Projects
Projects | General explanation
In Robaws a project is the file of your site. This overview article explains what a project is, how you create a project file and what the module can do.Few readersProjects | Settings
An overview of all settings of the projects module: master data, overview, numbering, recalculation, statuses, templates and more.Few readersCreating a project file
How you create a project from the projects module or from an approved quotation, and what the action buttons, fields, address, construction partners and tabs do.Few readers
Orders
Order
General explanation of orders in Robaws, from creating one out of a quotation to invoicing, delivery notes, PDFs and digital signatures.Few readersOrder vs. project
The difference between an order and a project, which functions they share, and how you invoice work orders and incoming invoices from an order.Few readersOrder execution
How to use order execution to invoice work orders and incoming invoices together, from a single order and for several orders at once from the order overview.Few readers
Follow-up, change orders & recalculation
Project recalculation
How the recalculation on a project compares budgeted costs with effective costs, which levels and columns you can display, and where to set it all up.Few readersChange orders
Record additional or reduced work after a quotation has been approved with a change order, so your approved quotation, project budget and invoicing stay correct.Few readersLock periods
Close a period so that work orders, incoming invoices and internal supply orders within it are locked automatically, and see how to create and roll back a period.Few readersThe financial overview of a project
What the financial overview in the project overview shows, how each column is calculated and where you choose which columns are visible.Few readersWhat are execution phases?
Mark on your planning items which phase a site is in and see straight away in the dayplanning which projects are in which execution phase.Few readers