Projects
Drawings
The Drawings tab has two parts: the Register of every drawing with its current revision and status, and Transmittals (TR-001…) that record which revisions were sent to whom. The owner, project managers, the QS and site engineers keep it.
Step by step
- 1Press Add a drawing. Type its number, title and discipline, then its first revision: Revision, Status, Issued and the file.
- 2Filter the register by discipline or status, or search by number or title.
- 3Press a drawing to see its history. Press New revision to upload the next one: it becomes the current revision and the one before is marked superseded.
- 4Tick drawings and press Send N on a transmittal, or open Transmittals and press New transmittal.
- 5On the transmittal, add drawings and recipients, then press Send by email or Mark as handed over. Print sheet prints the transmittal.
What you see on the screen
- 6Each drawing shows its current revision (Rev A…) and its status: For construction, For approval, For information or As built. No revision means no revision was added yet.
- 7The counts on Register and Transmittals are the number of drawings and of transmittals.
More in this section: Projects
ProjectsSee every project's progress against its plan, find the ones behind, add a new project and open any of them.
Project BOQLoad the project's BOQ from Excel, PDF or a paste, and follow how much of each line is done from confirmed site updates.
ProgrammePlan when each part of the BOQ gets built, then see planned against done, days of delay and the S-curve for any project.
TasksKeep the project's tasks by phase, with each task's weight and % done, and spot the ones with no update for three days.
Project procurementSee what this project must order and by when, its purchase orders, deliveries coming to site and its material requests.
VariationsRaise and price variations (VO-001…), send them to the client, record the decision, and add approved lines to the BOQ.
Project moneySee the project's forecast margin, cost so far and committed, what was certified and collected, cash flow, retention and the advance.
SnagsKeep the project's snag list: where, what, photos and who fixes it by when, then check each fix and close it.
HandoverTrack everything the client gets at the end of the job, upload each document, and build the handover pack in one go.
ContractUpload the signed contract as a PDF: Yumio AI splits it into clauses and finds its key terms, so answers quote the clause.
Client portalShare a read-only page with the client or consultant: progress, chosen photos, RFIs, IPCs and issued reports, never costs.
Project detailsChange the project's code, names, client, consultant, dates, value and terms, and see who is on the project.
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