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Time Settings - Activities

Activities work in a few ways. - You can report how time is spent from a high-level view. - You can set a minimum number of hours that will be billed for hourly billings. - You can set a rounding up portion of an hour for billings. This video will expand on the above.

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Exporting to Excel

Exports are handled through our downloads feature. Here is a quick how-to video - Enjoy!

Manage Payment Method

You will manage your payment method in our authentication front end. If you are an Account Administrator you will see the Manage Account button in the upper right corner of your available accounts. Follow along on these four screenshots...

General Settings – Tags

Tags are primarily used for filtering. Imagine if you will that you want a list of all of your LEED-Certified projects. If you tag your projects with a LEED tag you will be able to quickly locate all of the projects in the system with this tag. We give you two sets of tags to work with, one set for Companies and Contacts, and a second set for Proposals and Projects. Many of our users have tags set up for tracking unique project features and/or materials. We also see a lot of tags around market...

Building Downloads

Under settings, users can create custom download column sets for the available modules. For any of the available modules click the plus button to create a new download column set. Data will be downloaded in csv format. Setting up a Download Column Set - Enter the name of your Download Column Set. - Select from the available fields. - Give each column a name. - Save when you are finished.

Time Settings – Overhead Factor

In the application go to Settings | Time to find the Overhead Factor. The Overhead Factor is used to allocate overhead costs to your projects. This enables each project to carry its share of the burden, and enables us to calculate your net profit per project. CAUTION: Notice in the illustration that there are two payroll expenses - Direct and Overhead. You must have your labor separated into at least these two categories. Payroll Direct (Direct Labor) is payroll paid to employees for time sp...

Time Settings – Factors

There are three factors that get applied to time slips and one that is used when budgeting time for phases. Overtime Factor - this is generally 1.5. When a time slip is marked as overtime the labor cost at calculated at the employee base rate times this factor. If the employee base rate is $20 per hour then the overtime rate at 1.5 would generate a labor cost of $30 per hour. Overhead Factor (https://basebuilders.ladesk.com/976430-Time-Settings--Overhead-Factor) - this is used to burden projec...

Column Sets

Column Sets enable you to create various list views with unique columns. This allows you to see your data your way. There is no limit to the number of Column Sets you create for the various modules. The system comes with sample sets to get you started. Please do explore to see what other data columns you might want to include. Under Column Data, you will choose the data field you want to see from the presented drop-down menu. Under Column Title, you will enter the name you would like to see at ...

Phase Column Set Fields Descriptions

This is a list of the available fields that need their values explained. Field Data Hours Accrued Hours from time slips linked to this phase Hours Billable Hours from time slips flagged as billable Hours Billed Hours from time slips that have been linked to invoices Hours Budgeted How many hours are planned to be accrued Hours Remainder The budgeted hours minus the accrued hours Hours To Be Billed Hours from time slips marked as billable but not yet linked to an invoice Labor Accrued Direct lab...

Invoice Column Set Field Descriptions

This is a list of the available fields that need their values explained. Field Data Inv Date Issued Date of the Invoice Inv Date Due Due Date of the Invoice Inv Date Paid Date the invoice was paid in full Inv Days Out The lessor of the days since the invoice was issued or the days it took to get paid Inv PO Purchase Order or Client Reference Number Inv Profit Center Which profit center is the invoice associated with Amount Line Fixed Fee Sum of Fixed Fee Line Items Amount Line Hourly Sum of Ho...

Contract Settings – Master Tax Rates

These tax rates are pertinent to our clients who live in jurisdictions that have federal consumption taxes commonly referred to as VAT, GST, PST, or HST — there are probably others that we are unfamiliar with. Regardless of the name, most seem to function in the same general manner. Tax is paid when making purchases and tax is collected when making sales. Therefore we have both a purchase and sales rate that you can set up. Below the Master Tax Rates pod is Taxable Items. This refers to what ...

Contract Settings – Master Billing Rates

Master Billing Rates are a global setting, they are common for all Profit Centers. These rates can be imported into new contracts. When setting up a new contract you select which rates to import and which to skip. You can also add unique rates to a project at any time. Further, you can change the value of a rate for any project without affecting the master rates or any other projects. Modifying master billing rates does not affect existing project rates as they are usually under contractual agr...

Project Settings

Project Settings has 4 items at the time this article is being created. You will also find Project-related settings under Contracts. Contracts and Projects are essentially the same. Our system only shows general project information under Projects and exposes project financial data under Contracts. So the records for each of these are the same, but the available data differs. We have separate articles for each of the Project Settings items... Segments (https://basebuilders.ladesk.com/042783-Pro...

Project Settings – Segments

In the application, go to Settings | Project to find your list of Segments. Segments allow you to organize your projects into various groups. This is important for searching, sorting, and reporting. Once you have your segments set up and projects assigned to various options, you will be able to run profitability reports and compare the various segments' performance against each other. You are allowed up to 12 segments, though most of our accounts use 6 or less, and each segment can have an unl...

Project Settings — Master SOV Items

In the application, go to Settings | Project to find your list of SOV Master Items. Schedule of Values (SOV) is a common term for the bid breakdown often required to be submitted by a general contractor at bid openings. It lists the contract amounts for all of the major sub-contractors, typically any trade representing 10% or more of the total contract. We have elected to use this acronym because writing out "Probable Cost of Construction" just didn't fit in our navigation bar. We said all tha...

Project Settings — Days Calculation

Perhaps this could have landed under General Setting, but we ran out of room on that page. For items with due dates, our system will display a countdown of days. This setting will determine if you want to include all 7 days of the week or just the 5 standard workdays in the calculation.

Project Settings — Ratio Units

Ratio units are used to track quantitative values on your projects and present various ratios back to you. Enter the title of each value you wish to track. The ratios that will be generated against values that you enter are: - Fee per Unit Ratio - Area per Unit Ratio - SOV per Unit Ratio - Hours worked per Unit Ratio We have seen these used in various ways. Here are some of the things we have seen: - HVAC loads (cooling tons and heating BTUs) - Hospital beds - Hotel roo...

Invoice Settings

This video will walk you thru the invoice settings.