Arqenith Product Guide

How to use it

1. 1Use the sidebar (on the left in English, on the right in Arabic) to move between modules. They are grouped under Workspace, Delivery, Commercial and Insights, with Settings at the bottom. On a phone, open it with the menu button at the top; on a computer, the toggle next to the logo collapses it.
2. 2To change company, click the organization switcher at the top of the sidebar and pick one from Organizations. Switching always takes you back to Overview. Create organization starts a new company.
3. 3Click Create new in the top bar to add a Land parcel, Development, Property unit, Expense or invoice, Purchase order or Customer straight from any page. Only the options your role can create are listed.
4. 4Type in the Search anything… box at the top and press Enter to search across modules. Ctrl K puts the cursor in the box.
5. 5Click the bell to see your latest notifications. Click one to open the record it is about, use Mark all as read, or open View all notifications.
6. 6Switch language with the ع / EN button and the theme (light, dark or system) with the theme button next to it. On a phone, both are in the menu under your avatar, which also holds Profile, Settings, Notifications and Sign out.

Rules and details

• The chain is: land parcel → feasibility study → development → buildings → floors → units → reservations and sales contracts. Engineering drawings, construction planning, budgets, contracts and purchase orders all belong to a development.
• Sidebar modules: Overview, Land Portfolio, Developments, Feasibility Studies and Investors (Workspace); Engineering & Drawings, Construction, Contractors & Workforce, Procurement & Inventory and Financial Management (Delivery); Properties & Units, Sales & Customers and Documents & Permits (Commercial); Reports & Analytics, Approvals and Audit Log (Insights).
• Each role opens a default set of modules. For example, an Engineer sees land, developments, engineering, construction, contractors, procurement, units, documents and reports, but not finance or sales; a Sales agent sees developments, units, sales and documents. An Administrator can grant or remove individual permissions for a member.
• Access can also be limited to specific developments. A member who is not given all developments only sees the records of the developments assigned to them, everywhere in the product.
• The Approvals item shows a count of pending requests you can see. Notifications arrive live while you work; reminders such as overdue tasks and expiring documents are also generated automatically each day.
• Arabic switches the whole interface to right-to-left. Names you type, such as development or unit names, stay as you typed them; most records also have an optional Arabic name field.
• Records get reference numbers in the form PREFIX-YEAR-NUMBER, counted per company and per year, for example LND-2026-0001 for a land parcel or DEV-2026-0001 for a development.
• Every change is recorded with who made it and when; you see it in the Activity panel of each record and, for those allowed, in the Audit Log.

How to use it

1. 1Search the question list with the box at the top of this guide; it filters every section at once.
2. 2Each screen's own section below also ends with the questions specific to that screen.
3. 3If a page says “Access denied”, your role does not include that area. Ask your Organization owner or an Administrator, who can change your role or grant a single permission from Settings → Members & invitations.

Rules and details

• Check which organization you are working in first (the switcher at the top of the sidebar shows its name and your role there). People who belong to several organizations work in one at a time, and every screen, report and notification belongs to the active one.
• What you see depends on two things: your role (what you may view, create, edit, delete, approve and export, module by module) and your project access (all developments, or only selected ones). Records of developments you cannot access are hidden everywhere, including search, reports and exports.
• Every change to a record is kept in the audit log with who made it and when, and records carry their own Activity history. Nothing you approve, post or upload is silently overwritten.

How to use it

1. 1Open Overview from the top of the sidebar. The header greets you and shows today's date.
2. 2To focus on one project, choose it in Filter by development; All developments shows the whole portfolio.
3. 3If the Get started with Arqenith checklist is shown, follow its steps: Review organization settings, Register your first land parcel, Create a development, Set the development budget, Add buildings and units, and Invite your team. Each step opens the right screen.
4. 4If a banner says activities need your attention, click Review activities to open your notifications.
5. 5Use the links on each panel to go deeper: Details on the cash flow chart, Open payment schedule under upcoming payments, View all developments under portfolio progress, and View all under the development overview table.

Rules and details

• The checklist ticks itself from real data; you cannot tick steps by hand. It only shows the steps your role can do, and disappears once all of them are done.
• The attention banner adds up overdue tasks (not done and past their planned end), documents expiring within 30 days (including ones already expired) and approval requests waiting that you can see.
• Financial view: Portfolio value (GDV), marked Estimate, combines contracted prices and asking prices; Total invested (actual cost) shows actual cost with the amount committed beneath; Contracted revenue shows the amount collected beneath; Projected gross margin is GDV minus the estimate at completion, divided by GDV.
• Portfolio cash flow shows actual money in and out for the last six months including this one, with Net cash flow in red when it is negative. Upcoming payments lists up to five approved expenses with an unpaid balance due within 30 days, overdue ones included, and highlights those due within three days.
• Without finance access you see Active developments, Units available, Units sold and Overdue tasks, plus a Unit inventory panel with Available, Reserved and Sold.
• Everyone sees Portfolio progress (construction completion per development) and the Development overview table with status, progress and units sold.
• A new company with no developments sees Your portfolio starts here, with a Create a development button for those allowed to create one. Archived developments are left out of the dashboard.

How to use it

1. 1Type in Search anything… at the top of any page and press Enter, or open Search directly.
2. 2Type at least two characters. Results refresh as you type.
3. 3Look through the result groups: Developments, Land parcels, Units, Customers, Contractors & suppliers, Documents, Expenses and Purchase orders.
4. 4Click a result to open the record. If a group says it has more than eight matches, add more words to narrow the search.

Rules and details

• Search matches any part of a word and ignores upper and lower case. There are no filters.
• What is searched: developments by name, Arabic name, reference, city and location; land parcels by name, Arabic name, reference, city, plot number and cadastral area; units by unit number; customers by name, Arabic name, reference, email and phone.
• Contractors & suppliers are matched by name, Arabic name, reference, contact person, email and specialization; documents by title, Arabic title, reference, description and tags; expenses by reference, description and invoice number; purchase orders by reference.
• Each group shows up to eight matches. The header tells you how many results were found and in how many modules.
• Archived documents are not searched.

How to use it

1. 1Open Land Portfolio in the sidebar.
2. 2Click Add land parcel. Fill in Parcel name, Status and Land area (m²), then the Location, Ownership, Acquisition costs and Zoning & buildability sections.
3. 3To place the parcel on the map, click Pick on map and click the location; Latitude and Longitude are filled in for you.
4. 4Click Save. The parcel gets its reference and its page opens.
5. 5Back on the list, search by name, plot or cadastral area, or filter by status. Switch between Table and Map to see the parcels as rows or as markers coloured by status.
6. 6Click Export CSV to download the list. Use Show archived parcels at the bottom of the table to include archived ones.

Rules and details

• Every parcel gets a reference such as LND-2026-0001.
• Statuses: Prospect, Under negotiation, Under contract, Acquired, In development, Sold and Archived. You choose the status yourself; a parcel moves to In development automatically when it is linked to a development while Acquired or Under contract.
• Total acquisition cost is calculated: purchase price + acquisition expenses + legal fees + registration fees. Each amount must be zero or more and is recorded in the parcel's currency (USD, LBP, EUR, AED, SAR or GBP; your company's base currency by default).
• Permitted construction area, if left empty, is calculated as land area × floor area ratio. Building coverage ratio must be between 0 and 100%, and permitted floors between 0 and 200.
• Tiles: Parcels counts parcels that are not archived; Acquisition cost and Land bank add up the cost and area of parcels that are Acquired, In development or Under contract (the cost tile only includes parcels in your base currency); Acquisition pipeline counts parcels that are Prospect or Under negotiation.
• The map shows up to 500 parcels that match your search and filter. Parcels without coordinates are counted under the map instead of being shown.
• The country list covers Lebanon, United Arab Emirates, Saudi Arabia and Cyprus.

How to use it

1. 1Open a parcel from the Land portfolio list.
2. 2Click Edit to change any field. To record that the zoning was confirmed with the authority, tick Zoning verified and set the Verification date.
3. 3Under Attachments, click Upload document to add the deed, survey or zoning certificate; the category starts as Ownership deed.
4. 4Under Developments on this land, click Assign to development, choose the Development, the Relationship (Primary site, Partial, Option or Access), the Cost allocation % and, if useful, the Area used.
5. 5Click Run feasibility to start a feasibility study with this parcel already selected.
6. 6Click Release on a development row to end the link, or Archive at the top to take the parcel out of the active list.

Rules and details

• Document your due diligence with the Zoning verified flag and date, the zoning figures and the attachments, each of which shows its approval status. If you tick Zoning verified without a date, today's date is used.
• Maximum footprint = land area × building coverage ratio. Land cost per buildable m² = total acquisition cost ÷ permitted construction area. The cost tile also shows the cost per m² of land.
• Cost allocation spreads the parcel's cost across the developments that use it. The active allocations of one parcel can never total more than 100%, and a development can only have one active link to the same parcel. Assign to development is hidden once 100% is allocated.
• Releasing a link keeps it in the table, faded, with the relationship Former and the release date. It frees its allocation but does not change the parcel's status back.
• Assigning the parcel to a development moves it to In development if it was Acquired or Under contract. Nothing sets Sold automatically.
• An archived parcel shows a banner and can still be edited; click Restore to make it active again.
• Activity shows every change to the parcel with who made it and when, and Comments lets the team discuss it.

How to use it

1. 1Open Feasibility Studies in the sidebar.
2. 2Click New feasibility study. Enter the Study name, optionally choose a Land parcel, pick the Currency and add Notes.
3. 3Save. The study opens with three scenarios ready: Optimistic, Base case and Pessimistic.
4. 4Back on the list, search by name or reference, filter by status, and compare studies by their expected revenue, projected profit and profit margin.
5. 5Turn on Show archived studies to see archived ones.

Rules and details

• Every study gets a reference such as FSB-2026-0001.
• Statuses: Draft, Final, Converted to project and Archived.
• If you choose a land parcel, the scenarios start with its total acquisition cost as the land price (or the purchase price if no total is recorded), its land area, its permitted construction area and permitted floors, and the study uses the parcel's currency.
• Starting assumptions: the base case uses engineering fees 6%, contingency 7%, marketing 2% and 28 months; the optimistic case 5%, 5% and 24 months with sale price +10% and cost −5%; the pessimistic case 7%, 10%, marketing 3% and 34 months with sale price −12% and cost +10%. Construction cost and sale price per m² start at zero, so you enter them in each scenario.
• The list's Expected revenue, Projected profit and Profit margin come from the base case's saved assumptions and are marked Estimate.
• All figures in a study are assumptions and estimates, not accounting records.

