Projects
Handover
The Handover tab is the project's handover checklist: as-built drawings, O&M manuals, warranties, test certificates, the signed final account, and the snags all closed. The owner, project managers, the QS and site engineers keep it; subcontractor accounts don't see it.
Step by step
- 1On a project with no checklist yet, press Start the checklist to add the usual items.
- 2For each item, press Upload documents to attach its files, and set its status to To do, Done or Not needed.
- 3For a warranty, press Details and fill in who gives it and when it starts and ends.
- 4Use Add an item at the bottom for anything else the client needs.
- 5Press Build handover pack to open the printable pack: cover, index, checklist, warranties, snag close-out and document list. Download documents (N) saves every file in one zip, a folder per item.
What you see on the screen
- 6The bar counts the items done out of those needed, plus the snags. It reads Ready to hand over when all are done.
- 7All snags closed is read live from the snag list: it is done only when no snag is open or waiting to be checked.
- 8A warranty shows Ends within 30 days or Ended when its end date is near or past.
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.
DrawingsKeep the drawing register with the revision in force, and send drawings to the client or subcontractors on a transmittal.
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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