Adaptive

How to manage, activate, and create jobs, sub-customers, and projects, and customize the Jobs page view.

Activating Jobs in 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 how to track changes in your budget.

Tracking Changes & Reallocating Budget

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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