How to use it

1. 1Open a study and choose a scenario tab: Optimistic, Base case, Pessimistic or a custom scenario.
2. 2In Assumptions, fill in Land & site, Areas & programme, Development costs, and Sales & timing, then click Save scenario. Discard changes undoes unsaved edits; a dot on the tab marks unsaved changes.
3. 3To test another case, click Add custom scenario, give it a Scenario name and choose which scenario to Start from.
4. 4Read the results, the warnings, the Cash flow (Table view or Chart view), the Scenario comparison and the cost breakdown.
5. 5When the study is agreed, click Mark as final. Return to draft reopens it as a draft; Archive puts it away and Restore brings it back as a draft.
6. 6Click Convert to development, choose the Scenario, enter the Development name and Start date, and confirm. The new development opens.

Rules and details

• Formulas: construction = constructed area × cost per m²; engineering = construction × engineering %; contingency = (construction + engineering) × contingency %; revenue = saleable area × sale price per m²; marketing = revenue × marketing %; total cost = land + construction + engineering + contingency + permits + legal + financing + marketing; profit = revenue − total cost.
• Profit margin = profit ÷ revenue. Return on cost = profit ÷ total cost. Break-even price per m² = total cost ÷ saleable area. FAR utilisation = constructed area ÷ permitted construction area. A ratio that would divide by zero shows —.
• Warnings, which never stop you saving: constructed area above the permitted area, saleable area above the constructed area, a loss, and a thin margin below 15%.
• Cash flow is spread over the development duration (1 to 120 months): land and legal fees go out in month 1, the other costs evenly every month; 20% of revenue comes in evenly over the months and the remaining 80% in the last month. Peak funding need is the lowest point of the cumulative balance.
• Scenario comparison shows each scenario's revenue, total cost, profit, margin, return on cost and break-even next to its difference from the base case, including unsaved edits (marked *).
• Validation: values cannot be negative, percentages cannot exceed 100, counts are whole numbers, and the duration is required. Results are always recalculated when you save.
• Mark as final is a label, not an approval: a final study can still be edited. Converting is permanent: the study becomes Converted to project and can no longer be edited.
• Converting creates a development in the Planning phase with a target completion of start date + duration, links the parcel as its Primary site at 100% allocation, and creates draft budget lines for each cost with an amount above zero.

How to use it

1. 1Open Developments in the sidebar. Search by name, reference or city, filter by Status, and switch between Cards and Table.
2. 2Click New development. In Identity, enter the Development name (and optionally the Arabic name), Location, City, Project colour and Description, then click Next.
3. 3In Schedule & team, choose the Status, the Project manager, the Start date and the Target completion, then click Next.
4. 4In Land, tick the parcels this development uses and set each parcel's Cost allocation and Relationship. This step is optional.
5. 5Click Create development. The new development's workspace opens.
6. 6Use Open workspace on a card to enter a development, Export CSV to download the list, and Show archived developments to include archived ones.

Rules and details

• Every development gets a reference such as DEV-2026-0001.
• A new development can start as Feasibility, Planning phase, Design, Permitting, Under construction or On hold; it cannot start as Completed, Handed over or Cancelled. Planning phase is the default.
• Target completion must be on or after the start date. The project manager you choose is also added to the project team.
• The project currency is set to your company's base currency; you can change it later with Edit in the workspace.
• Only parcels that are not archived and are Prospect, Under negotiation, Under contract, Acquired or In development are offered. A parcel's active allocations across all developments can never exceed 100%.
• Tiles: Active projects counts every stage except Completed, Handed over and Cancelled; Under construction counts those on site. Finance users also see Gross development value and Current budget; others see Units and Sell-through (sold and handed-over units as a share of all units).

How to use it

1. 1Open a development from the Developments list. Use the tabs: Overview, Land, Buildings, Engineering, Construction, Budget, Expenses, Contractors, Procurement, Units, Sales, Documents and Activity.
2. 2On Overview, use the Lifecycle panel to move the development to its next stage, for example Move to Design. The panel only offers the stages allowed from the current one.
3. 3On Overview, under Project team, click Add member, choose the Member and their Project role.
4. 4Click Edit at the top to change the name, location, Project currency, dates or project manager.
5. 5Use the action buttons on the tabs to work in context: Link land parcel on Land, Add building on Buildings, Generate units on Units, Record expense on Expenses, New purchase order on Procurement, Upload document on Documents.
6. 6Click Archive when the project is no longer active; Restore brings it back.

Rules and details

• Stages and allowed moves: Feasibility → Planning, On hold or Cancelled; Planning → Feasibility, Design, Permitting, Under construction, On hold or Cancelled; Design → Planning, Permitting, Under construction, On hold or Cancelled; Permitting → Design, Under construction, On hold or Cancelled; Under construction → Completed or On hold; Completed → Handed over or back to Under construction; On hold → Planning, Design, Permitting, Under construction or Cancelled. Handed over and Cancelled are final.
• Moving to Completed sets the actual completion date to today if it is empty. A cancelled development cannot be reactivated.
• Overview shows construction progress and units sold; finance users also see Current budget, Actual cost, Committed, Estimate at completion, Expected revenue and Collected, and the projected profitability: gross profit = expected revenue − estimate at completion, margin = profit ÷ revenue, return on cost = profit ÷ estimate at completion, break-even price = estimate at completion ÷ saleable m².
• Budget shows each cost category in base currency with Original, Current budget, Approved budget, Committed, Actual, estimate at completion and Variance. Variance = current budget − estimate at completion, so a negative variance means an expected overrun. Manage budget opens Finance.
• Engineering and Construction are read-only summaries with links to Open engineering and Open construction. Expenses shows the 25 most recent, Procurement up to 50 purchase orders, Contractors the contracts with their current value, and Sales the live contracts, amounts collected and active reservations.
• Land shows the linked parcels and their share of land cost, converted to base currency at the rate on the acquisition date. Unlink keeps the row as Former and frees its allocation.
• Activity lists the 40 most recent changes to the development, its buildings, land links, team and units.
• Adding a team member needs the create permission for developments; removing one with Remove from team is limited to the Organization owner and Administrator. An archived development shows a banner and hides the lifecycle, team, land and building actions until it is restored.

How to use it

1. 1Open the development and go to the Buildings tab.
2. 2Click Add building. Enter the Building code (A, B, C… is suggested), the Building name, its Status, Floors above ground, Basement levels, areas, Parking spaces and Budget allocation, then save.
3. 3In the building's panel, click Add floor. Enter the Level, Floor type and Floor name, and optionally the Floor area.
4. 4Use the pencil icon to edit a floor, and Edit on the building panel to edit the building.
5. 5Click Units on a building to see its units, or Generate units to create them in bulk (floors that do not exist yet are created for you).

Rules and details

• The building code is required, up to 20 characters and unique within the development.
• Building statuses: Planned, Design, Under construction, Structure complete, Finishing and Completed. You can set any status at any time.
• Floor levels go from −10 to 200 and are unique within a building: 0 is the ground floor and negative levels are basements. The next level is suggested for you.
• Floor types: Basement, Parking, Ground, Mezzanine, Typical, Penthouse and Roof.
• Budget allocation is a planning figure in base currency; the controlled budget is kept in Finance.
• Each building panel shows its total units, how many are sold and how many are available.
• Buildings and floors cannot be deleted. Floor plans are attached to units as documents with the Floor plan category (see Unit page).

How to use it

1. 1Open Properties & Units in the sidebar. Filter by Development, Building, Status and Type, and switch between Building explorer and Table (search is available in Table).
2. 2In the explorer, open a building and choose All floors or a floor chip, then click a unit to open it.
3. 3To add one unit, click Add unit, choose the Building & floor, and enter the Unit number, Unit type, areas, bedrooms, bathrooms, parking, Asking price and Status.
4. 4To add many, click Generate units: choose the Building, From level and To level, Units per floor, Unit type, areas, rooms, optional Price per m² and the Numbering pattern, then save.
5. 5To reprice, click Pricing tool: choose the Building, enter the Price per m², keep Select all or pick units, check the preview of current and new prices, and click Apply prices.

Rules and details

• Unit statuses: Not released, Available, On hold, Reserved, Sold and Handed over. You can only move a unit between Not released, Available and On hold; Reserved, Sold and Handed over are set by the sales process.
• Bulk generation: up to 50 units per floor and 1,000 per run. The numbering pattern must contain {seq} (01, 02…) and may contain {floor} (the level), so the default {floor}{seq} gives 101, 102… on level 1. Missing floors are created automatically.
• Generated units are created as Available, without terrace or parking. Unit numbers that already exist in the building are skipped. With a price per m², asking price = price × (internal area + balcony area).
• Unit numbers are unique within a building. Internal area must be more than zero and the asking price zero or more.
• The pricing tool works on one building and up to 500 units at a time. New price = price per m² × saleable area. Only Not released, Available and On hold units are repriced; units reserved in the meantime are skipped and you are told how many.
• Inventory value adds up the asking prices of Not released, Available and On hold units in your base currency.

How to use it

1. 1Open a unit from the explorer or the table.
2. 2Click Edit to change specifications, the asking price or the status.
3. 3Under Floor plans & documents, upload the unit's plans; the category starts as Floor plan, and they then appear under Floor plan with an Open button.
4. 4If the unit is Available, click Reserve to start a reservation for it.
5. 5Check Sales history for its reservations and contracts and Status history for every status change.

Rules and details

• Saleable area = internal area + balcony area + terrace area. Price per m² = asking price ÷ saleable area. Both are calculated for you.
• The selling price is set by the sales contract; it cannot be typed on the unit.
• Once a unit is Reserved, Sold or Handed over, Edit only allows specifications; the price and status are locked.
• Estimated profitability uses the contracted price if there is a contract, otherwise the asking price, and allocates cost as the project's estimate at completion × this unit's share of the project's saleable area.
• Status history records who changed the status (or System for automatic changes) and the reason.
• Units cannot be deleted, and a unit with a reservation or a contract stays linked to it.

How to use it

1. 1Open Engineering & Drawings in the sidebar.
2. 2Click New drawing. Choose the Development, Building and Discipline, enter the Drawing number, Scale and Drawing title, and optionally the Author (consultant / engineer).
3. 3Save; the drawing's page opens, where you upload its first revision.
4. 4In the Drawing register, filter by development, and use the discipline tabs and the search box to find a drawing by number or title.
5. 5Under Fee milestones, click Mark achieved when a consultant milestone is reached, and use New engineering task to plan design work.
6. 6Click Export CSV to download the register.

Rules and details

• Disciplines: Architectural, Structural, Electrical, Mechanical, Plumbing, Civil, Site plan, Floor plan and Landscape.
• The drawing number is typed by you (for example BCH-A-101), is up to 60 characters and must be unique within the development.
• Current revision is the approved revision in use; Latest revision is the newest one uploaded, whatever its status. A drawing with no approved revision shows No approved revision.
• Tiles show the number of drawings (and how many have an approved revision), revisions in review, engineering fees and open engineering tasks.
• Engineering contracts show the current fee: original value plus approved amendments. Mark achieved works on pending milestones and records today's date; it needs the right to edit contractors.
• New engineering task needs at least one construction phase in the development, and its planned finish cannot be before its start.

