Projects
Project procurement
The Procurement tab of a project works out the latest order date for each BOQ line: needed on site − supplier lead time − a buffer. It is for the owner, project managers, the QS, procurement and accountants; site staff see the deliveries coming and can ask for materials.
Step by step
- 1Check Coming to site for the POs due and when. Press Record delivery when the goods arrive.
- 2In What to order, and by when, set each line to Buy, Subcontract or Not bought, and the date it is Needed on site.
- 3Tick the lines to buy together and press Create PO for N items: the new PO opens with those lines filled in.
- 4Tick Show covered and not-bought items to see the lines already ordered or not bought as well.
- 5Lower down, Purchase orders lists this project's POs, and the material requests from site follow. Press Create PO on a request to order it.
What you see on the screen
- 6Order by is the last day to place the order. The badge at the end of the line says Order overdue, Order this week, Later, No date or Ordered.
- 7Best supplier is the supplier offer Yumio picked for the line, with its price and lead time. Ordered shows what is already on POs, and what was received.
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.
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.
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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