The Projects Tab

Projects - Projects List Tab *New*
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
Projects - Different Ways to Create A Project *New*
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
Projects - Your Project Overview *New*
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
Projects - Adding Project Information *New*
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
Projects - How to Change the Primary Client Assigned to an Project/Enquiry *New*
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
Project Files
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
Check List Subtab
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
Projects - People Subtab *New*
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
Audit Trail
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
Messages Subtab
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