How to use it

1. 1Open a drawing from the register and click Upload revision.
2. 2Choose the Drawing file, check the suggested Revision code, choose what it is Issued for, set the Issue date and add a Revision description, then click Upload & register. The revision is saved as a draft.
3. 3Click Submit for review on the draft revision.
4. 4The reviewer opens the drawing, previews the revision and clicks Approve (with an optional comment) or Reject (with a Reason for rejection).
5. 5Use the eye icon to preview any revision and Download to save its file. Revision history lists all revisions with their status.

Rules and details

• Revision statuses: Draft, In review, Approved, Rejected and Superseded. When a revision is approved, the previously approved one becomes Superseded and the drawing's current revision changes to the new one.
• Rejected and superseded revisions are final. To change a drawing, upload a new revision.
• The revision code is suggested from the newest revision: A for the first, then the next letter (A → B), or the next number keeping its padding (P01 → P02). It must be unique for the drawing.
• Issued for: For information, For review, For tender, For construction or As built.
• Accepted files include PDF, images, DWG, DXF, ZIP and Office files, up to 50 MB. PDFs and images are previewed on the page; CAD files are downloaded.
• Each upload is kept as a permanent version of the drawing's document. A superseded revision carries a warning not to use it for construction.
• Comments entered while reviewing are saved on that revision.

How to use it

1. 1Open Construction in the sidebar. The tabs across the top lead to Control center, Planning & WBS, Tasks, Site reports, Issues, Bill of quantities, Payment certificates, Workforce and Equipment.
2. 2Choose a development in the Development filter, or keep All developments.
3. 3Read the tiles, then the Phase progress, Critical and overdue activities and Upcoming milestones panels. Click a task to open its details.
4. 4Use Open planning and Open timeline to jump to the plan or the Gantt view, and the Quick actions to reach the task board, site reports, issues, the bill of quantities or payment certificates.
5. 5Click New site report to record today's report.

Rules and details

• Weighted progress for one development is its overall progress; for all developments it is the simple average of developments that have at least one phase.
• Active phases counts phases in progress, and its hint shows how many are delayed (not completed and past their planned finish).
• Overdue tasks are not done and past their planned finish. Open issues counts issues that are Open, In review or Answered.
• Critical activities are open tasks marked critical. Milestones (30 days) are open milestone tasks due in the next 30 days.
• The tiles also show open RFIs and change orders in review.
• Every day, assignees are reminded of overdue tasks, and approvers of milestones due within 7 days and of phases more than 3 days late.

How to use it

1. 1Open Construction, go to Planning & WBS and choose a development.
2. 2Click Apply template, choose the Template, the Start date and optionally the Building. The template's phases are created one after another from that date.
3. 3Or click New phase and enter the WBS code, Phase name, Status, Weight and the Schedule dates.
4. 4Click the + on a phase row (New task in the phase) or New task to add tasks; choose a Parent task to create a sub-task. Tick Milestone for key dates.
5. 5Use the edit and delete icons on a phase row to change or remove it.
6. 6Under Phase templates, use Add template phase to build your own templates with a Sequence, Duration, Phase name and Weight.

Rules and details

• Phase statuses: Not started, In progress, On hold and Completed. You set the phase status yourself.
• Phase progress = the weighted average of its top-level tasks (each task's progress × its weight). Sub-tasks do not count. A phase without tasks is 100% when Completed, otherwise 0%. You can set a Manual progress override instead; leave it empty to calculate from tasks.
• Development progress = the weighted average of its phases, using each phase's Weight.
• The WBS code of a phase is required and unique within the development (for example 3 or 3.2). Planned finish cannot be before planned start. Weights must be greater than zero.
• Applying a template schedules phases back to back, each lasting its template duration. Applying it again adds a second full set of phases.
• A milestone is a task with Milestone ticked; it shows as a diamond on the timeline.
• Deleting a phase removes all its tasks and cannot be undone. Phase templates are shared by the whole company.

How to use it

1. 1Open Construction and go to Tasks. Choose List, Board or Timeline.
2. 2Filter by Development, Phase, Status, Priority, Category and Assignee (Assigned to me shows your own), or use Critical only and Overdue only.
3. 3With a development selected, click New task. Enter the Task, Phase, Category, Status, Priority, Progress, Assignee, Contractor, Weight, dates, and tick Milestone or Critical as needed.
4. 4On the Board, move a card with the Move to selector or the arrows to the previous or next stage.
5. 5Click a task to open it: change its status, click Edit, or click Add predecessor to record a dependency with its type and lag.
6. 6Click Export CSV to download the tasks.

Rules and details

• Task statuses: To do, In progress, Blocked, In review and Done. Any status can be chosen from any other.
• Setting a task to Done sets its progress to 100% and records the actual finish date; setting progress to 100% marks it Done. Moving to In progress or In review records the actual start if it is empty.
• Categories: Construction, Engineering, Permit, Procurement, Inspection and Handover. Priorities: Low, Medium, High and Critical. New tasks start as To do, Medium, 0% and weight 1.
• If you leave the WBS code empty, it is numbered automatically from its phase or parent task.
• Dependency types: Finish to start, Start to start, Finish to finish and Start to finish, with a lag from −365 to 365 days (negative means lead time). Circular links and links between developments are refused. Dependencies are recorded for reference and do not move dates.
• Critical is a flag you set by hand on tasks on the critical path. A task past its planned finish and not done shows how many days late it is.
• Deleting a task also removes its sub-tasks and dependencies.

How to use it

1. 1Open Construction, go to Site reports and click New site report.
2. 2Enter the Report date, Development, Building, Site supervisor, Weather, Temperature (°C), Workers present and Delay hours.
3. 3Add rows under Labor (Add trade), Equipment (Add equipment) and Quantities completed (Add quantity); link a quantity to a BOQ item to record progress against the bill of quantities. Fill in Work performed and the Delays, issues & safety section, then save.
4. 4Open the report and click Submit when it is complete.
5. 5The approver clicks Approve, or Return to draft if changes are needed.
6. 6On the report page, record Materials consumed (Item, Warehouse, Quantity) and use Raise an issue to open an issue for the same development.

Rules and details

• Every report gets a reference such as SR-2026-0001. You can write several reports for the same development on the same day.
• Statuses: Draft, Submitted and Approved. A report can only be edited as a draft; approval is final.
• On submit, quantities linked to BOQ items are recorded as measurements. Resubmitting after a return only records the difference, so nothing is counted twice.
• Recording materials consumed issues the stock from the chosen warehouse to the development, with its cost in base currency. It needs inventory rights.
• The development cannot be changed after the report is saved. Temperature must be between −60 and 70 °C, and equipment hours at most 744.
• Rows left without a trade, equipment name or description are not saved. Reports cannot be deleted.
• The list shows, for the last 30 days, the number of reports, average workers, total delay hours and reports awaiting approval.

How to use it

1. 1Open Construction and go to Issues. Choose a type tab or All, and filter by development, status and priority; Open only hides closed items.
2. 2Click New issue (or New followed by the type on a type tab). Enter the Title, Development, Location, Priority and Description, then the Responsible person, Contractor / consultant and Due date.
3. 3For a change order, fill in Contract impact: the Contract, Cost impact (negative for omissions) and Schedule impact in days.
4. 4Open the issue to work on it: Mark answered, Close, Void or Reopen. For a change order, click Submit for approval and follow it under Open approvals.
5. 5On safety incidents, defects, inspections and punch items, click Add corrective action to raise a linked follow-up.
6. 6Click Export CSV to download the list.

Rules and details

• References follow the type: RFI-, SUB- (submittal), INS- (inspection), DEF- (defect), PCH- (punch item), CO- (change order), SI- (site instruction), HSE- (safety incident) and CA- (corrective action), for example CO-2026-0003.
• Statuses: Open, In review, Answered, Approved, Rejected, Closed and Void. Mark answered works from Open; Reopen returns a closed or void issue to Open.
• Inspections also record an Inspection result: Pass, Fail or Conditional.
• A submitted change order is In review: its cost, schedule impact, contract and status are locked until it is decided. The approver can Approve with an optional comment or Reject with a required comment, and cannot decide a request they submitted themselves.
• When a change order with a contract and a cost impact is approved, an approved amendment is added to the contract. Schedule impact is recorded but does not move task dates.
• Cost and schedule impact are only kept for change orders. Change orders pending shows the total cost impact waiting for a decision.
• Issues cannot be deleted; use Void instead.

How to use it

1. 1Open Construction, go to Bill of quantities and choose a development.
2. 2Click New section and enter the Code, Section name and optionally a Cost category.
3. 3Click New item. Choose the Section, enter the Code, Description, Unit, Planned qty and Unit rate, and optionally link a Contract and a Phase.
4. 4Click the ruler icon on an item (Record measurement) and enter the Measured on date and Quantity. Use a negative quantity to correct an earlier measurement.
5. 5Check the totals and Recent measurements, and click Export CSV to download the bill.

Rules and details

• Section and item codes are required and unique within the development. Units: m³, m², m, kg, ton, nr, lump sum, day, hour and set.
• Estimated total = planned quantity × unit rate. Executed value = executed quantity × rate. Progress = executed ÷ planned, capped at 100%.
• Executed quantity is the sum of all measurements, manual or from site reports. Measurements cannot be edited or deleted; you correct them with negative entries.
• Certified quantity and value come from the latest approved payment certificate for the item. Executed, not certified highlights work done but not yet paid.
• Grand total shows the estimated total, executed value, certified value and remaining value. Amounts are in the development's currency.
• An item that appears on a payment certificate cannot be deleted, and neither can its section. Deleting a section removes all its items.

How to use it

1. 1Open Construction, go to Payment certificates and click New certificate. Choose the Contract, set the Period start and Period end, and add Notes.
2. 2The certificate opens with one line for each BOQ item of the contract, starting from the last approved quantities. Enter the Qty to date for each line.
3. 3Use Add lump-sum / variation for amounts outside the BOQ, and enter any Other deductions.
4. 4Click Save & calculate and check the figures; the Preview box updates while you type.
5. 5Click Submit for approval. The approver decides under Open approvals.
6. 6Click Print for a bilingual printable certificate.

Rules and details

• Every certificate gets a reference such as IPC-2026-0001 and a number per contract (#1, #2…). Only active contracts that are not supply contracts can be certified.
• Amounts are cumulative: gross to date = sum of the lines (quantity to date × BOQ rate); this period = gross to date − amounts already certified on approved certificates.
• Retention = this period × the contract's retention %. Advance recovery = this period × the recovery %, limited to the advance still to recover. Net payable = this period − retention − advance recovery − other deductions.
• A certificate cannot exceed the current contract value (original plus approved amendments), cannot have a negative period amount or net payable, and cannot be submitted with nothing to pay this period.
• Statuses: Draft, Submitted, Approved and Rejected. Submitted and approved certificates are locked; a rejected one can be corrected and resubmitted. Only one certificate per contract can await approval at a time, and nobody approves a certificate they submitted.
• On approval, an approved payable is created in Finance in the contract's currency, due 30 days after the period end, and the Payable panel shows what has been paid and what is outstanding.

