Adaptive

You can easily assign Classes at the Job-level.

Assigning a Class to a Job

This article will show you how to copy a budget from one job to another

Can I create a template job in Adaptive?

This article covers how to summarize your cost codes into bank-specific draw schedules or simplified budgets for clients

Client or Bank Facing Categories

Delete, Deactivate or Merge Duplicate Jobs

An overview of Actual Costs to Date and Drawn to Date. And learn how to easily recategorize historical transactions

Historical Costs & Draws

An overview of the Internal (Cost) Budget and the Revenue (Client-Facing) Budget, including when and how to use each effectively.

Internal Budget vs. Revenue Budget

Step-by-step instructions for importing, reviewing, editing, and finalizing a budget using the AI Assistant.

Importing Budgets

Speed up your workflow by setting up default Job settings.

Job Default Settings - Class, Location & Bank Account

Learn the correct way to apply markups for Cost Plus and Fixed Price projects using the Cost Budget and Revenue Budget.

Using Markups (Cost Plus vs. Fixed Price)

Budgets

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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