A list of the words Superwise uses, with a plain meaning and the place in the menu where you see each one.
Who can use it
Everyone.
Superwise uses some words that are common in construction and some that are special to the portal. This page explains them in alphabetical order inside each group. Menu names are written as they appear on the screen.
Projects and setup
Term
Plain meaning
Where it appears
Project
One construction job, for example the sample project Acme Heights. Most records belong to one project.
The project picker at the top left; Company settings > General > Projects
Organization
A company you work with. It can be a supplier, a contractor or a client.
Company settings > General > Organizations
Supplier
An organization that sells you materials.
Purchase orders, bills, deliveries
Contractor
An organization that does work for you under a work order.
Proposals, work orders, RA bills
Resource
Anything you buy or use: material, labour type, equipment or tool.
Company settings > Site Monitoring > Resources
Department
A group of people in your company, for example Accounts.
Company settings > General > Departments
Tax structure
A named set of taxes that you add to an order or a bill.
Company settings > General > Taxes
Master Setup
The name of the company-wide area of setup pages.
The top bar after you click Company settings
Planning
Term
Plain meaning
Where it appears
Budget
The planned cost of the project.
Planning > Budget
BOQ (bill of quantities)
A list of the work items of the project, with a quantity and a rate for each.
Project Cost > Project BOQ
BOM (bill of materials)
The list of materials that the work needs.
Project Cost > Project BOM
Work item
A type of work with a unit, for example plaster per square metre.
Company settings > Planning > Work Items
Package
A named group of work, for example Structural.
Company settings > Planning > Packages
Template
A ready plan of tasks that you reuse for new projects.
Company settings > Planning > Templates
Task
One step of work in the schedule.
Schedule > Tasks
Gantt
A bar chart of the tasks along a time line.
Schedule > Gantt
Progress
How much of a task is done. You log it day by day.
Schedule > Progress Log
Working calendar
The days on which work happens.
Company settings > Planning > Working Calendar
Buying materials and hiring contractors
Term
Plain meaning
Where it appears
Indent
A request from site for materials.
Procurements > Material Indents
RFQ (request for quotation)
A message to suppliers that asks for their price.
Procurements > RFQ
Quotation
A price offer from a supplier.
Procurements > Quotations
PO (purchase order)
Your order to a supplier. It lists the items, quantities and rates.
Procurements > Purchase Orders
RFP (request for proposal)
A message to contractors that asks them to bid for a piece of work.
Contracts > RFP
Proposal
A bid from a contractor.
Contracts > Proposals
Work order
Your order to a contractor for a piece of work.
Contracts > Work Orders
Revision
A changed copy of a record that keeps the older version for comparison.
Purchase orders, work orders, quotations
Site records
Term
Plain meaning
Where it appears
Challan
A delivery note. It records what came to site and from whom.
Site Reports > Material Deliveries
Delivery
A record of materials that arrived at site against an order.
Site Reports > Material Deliveries
Equipment rental
A record of a rented machine and the hours it worked.
Site Reports > Equipment Rentals
Labour record
A record of the workers a supplier sent on a day.
Site Reports > Labour Records
Measurement book
The measured quantities of work done, used to prepare a bill.
Site Reports > Measurement Book
Petty cash
Small cash spending on site.
Site Reports > Petty Cash
Staff attendance
Who was present on site.
Site Reports > Staff Attendance
Material transfer
Materials moved from one project store to another.
Stores > Material Transfers
Inventory
What is in the store now.
Stores > Material Inventory; Stores > Tool Inventory
Issue
A problem on site that someone must fix.
Quality & Safety > Issues
Checklist
A form that you fill on site to check quality or safety.
Quality & Safety > Checks
Money
Term
Plain meaning
Where it appears
Purchase bill
A bill from a supplier. You check it against the order and the delivery.
Accounts > Purchase Bills
RA bill (running account bill)
A bill from a contractor for the work done up to a date.
Accounts > RA Bills
Debit note, credit note
A correction on what you owe a supplier.
Accounts > Debit / Credit Notes
Payment
Money that you pay out against a bill.
Accounts > Payments
Using the portal
Term
Plain meaning
Where it appears
Role
A named set of permissions, for example Site Engineer.
Company settings > General > Roles
Permission
What a role may do on one area: View, Add, Edit, Approve or Delete.
The role form
Approval
A decision by a person that lets a record move on.
Status of a record; Needs your action on the dashboard
Approval workflow
The chain of approvers that a type of record must pass.
Company settings > General > Approval Workflows
Status
The stage of a record, for example Pending or Closed.
Lists
Saved view
A set of filters that you save under a name on one device.
The toolbar of a list
Card
A box on the dashboard that you can add or remove.