How to use it

1. 1Open Construction, go to Workforce and choose a development. On Crews, click New crew and enter the Crew name, Trade, Foreman and Responsible supervisor; then use Add member to add workers with their Role in crew.
2. 2On Timesheets, choose the Crew (or All workers) and the week with Previous week, This week and Next week.
3. 3Type regular hours and overtime (OT) for each worker and day, use Add worker to add someone, and click Save hours.
4. 4Click Submit week when the week is complete.
5. 5The approver clicks Approve week, or Return with a reason.
6. 6On Labour costs, choose From and To, click Apply, review the totals by worker, and click Post labour costs.

Rules and details

• Timesheet statuses: Draft, Submitted, Approved and Posted to finance. Only drafts can be changed; Return sends a submitted week back to draft.
• Each worker can have one entry per day per development. Regular plus overtime must be more than 0 and at most 24 hours. Saving a day with 0 hours removes it.
• Labour cost = daily rate × (regular hours + overtime hours × overtime multiplier) ÷ standard hours (by default 8 hours and 1.5). The rate is captured when the hours are saved and does not change later.
• A worker needs a daily rate on their profile before hours can be recorded. Only workers and technicians can be added to crews and timesheets.
• Weeks run Monday to Sunday. Nobody approves their own timesheet.
• Posting groups approved, unposted hours into one expense per worker, sends it to Finance for approval, and marks the hours Posted. A period can cover at most 92 days, and the same hours are never posted twice.

How to use it

1. 1Open Construction and go to Equipment. Click Add equipment and enter the Code, Name, Category, Ownership, Supplier / lessor, Make & model, Serial / plate number, Currency, Hourly rate and Daily rate.
2. 2Open an item and click Assign to site: choose the Development, From and, optionally, To.
3. 3Click Log usage to record the Development, Date, Hours, Fuel (L), Operator and, if useful, the Site report.
4. 4Click Record maintenance to enter the Date, Type, Performed by, Cost and Next due date.
5. 5Use Release to end assignments, Send to maintenance and Back in service while it is repaired, and Retire when it leaves the fleet.

Rules and details

• Equipment statuses: Available, On site, Under maintenance and Retired. Available and On site follow today's assignment automatically.
• Codes are stored in capitals and are unique in the company. Ownership is Owned or Rented.
• Assignment dates are inclusive and cannot overlap. A new assignment automatically ends an earlier open-ended one the day before. Releasing ends assignments that have started and removes ones that have not.
• Retiring releases the item and is permanent: a retired item cannot be assigned or used again. Retired items are hidden unless you click Show retired.
• Usage cost = hours × hourly rate (or daily rate ÷ 8), captured when logged. Usage and maintenance costs are internal figures and are not posted to Finance.
• Maintenance shows Overdue, Due soon (within 7 days), Scheduled or Not scheduled from the latest next-due date, and reminders are sent before and after it is due.
• Utilisation = hours logged in the last 30 days ÷ (working days Monday to Saturday × 8 hours).

How to use it

1. 1Open Contractors & Workforce from the sidebar and use the type tabs (All, Contractors, Subcontractors, Engineers, Architects, Consultants, Workers, Technicians, Suppliers) or the search box to find a partner.
2. 2Click “Add partner”, choose the Partner type, enter the Name (and Name (Arabic)), Specialization, Discipline, contact details, Tax / VAT number, Payment terms, Daily rate for day-paid workers and an optional Rating, then save. The partner page opens.
3. 3On the partner page use the tabs Overview, Agreements, Invoices, Payments, Work history, Documents and Activity to see contracts, invoices, outgoing payments, construction tasks and site issues linked to the partner.
4. 4Click “Rate performance” to update the star rating (1 to 5) and the performance notes.
5. 5Click “Assign to development”, pick the development, the Role on the project and the date to add the partner to the development team.
6. 6Click “New contract” on the partner page to start an agreement with this partner already selected.
7. 7Click “Deactivate” to retire a partner, or “Reactivate” to bring them back.

Rules and details

• Each partner gets an automatic reference such as PTR-2026-0001.
• Payment terms default to 30 days and must be between 0 and 365 days. The rating is a whole number from 1 to 5.
• Inactive partners keep their contracts, invoices and history but are hidden from selection lists, so they cannot be chosen for new contracts or purchase orders. A banner on their page says so.
• Contract value on the list counts active and completed contracts at their current value (original amount plus approved amendments). If a partner has contracts in several currencies the cell shows “Multiple currencies”.
• The page header figures add up base-currency contracts only and list any other currencies separately.
• Account balance (finance users only) is shown in the base currency: Invoiced is approved invoices including tax, Outstanding balance is approved invoices not yet paid, and Retention held is withheld from certificates until it is released.
• “Export CSV” downloads the directory with the current type and status filters for users with export rights.

How to use it

1. 1Open Contractors & Workforce and click “Contracts”, then “New contract”, or start from a partner page.
2. 2Fill in Development, Contractor / partner, Contract type, Status, Contract title, Cost category, Scope of work, Currency, Original amount, Retention, Advance payment, Advance recovery rate, Payment terms and the dates, then save. The contract opens in Draft.
3. 3Review the draft, then click “Activate contract”. From then on the contract counts as committed cost against the development budget.
4. 4To change the value or duration of an active contract, click “New amendment”, enter a Description, the Value change (negative for omissions) and an optional Time extension, then have an approver click “Approve” on the amendment.
5. 5Click “Add milestone” to set up payment milestones with an amount, due date and status, and update their status as work progresses.
6. 6If the contract includes an advance, click “Record contractor advance”, check the amount, invoice or guarantee number and dates, then click “Record & submit for approval”.
7. 7Follow the Payment certificates, Invoices, Payments and Linked BOQ items panels on the same page; use “Edit” to change the remaining editable fields.

Rules and details

• Contracts are numbered automatically, for example CTR-2026-0001. Contract types are Fixed price, Unit rate, Milestone based, Cost plus, Engineering services and Supply.
• Status rules: Draft can become Active or Cancelled; Active can become Completed or Terminated. No other change is accepted.
• Once a contract leaves Draft its development, partner, currency and original amount are locked, and the system also refuses changes to the contract type, retention, advance payment and advance recovery rate. Value changes go through amendments.
• Current value = original amount + approved amendments. Approving an amendment adds its value and, if a time extension was entered, moves the completion date. Approved amendments cannot be changed or deleted; drafts can be deleted. An approved change order from Construction that is linked to the contract and has a cost impact creates an approved amendment automatically, marked “From change order”.
• Retention can be at most 50% and the advance cannot exceed the original amount. The cost category is required; a contract without one is not counted in budget commitments and shows a warning.
• A contractor advance can be recorded only on an Active contract with an agreed advance, only once per contract, and only up to the agreed amount. It is recorded as a payable, not as cost, goes through finance approval and is then paid from the expense. It is recovered through deductions on later payment certificates; the Advance payment panel shows Recovered to date and Remaining to recover.
• Certified to date is the highest gross-to-date of the approved payment certificates. If milestone amounts add up to more than the current value a warning is shown. Milestone statuses (Pending, Achieved, Invoiced, Paid) are set by hand, and only pending milestones can be deleted.

How to use it

1. 1Open Procurement & Inventory from the sidebar. The tabs Overview, Purchase requests, RFQs, Purchase orders and Inventory lead to each part.
2. 2Read the figures at the top: Open purchase requests (with a link to review submitted ones), POs pending approval (with a link to Approvals), Awaiting delivery and Spend this year.
3. 3Use “New purchase request” or “New purchase order” in the page header to start a new document.
4. 4Open a recent order from Recent purchase orders, or a low-stock item from the Low stock panel.

Rules and details

• The usual flow is purchase request, then RFQ and supplier quotations, then purchase order, approval, goods receipt and supplier invoice. Each step can also be started on its own.
• Open purchase requests counts requests in Draft, Submitted or Approved.
• Awaiting delivery counts orders that are Approved, Issued or Partially received, and shows how many are past their expected delivery date.
• Spend this year adds up approved orders (approved through closed) including tax, converted to the base currency at the rate of each order date.
• Low stock lists stock lines at or below the item's reorder threshold and is shown only to users with inventory access.

How to use it

1. 1Open Purchase requests and click “New purchase request”.
2. 2Choose the development, enter a Title and a Needed by date, then add line items: pick an item from the item master or type a free-text (non-stock) description, and enter the Qty, Unit and Est. unit cost. Use “Add line” for more lines.
3. 3Save, then click “Submit” on the request to send it for review.
4. 4An approver clicks “Approve”, or “Reject” and enters the Reason for rejection.
5. 5On an approved request click “Create RFQ” to copy all lines into a new draft RFQ, or “Create PO” to open a new purchase order prefilled with the lines and estimated costs.

Rules and details

• Requests are numbered automatically, for example PR-2026-0001. Quantities accept up to three decimals and must be greater than zero.
• Statuses: Draft, Submitted, Approved, Rejected, Ordered and Cancelled. A rejected request can be submitted again; the rejection reason is added to its notes.
• You cannot approve a request you raised yourself; another approver must decide it. The Organization owner is the only exception.
• A request becomes Ordered when a purchase order created from it is approved.
• Cancel request is possible while the request is Draft, Submitted, Approved or Rejected.
• The Estimated value column is quantity times estimated unit cost, shown in the base currency and marked as an estimate.

How to use it

1. 1Create an RFQ with “Create RFQ” on an approved purchase request, or with “New RFQ” on the RFQs page by choosing the development, a Title, a Quotes due date and the line items.
2. 2Click “Mark as sent” once you have sent the request to suppliers yourself.
3. 3For each reply click “Record quotation”, select the Supplier and enter the Quotation no., Quotation date, Valid until, currency, Delivery (days), Payment terms and the unit price of each item, then click “Save quotation”. Leave a price blank if the supplier did not quote that item.
4. 4Compare offers in Quotation comparison. The lowest price per item and the best total are highlighted.
5. 5Click “Close bidding” when no more quotations are expected, if you wish.
6. 6Click “Award” under the chosen supplier, select the Cost category, the Delivery warehouse and the Expected delivery date, then click “Award & create draft PO”.

Rules and details

• RFQs are numbered automatically, for example RFQ-2026-0001. Statuses: Draft, Sent, Closed, Awarded and Cancelled. “Cancel RFQ” is possible until the RFQ is awarded.
• “Mark as sent” records that you have sent the RFQ to the suppliers yourself and moves it from Draft to Sent.
• Each supplier can have one quotation per RFQ, and a quotation needs at least one priced line. Quotations can still be recorded and awarded after bidding is closed.
• Best total is only ranked between complete quotations in the same currency. If quotations are in different currencies, prices are not ranked against each other.
• If the chosen quotation leaves lines unpriced, you must tick “I understand — award without the unpriced lines”; those lines are left out of the purchase order.
• Awarding marks the chosen quotation Selected and the others Rejected, sets the RFQ to Awarded and creates a draft purchase order with the supplier's prices and currency. A banner on the RFQ links to the new order.
• Only quotations still in Received status can be deleted.

