Module 41 · Foundation · 6 lessons · about 48 min

Contracting fundamentals

How a contractor's money flows, and how Zeyto Construction & Contracting (pre-release) tags one ledger by project and item of work.

What you will be able to do

  • Describe the cycle from tender to final retention release and where cash runs short
  • Explain how one ledger carries project and item-of-work tags and what refusals to expect
  • Build a project with categories and items and calculate sell, cost and weighted progress
  • Set up the company, roles and approvals in a sensible order
  • Navigate Home, My Day, Portfolio and the project hub with the product's own words
  • Follow a project from tender to close with its controls

Lessons

  1. 1. How a contractor's money flows 8 min
  2. 2. One ledger, tagged by project and item of work 8 min
  3. 3. The project and its breakdown (WBS) 9 min
  4. 4. Setting up the company, people and approvals 8 min
  5. 5. Reading the workspace: Home, My Day, the project hub 7 min
  6. 6. From tender to close: the life of a project 8 min

Practice quiz (24 questions)Printable study sheet