Projects and phases
Set up projects and phases so the team can see what belongs where.
PreliminariesFoundation & structureFinishes
The project desk
A clear view of the work.
Keep the project, phase, job card, cost and supporting record close together. It is easier to check the work when the details are in one place.
Cost and payment records
Keep the reason, phase and supporting note close to the financial entry.
Projectrecord
Job cards and approvals
Hold a practical trail from a job’s brief to the point where it is reviewed.
Job card · openApproval · waiting for review
Media and notes
Use supporting images and notes to make a record easier to revisit later.
- See projects and phases in a simple structure.
- Check cost and payment records alongside the work.
- Follow job cards and approvals during review.
- Keep notes and images with the record they support.
Illustrative workspace
A project view that leaves room for the details.
Foundation & structureExample view
Cost record
Materials noteJob card
Site preparationApproval
Review point