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Knowledge Base

Projects and Head Contracts

Projects and Head Contracts

How to set up and manage Projects and Head Contracts in Lentune.

Project, Cost Code and Budget Management

Add a new Project

Overview of using Cost Codes

Add Master Cost Codes and apply them to Projects

Budgets on Cost Codes for Projects

Project-Specific Charge Out Rates for User Groups and Users

Project Defaults for Cost Code Visibility

Invoicing a Project

Workflow to Transfer Costs and previous claims to Lentune part way through a Project

Import and Export Cost Code data for a Project with your third party system

Import Projects from a spreadsheet

Project Forecasting and Cost to Complete detailed by Cost Code

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Variations

How to Create Project Variations in Lentune

Lentune Variations FAQ

Head Contract Management

Summary of the workflow to set up a Head Contract (+ video)

Adding Retention Percentage Levels to your Head Contract

Add a new Receivable Account for your new Head Contract

Labour Charge-out Rates for Cost Plus Contracts

Change the Client/Receivable Account on a Head Contract

Payment Claims: An Overview of Creating a Head Contract for your Project

1. Add a Head Contract for your Payment Claim

1.A. Set Up a Head Contract as Cost Plus or Fixed Price

2. Add Trade Summary Lines to your Head Contract

3. Add Cost Codes for your Head Contract and assign them to the Trade Summary Lines

Recording Non-Recoverable Costs in your Head Contract

Recording Onsite / Offsite materials for your Project

Add Supporting documents to your Head Contract

Onsite / offsite Costs Management

Customise the view for Head Contract Field Options

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Head Contract Claims and Invoicing

Create a Payment Claim for your Head Contract

Approve and Invoice your Payment Claim

Processing a Receivable Invoice for a Head Contract: Video

Releasing Retentions on Head Contract

Creating a Final Account Payment Claim

Sending your Payment Claim summary to Xero with your Invoice

Efficient Claim Invoice Processing: A Step-by-Step Guide

How the Claimable amount on a Head Contract Claim is calculated

Managing Cost Plus Claims in Lentune

Managing Associations for Project Costs on Claims for a Cost Plus Head Contract

Spend Adjustments for Construction Forecasting

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Head Contracts Setup and Maintenance

Head Contract Payment Claims Settings

Payment Claims: Set up General Ledger Accounts for specific Branches

Payment Claims: Cost Types and Master Cost Codes

Coding Structure for the Payment Claims Module