---
title: Words we use
summary: A list of the words Superwise uses, with a plain meaning and the place in the menu where you see each one.
order: 5
who: 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. | **Customize** on the dashboard |

## Related pages

- [How a project flows](how-a-project-flows.md)
- [Roles and access](roles-and-access.md)
- [Approvals in plain words](approvals-in-plain-words.md)