Daily Reports and Activities

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Items and Materials

  • Worksheets under construction

    In this article: worksheet details, add project worksheet, associate item to a worksheet, remove item worksheet assoc...

  • Materials under construction

     In this article: things to know, search, add or edit project materials, delete project materials, item associations...

  • Stockpiles

    In this article: add stockpile, edit stockpile, stockpile events, delete stockpile Stockpiles are delivered material...

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Changes to a Project

  • Create a change order

    In this article: Add or edit a change order | Quantity changes | New items | Existing time limit changes | New ti...

  • Submit, withdraw, or approve a change order

    In this article: submit for approval undo approval request approve undo approval Related resources: Appia® | Cha...

  • Balance a change order

    In this article: balance all items daily report balance overruns balance lump sum items Item quantities must be bal...

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Payments, Costs, and Funding

  • Create a payment

    In this article: Things to know | Overview tab | Retainage | Audit log | Exclusions | Summary | Work performed | A...

  • Project costs

    In this article: import or update the project baseline, budget graph, export budget data Appia administrators and pro...

  • Submit, withdraw, or approve a payment

    In this article: submit or withdraw for approval approve payment update project payment date/mark as paid Related ...

Attachments

  • Photos

    The Photos tab displays all of the photos added as an attachment throughout your project, whether from a daily report...

  • Attachments and links

    In this article: view attachments, search attachments, add or edit project attachment, delete attachment, add or edit...

Contractors and Time Limits

  • Time limits under construction

    In this article: start the time limit suspend calendar day time limit working days time limit change the primary sta...

  • Contractors under construction

    In this article: add or edit a contractor assign items daily reports delete contractor When a project is under con...