Projects
Projects
The Projects page lists your company's projects as cards, with the progress of each one against its plan. Office roles see every project; site staff and subcontractors see only the projects they were added to.
Step by step
- 1Press New project to add one. Fill in the code, the Arabic and English names, client, consultant, location, contract value, start and end dates, status, Advance % and Retention %, then press Save.
- 2Use the filter above the cards to show All, Active, Behind plan or Completed projects. Each button shows how many projects it holds.
- 3Press a project's card to open it, with its BOQ, programme, money, snags and the other tabs.
What you see on the screen
- 4Portfolio progress is the progress of all running projects together, weighted by each project's BOQ value. The badge shows where the plan says you should be today; it turns red when you are more than 3 points behind.
- 5Behind plan counts the active projects whose done % is more than 10 points under their planned %. Their cards get a red border and a Behind plan badge.
- 6On each card, the big figure is the work done. It comes from the project's programme when it has one; otherwise it is the value of approved site progress over the BOQ total. The bar shows done, and the thin mark on it the planned % for today.
- 7Contract value, Certified and Collected on a card are the contract, what the client certified in IPCs and what was paid. They show only for roles that see money.
More in this section: Projects
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.
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.
Still stuck?
Write to us in Arabic or English and we will help.