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...

  • Stockpiles

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

  • Items under construction

    In this article: item material associations add unattached items without a change order edit adjustment factors mark...

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 time...

  • Submit, withdraw, or approve a change order

    In this article: submit for approval undo approval request approve undo approval Things to know If you posted ov...

  • 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 | Ad...

  • 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 Once th...

Attachments

  • Photos

    In this article: Photo sources | Photo map | Search and filter | Download photos The Photos tab lets you see all p...

  • 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...