How to use it

1. 1Click “New purchase order” (or “Create PO” on an approved request, or award an RFQ). Choose the Development, Supplier, Cost category, Delivery warehouse, Order date, Expected delivery, Currency and Tax amount, add the lines with their unit prices, and save.
2. 2Check the draft and click “Submit for approval”. The approver decides in Approvals.
3. 3Once approved, click “Issue to supplier” when you send the order, and “Print” for a bilingual printable copy.
4. 4When goods arrive click “Receive goods”, pick the receiving warehouse, the Receipt date and Delivery note no., enter the received and rejected quantity per line, then click “Post receipt”.
5. 5To send goods back, click “Return goods”, choose the warehouse, enter the Reason and the Return qty, then click “Post return”.
6. 6Finance clicks “Supplier invoice”, enters the Invoice no., Invoice date, Amount (net of tax), Tax and Due date, then clicks “Record & submit for approval”.
7. 7When the order is complete, click “Close PO”.

Rules and details

• Orders are numbered automatically, for example PO-2026-0001; goods receipts GRN-2026-0001 and purchase returns RTN-2026-0001.
• Statuses: Draft, Pending approval, Approved, Issued, Partially received, Received, Closed, Cancelled and Rejected. Only a draft can be edited or cancelled. A rejected order cannot be edited; it can only be submitted again.
• The subtotal is calculated from the saved lines; the total adds the tax amount you enter. An order needs a subtotal above zero to be submitted, and its lines and amounts are locked from submission. The requester cannot approve their own order (except the Organization owner), and the decision is refused if the amount changed after submission.
• Receipts are accepted while the order is Approved, Issued or Partially received, and a line can never be received beyond its outstanding quantity. Accepted quantities of stock items enter the warehouse at the order price converted to the base currency at the receipt-date rate; free-text lines and rejected quantities are recorded but not stocked. Posting the same receipt twice does not receive the goods twice.
• A return cannot exceed the net quantity received, and a Received order goes back to Partially received after a return.
• Supplier invoices are recorded as expenses of type Supplier invoice in the order's currency, development, cost category and supplier, and go to finance approval. The net amount invoiced can never exceed the order subtotal (net of tax) less what is already invoiced. Invoices are checked against the ordered value, not against the quantity received.
• Approved orders up to Closed count as committed cost in the budget for their cost category and development.

How to use it

1. 1Open Procurement & Inventory and the Inventory tab, then switch between Stock balances, Items, Warehouses and Stock movements.
2. 2Click “New item” and enter the Code, Name, Category, Unit of measure, Standard cost, Reorder threshold, Preferred supplier and Cost category.
3. 3Click “New warehouse”, enter the Code and Name and choose the Type: Central warehouse, or Site store (a site store must be linked to a development).
4. 4To move stock, click “Transfer”, choose the item, From warehouse, To warehouse, Quantity and date, then “Post transfer”.
5. 5To record material used on site, click “Consume”, choose the item, warehouse, development and quantity, then “Post consumption”.
6. 6To correct a count, click “Adjust”, choose Increase or Decrease, the quantity and a Reason, then “Post adjustment”.
7. 7Filter Stock balances by warehouse or “Low stock only”, open an item to see its stock by warehouse and its movements, and use “Export CSV” for a spreadsheet.

Rules and details

• Stock is created only by movements: Goods receipt, Purchase return, Transfer, Consumption, Adjustment and Opening balance. The movement ledger is append-only; movements cannot be edited or deleted.
• Stock is valued at a moving weighted-average cost of the inbound movements per item and warehouse, in the base currency. Transfers and consumption leave at that average cost. Increases use the unit cost you enter or the item's standard cost; decreases use the average cost.
• Negative stock rule: by default a transfer, consumption, return or decrease that would take a warehouse below zero is refused with an “Insufficient stock” message showing what is available. An administrator can allow it under Negative stock in organization settings.
• Low stock means the quantity on hand is at or below the item's reorder threshold.
• Consumption reduces stock and records the development it was used on in the movement ledger. It does not post a cost in Finance; material cost reaches the budget through the approved supplier invoice.
• An item or warehouse can be deleted only if it has no stock movements and is not used on requests, RFQs or orders. Otherwise deactivate it; inactive items are hidden from purchase and stock forms.
• Every organization starts with a central warehouse, WH-MAIN “Main warehouse”. Item and warehouse codes must be unique.

How to use it

1. 1Open Financial Management from the sidebar. The tabs Overview, Budgets, Expenses, Payables, Receivables, Cash flow, Loans & capital, Ledger, Profitability and Settings lead to each part.
2. 2Use the Development filter to look at one development or all of them.
3. 3Read the cards: approved or current budget, Committed, Actual cost, Estimate at completion with the variance, Accounts payable with retention held, Accounts receivable with the overdue amount, Net cash position with the realised FX gain/loss, and Collected revenue.
4. 4Click the realised FX line to open the ledger filtered on FX entries.
5. 5Use the panels Budget vs actual by cost category, Cash flow · last 12 months, Finance approvals, Upcoming payables and Overdue receivables to jump to the details.

Rules and details

• Committed = active and completed contracts at current value + approved purchase orders (approved through closed).
• Actual cost = approved expenses net of tax, in the base currency; contractor advances are excluded.
• Estimate at completion (EAC) = actual cost + remaining commitments + forecast remaining. Variance = current budget − EAC; a negative variance is an overrun.
• Payments and receipts are cash movements and are never added to cost.
• Finance approvals counts the pending requests for expenses, payments, budget baselines and budget revisions; decisions are made in Approvals.
• Upcoming payables lists overdue invoices and those due within 30 days; Overdue receivables lists customer installments past due.

How to use it

1. 1Open Finance, then Budgets, and choose the development with “Select development”.
2. 2In Baseline budget lines click “Add line”, choose the Cost category, optionally a Building (leave empty for the whole development) and enter the amount in the base currency.
3. 3When the baseline is complete click “Submit baseline for approval”. It is locked and sent to Approvals.
4. 4After approval, change the budget with “New revision”: enter the Reason, then “Add line” for each category with a positive or negative Change, and click “Submit”.
5. 5In Budget control, click “Forecast” on a category to enter a forecast to complete for its lines, or “Use automatic”.
6. 6Use “Export CSV” to download the budget of the selected development.

Rules and details

• Baseline status is Draft, Pending approval or Approved. A rejected baseline returns to Draft so it can be corrected and resubmitted. A pending or approved baseline is locked; only forecasts and notes can still change.
• There is one baseline line per cost category and building. A baseline can be submitted only if its total is above zero.
• Revisions are available only once the baseline is approved. They are numbered automatically, for example BRV-2026-0001, each is approved separately, and only drafts can be edited or deleted. A rejected revision stays rejected; create a new one.
• Current budget = baseline + approved revisions. Committed, actual cost, remaining commitment, forecast remaining, EAC and variance follow the definitions on the page, per category with parent categories rolled up.
• Forecast remaining is your manual forecast to complete if one is entered, otherwise current budget − actual − remaining commitment (never below zero). All lines of a category must be filled in or all left blank.
• Users with finance approval rights receive a budget overrun notification when a development's estimate at completion exceeds its current budget.

How to use it

1. 1Open Finance, then Expenses, and click “New expense”.
2. 2Enter the Description and choose the Type (Manual, Supplier invoice, Land acquisition or Contractor advance) and Cost category; optionally the Development, Building, Contractor / supplier, Contract, Invoice number and Land parcel.
3. 3Enter the Invoice date, Due date, Currency, Amount (net of tax), Tax (VAT) (click “Apply 11%” or the organization rate shown to fill it) and any Other deductions, then save.
4. 4Open the expense and click “Submit for approval”. The approver decides in Approvals.
5. 5Once approved, click “Request payment”, enter the Amount, Payment date, Method, Bank reference and notes, and submit. The payment is posted after approval.
6. 6For a certificate with retention, click “Release retention” when it becomes payable. To cancel an approved expense, click “Void” and give the reason.
7. 7Filter the list by development, category, supplier, status, payment status or dates, and use “Export CSV”.

Rules and details

• Expenses are numbered automatically, for example EXP-2026-0001, and payments PAY-2026-0001. Supplier invoices from purchase orders, approved payment certificates, contractor advances and labour costs posted from approved timesheets (under the LAB cost category) appear here automatically; labour costs still go through approval.
• Statuses: Draft, Pending approval, Approved, Rejected and Void. Drafts can be deleted; rejected expenses can be edited and resubmitted; pending and approved expenses are locked.
• The currency list holds the base currency and the currencies that have an exchange rate. The rate is taken from the invoice date by the system and is frozen at approval. The invoice number must be unique per supplier, the due date cannot be before the invoice date, and a contract must belong to the same development and supplier.
• On approval a cost accrual for the net amount is posted to the ledger in the base currency. Contractor advances are excluded from actual cost.
• Payable = total including tax − advance recovery − other deductions − retention not yet released. A payment request cannot exceed the outstanding amount less payments already pending.
• An approved payment is posted at the payment-date exchange rate. If it differs from the invoice rate, the difference is posted as a realised FX gain or loss.
• Voiding is possible only for an approved expense without pending or posted payments, and reverses its cost accrual. A posted payment can be voided on its own, which reverses it and its FX difference.
• Payment status is Unpaid, Partially paid or Paid, based on posted payments.

How to use it

1. 1Open Finance, then Payables, and choose a development or all developments.
2. 2Read Outstanding payable, Overdue, Due within 30 days and Payments pending approval.
3. 3Use Aging by contractor / supplier to see who is owed what in each age bracket, and click a name to open the partner.
4. 4Use Payment schedule to see open invoices by due date, and click a reference to open the expense and click “Request payment”.
5. 5Filter the Payments register by status and use “Export CSV” to download the payables.

Rules and details

• Only approved expenses with an outstanding balance appear here; outstanding means payable amount less posted payments.
• Aging uses the due date: Current, 1–30 days, 31–60 days, 61–90 days and Over 90 days. Invoices without a due date count as current.
• Figures are converted to the base currency at each expense's frozen rate.
• Organization-level costs without a development are included in the totals and mentioned in a note, but excluded from development totals.
• The Payments register lists every outgoing payment with its status: Pending approval, Posted, Rejected or Void.

How to use it

1. 1Open Finance, then Receivables, and choose a development or all developments.
2. 2Read Outstanding receivable, Overdue, Due within 30 days and Contracts in arrears.
3. 3Use Receivables aging and the Overdue installments list (oldest first) to plan collections.
4. 4Filter Customer receipts by status and review Refunds; use “Export CSV” to download the receivables.

