Active projects
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Total contract value
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Alerts & actions
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Projects
Dashboard
All your projects
Practice settings
Practice details
Team
Invite a colleague
Project
Project details
Client / employer
Contractor
Contractor project manager
Principal designer
Contract details
Programme
Payment cycle deadlines
| Cert | Valuation date | Final date for payment | Pay less notice by | Status |
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No instructions issued
Variations register
| CI no. | Description | Issue date | Omit | Add | Net |
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No applications received
Contractor applications
| No. | App date | Reference | Amount claimed | Amount certified | Status | Pay less |
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No certificates issued
Payment certificates
| No. | Valuation date | Gross | Retention | Certified | Cumulative |
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Project documents
✉️
Letter of intent
Generate Word doc
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Project directory
Generate Excel
✅
Practical completion
Not issued
🛡
Making good defects
Not issued
⏱
Extension of time
Not issued
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Final account
View statement
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Project directory
Generate Excel
✅
Completion certificate
Not issued
🛡
Defects certificate
Not issued
🧮
Final account
View statement
No early warnings
Early warning register
| No. | Date | Raised by | Description | Risk | Status | Alert |
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No compensation events
Compensation event register
| No. | Notified | By | Clause | Description | Quotation | Implemented £ | Status | ⏱ |
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No PM instructions
PM instruction register
| No. | Issue date | Description | Gives rise to CE |
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Meetings & Actions
Your personal to-do list and meeting records
My actions
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Meeting records
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Address Book
Clients, contractors and key contacts
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Admin portal
Manage users and project access
Registered users
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Project access