Project Details
Keep the client, site address and job information attached to the Project so everything stays in context.
Manage the whole Project from one place
Boksit Project Centre brings the financial and client-facing parts of a job together in one workspace.
Track Project value, payments, outstanding balances, progress, Additional Works, documents and client communication without jumping between separate systems.
Project Centre — example
- Project
- Loft conversion — Demo Client Ltd
- Project Total
- £24,850.00
- Approved Additional Works
- £1,350.00
- Payments received
- £16,000.00
- Outstanding balance
- £8,850.00
What Project Centre covers
Project Cost Breakdown
See how the Project value is made up across the original work and any approved changes.
Project Total
A single figure for the agreed value of the Project, including approved Additional Works.
Payments Received
Record payments as they arrive and keep a running total against the Project.
Outstanding Balance
The remaining amount due, calculated from the Project total and payments received.
Additional Works
Extra work stays linked to the Project, with its own status until it is approved.
Progress
Record how far the job has moved so both you and the client can see where things stand.
Client Access
Share a secure, client-facing view of the Project when you want the client kept up to date.
Documents
Keep job paperwork, notes and generated PDFs organised with the Project.
Project Activity
See activity such as documents sent, opened and approved as the job progresses.
Project Report
Generate a branded summary of the Project at any point in the job.
Project Report
Project Report provides a branded summary of the Project. It can include Project details, client details, the Project Cost Breakdown, approved Additional Works, payments, outstanding balance and progress where applicable.
What the client sees
Clients can receive secure access to a Project view built for them. Internal-only information, such as private notes and internal cost detail, is not intended to be exposed through the Client Portal.
Frequently asked questions
- What is Project Centre?
- Project Centre is Boksit's workspace for managing the financial, progress and client-facing parts of a Project, including costs, payments, Additional Works, documents and updates.
- Can clients see Project Centre?
- Clients do not use Project Centre directly. They can be given secure access to a client-facing Project view that shows shared information such as progress, payments received, outstanding balance and approved Additional Works.
- Can Project Centre track Additional Works?
- Yes. Additional Work requests stay linked to the Project, and approved Additional Works can be reflected in revised Project totals and the Project Report.
- Does Project Centre show payments and outstanding balance?
- Yes. Payments recorded against the Project are shown alongside the Project total and the remaining outstanding balance.
- Can I generate a Project Report?
- Yes. A branded Project Report can be generated from the Project, summarising details, cost breakdown, approved Additional Works, payments and outstanding balance.