Rules and details

• Only scheduled installments of active and completed sales contracts are counted.
• Aging uses the installment due date with the same brackets as payables.
• Contracts in arrears are contracts with at least one overdue installment.
• Contracts in a currency without an exchange rate are shown at face value, with a note.
• Receipts are listed as Posted or Void; reservation deposits are marked as such.

How to use it

1. 1Open Finance, then Cash flow.
2. 2Choose a development or all developments, and a Period of 6, 12, 24 or 36 months.
3. 3Read the current position, the actual net for the period, the Forecast net and the Projected position.
4. 4Review the Actual cash flow and Cash flow forecast charts and the monthly tables with their running totals, and use “Export CSV”.

Rules and details

• Actual cash flow uses only posted ledger entries that move cash: customer receipts, loan drawdowns and capital contributions in; supplier payments, refunds, loan repayments, interest, investor distributions and capital withdrawals out. Voided entries are netted by their reversals.
• Non-cash entries such as cost accruals and realised FX gains or losses are excluded.
• The forecast takes the unpaid part of scheduled installments on active contracts (converted at today's rate) as inflows, and approved unpaid payables (at their invoice rate) as outflows. Overdue items fall in the current month.
• Projected position = current position + forecast net. Forecast figures are marked as estimates.

How to use it

1. 1Open Finance, then Loans & capital, and click “New loan”. Enter the Lender, optional Development (leave empty for a corporate facility), Currency, Facility amount, Interest rate, Start date and Maturity date.
2. 2On an active facility click “Transaction”, choose Drawdown, Repayment or Interest, the date and the amount, then click “Record loan transaction”.
3. 3Click “Record capital” to record a partner Contribution or Withdrawal with the Partner name, development, date, currency and amount.
4. 4Review Loan facilities (drawn, repaid, interest, outstanding balance, utilisation), Loan transactions, Net capital by partner and Partner capital.

Rules and details

• Loans are numbered automatically, for example LON-2026-0001, and capital movements CAP-2026-0001.
• Total drawdowns can never exceed the facility amount, and total repayments can never exceed what was drawn.
• Outstanding balance = drawdowns − repayments. Interest is a financing cost recorded with the amount you enter, and it does not change the principal; the facility interest rate is for reference.
• Each transaction is posted to the ledger in the loan's currency at the exchange rate of its date; drawdowns are cash in, repayments and interest cash out.
• Capital contributions are cash in and withdrawals cash out. Contributions recorded here with a free-text partner name can later be attributed to a registered investor from the investor's page.
• Posted loan transactions and capital movements cannot be edited or deleted.

How to use it

1. 1Open Finance, then Ledger.
2. 2Filter by Type, Development and date range (From, To). The totals reflect the entries matching the filters.
3. 3Read Cash in, Cash out, Net cash, Cost accruals and Realised FX.
4. 4Follow the “Reverses” and “Reversed by” notes to pair a correction with its original entry.
5. 5Use “Export CSV” to download the filtered entries.

Rules and details

• Entries are created automatically by approved expenses and payment certificates (cost accrual), approved payments, customer receipts, refunds, loan drawdowns, repayments and interest, capital contributions and withdrawals, investor distributions, and realised FX gains and losses. Each is numbered, for example TXN-2026-0001.
• Each entry keeps its date, type, cash direction, currency, amount, exchange rate, base-currency amount, source and memo.
• Voiding an expense, payment or customer receipt posts a reversal entry. A reversal is shown as a negative amount under the original type and direction, and each entry can be reversed only once.
• Realised FX: a supplier payment is posted at the payment-date rate while the invoice was booked at the invoice-date rate; a customer receipt is posted at the receipt-date rate while the contract was booked at the contract-date rate. The difference is posted as a separate non-cash FX gain or loss. Reservation deposits have no FX difference.
• Adding a new exchange rate never restates entries that are already posted.

How to use it

1. 1Open Finance, then Profitability, and choose the development.
2. 2Read Total development cost, Expected revenue, Contracted revenue, Collected revenue, Projected gross profit, Gross margin, Return on cost, Break-even price per m², cost per constructed and saleable m², Land cost and the unit mix.
3. 3Review Profitability by building.
4. 4Review Profitability by unit and filter it by building.
5. 5Use “Export CSV” to download the figures.

Rules and details

• Total development cost (EAC) = actual cost + remaining commitments + forecast remaining.
• Expected revenue = contracted price for sold units and asking price for the others. Collected revenue = customer receipts less refunds.
• Gross margin = projected gross profit ÷ expected revenue; Return on cost = projected gross profit ÷ EAC; Break-even price per m² = EAC ÷ total saleable area.
• Unit and building cost is EAC allocated to units by their share of the saleable area.
• Land cost comes from the land register for reference. It is part of EAC only when it is budgeted or expensed under the land category.
• Figures marked Estimate include forecasts or asking prices; Actual figures come from approved costs, signed contracts or cash received.

How to use it

1. 1Open Finance, then Settings.
2. 2Click “Add rate”, choose the Currency, enter the Rate to the base currency (the value of one unit in the base currency, up to 8 decimals), the Effective date and an optional Source, then save.
3. 3Click “Add category” to create a cost category with a Code, Name, Name (Arabic), optional Parent category and Sort order.
4. 4Use “Edit” to change a category, and “Deactivate” or “Reactivate” to control whether it is offered for new budget lines and expenses.

Rules and details

• Supported currencies are USD, LBP, EUR, AED, SAR and GBP. A transaction in a currency without a rate is rejected until one is added; no rate is needed for the base currency.
• Each transaction uses the latest rate effective on or before its date. Rates are listed as In use today, Future or Historical, with the inverse “Units per 1” shown for reference. Saving a rate for the same currency and date replaces it.
• Once an expense is approved its rate and base amount are frozen; new rates do not restate posted figures.
• Organizations with a USD base currency start with LBP at the Banque du Liban rate of 89,500 and EUR at 1.08, which you can replace.
• Cost category codes use capital letters, digits and the characters _ . - and must be unique. A category cannot be its own parent or descendant. Fifteen categories are created with the organization, from LAND (Land acquisition) to CONT (Contingency).
• Deactivated categories stay on existing records but are not offered for new ones.
• The default tax rate (11% unless changed) is only a suggestion on new expenses; it is set in organization settings.

How to use it

1. 1Open Investors from the sidebar.
2. 2Click “New investor” and enter the Investor type (Individual, Company or Fund), Legal name, contact details, Country, Nationality / jurisdiction, Tax ID, Registration number, and the KYC & compliance data: ID document, KYC status, verification and expiry dates, Risk rating, Politically exposed person and Source of funds.
3. 3Search by name, reference, contact or email, filter by type or KYC status, and click “Show archived” to include archived investors.
4. 4Read Total committed, Capital contributed, Unfunded commitments and Distributed at the top.
5. 5Use “Export CSV” to download the register.

Rules and details

• Investors are numbered automatically, for example IVR-2026-0001.
• KYC status is Pending, Verified, Expired or Rejected. The expiry date cannot be before the verification date, and a warning shows when KYC expires within 60 days.
• Unfunded commitments (callable capital) = committed − net contributed, never below zero. Each contribution is recorded when it is received.
• Amounts are shown in the base currency, converted at transaction-date rates.
• Archived investors keep their full history but cannot receive new contributions or distributions.

How to use it

1. 1Open an investor from the register.
2. 2Click “Add commitment”, choose the development and enter the Commitment date, Currency, Committed amount, Ownership, optional Profit share and Preferred return (p.a.), and the Status.
3. 3Click “Record contribution” to post a Capital contribution or Capital withdrawal for a development the investor has committed to.
4. 4Click “Record distribution” and choose Profit distribution, Return of capital or Interest / preferred return, with the development, date, currency and amount.
5. 5If contributions were recorded earlier under Loans & capital, use “Attribute” in Unattributed contributions to link them to this investor.
6. 6Click “Statement”, then “Print / save as PDF” for the investor capital statement.

Rules and details

• Commitments are numbered automatically, for example CMT-2026-0001. An investor has at most one live commitment per development, and its investor and development cannot be changed afterwards. Commitments are cancelled, never deleted.
• On each development the ownership shares of all live commitments cannot exceed 100%, and neither can the profit shares (an empty profit share counts as equal to ownership).
• Contributions and distributions are posted to the ledger at the exchange rate of their date; contributions are cash in, distributions cash out. Distributions are numbered DST-2026-0001 and require a live commitment on the development.
• Capital account: Committed, Contributed, Withdrawn, Net contributed, Unfunded, Distributed by type and Net invested, in the base currency.
• Returns: the realised equity multiple and realised IRR use actual cash flows; the projected figures add the investor's share of the projected profit (profit share × projected gross profit of the development) and the projected remaining equity at target completion. Preferred return accrued is a simple daily accrual and is an estimate.
• The statement shows the summary by development and every transaction with a running net invested balance, and states that projected figures are estimates, not a guarantee.

How to use it

1. 1Open Sales & Customers from the sidebar. The tabs Pipeline, Customers, Reservations, Sales contracts, Installments and Commissions lead to each part.
2. 2Click “New opportunity”, choose the Customer, Stage, Probability, Development, Unit of interest, Expected value, Sales agent and Next follow-up, then save.
3. 3On a card use “Move to stage” to move it along. Choosing Lost asks why the opportunity was lost.
4. 4Use the pencil on a card to edit the opportunity.
5. 5Filter by development or agent, or switch between All opportunities and My opportunities.

Rules and details

• Stages: Lead, Qualified, Viewing, Negotiation, Reservation, Contract, Payment plan, Sold, Handover and Lost. Opportunities are numbered, for example OPP-2026-0001.
• Moving a card sets the probability to the stage default: Lead 10%, Qualified 25%, Viewing 40%, Negotiation 60%, Reservation 80%, Contract 90%, Payment plan 95%, Sold and Handover 100%, Lost 0%. You can still change it in the edit form.
• Some moves happen automatically: reserving a unit for the opportunity moves it to Reservation, activating its contract moves it to Contract, and handing the unit over moves it to Handover.
• Weighted pipeline = expected value × probability of open opportunities, shown as an estimate. Win rate = won ÷ (won + lost).
• A follow-up date in the past is highlighted on open opportunities.

How to use it

1. 1Open Sales, then Customers, and click “Add customer”.
2. 2Enter the Customer type, Full name, Full name (Arabic), Nationality, ID type and ID number, contact details, Lead source, Assigned agent, the budget range, Preferred unit types and Interested in developments, then save.
3. 3On the customer page use Overview to read the profile, click “Log interaction” to record a call, email, meeting, viewing, WhatsApp message or note, and “New opportunity” to add a deal.
4. 4Use “Reserve a unit” or “New sales contract” in the header to start a sale for this customer.
5. 5Open Reservations & contracts for their deals, Customer statement for the account (click “Print statement” for a printable copy) and Documents for files.

