The Projects Tab

Site Log Subtab
The Site Log is where you can find all of your comments and files loaded against your scheduled tasks. At the top left of the screen, you can prin...
Fri, 11 Oct, 2024 at 9:25 AM
Projects - Bulk Action Tick Box - *New*
The Projects sub-tab displays your current project list, listing all projects that are under construction, in a maintenance phase, or soon to start construc...
Thu, 31 Jul, 2025 at 4:15 PM
Manage custom Folders and Files at a Branch Level – New Feature
Recently, clients have asked if we could enhance our File Management system, allowing them to create Folders and manage files/documents across all Projects....
Fri, 17 Jan, 2025 at 2:45 PM
Projects - Project List Export *New*
The Projects 'Export' button, located at the top right of your Projects screen, provides you with a few ways to export your Project list to a CSV fi...
Tue, 29 Jul, 2025 at 5:25 PM
Projects - Custom Export Templates *New*
Rave's Projects - Custom Export Templates sub-tab is where you can create and manage your project's custom export templates.  You can search for an ...
Tue, 29 Jul, 2025 at 3:26 PM
PROJECTS - Branch Project Notes *New*
The Projects - Notes tab (previously known as minutes) is where we group and display ALL Branch Project Notes and Branch Client Project Notes for your entir...
Fri, 1 Aug, 2025 at 1:24 PM
The Maintenance (Reporting) Sub-Tab
RAVE allows you to quickly view ALL of your Projects in a 'maintenance' state - using the maintenance filter on the Build Projects list via the Site...
Tue, 15 Oct, 2024 at 9:52 AM
Project Stage + Customising your Project Stage List
The Site/Build Build Projects page displays all of your current projects. A recent update has renamed what used to be called Project Status to Project Stage...
Thu, 31 Jul, 2025 at 4:12 PM
Projects - Customising your Project Stage List *New*
The Projects tab displays your current project list, listing all projects that are under construction, in a maintenance phase, or soon to start construction...
Sun, 3 Aug, 2025 at 2:31 PM
Create a New Client Project - By Adding a New Client Enquiry First
To create a new client Project, you do so by adding a project to the client's Enquiry aka a sales lead.  If you do not already have a client enquiry to ...
Mon, 4 Aug, 2025 at 10:52 AM