Sites and Stages, Planned Against Actual
Each project is one record with the client, contract value and the stages you bill on. Every stage shows planned and actual dates and the amount billed so far.
How a site opens
Client, address, contract value and start date are entered first. Stages follow, named as your own bills name them, each with a planned start and end. Budget heads sit under the site for material, labour, contract work, machinery and overheads.
What a stage shows
Across several sites
- The stage each site has reached
- Stages running past their planned date, and why
- Budget head against actual spend, site by site
- Contract value billed against what is still to come
- Drawings and approvals attached to their stage
Frequently asked questions
Can our own stage names be used?
Yes. Stage names, the rate list and the bill format are set before the first site is loaded, and they follow what your clients already accept. Nothing is renamed to suit the software.
What about a site that is already halfway?
It comes across as it stands, with bills raised, advances paid and retention already held. The next measurement carries on from there. Nothing restarts.
Is this a scheduling tool?
No. It records stage dates, actual dates and the reason for stopped days, but there is no network diagram. A firm that plans in Primavera can keep planning there.
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