Rules and details

• Customers are numbered automatically, for example CUS-2026-0001. “Budget up to” cannot be lower than “Budget from”.
• The ID number is shown in full only to users who can edit customers, and only they can search by it; others see it masked.
• Buyers are customers with an active or completed contract; prospects have no signed contract yet.
• The customer statement lists, per contract and reservation, the scheduled installments as charges (including future due dates), receipts and refunds, with a running balance. A positive balance is owed by the customer; voided receipts are shown but excluded from the balance.
• Filter the list by type, lead source or agent, and use “Export CSV” if you have export rights.

How to use it

1. 1Open Sales, then Reservations, and click “Reserve unit” (or “Reserve a unit” on a customer).
2. 2Choose the unit and the customer, enter the expected Deposit and the Validity (days), optionally link an Opportunity, then click “Reserve unit”.
3. 3When the customer pays, click “Deposit” on the reservation and record the receipt.
4. 4Click “Convert to contract” to open the sales contract wizard with this reservation.
5. 5If needed, click “Extend” and enter the number of days, or “Cancel” with a Cancellation reason.
6. 6On a cancelled or expired reservation with money received, click “Refund”. Use the tabs Active, Expired, Converted and Cancelled and the print icon for a printable reservation.

Rules and details

• Reservations are numbered automatically, for example RES-2026-0001. Only available or on-hold units with an asking price can be reserved, and a unit can have only one active reservation; it becomes Reserved.
• The quoted price is always the unit's asking price at the time of reservation. The deposit amount is what you expect; only recorded receipts count as received.
• Validity is 1 to 180 days; the default comes from the organization's Reservation validity setting (14 days unless changed).
• An extension adds 1 to 90 days to the current expiry.
• When the expiry passes, the reservation becomes Expired and the unit available again, unless a contract was already created from it. Expiry is checked whenever the sales pages are opened or a sale is created, and by the scheduled notifications run. The creator is notified two days before expiry, and the page warns about reservations expiring within three days.
• Cancelling makes the unit available again. Deposits received stay recorded; they can be refunded, up to the amount received minus refunds. Once a contract is made from the reservation, deposits are refunded through the contract.
• On contract activation the deposits are applied to the first installments of the payment plan.

How to use it

1. 1Open Sales, then Sales contracts, and click “New sales contract”, or use “Convert to contract” on a reservation.
2. 2Unit & customer: start from an Active reservation or an Available unit and choose the customer.
3. 3Price & terms: check the List price, enter the Discount, Contract date and Agent commission.
4. 4Payment plan: click “Use default plan” or “Add installment” for each row, set fixed amounts or % of remainder and due dates (days after the base date or an exact date), until the schedule reconciles exactly.
5. 5Review and click “Create contract”, or “Submit for approval” when the discount needs approval.
6. 6On the contract page use “Record payment”, “Amend schedule”, “Refund”, “Handover”, “Cancel contract”, and “Print” for the bilingual contract; void a wrong receipt with “Void”.

Rules and details

• Contracts are numbered automatically, for example SPA-2026-0001, and receipts RCP-2026-0001. A unit can be under only one live contract.
• The list price is the reservation's quoted price or the unit's asking price; only a sales manager can override it. The discount must be below the list price. Above the threshold (3% of the list price unless changed in organization settings) a contract created by someone without sales approval rights waits in Pending approval with the unit held. Commission defaults to 1.5%, a higher rate needs a sales manager, and 10% is the maximum.
• The default plan is 5% reservation deposit, 15% at signing after 14 days, 25% at structure after 120 days, 25% at finishing after 300 days and 30% at handover after 480 days. Fixed amounts are taken first and percentage rows share the remainder; installments must add up exactly to the final price.
• On activation the unit becomes Sold, the reservation Converted, reservation deposits are applied to the schedule, the opportunity moves to Contract and the commission is accrued. A rejected discount cancels the contract's installments and releases the unit unless it came from a reservation.
• Payments are applied to the oldest open installments first and cannot exceed the outstanding balance; partial payments are allowed. Each receipt is posted to the ledger at its date's rate, with any difference from the contract-date rate posted as realised FX.
• Amend schedule (active contracts) keeps paid amounts, cancels or shrinks unpaid installments and adds new lines that must equal the unpaid remainder; a reason is required.
• Handover is blocked while installments before the handover installment are unpaid, unless a sales manager ticks the override. It marks the unit Handed over and the contract Completed.
• Cancelling (active or pending contracts, not after handover) cancels unpaid installments, withdraws a pending discount approval, cancels unpaid commission and makes the unit available. Money received stays recorded and can be refunded. Apart from notes, a contract cannot be edited after creation.

How to use it

1. 1Open Sales, then Installments.
2. 2Choose a view: Open, Overdue, Due this month, Paid or All, and filter by development.
3. 3Click “Record payment” on an installment to record the customer's payment on its contract.
4. 4Use “Export CSV” to download the current view.

Rules and details

• Status per installment: Due, Partially paid, Overdue (past the due date and not fully paid), Paid or Cancelled. Overdue installments show the number of days overdue.
• A payment is always recorded against the contract and applied to its oldest open installments first, so it may settle a different installment than the one you clicked if earlier ones are still open.
• Users with finance edit rights and the contract's agent are notified of overdue installments.
• Installments are created only from the contract's payment plan and change only through a schedule amendment, a cancellation or a rejected discount.

How to use it

1. 1Open Sales, then Commissions.
2. 2Filter by status or development, and read the Accrued, Approved, Paid and Payable totals.
3. 3Click “Approve” on an accrued commission.
4. 4Click “Mark paid” once the agent has been paid, and confirm.

Rules and details

• A commission is accrued automatically when a contract with a commission rate is activated: final price × rate, in the contract currency, one per contract.
• Statuses: Accrued, Approved, Paid and Cancelled. “Mark paid” is possible from Accrued or Approved.
• Marking a commission paid only records its status. It does not create a payment or a ledger entry; pay the agent through your usual process.
• Cancelling the contract cancels its commission unless it is already paid.
• Payable = accrued + approved, not yet paid.

How to use it

1. 1Open Documents & Permits in the sidebar. The cards at the top show Active documents, Pending approval, Expiring in 30 days and Confidential.
2. 2Click Upload document, choose the File and fill in Title, Title (Arabic), Category, Development (or leave Organization-wide), Expiry date, Tags (comma separated) and Description, then click Upload document. If you leave Title empty the file name is used.
3. 3Find documents with the search box (title, reference, description or an exact tag) and the Category, Development, Status and Expiry date filters (Expiring within 30 days, Expired, No expiry date). Approvers also get a Confidential filter.
4. 4Open a document to see its Preview, Version history, Details, Associations, Comments and Activity. Use Download for the current file, or Open and Download on any earlier version.
5. 5To replace the file, click New version and choose the new file (Upload v2, v3…). Earlier versions stay available.
6. 6When the file is ready, click Submit for approval and optionally add a note for the reviewer. An approver then clicks Approve (comment optional) or Reject (reason required).
7. 7Use Edit to correct the title, category, expiry date, tags or description, and Archive to take a document out of use; Show archived at the bottom of the library lists archived documents, which can be restored.

Rules and details

• Every document gets a reference such as DOC-2026-0001, numbered per organization and per year.
• Approval states: Draft → Pending approval → Approved or Rejected. Submitting is possible only once a file has been uploaded and the document is in Draft or Rejected. Approved by records the approver and the time.
• Uploading a new version of an approved document returns it to Draft, so the new file is reviewed before it counts as approved again. A rejected document shows a banner: read the comments, upload a corrected version and resubmit.
• Versions are immutable: each upload is kept as a numbered version with its file name, type, size, uploader and time, and is never overwritten. Allowed files are PDF, images (PNG, JPEG, WebP), Word and Excel files, CSV, DWG/DXF drawings and ZIP archives, up to 50 MB each.
• PDFs and images preview directly on the page. Files sit in private storage and open through short-lived links; the preview link lasts 10 minutes, so reload the page if it stops working.
• Confidential documents (marked with a lock) are visible only to people with Documents · Approve. Only they can mark or unmark a document as confidential.
• Expiry: dates within 30 days are highlighted amber and past dates red, and an expired document shows a banner asking for a renewed version. Document approvers receive a Document expiry notification from 30 days before the date.
• Documents uploaded from a record (a land parcel, development, unit, drawing, contract, purchase order, expense, customer, sales contract and so on) appear both on that record and in the library, where Linked to opens the record. Archiving hides a document from the library and from record attachments but keeps its files and versions; there is no delete.

How to use it

1. 1Open Approvals in the sidebar; the number next to it counts requests waiting for you. The cards show Awaiting my decision, My open requests, and Approved and Rejected in the last 30 days.
2. 2Pending for me lists the requests within your approval authority, oldest first. My requests lists what you submitted, and Decided lists approved, rejected and withdrawn requests.
3. 3Narrow the list with Search requests…, the request type filter and the Development filter.
4. 4Click a request to open its Request summary and Approval history, or Open record to review the expense, order, certificate or contract behind it.
5. 5Click Approve (a comment is optional) or Reject (a reason is required). Both buttons are also available directly on each row.
6. 6To take back a request you submitted, click Withdraw. The record returns to draft so it can be edited and resubmitted.

Rules and details

• Segregation of duties: you cannot decide a request you submitted; another approver must do it. Organization owners are the only exception.
• The amount shown is the snapshot taken at submission. If the underlying record has changed since, the decision is blocked until the record is resubmitted.
• Approving continues the record's workflow, for example posting to the ledger or issuing the purchase order. Rejecting returns the record to the requester for correction, together with your reason.
• A request is withdrawn by its requester, or by an Organization owner or Administrator. Withdrawn requests appear under Decided with the status Withdrawn.
• Each record can have only one pending request at a time. A request is either for a development or at Organization level, and you see only requests for developments you can access.
• Notifications: approvers receive Approval required when a request is submitted; it disappears for everyone once the request is decided or withdrawn. The requester receives Request approved or Request rejected (with the reason).
• Sales discounts reach the inbox only when the discount exceeds the Discount approval threshold set in Organization settings and the person creating the contract is not a sales approver.
• Documents and engineering drawings have their own approval buttons on their pages and do not appear in this inbox.

How to use it

1. 1Click the bell in the top bar to see the latest notifications; the badge counts unread ones. Click an alert to open the record, or View all notifications for the full page.
2. 2On the Notifications page, switch between the Unread and All tabs, and filter by Severity (Info, Warning, Critical).
3. 3Mark one alert with Mark as read, all of them with Mark all as read, or, on the All tab, the visible page with Mark this page as read.
4. 4Click Check for new alerts to scan your projects right away instead of waiting for the automatic hourly run.
5. 5To choose which alerts you get in the app and by email, open Settings → Notifications.

