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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
Variations
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
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