and even...
Thu, 31 Jul, 2025 at 9:18 PM
Creating a project will open the Project Details screen, where you can input your project information. Adding Project Information A project in Rave...
Tue, 29 Jul, 2025 at 5:25 PM
To reassign a Project from one client to another, you transfer the project's Enquiry to the new client. This will update the Project's client and ch...
Wed, 30 Jul, 2025 at 7:44 PM
The project's 'Files' sub-tab is where you store the project's files you want your contractors and the client (with permission) to access. ...
Thu, 31 Jul, 2025 at 4:10 PM
Where scheduled tasks are time-sensitive activities with set start and finish days and/or times, project checklists are useful for process-driven tasks. If ...
Thu, 5 Jun, 2025 at 11:13 AM
The project's 'People' sub-tab allows you to track and manage external user access to your project, including the Primary Client, Secondary Clie...
Sun, 3 Aug, 2025 at 2:33 PM
A very useful feature of Rave Build’s project management system, is the Audit Trail functionality. The comprehensive history of a project provided by RAVE’s...
Mon, 7 Oct, 2024 at 4:48 PM
The ‘Messages’ sub-tab is your gateway to RAVE’s internal ‘email’ system. It is just like your normal email set-up, but it is internal to RAVE and allows y...
Mon, 7 Oct, 2024 at 5:17 PM