Construction Stages

The project's construction stages, such as Plinth, each slab and Possession. For each stage you set its order, its share and an expected date, then record when work commenced and when the stage was completed, with certificates and site photos attached. Completing a stage gives the construction-linked installments waiting on it their due date, so the buyers can be billed.

Where to find it

Open a project and choose the Construction Stages tab. It shows when you hold any permission on Construction Stages. The Manage link on the Construction stages card of the setup wizard's Amenities, parking, stages & pricing step also brings you here.

You need the View permission on Construction Stages to see the stages. Without it the page shows "No access" and "You do not have permission to view construction stages. Ask your administrator."

In the default roles:

• Administrator and Project Manager can do everything here.
• Site Engineer can add, edit and record progress, but not delete.
• Compliance Officer can edit and record progress.
• Finance Lead, Accountant, Sales Manager, Sales Executive, Rehab Officer and Auditor can only view.
• Front Desk and Legal & Documentation don't see the tab.

Before you start

• To put a stage on a tower, the tower must exist on the Structure tab. Seeing the tower list needs the View permission on Towers, Floors & Units.
• To attach files, file storage must be set up for your organization. Until then you see "File storage is not configured yet, so files cannot be attached for now. Dates are recorded as usual."

What you see

Summary

The card Construction stages shows "N stages · N completed · N in progress". Once shares are set, a second line shows each bucket: "Shares (each bucket up to 100%): project-wide X% allocated, Y% completed · <Tower> X% allocated, Y% completed". The allocated figure is green at exactly 100%, amber below it and red above it.

With no stages: "No construction stages yet" and "Stages (plinth, slabs, possession…) carry commencement and completion dates and drive construction-linked payment schedules."

The stages grid

Column	What it shows
#	The sequence number, a play icon once work has commenced, or a tick once completed.
Stage	Name, code and description.
Tower	Project-wide, or the tower the stage belongs to.
Share	The stage's share of its bucket, or "—".
Status	Not started, In progress or Completed.
Commenced	The commencement date.
Completed	The completion date, or "Expected <date>", or "—".
Files	How many files are attached.
Actions	The row's buttons and icons.

The grid is sorted by sequence when it opens. Click a column title to sort by it. Expand a row to see its files; with none you see "No files attached to this stage yet."

The stage panel

Add construction stage (or Edit <name>) has these fields:

Field	Required	What to enter
Name	Yes	Up to 100 characters, for example "Plinth completed".
Code	No	Capital letters, digits and underscores, up to 30 characters, unique in the project. "Optional; A–Z, digits, _".
Sequence	Yes	A whole number, 0 or more; the order stages are shown in. A new stage starts one after the highest.
Share of total (%)	No	0 to 100. "Of its bucket: project-wide stages total 100% (e.g. Tower A 20%, Amenities 20%); each tower's own stages total 100%"
Tower	No	Blank means Whole project. "Optional; with a tower the stage is one of that tower's sub-stages"
Expected date	No	When you expect the stage to be completed.
Description	No	Up to 255 characters.

The messages you may see:

• "Name is required", "Enter a number" on Sequence, "Whole numbers only".
• "Use letters, digits and underscores only" or "Use at most 30 characters" on Code.
• "A milestone with this code already exists in this project." on Code.
• "Project-wide stages cannot exceed 100%." or "Stages of <tower> cannot exceed 100%." on Share of total.
• "That tower does not belong to this project."

What you can do

Add stage

At the top right. Opens Add construction stage. Click Add stage to save; you see “Stage "<name>" added.”

• Who: the Create permission on Construction Stages. Otherwise the button isn't shown.

Edit

The pencil icon on a row (hover "Edit <name>") opens Edit <name>. Click Save changes; you see “Stage "<name>" updated.”

• Who: the Edit permission on Construction Stages.

Commencement

Shown on stages whose work hasn't been recorded as started, including a completed stage that never had a commencement date. Opens Record commencement: "Work on <stage> started on:" with a Commencement date ("Defaults to today; pick another day if work started earlier."). Click Mark commenced; you see “"<name>" commenced.” and the stage moves to In progress.

• Who: the Edit permission on Construction Stages.
• If the stage is already completed, the date can't be later than the completion date: "The commencement date cannot be later than the completion date."

Undo commencement

Shown on stages that are In progress. Hover text: "Remove the commencement date". It clears the date straight away, with no confirmation; you see “Commencement of "<name>" cleared.” and the stage goes back to Not started.

• Who: the Edit permission on Construction Stages.

Completed

Shown on every stage not yet completed. Opens Mark stage completed: "<stage> will be recorded as completed. Construction-linked instalments waiting on it get their due date."

• Completion date defaults to today. It can't be earlier than the commencement date: the hint reads "Commenced <date>; completion cannot be earlier." or "Defaults to today."
• Supporting files (optional): Choose files… to attach certificates or photos in the same step.
• Click Mark completed. You see “"<name>" completed.” or “"<name>" completed with N files.” If some files fail: “"<name>" completed, but N files were not uploaded: <names>. Add them from the stage's Files.”
• Who: the Edit permission on Construction Stages.
• What happens next: every construction-linked installment on this stage that has no due date yet takes the completion date. Accountants and Sales Managers are notified, and an Accountant gets a task to raise the construction-linked demands within 3 days.

