Project delivery to collection

Step by step

1. Set up the project Admin

   Admin checks the owner account and organization. Project Manager records the contract baseline and changes the project from Proposed to Active when delivery begins.

   • Owner and contract baseline
   • Updates Clients owners, Organizations, Projects

2. Record field work Site Lead

   Crew Member records work packages, time and site expenses against the active project. Site Lead checks that the work description and milestone deliverables represent the site outcome.

   • Delivery and cost detail
   • Updates Work packages, Subcontractor time, Site expenses, Site milestones

3. Validate work packages Site Lead

   Site Lead submits checked packages. The workflow validates billable choice, hours and project, then records a review decision and an operation receipt for approved work. Work Reviewer checks failed results.

   • Guarded approval and operation result
   • Updates Work packages, Review decisions, Operation receipts

4. Approve site milestones Commercial Lead

   Commercial Lead decides whether the submitted outcome is ready for billing. The project and amount are checked before the invoice operation.

   • Billing decision
   • Updates Site milestones
   ApprovalA person approves before the work moves on.

5. Invoice the milestone Commercial Lead

   The invoice workflow moves a valid Approved milestone to Invoiced and records its result. Billing Clerk prepares the linked progress billing and pay application.

   • Invoice status and claim
   • Updates Site milestones, Progress billings, Operation receipts

6. Record collection Billing Clerk

   Billing Clerk tracks the due date and marks the billing Received with paid date and amount when collected. The payment receipt records the collection operation.

   • Receipt outcome
   • Updates Progress billings, Operation receipts

Admin

, Project Manager, Site Lead, Crew Member, Work Reviewer, Commercial Lead and Billing Clerk carry the handoffs.