Rules and details

• Who receives what: Approval required goes to people who can approve in that module; Request approved and Request rejected go to the requester; Task overdue goes to the task's assignee, or to construction editors when nobody is assigned; Upcoming milestone (within 7 days) and Construction delay (a phase more than 3 days past its planned end) go to construction approvers.
• Budget overrun forecast (estimate at completion above the current budget, at most once a week per development) and Payment due (approved payables due within 7 days) go to finance approvers; Installment overdue goes to finance editors and the contract's sales agent; Reservation expiring (within 2 days) goes to whoever created the reservation.
• Document expiry goes to document approvers from 30 days before a document's expiry date, and Maintenance due goes to construction editors. Organization owners and Administrators receive every role-based alert.
• Severity sets the colour: Info (blue), Warning (amber) and Critical (red), for example an already expired document or overdue maintenance.
• Each alert is raised only once for the same item, so refreshing never creates duplicates. Approval alerts are removed automatically once the request is decided.
• The bell updates live while you work. Alerts you have read stay on the All tab with the time you read them.

How to use it

1. 1Open Reports & Analytics in the sidebar. Reports are grouped into Portfolio, Finance, Construction, Procurement, Inventory and Sales; a padlock means your role lacks the permission named underneath.
2. 2Click a report. Finance includes Development profitability, Building profitability, Budget vs actual, Cash flow (actual + forecast), Overdue receivables, Contractor balances and Supplier balances; Construction has Construction progress and BOQ progress; Sales has Sales performance, Available units and Customer installments.
3. 3Use the filters at the top: Development on most reports, From and To dates (then Apply, or Clear dates) on Procurement spending and Sales performance, and options such as Group by or Detail level where offered.
4. 4Read the indicator cards and the chart, then the Report data table. Click a column header to sort; the totals row is the exact sum of the rows shown.
5. 5Click Print to print the report or save it as PDF from the print dialog, or Export CSV to download the data with the same filters and sorting.
6. 6Use All reports to return to the catalogue.

Rules and details

• All reports share Arqenith's definitions: actual cost is approved, non-advance expenses net of tax; estimate at completion (EAC) is actual cost plus remaining commitments plus forecast to complete.
• Values marked Estimate (projected profit, expected revenue, forecasts and asking values) are projections, not booked figures. In CSV files these columns carry an “(estimate)” suffix.
• Amounts are in the organization's base currency unless the report shows a currency per row; in that case totals are given separately for each currency.
• Each report shows when it was generated and its currency. Reports are limited to 10,000 rows; if that limit is reached a warning appears and you should narrow the filters to get complete totals.
• Reports respect project access: developments you cannot access are left out of figures, charts and exports.
• CSV files open correctly in Excel, including Arabic text, and money columns are plain numbers, with the currency in the column header or in a separate Currency column.
• Printable business documents (Sale and Purchase Agreement, Reservation Agreement, Payment Receipt, Statement of Account, Purchase Order, Interim Payment Certificate, Payment Voucher and Unit Handover Certificate) open from their records on an A4 letterhead with a bilingual title. Their toolbar has a Document language switch (EN / عربي), Print and Download PDF, which opens the print dialog where you choose Save as PDF.

How to use it

1. 1Open Settings in the sidebar, then the Organization tab.
2. 2Under Identity, edit Organization name, Organization name (Arabic) and Default language.
3. 3Under Sales & tax, set Reservation validity (days), VAT rate, Discount approval threshold and Default agent commission.
4. 4Under Inventory, tick Allow stock issues beyond the quantity on hand if your organization accepts negative stock.
5. 5Click Save changes. The Fixed settings panel beside the form shows the Workspace address, Base currency, Country, Created and Last updated.

Rules and details

• Reservation validity is 1 to 180 days (default 14): how long a unit reservation holds before it expires, unless a different period is set on the reservation itself.
• VAT rate (default 11%, Lebanon's VAT) is the default tax applied to invoices and expenses.
• Discount approval threshold (default 3%): a sales discount above this percentage of the list price is sent to the Approvals inbox, unless the person creating the contract can approve sales.
• Default agent commission (default 1.5%): only a sales approver, such as the Sales manager, can set a higher commission rate on a contract.
• Negative stock is not allowed by default: stock cannot be issued beyond the quantity on hand.
• The workspace address and base currency are set when the organization is created and are locked to keep references and ledgers consistent. Changes to these settings are recorded in the audit log.

How to use it

1. 1Open Settings → Members & invitations. The cards show Active members, Project-restricted, Pending invitations and Deactivated.
2. 2Click Invite member, enter the Email and choose the Role, then click Create invitation. Copy the Invitation link and send it to the person; when email is set up, the invitation email is sent too. Click Done.
3. 3Change someone's role with the Role menu on their row; the change applies immediately.
4. 4Click the Project access button on a row and choose All developments or Only selected developments, tick the developments, then Save.
5. 5Click the Permission overrides button and set any permission (per module: View, Create, Edit, Delete, Approve, Export) to Grant or Revoke, or leave it on the role default (Role: yes or Role: no), then Save.
6. 6Click Deactivate to remove a member's access immediately; use Show deactivated to list them and Reactivate to restore access.
7. 7Under Pending invitations, check who invited whom and when each invitation expires, and click Revoke to cancel a link.

Rules and details

• Invitations are valid for 14 days. The link is shown only once, so copy it straight away. Creating a new invitation for the same email revokes the previous link.
• The invited person opens the link, enters a full name and chooses a password; the email address comes from the invitation. Someone who already has an Arqenith account signs in and clicks Accept invitation, and must be signed in with the invited email address.
• Nobody can be invited as Organization owner. Only an Owner can invite an Administrator or change an Owner's or Administrator's role. You cannot change your own role or deactivate yourself, and the organization always keeps at least one active owner.
• Project access: a member limited to selected developments sees only those developments' records (budgets, expenses, units, documents and so on) plus organization-level records. With no development selected they see organization-level records only. Nobody can change their own project access.
• Permission overrides add to or take away from the role: Grant gives a permission the role lacks, Revoke removes one it has, and the role default follows any later role change. The Role column shows how many overrides a member has. Owners cannot receive overrides.
• Deactivating ends access to this organization immediately but keeps the person's history, and they no longer receive notification emails. Their account and memberships in other organizations are not affected.
• Every change to memberships, invitations, project access and overrides is recorded in the audit log.

How to use it

1. 1Open Settings → Roles & permissions.
2. 2Read down a module (Land, Developments & units, Engineering, Construction, Contractors, Procurement, Inventory, Finance, Sales, Documents, Reports, Feasibility, Members, Settings, Audit log) and across the roles: ✓ means included, — means not included. Your own role's column is highlighted.
3. 3To give one person a permission their role lacks, or to take one away, use Permission overrides on Settings → Members & invitations.

Rules and details

• Organization owner and Administrator: every permission in every module.
• Project manager: view, create, edit, approve and export land, developments, engineering, construction, contractors, procurement, inventory, documents and feasibility (no delete); view and export finance; view sales; view and export reports.
• Engineer: view, create and edit engineering, construction and documents; view developments, land, contractors, procurement, inventory and reports. Site supervisor: view, create and edit construction; view developments, engineering, contractors, procurement, inventory and documents; create inventory records and documents.
• Accountant: everything in finance, including approve and delete; view and export procurement, contractors and sales; edit sales; view developments, land, construction, inventory, documents and feasibility; upload documents; view and export reports.
• Procurement officer: view, create, edit and export procurement and inventory; view, create and edit contractors; view developments, construction and reports; view and upload documents.
• Sales manager: everything in sales, including approve; view developments, land and feasibility; view, upload and edit documents; view and export reports. Sales agent: view, create and edit sales; view developments; view and upload documents.
• Viewer: view only, in every module except finance, audit log, members and settings.
• Every role except Viewer can view the member list. Approvals additionally follow segregation of duties (no self-approval) and project-level access.

How to use it

1. 1Open Audit Log in the sidebar.
2. 2Filter with Record type, Action (Created, Updated, Deleted, Voided, Retention released, Schedule amended, Document submitted, Document approved, Document rejected), User and the From and To dates; paste a record ID into Filter by record ID… to follow a single record.
3. 3Expand Changes on an entry to see each field's old and new value (“3 fields changed”), or the full set of values for something created or deleted.
4. 4Click History under a record to list all of its entries, the record link to open it, or a user's name to see everything that person did.
5. 5Click Export CSV to download the entries matching your filters.

Rules and details

• Entries cannot be edited or deleted by anyone.
• Everything that matters is recorded, including members, invitations, project access, permission overrides, approval requests, and records across land, developments, construction, contractors, procurement, finance, investors, sales, documents and feasibility.
• Secrets such as invitation tokens and passwords are never recorded.
• System means a change made automatically by Arqenith; Former member means a person who is no longer in the organization.
• Dates are filtered in UTC, and the CSV gives times in UTC, so an entry made late in the evening in Beirut can fall on the next day.

How to use it

1. 1Open Settings → My profile, or click your name at the bottom of the sidebar.
2. 2Under Personal details, enter Full name, Full name (Arabic) and Phone. Under Preferences, choose Language (English or العربية) and Theme (Light, Dark or Match system), then click Save.
3. 3To change your password, enter Current password, New password and Confirm new password, then click Change password.
4. 4Signed in on a shared or lost device? Click Sign out everywhere and confirm. All your sessions end, including this one, and you sign in again.
5. 5The Account panel shows your Email, Display name, Last sign-in, Member since and the Organizations you belong to with your role in each.

Rules and details

• Passwords need at least 10 characters, with upper and lower case letters and a number, and must differ from the current one.
• Forgot your password? On the sign-in page click Forgot password?, enter your email address and click Send reset link. Arqenith emails you a link that works once and expires after one hour; it opens Choose a new password, where you enter and confirm the new password and click Update password.
• For privacy, the Reset your password page gives the same answer whether or not an account exists for the email you entered.
• Your language is saved to your profile, so emails from Arqenith (alerts, daily summaries, password resets) arrive in that language. Your Arabic name is used when the interface is in Arabic.
• Your email address cannot be changed from the profile; it is the address you were invited with.

How to use it

1. 1Open Settings → Notifications.
2. 2For each alert (Approval required, Request approved, Request rejected, Task overdue, Upcoming milestone, Construction delay, Budget overrun forecast, Reservation expiring, Installment overdue, Document expiry, Payment due), tick or untick In-app and Email.
3. 3Where Email is ticked, choose Email delivery: Instant (one email per alert) or Daily digest.
4. 4Click Save preferences. Restore defaults clears your choices and returns every alert to its default.

Rules and details

• Defaults: every alert is shown in the app. Email is on, delivered instantly, for Approval required, Request rejected, Task overdue, Construction delay, Budget overrun forecast, Reservation expiring, Installment overdue and Document expiry, and off for Request approved, Upcoming milestone and Payment due.
• The daily digest is sent once a day, in the morning Beirut time, and lists every alert since the previous digest in a single email.
• Alerts you have already read in the app are not emailed afterwards.
• With In-app off but Email on, the alert is still emailed and kept on the Notifications page already marked as read. With both off, the alert is not recorded at all.
• Emails go to the address shown on the page, in your profile language, and include a link to open the record and a link back to these preferences. Email is sent only when it has been set up for your Arqenith workspace.
• Preferences apply to the current organization only; switch organization to set them for another.