Reopen

Shown on completed stages. It reopens the stage straight away, with no confirmation; you see “"<name>" reopened.” The stage goes back to In progress, or Not started if it never had a commencement date.

• Who: the Edit permission on Construction Stages.
• What happens next: every installment linked to the stage loses its due date. Finance Leads and Project Managers are notified to check the demands already issued.
• If it's refused: "<n> installment(s) on this stage are paid or hand-dated". Once an installment on the stage has been paid (even in part), waived or cancelled, or someone has set its due date by hand, the completion can't be undone.

Attach file / Add file

The upload icon on a row (hover "Attach file"), or Attach file / Add file in the expanded row. Opens Attach files to <stage>:

• Choose files…: "PDF, images, office documents, drawings or zip." Each file gets a document type: Architect Certificate, Engineer Certificate, Site Photo, Completion Certificate, Inspection Report or Other. The app suggests one from the file name (photos as Site Photo, PDFs as Architect Certificate); change it if needed.
• Notes: optional, up to 255 characters; the same note is saved on every file in this upload. The placeholder reads "Optional, e.g. signed copy received 12 Sep".
• Click Upload. It is greyed out until you choose a file, and while file storage isn't set up. No reason is shown on hover.
• You see "N files attached." or "N files were not uploaded: <names>". If none of the files could be uploaded, the dialog stays open with an error.
• Who: the Edit permission on Construction Stages.

Download a file

Click a file's name in the expanded row to download it. Hovering shows its size, the date it was added and its notes.

• Who: anyone who can view the stages.

Delete a file

The x on a file (hover "Delete <file name>") asks "Delete file?": "<file> will be removed from the stage and from storage." Click Delete; you see “"<file>" deleted.”

• Who: the Edit permission on Construction Stages.

Delete

The bin icon on a row (hover "Delete <name>") asks "Delete stage?": "<name> and its N files will be removed. Stages referenced by payment schedules cannot be deleted." Click Delete; you see “"<name>" deleted.”

• Who: the Delete permission on Construction Stages.
• If it's refused: "<n> payment schedule row(s) reference this stage". A stage that a booking's or offer's payment schedule is waiting on can't be removed.

Export

Downloads the project's stages as an Excel workbook (hover "Download this list as an Excel sheet"). Use it to edit stages in bulk and bring them back with Import.

• Who: the View permission on Construction Stages and on Projects.

Import

Opens Import construction stages: "Names, order, share of the bucket and expected dates. Achieving a stage stays on this screen — it fills due dates on the payments that reference it."

1. Download template (or use an exported file) and fill it in. The closed columns are dropdowns. What each column takes explains every column.
2. Choose Excel file. The file is checked first, and nothing is written yet: "Checked, nothing written yet. Use Import to apply it." The counts show how many rows are to add, to update, skipped and with errors.
3. Click Import N rows. You see "Imported into <project>." and "N added, N updated."

The Import button is greyed out, with the reason on hover, when:

• no file is chosen: "Choose a filled-in sheet first";

• some rows fail: "Fix the N rows listed below, then choose the file again" (the dialog also says "Nothing has been written. Fix the rows below in your sheet and choose the file again.");

• nothing would change: "This sheet has no rows to add or update".

• Who: both the Create and Edit permissions on Construction Stages. Otherwise the button isn't shown.

Statuses

Status	Meaning	How it changes
Not started	No commencement date.	Commencement moves it to In progress; Completed moves it straight to Completed.
In progress	Work has commenced.	Completed moves it to Completed; Undo commencement returns it to Not started.
Completed	The stage is done. Its installments have their due date.	Reopen returns it to In progress, or to Not started if it never commenced.

Things to know

• Share buckets. Project-wide stages share one 100% between them (for example Tower A 20%, Tower B 20%, Amenities 20%). Each tower's own stages share a separate 100% of their own. Each bucket may add up to at most 100%, but it doesn't have to reach 100%. Buckets aren't combined: there is no overall total across the project and the towers.
• Completing a stage triggers billing. The installments linked to it get their due date, and the seeded workflow rules notify the accounts team. Record completion only once it is certified.
• Reopen and Undo commencement don't ask for confirmation. Reopen also doesn't check demands already raised on the stage's installments. The Finance Leads and Project Managers are notified so they can review those demands.
• Late stages are flagged. Every Monday, stages past their expected date and not yet completed are flagged to the Project Managers.
• Deleting a stage also removes it from pricing plans. Any charge group routed to the stage on the Unit Pricing tab loses that link without warning. Only payment schedules block a delete.
• Stages added from the setup wizard are project-wide. To put a stage on a tower, add or edit it here.
• Sheet import rules:
  • A row updates an existing stage when it carries that stage's id (from an export), its code, or the same name on the same tower (or project-wide). Otherwise it adds a new stage.
  • A blank cell never clears a saved value.
  • A stage can't be moved from a tower to project-wide by sheet.
  • A new stage with a blank sequence gets 0, not the next number.
• The code error says "milestone" ("A milestone with this code already exists in this project."); it means a construction stage.
• Files above the upload size limit, empty files and file types outside the list are refused.

Related

• Project overview
• Project setup wizard
• Amenities
• Structure
• Unit Pricing