To start a payment the Payment application process with the client, the project needs to have a subproject with that includes the client's budget and contract(s).
How to create a client budget
New subproject needs to be created:
...
Subproject type needs to be set as client budget:
...
In the contract view contract line items can be added. This can be done by coping copying and pasting the info from Excel or entering the lines straigtly manually adding lines directly in to Bauwise.
After the contract information is entered the contract status needs to be changed to “Confirmed”.
...
Firstly, contract parties need to be added. This can be done from within the contract view , in the sheet … Access panel.
At the moment each contract needs to have 3 parties: project manager, client and client supervisor. In the future a possibility to add or remove parties will be added.
...
When Once the parties are set then payment a Payment application can be created. This can be done from the sheet Payment application.
...
Project manager can then enter the application sums or percentages and then confirm approve the payment application.
...
Then the The payment application will then move to the next party.
The payment application confirmation happes in order. The order is following: project manager → client supervisor → client.
When one or more parties have approve the payment application then the next party will have following possible actions to take:
...
Approve Confirm the payment application - application will move to the next party
Decline - act will move back to the project manager
Edit - all previous approvals will be removed and payment application can be edited. After editing the user can press approve which means that he/she has finished work on their side and the payment application will move to the next party for approval.
...
Additional icons/buttons description
...
Green icon shows that the user has approved the application
Green icon shows that the user has signed the application
Signatures info with signing date and time
Button to download the signed document
Button to download the application pdf
Project was funded by the European Union NextGenerationEU
...