1. Open or Create a Draw
To view draws for a job:
Go to Jobs.
Open the job.
Click the Draws tab.
Select an existing draw, or click New draw to create one.
The Draws tab shows current and historical draws for the job, including draw number, title, project name, sync status, draw date, due date, linked transactions, and price.
2. Review the Draw Tabs
Each draw has three main tabs:
Summary: Review the draw summary and edit export details.
This period: Review or edit the line items included in the current draw.
Draw schedule: Enter progress by budget line and review total draw progress.
In Summary, use Export details to update fields such as export title, draw date, draw number, project, due date, description, and signature settings. Available fields may vary based on your job and export settings.
3. Enter Percent Complete on the Draw Schedule
Use Draw schedule to build a percent-complete draw by budget line.
To enter percent complete:
Open the draw.
Go to Draw schedule.
Find the budget line you want to bill.
Enter the completion percentage in the % complete column.
Adaptive calculates the related This period, Total completed to date, and Balance to finish amounts.
Note: If a budget line has no budget, Adaptive cannot calculate a percent amount for that line.
4. Enter a Dollar Amount Instead
You can also enter the draw amount directly.
To enter a dollar amount:
Go to Draw schedule.
Find the This period column.
If the column is showing percent mode, click the percent/dollar toggle in the This period header to switch to dollar mode.
Enter the dollar amount to bill for that line.
Adaptive updates the related percentage, total completed, and balance to finish values.
To switch back to percent entry, click the toggle in the This period header again.
5. Review the Automatically Created This Period Lines
When you update a line on the Draw schedule, Adaptive creates or updates the matching line on the This period tab.
Use This period to review details such as:
Item
Description
Cost
Price
Retainage fields, if retainage is enabled
If a line is linked to an underlying cost and you edit it, Adaptive may ask whether you want to update the linked cost as well.
Choose:
Update costs to push the edit back to the linked bill, receipt, or time activity.
Don't update costs to keep the edit only on the draw.
6. Review the Draw Schedule Totals
Use Draw schedule to confirm the draw before exporting or syncing.
Common columns include:
Description of work or Category
Budget
Changes
Revised budget
Costs to date
From previous draws
This period
Total completed to date
% complete
Balance to finish
If categories are enabled, use View by Items or View by Category. To enter a fixed dollar amount, switch to View by Items.
7. Export the Draw
Click Export draw to download or prepare draw files.
Common export options include:
Draw package (PDF)
Draw package (XLSX)
Transaction backup images (ZIP)
Cover page
Draw schedule
This period by line item, vendor, category, or class when enabled
External change orders, when change tracking is enabled
Transaction backup
Labor backup, when labor tracking is enabled
Click Download to start the export. Large draw packages may take longer, and Adaptive may email the files when they are ready.
8. Sync the Draw to QuickBooks
When the draw is ready, click Sync to QuickBooks.
The draw status shows whether it is in Draft or Synced to QuickBooks. If a synced draw needs changes, use Revert to draft to unsync the draw before editing, when your permissions and accounting status allow it.
Note: If a draw is locked, click Unlock draw before editing. Changing an older draw can recalculate totals in later draws, so review the impact before unlocking.
If you have any questions or want to share feedback, feel free to reach out at [email protected].