FAQ and TroubleshootingAll users
Construction and product glossary
Look up unfamiliar terms without losing your place in a workflow.
Project and planning terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| Project | The job that connects stages, people, materials, costs and records. |
| Stage | A part of the project with its own status and progress, such as foundations. |
| Dependency / baseline | A dependency links the timing of stages; a baseline preserves a schedule for comparison. |
| DPR | Daily progress report: the site’s dated record of work, resources and evidence. |
| Critical path | The linked chain of stages that controls the forecast finish; delay on it can delay the project. Scheduling |
| Inspection / checklist | A recorded quality check against a template, with evidence and corrective actions. Inspections |
Quality and handover terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| RFI | Request for information: a formal question that needs an answer and closure. |
| Submittal / transmittal | A submittal requests review; a transmittal records document versions issued to a recipient. |
| Punch item / snag | A defect or unfinished item that must be corrected and checked. |
| DLP / warranty | DLP is the defect-reporting period after handover. A warranty tracks coverage for a particular item or system. |
| Corrective action | A tracked task to resolve an inspection or safety finding. |
| Ball in court | The person or party expected to act next on a submittal. Submittals |
| Toolbox talk | A short site safety briefing recorded with its topic and actual attendees. Safety |
Purchasing and stock terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| PO / delivery verification | A purchase order records the order; verification confirms accepted goods and updates stock. |
| On hand / reserved / available | Stock held, stock committed to approved requests, and the remaining stock available for use. |
| Requisition / issue / consumption | Request stock, hand it out, then record how it was used or wasted. These are different events. |
| Variance | The difference between a planned or allowed amount and the measured result. |
| Inventory ledger | The stock-movement record behind balances; check receipts, issues and adjustments when investigating a difference. Inventory |
| Vendor rate | A stored supplier price for a material; a proposal needs review before changing it. Rate proposals |
| Material estimate | Planned quantities and rates for project or stage materials. Estimation |
People and pay terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| User / labourer / contractor | A User signs in. Labourer and contractor records describe people or parties doing the work. |
| Assignment | A dated link between a person or contractor and a project, with applicable role or rate information. |
| Payroll / milestone | Payroll calculates wages from attendance and rates. A milestone is an agreement’s measurable payment stage. |
| Attendance | The dated record of presence, hours and overtime used in wage calculation. Attendance |
| Agreement | A contractor’s recorded contract and milestone terms. Agreements |
Cost and billing terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| Budget / cost / payment | Budget is a plan, cost is recorded spending, and payment tracks a payable through its workflow. |
| IPC | Interim payment certificate: a progress bill with cumulative work and applicable deductions. |
| Retention / advance recovery | Retention withholds part of work value; advance recovery deducts amounts already advanced. |
| EAC / cash-flow forecast | Estimated cost at completion / a projection of future inflows and outflows, not a bank balance. |
| Cost log / budget alert | A cost entry records project spending; a budget alert flags a configured threshold. Neither confirms a bank transfer. Finance |
| Schedule of values | The priced contract items used to calculate cumulative work in IPCs. Client billing |
Access and subscription terms
Use these meanings when reading the related workflow guides.
| Term | Meaning |
|---|---|
| Role / permission | A role groups permissions; a permission allows a particular action on a module. |
| Plan / add-on / quota | The subscription package, an optional feature package, and a capacity limit. |
| Client-visible | A sharing flag used with project, status and portal-access checks; it is not universal public access. |
| Organization / platform administrator | The company workspace / a service operator with separate platform access. |
| Portal | A limited external view for a client or vendor, separate from an internal login. Client portal |
| Activity log | The history of actions, people and times associated with changes. Activity |
| Two-factor authentication / 2FA | An additional sign-in verification using an authenticator or supported recovery code. Security |