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, 3 Sep, 2025 at 6:33 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...
Fri, 8 Aug, 2025 at 3:33 PM
Projects - Your Project Overview *New*
Your project's 'Overview' displays your project's essential details.  Many of these details are shared with your site staff, contractors, an...
Wed, 20 Aug, 2025 at 6:03 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...
Wed, 20 Aug, 2025 at 6:06 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 *New*
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, 7 Aug, 2025 at 3:56 PM
Check List Subtab & Managing and Editing Checklist Templates
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 ...
Fri, 15 Aug, 2025 at 1:15 PM
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...
Thu, 7 Aug, 2025 at 3:56 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