How a project flows

See the whole path of a project from company setup to payment, with the two chains for materials and for contract work.

Where to find it: Dashboard
Who can use it: Everyone. Each step needs its own permission, so you may see only some of the screens.

A project in Superwise moves in three stages. First you set up the company and the project. Then you plan. Then you buy, build, record and pay. This page shows the order and links to the book for each step.

Stage 1: set up the company

You do this once, before the first project. Most pages are under Company settings in the left menu.

Add your people, roles and departments. See General.
Add suppliers and contractors as organizations. See General.
Add the materials, labour types, equipment and tools you use. See Site monitoring.
Prepare planning masters such as templates, work items, packages and working calendars. See Planning.
Set company defaults, for example numbering and currency. See Company setup.
Connect other systems if you use them. See Integration setup.

Stage 2: plan the project

Do these for each project. Choose the project in the project picker first.

Step	What you do	Book
Budget	Set the planned cost of the project	Budget
BOQ	Write the bill of quantities (BOQ), which lists the work items, quantities and rates	Project BOQ
BOM	See the materials the BOQ needs, as a bill of materials (BOM)	Project BOM
Estimate	Work out the cost of the project	BOQ estimation
Service requests	Ask for extra work or changes	Service requests
Schedule	Plan the tasks and dates	Schedule
Documents	Keep drawings and files	Documents

Stage 3: buy, build, record and pay

Chain 1: materials

Use this chain to buy materials from suppliers.

A site engineer raises an indent, which is a request for materials. See Material indent.
The buyer sends a request for quotation (RFQ) to suppliers. See RFQ.
Suppliers send quotations. You compare them. See Quotation.
You place a purchase order (PO) with the chosen supplier. See Purchase order.
The supplier delivers. The store records the delivery. See Material delivery.
The accounts team records the supplier bill. See Purchase bill.
The company pays. See Payments.

You can skip steps 2 and 3 and go from an indent to a purchase order. Many companies do this for small buys.

Chain 2: contract work

Use this chain to hire a contractor for a piece of work.

You send a request for proposal (RFP) to contractors. See RFP.
Contractors send proposals. You compare them. See Proposals.
You give a work order to the chosen contractor. See Work order.
The site team measures the work done. See Measurement book.
The contractor raises a running account (RA) bill for the work done so far. See RA bills.
The company pays. See Payments.

What you record on site every day

These records do not belong to one chain. They feed the project cost and the reports.

Record	Book
Progress of tasks	Schedule
Equipment rentals	Equipment rental
Labour	Labour report
Petty cash	Cash expense
Staff attendance	Staff attendance
Materials moved between projects	Material transfer
Materials supplied by the client	Material supply
Materials used	Material consumed
Materials in the store	Material inventory
Tools	Tools
Problems on site	Issues
Quality and safety checks	Checklists (quality and safety)
Notes and credits against a supplier	Debit and credit notes

See the result

What you need	Book
All reports	Reports
Daily summary	Daily summary
Schedule summary	Schedule summary
Talk to the team	Messages

Rules to know

Almost every record belongs to one project. Check the project name before you create a record.
Many records need approval before the next step. A purchase order must be approved before you record a delivery against it. See Approvals in plain words.
Each step can be done by a different person. Your role decides which steps you see. See Roles and access.
Records link to each other. For example, a purchase order can come from an indent, and a bill is checked against the order and the delivery.